Asia Chip Export Values Jump 81% as March Volumes Rise 28%

3 articles · Updated · Bloomberg · May 19

Oxford Economics said Asia’s chip export index posted a record price-volume divergence in March, with value up nearly 81% year on year versus about 28% growth in volume.
That gap suggests prices are driving much more of the export surge than shipment volumes, but the consultancy said the pattern looks different from a typical late-cycle price spike.
Economists led by Betty Wang argued the divergence is making regional trade more resilient to external shocks, implying Asia’s chip sector may be less vulnerable to demand swings than in past cycles.

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