Editorial | An export boom gives China some leverage – but no lasting fix

China's trade surplus has surpassed US$1 trillion in 10 months, driven largely by exports in AI and technology hardware, creating significant global trade tensions and prompting protective measures from many economies. The country’s competitive strength lies in its control over crucial supply chains, but sustaining this export boom is uncertain, emphasizing the need for China to strengthen its domestic market through structural reforms.

This Wire brief sits within Fusion42's coverage of AI Infrastructure and Semiconductors.