Eponch AI research: China is 2.7× as exposed to chip shortages as the US, because semiconductors make up 2.7× as large a share of everything it buys. When Chinese consumers and businesses spend $1,000, $15.2 of it ultimately pays for the chips inside what they buy, while the
Study: China's Chip Shortage Exposure Is 2.7x the US
Eponch AI research finds China is 2.7x as exposed to chip shortages as the US, since semiconductors account for a larger share of its purchases—$15.2 of every $1,000 spent ultimately pays for chips.