5–10 year trend
USA and China values use the selected metric and normalization.
Select a country to view its time series.
USA
Countries sized by selected metric with USA
CHN
Countries sized by selected metric with China
Evidence-grounded explanation
Every statement links back to a published observation or quality signal.
Select a country to view its explanation.
Explicit perspective · neutral observations
Two-anchor scope
Position between the United States and China
Read a country in four steps: current two-anchor position, direction of movement, contributing trade, and evidence limits. The lens is explicit; the underlying reported values are not altered.
1. Current position and direction
US/China shares, exposure balance, dual exposure, and movement from the comparable prior period.
Select a country in Overview or the ranking below.
Observed anchor network
Filtered reporters connected to USA and China; link width represents the selected metric.
Select a country to load its reported multi-partner matrix when available. This is not an inferred physical supply-chain route.
Country position map
Compare scale, current lean, movement, and dual exposure within the explicit two-anchor scope.
| Reporter | Observed value | USA share | China share | Position | Movement | Dual exposure |
|---|
4. Mirror-reporting check
Compare the selected country’s report with the USA/China counterpart report. Differences are diagnostics, not adjusted truth or evidence of evasion.
Select a country with a published counterpart report.
US–China specialist lens · open/public data only
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US–China Chip Supply Chain Lens
See how each semiconductor stage and connector economy is positioned between US and Chinese demand, how that position is moving, and which official policies or projects form the context. Customs observations, context, and estimates remain separate.
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Observed publication delta
Change feed JSONWhat changed since the previous release
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Current structural shifts
External context · dated sourcesWhat is changing
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Stage model
Stage totals can overlap where one HS6 proxy serves multiple stages; do not add them together.
End-to-end value chain
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Strategic connector context
Curated roles are qualitative context, not market shares. Select a country to compare its separately observed trade.
Country–stage role matrix
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Stage position between USA and China
Stage-mapped HS6 observations split by the two anchors—not global supplier share or production capacity.
Select a stage to inspect its observed distribution.
Country position by stage
Current lean and dual exposure come from customs observations; curated ecosystem roles remain separate context.
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Recent turning point · focused monthly data
UN Comtrade · selected HS612-month USA–China direction
Choose a country with monthly connector coverage.
Policy and investment timeline
Official events are filtered by the active stage and ordered by effective or announcement date.
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Capacity and project signals
Official projects and industry forecasts retain their stated status; announcements are never counted as operating capacity.
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Stage exposure sensitivity
Apply a transparent disruption and substitution assumption to the selected observed stage value.
No sensitivity has been run.
Free/public evidence register
Every contextual trend and policy event resolves to a dated, publicly accessible source; no paid dataset is required.
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Measurement boundaries
What this atlas can and cannot support.
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Product drill-down
Checking catalog…
Strategic product explorer
Compare reproducible HS2/HS6 trade with source-revision-aware MFN tariff schedules.
HS2 product mix
Top traded product chapters from UN Comtrade, kept separate from headline totals.
Select a country to view product chapters.
Strategic HS6 trade & tariffs
Curated semiconductors, EV batteries, critical minerals, data infrastructure, and solar products.
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Provenance first
Data catalog and quality
Inspect coverage before interpretation, then export the exact filtered observations behind a view.
Data quality
Coverage, period comparability, collection runs, and provider differences.
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Dataset catalog
Machine-readable resource inventory, granularity, partitioning, and readiness.
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Accessible trade data table
Filter all reporters, open country details, or download the normalized dataset as CSV. Values are nominal US dollars.
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| Reporter | USA period | USA trade | CHN period | CHN trade | Combined trade | China share |
|---|
Assumption-driven preview
Illustrative model
Tariff scenario lab
Stress-test the selected reporter's observed imports with transparent elasticity assumptions. This does not estimate GDP, welfare, trade diversion, or causal effects.
Scenario assumptions
Baseline imports come from the active country, period, and partner selection.
Illustrative result
Constant-elasticity arithmetic with a lower bound; all assumptions remain visible.
Select a country in Overview or Intelligence, then run a scenario.
Path to a production model
Required before results can be described as SMART-like.
- Tariff schedulesProduct-, partner-, regime-, and year-specific rates.
- Elasticity registrySource, product level, uncertainty, and version.
- Substitution modelTrade creation/diversion and alternative suppliers.
- ValidationBacktests, sensitivity intervals, and model cards.