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Japan’s chip exports to China rise in 2025 despite geopolitics

Japan’s integrated circuit exports to China rose nearly 48% in 2025, reports Caixin. The rise helped drive a rebound in bilateral trade even as geopolitical tensions intensified and shipments of semiconductor manufacturing equipment declined.

The Japanese Chamber of Commerce and Industry in China said in its 2026 white paper released Thursday that trade between the two countries rose 6.2% to $343.3 billion in 2025, ending three straight years of decline. 

Integrated circuits remained Japan’s largest export category to China, rising 47.9% from a year earlier to $28.7 billion and accounting for 17.4% of Japan’s total exports to the country.  By contrast, Japan’s exports of semiconductor-manufacturing equipment to China fell 2.3% to $14 billion, or 8.5% of total exports. 

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