Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Markets

China’s Share of US Imports Drops to 7% as Vietnam and Taiwan Gain Ground

by Team Lumida
July 4, 2025
in Markets
Reading Time: 5 mins read
A A
0
Chinese Stock Surge: A Hedge Fund Headache?
Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways:

Powered by lumidawealth.com

  1. China’s Declining Share: China’s share of US imports fell to 7.1% in May 2025, the lowest since 2001, down from 14.8% in September 2024.
  2. Impact of Tariffs: The decline is attributed to Trump’s tariffs on Chinese goods, which have redirected trade flows to Southeast Asia and neighboring countries.
  3. Vietnam and Taiwan’s Rise: Vietnam and Taiwan now account for nearly 6% of US imports each, with Taiwan benefiting from AI-driven semiconductor demand and Vietnam leveraging transshipments and local production with Chinese components.
  4. US Tariff Action on Vietnam: The US imposed a 40% tariff on goods from Vietnam suspected of using Chinese components, signaling scrutiny of transshipment practices.
  5. Long-Term Trend: The shift reflects a broader realignment of global supply chains, which began during Trump’s first term and has accelerated with his return to office.

What Happened?

China’s share of US imports has continued its sharp decline, reaching 7.1% in May, according to the US Census Bureau. This marks a significant drop from 14.8% in late 2024, as tariffs and trade policies under President Trump have pushed US companies to diversify their supply chains.

Vietnam and Taiwan have emerged as major beneficiaries of this shift. Taiwan’s dominance in the semiconductor industry, driven by soaring demand for AI technologies, has boosted its share of US imports. Meanwhile, Vietnam has capitalized on transshipments and local production using Chinese components, though it now faces 40% tariffs on such goods.


Why It Matters?

The decline in China’s share of US imports underscores the long-term impact of tariffs and trade tensions on global supply chains. For US companies, the shift to Southeast Asia and Taiwan reflects efforts to reduce reliance on China, but it also introduces new challenges, such as tariff risks and compliance scrutiny.

For China, the shrinking trade footprint highlights the economic consequences of protectionist policies and the need to adapt to a more fragmented global trade environment. The rise of Taiwan and Vietnam as key players in US trade also signals a regional realignment that could reshape economic and geopolitical dynamics in Asia.


What’s Next?

The US is likely to continue scrutinizing transshipment practices and imposing tariffs on goods suspected of circumventing trade rules. Companies will need to navigate these risks while further diversifying their supply chains.

China’s response to its declining trade share will be critical, as it may seek to strengthen ties with other trading partners or invest in domestic consumption to offset export losses. Meanwhile, Taiwan and Vietnam’s growing importance in global trade will likely attract further investment, particularly in semiconductors and manufacturing hubs.

Source
Tags: China
Previous Post

Trump Secures Sweeping Economic Policy Shift as House Passes $3.4 Trillion Tax Bill

Next Post

Goldman Sachs Lowers Treasury Yield Forecasts Amid Rising Fed Rate Cut Expectations

Recommended For You

Goldman Sachs Lowers Treasury Yield Forecasts Amid Rising Fed Rate Cut Expectations

by Team Lumida
2 hours ago
Goldman Sachs Urges Investors to Cut Risk: Is a Selloff Looming?

Key Takeaways: Powered by lumidawealth.com Revised Yield Forecasts: Goldman Sachs now expects 2-year Treasury yields to end 2025 at 3.45% and 10-year yields at 4.20%, down from previous forecasts...

Read more

Del Monte Foods Files for Bankruptcy Amid Post-Pandemic Demand Decline and Debt Burden

by Team Lumida
1 day ago
Del Monte Foods Files for Bankruptcy Amid Post-Pandemic Demand Decline and Debt Burden

Key Takeaways: Powered by lumidawealth.com Bankruptcy Filing: Del Monte Foods, the U.S. unit of Del Monte Pacific, filed for Chapter 11 bankruptcy due to declining demand for canned goods...

