Bilateral semiconductor trade (HS 8542) from 5 sources: UN Comtrade, CEPII BACI (231 reporters), Taiwan Customs, China GACC, Japan e-Stat. 397,705 records, 2010-2026. Interrupted time series with seasonal YoY counterfactual on WSTS regional billings. Key corridor analysis for each BIS action.
When the US restricts chip exports, does trade actually fall — or does it reroute through other countries? This page combines 15 years of bilateral semiconductor trade data with regional market billings to measure the real-world impact of each export control action. The answer matters: if restrictions reduce trade, they achieve their stated goal; if they redirect trade, the policy may need multilateral coordination to be effective.