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China’s April Exports Hit Record $359 Billion as AI Hardware Drives Surge

Analysts say the boom bolsters China’s bargaining power before Trump meets Xi in Beijing.

Overview

  • China logged a record $359 billion in exports in April, up 14% from a year earlier, with about half tied to AI-related goods.
  • Integrated circuit exports doubled in value to $31.09 billion in April, according to China’s customs agency.
  • Exports of automated data-processing machines, which include computers and servers, rose 47.6% to $23.81 billion.
  • Analysts say the tech-led strength gives Beijing more leverage as President Trump visits this week with US tech leaders including Elon Musk and Tim Cook.
  • A tight chip market and rising energy and shipping costs are lifting prices now but could strain future orders, according to market and bank analyses.