China’s tech firms turn the global AI boom into opportunity amid fierce rivalry at home
The News
Chinese tech companies are expanding globally through cloud-based software and foundation models, driven by a worldwide AI spending surge and intense domestic competition. New customs data from the first half of 2026 shows a significant increase in physical tech exports, with integrated-circuit exports nearly doubling to US$177.3 billion, a 96% year-on-year surge. This dual expansion in both services and hardware highlights the growing international influence of China's technology sector.
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The Analysis
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Integrated-circuit exports nearly doubled to US$177.3 billion.
Integrated-circuit exports nearly doubled in value to US$177.3 billion, a 96% year-on-year surge.
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Key findings
Chinese tech companies are rapidly expanding their international footprint through cloud-based software and foundation models.
South China Morning Post- Integrated-circuit exports nearly doubled to US$177.3 billion.
- Exports surged 96% year-on-year.
Plain English
Loaded language removedDriven by a global surge in AI spending and fierce competition at home, Chinese tech companies are rapidly expanding their international footprint, not just via physical supply chains, but increasingly through cloud-based software and foundation models. The broader push aligns with recent customs data from the first half of 2026 showing a sharp rise in physical tech exports.
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Claims
Chinese tech companies are rapidly expanding their international footprint through cloud-based software and foundation models.
South China Morning PostCustoms data from the first half of 2026 shows a sharp rise in physical tech exports.
South China Morning PostIntegrated-circuit exports nearly doubled in value to US$177.3 billion, a 96% year-on-year surge.
South China Morning Post