中国集成电路出口迎来爆发式增长

2026年1至7月，中国集成电路出口总额达2160亿美元，同比增长99.5%，已经超越2025年全年2019亿美元的总额。1其中存储芯片成为最大出口品类，带动相关企业利润大幅增长。1香农芯创上半年归母净利润增长超过20倍，充分反映了市场需求的强劲势头。1

芯片封装设备需求同样火热。1微见智能等专业厂商的存储芯片封装设备订单增长超过500%，光传输芯片封装设备订单增长超过300%，客户订单普遍排到2028年。1与此同时，印制电路板（PCB）上半年出口额达161.2亿美元，同比增长34%。1产业链上下游企业正在满产扩产以应对订单需求。深圳金胜电子每周向欧洲出口货品价值500万美元，厂房面积从3000平方米扩至8000平方米。1

China's integrated circuit exports reached $216 billion in the first seven months of 2026, representing a year-on-year increase of 99.5% and already exceeding the full-year 2025 total of $201.9 billion 1. Memory chips have emerged as the dominant export category, with manufacturers in this segment experiencing dramatic profit growth 1. The surge has triggered unprecedented expansion across the semiconductor supply chain, as equipment makers and component producers race to meet surging demand.

Profit margins in the memory chip sector have skyrocketed, with certain manufacturers reporting gains of more than 20 times compared to prior periods 1. Chipmaking equipment suppliers are similarly overwhelmed, with orders for memory chip packaging equipment surging more than 500% and optical transmission chip packaging equipment climbing over 300%, according to industry players 1. Customer orders are now commonly scheduled through 2028 1, reflecting the magnitude of the backlog. Printed circuit board exports have also expanded substantially, reaching $16.12 billion with a 34% year-on-year growth 1. The tight supply conditions have intensified competition for inventory, with some overseas clients reportedly bringing cash to factories to secure shipments 1. Manufacturing capacity is expanding rapidly across the sector to capitalize on the opportunity, exemplified by companies such as Shenzhen Jinshen Electronics, which has nearly tripled its production facility from 3,000 to 8,000 square meters while shipping approximately $5 million in goods weekly to Europe 1.