WS #12026

From 500 msgs · 5 key-dev

China June exports +27% YoY, imports +36%, trade surplus $125.62B vs $119.5B est., driven by tariff rush. Micron projects HBM demand > supply through 2028, signaling structural shift in AI economics.

China trade surplus beats expectations

China June exports +27% YoY, imports +36%, trade surplus $125.62B vs $119.5B est., driven by tariff rush.

Micron projects HBM demand > supply through 2028, signaling structural shift in AI economics.

Full world state #12026 →