2026年前八月，中国集成电路出口额达2567.51亿美元，同比增长103.9%1。然而这一增长的背后并非出货量驱动，出口数量仅微增4%1，价格上涨成为推动出口额大幅增长的主要因素。单颗芯片均价从2025年同期的0.5美元升至1.06美元1。
存储芯片表现尤为突出，其出口额占集成电路出口总额的72%1，成为中国芯片出口的绝对主力。两项存储芯片的同比增长率达到230%，增速远超行业整体水平1。从出口目的地来看，中国香港、越南、韩国、中国台湾和马来西亚为前五大出口地1。
China's integrated circuit exports reached $256.751 billion in the first eight months of 2026, marking a year-over-year increase of 103.9%, according to data released by Chinese customs authorities in late September 2026 1. However, this dramatic surge masks a fundamental shift in export dynamics: the actual number of chips exported grew by only 4%, indicating that price appreciation, rather than volume expansion, propelled the gains 1.
The average price per chip more than doubled during this period, climbing from $0.5 in the same months of 2025 to $1.06 in 2026 1. Storage chips dominated China's semiconductor export portfolio, accounting for 72% of total integrated circuit exports and experiencing the fastest growth among all categories 1. Two major storage chip variants recorded a 230% year-over-year increase, substantially outpacing the broader semiconductor sector 1. The leading export destinations for these products were Hong Kong, Vietnam, South Korea, Taiwan, and Malaysia 1.
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