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.
Time trendScale and dependence are separated.
The trend chart keeps total platform growth separate from China-origin share.
IO footprintWhich U.S. sectors carry cost-pressure incidence.
The ICIO screen maps direct China-origin exposure to downstream production sectors.
How 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.