China's technology export boom is accelerating: China’s integrated circuit (IC) exports surged +43% YoY, to a record $234 billion over the last 12 months. Chip exports have more than DOUBLED over the last 5 years. In Q1 2026 alone, IC exports surged +77% YoY. At the same time, high-tech exports rose +30% YoY, while mechanical and electrical products soared +20% YoY. The global AI investment boom continues to drive demand for Chinese-made chips and electronic components. China's technology export engine is running at full speed.(The Kobeissi Letter)