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Buried in the trade data: $104 billion in IC exports over four months, up 83.7% YoY. US chip restrictions were built on the premise that China is a semiconductor consumer. Those numbers say producer, and every country now importing Chinese ICs becomes a constituency against tightening controls further. Taiwan's bind goes deeper than "Team America" loyalty. Its leverage depends on being irreplaceable in the chip supply chain, and 83.7% growth across the strait challenges that assumption from both sides.

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