HKTDC raises 2026 export forecast amid AI boom, Strong technology demand and resilient supply chains underpin growth
· Source: tradingview.com
In short
The Hong Kong Trade Development Council has sharply upgraded its 2026 forecast for Hong Kong's merchandise export growth to 42%-47%, driven by stronger-than-expected global demand for AI-related technologies and infrastructure. Electronics accounted for roughly 80% of total exports in the first eight months of 2026 and grew 52.8% year-on-year, while the HKTDC Export Confidence Index stayed above the neutral 50 mark despite geopolitical and tariff uncertainties. The report also highlights a structural shift toward high-value, technology-intensive goods and greater reliance on air freight, reinforcing Hong Kong's role as a high-value trade and supply chain management hub.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: exports, forecasting, supply chain, semiconductors, air cargo, trade