China's share of electronics exports nearly quadrupled to a third

So what

China supplied 34% of the world's $4.1 trillion of electronics exports in 2021, up from 9% in 2000, while the U.S. share collapsed from 16% to 4%. Taiwan, South Korea, Vietnam and Malaysia together add another 28%, making Asia the undisputed hub of the industry. For any electronics-dependent business, supply-chain resilience is now essentially a question of exposure to East Asian geopolitics.