Separate hardware functions first.
Compute systems, integrated circuits, wafer inputs, semicap equipment, and test instruments sit in different operating lanes.
Actionable Insight Report 003
AI Compute Hardware Trade Exposure.
A compact screen for AI chips, compute systems, semiconductor inputs, fabrication equipment, supplier platforms, and downstream U.S. production-network exposure.
$164.54B2024 U.S. AI compute platform imports
$10.40B2024 U.S. China-origin platform imports
6.3%Measured China share of U.S. platform imports
Client decision supported
Do not treat AI compute exposure as one China-import number.
HS6 is not export-control classification.
The report makes the public-data boundary explicit: node, accelerator performance, packaging, and end-use require client-specific review.
Convert the screen into a supplier register.
The next diligence step is an HTS10, ECCN, supplier, data-center, customer, and contract-level exposure record.
Visual evidence in the report
Three charts clients can scan before opening the PDF.
Trade exposureWhere U.S. import value sits.
Bars split total U.S. imports from China-origin exposure by operating function.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Where U.S. import value sits. Bars split total U.S. imports from China-origin exposure by operating function. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Time trendScale and dependence are separated.
The trend chart keeps total platform growth separate from China-origin share.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Scale and dependence are separated. The trend chart keeps total platform growth separate from China-origin share. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
IO footprintWhich U.S. sectors carry cost-pressure incidence.
The ICIO screen maps direct China-origin exposure to downstream production sectors.
Swipe horizontally on mobile to inspect the full figure.
Figure description and source
Which U.S. sectors carry cost-pressure incidence. The ICIO screen maps direct China-origin exposure to downstream production sectors. Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Source: CEPII BACI HS02 V202601; OECD ICIO 2023 edition (2020 table). Analysts’ calculations.
Methodology and limitations
These figures are public-data screening tools for identifying products, sectors, and network nodes that warrant further diligence. They are not company-level bills of materials, qualified-supplier lists, tariff rulings, or causal forecasts; definitions, assumptions, reference years, and sources should be read with the report.
Read the full method and definitions in the PDFHow to use it
Use the public screen to decide where private diligence must begin.
The report is designed for procurement, finance, compliance, data-center strategy, and industrial-policy teams that need a short evidence base before reviewing supplier-specific bills of materials and controls.
Recommended next step
Translate the HS6 platform into an HTS10–ECCN–supplier–customer exposure register with named owners for compute units, ICs, wafer inputs, semicap equipment, test equipment, and repair lanes.