Epoch AI(@EpochAIResearch):Trade data is consistent with more than $3B of chips smuggled into China via Malaysia. Between April 2024 and June 2025, China recorded $3.8 billion in server imports from Malaysia, averaging $106,000 each. Malaysia declared the same shipments at $17,000 each.

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Epoch AI@EpochAIResearch

2026.09.17 19:41

Trade data is consistent with more than $3B of chips smuggled into China via Malaysia. Between April 2024 and June 2025, China recorded $3.8 billion in server imports from Malaysia, averaging $106,000 each. Malaysia declared the same shipments at $17,000 each.