The US now directly imports more from Taiwan than from China | Gavekal Research
> [Gavekal Research](https://x.com/Gavekal/status/2028365252019290249): "US imports from Taiwan have recently surpassed imports from China for the first time since 1992. At least three different factors explain this dramatic shift. - First is the big surge in volume and prices of semiconductor exports of Taiwan because of the AI boom. - Second, supply chain concerns have prompted prominent US chip firms to import…
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