{"id":391452,"date":"2026-04-14T11:47:12","date_gmt":"2026-04-14T11:47:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/391452\/"},"modified":"2026-04-14T11:47:12","modified_gmt":"2026-04-14T11:47:12","slug":"china-quietly-profits-from-us-ai-boom-despite-washingtons-tech-curbs-research","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/391452\/","title":{"rendered":"China quietly profits from US AI boom despite Washington\u2019s tech curbs: research"},"content":{"rendered":"

China is gaining from America\u2019s trillion-dollar artificial intelligence spending spree despite Washington\u2019s efforts to curb Chinese technology ties, as the US data centre boom ripples through Asian technology supply chains, according to research by Oxford Economics.<\/p>\n

Roughly US$2 trillion worth of data-centre projects are planned or under way in the US, according to a report by the consultancy, with as much as three-quarters of the cost tied to equipment such as semiconductors and servers.<\/p>\n

That spending was translating into a sharp rise in US imports of electronic goods, much of it sourced from Asia as well as Mexico, the report said.<\/p>\n

The most visible winners were Taiwan and South Korea, which export advanced chips, including memory chips, that are crucial for AI applications, the consultancy\u2019s analysts said. But China had also emerged as an unlikely beneficiary of the US data centre construction boom, they added.<\/p>\n

While direct exports from China to the US had waned amid tariff wars and geopolitical tensions between the world\u2019s two largest economies, China\u2019s exports to other Asian economies had increased, the report said. This showed that the country remained \u201cenmeshed in Asian supply chains\u201d and was probably still benefiting from US AI capital expenditures, albeit indirectly.<\/p>\n

Asian countries are capitalising on the boom by exporting goods such as computers and printed circuit board<\/a> (PCB) assemblies. In 2025, the US imported more than six times the number of computers it produced, and 2.6 times as many PCB assemblies, according to data compiled by the consultancy.<\/p>\n

With Taiwan Semiconductor Manufacturing Corporation, or TSMC, being the primary producer of US chip giant Nvidia\u2019s advanced semiconductors, Taiwan was playing a central role in the global semiconductor market, Oxford Economics said. But other Asian markets also contributed, highlighting strong supply chain links within Asia\u2019s tech sectors, it added.<\/p>\n","protected":false},"excerpt":{"rendered":"China is gaining from America\u2019s trillion-dollar artificial intelligence spending spree despite Washington\u2019s efforts to curb Chinese technology ties,…\n","protected":false},"author":2,"featured_media":391453,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,3760,343,344,20953,1657,23093,154924,85,46,1437,1326,4136,3469,2252,11471,15624,125,24989,730],"class_list":{"0":"post-391452","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-america","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-asian","13":"tag-china","14":"tag-fcc","15":"tag-huatai-securities","16":"tag-il","17":"tag-israel","18":"tag-japan","19":"tag-mexico","20":"tag-nvidia","21":"tag-oxford-economics","22":"tag-singapore","23":"tag-south-korea","24":"tag-taiwan","25":"tag-technology","26":"tag-tsmc","27":"tag-washington"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/391452","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=391452"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/391452\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/391453"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=391452"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=391452"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=391452"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}