Shanghai exports of servers, optical transceivers, integrated circuits, industrial transformers and energy-storage batteries rose rapidly in 1H, making the AI compute supply chain a major export growth driver, Shanghai customs deputy director Li Jirong said. He described the surge as structural and sustained, driven by iteration in leading industries such as ICs and AI. Unlike steadier traditional trade categories, the AI chain’s pull spans upstream energy-storage and power equipment, midstream

Shanghai exports of servers, optical transceivers, integrated circuits, industrial transformers and energy-storage batteries rose rapidly in 1H, making the AI compute supply chain a major export growth driver, Shanghai customs deputy director Li Jirong said. He described the surge as structural and sustained, driven by iteration in leading industries such as ICs and AI. Unlike steadier traditional trade categories, the AI chain’s pull spans upstream energy-storage and power equipment, midstream ICs and SSDs, and downstream computer servers, linking the city’s high-end electronics export chain and producing cross-category gains.