Read more

Del Monte Foods Files for Bankruptcy Amid Post-Pandemic Demand Decline and Debt Burden

by Team Lumida
1 day ago
Del Monte Foods Files for Bankruptcy Amid Post-Pandemic Demand Decline and Debt Burden

Key Takeaways: Powered by lumidawealth.com Bankruptcy Filing: Del Monte Foods, the U.S. unit of Del Monte Pacific, filed for Chapter 11 bankruptcy due to declining demand for canned goods...

Read more

Google Ordered to Pay $314 Million Over Android Data Privacy Violations

by Team Lumida
1 day ago
China Stimulus: Enough to Sway Markets?

Key Takeaways: Powered by lumidawealth.com Jury Verdict: A California jury ordered Google to pay $314 million* in damages for allegedly using Android users’ cellular data without their knowledge to...

Read more

Lululemon Sues Costco Over Alleged Knockoff Activewear

by Team Lumida
2 days ago
Lululemon Earnings Preview: What to Expect from the Athleisure Giant

Key Takeaways: Powered by lumidawealth.com Lawsuit Filed: Lululemon has filed a lawsuit against Costco, alleging that its Kirkland private-label brand sells knockoff versions of Lululemon’s popular activewear, including Scuba...

Read more

Ford’s EV Sales Plunge 31% in Q2 Amid Mustang Mach-E Recall and Factory Shutdowns

by Team Lumida
2 days ago
Ford Idles U.S. Plants Amid Rare Earth Magnet Shortage Tied to China Trade Tensions

Key Takeaways: Powered by lumidawealth.com EV Sales Decline: Ford’s electric vehicle (EV) sales dropped 31.4% in Q2 2025, driven by a stop-sale order on the Mustang Mach-E due to...

Read more

Tesla Faces Sluggish Sales Amid Robotaxi Launch and Market Challenges

by Team Lumida
2 days ago
blue coupe parked beside white wall

Key Takeaways: Powered by lumidawealth.com Declining Deliveries: Tesla is expected to report 390,600 vehicle deliveries for Q2 2025, a 12% drop from last year, marking its second consecutive annual...

Read more

Amazon Nears Milestone: Robots to Match Human Workforce in Warehouses

by Team Lumida
3 days ago
Amazon’s $100 Billion Bet: AI Over Retail

Key Takeaways: Powered by lumidawealth.com Robotics Milestone: Amazon has deployed over one million robots in its facilities, nearing parity with its 1.56 million human employees, as automation transforms its...

Read more

Boeing’s $4.7 Billion Spirit AeroSystems Acquisition Faces U.K. Antitrust Probe

by Team Lumida
4 days ago
Boeing’s $4.7 Billion Spirit AeroSystems Acquisition Faces U.K. Antitrust Probe

Key Takeaways: Powered by lumidawealth.com U.K. Antitrust Investigation: The Competition and Markets Authority (CMA) has launched a formal investigation into Boeing’s $4.7 billion acquisition of Spirit AeroSystems, citing concerns...

Read more

Ford Idles U.S. Plants Amid Rare Earth Magnet Shortage Tied to China Trade Tensions

by Team Lumida
6 days ago
Ford Idles U.S. Plants Amid Rare Earth Magnet Shortage Tied to China Trade Tensions

Key Takeaways: Powered by lumidawealth.com Plant Shutdowns: Ford Motor Co. has idled multiple U.S. factories over the past three weeks due to a shortage of rare earth magnets, essential...

Read more
Next Post
Goldman Sachs Urges Investors to Cut Risk: Is a Selloff Looming?

Goldman Sachs Lowers Treasury Yield Forecasts Amid Rising Fed Rate Cut Expectations

Zuckerberg Launches Meta Superintelligence Labs, Pledges Billions for AI Leadership

Meta Hires Safe Superintelligence Co-Founder Daniel Gross for New AI Superintelligence Lab

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

Boom in Family Offices: Perth’s Golden Triangle Attracts the Ultra-Wealthy

May 30, 2024
Nvidia CEO Reveals Secrets Behind AI Domination Amidst Fierce Competition

Nvidia Stock Nears Full Recovery from DeepSeek-Induced Rout, Boosted by New Demand

February 18, 2025
the nvidia logo is displayed on a table

Nvidia’s AI Chip Faces Setback: Design Flaws Delay Release

August 3, 2024

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips AI demand Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC Semiconductor stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018