China semiconductor exports surge 111% in May to record $36 billion

The core figures are confirmed by multiple independent credible sources. The Financial Post (Bloomberg) and Moneycontrol both report China's semiconductor exports surged 111% to $36 billion in May 2026, the fastest since 2013 (13 years), driven by AI demand. Computer and parts shipments rose 66% YoY to about $27 billion. The Kobeissi Letter post matches these figures exactly. The only minor inaccuracy is framing: the '13 years' (since 2013) record applies specifically to semiconductors, while computer shipments were the fastest since 2010 per Financial Post; the headline slightly conflates the two, but every numeric claim is accurate.