Experts Analyzed China’s Economic and Tech Trajectory
The China Capital Market Society marked its 18th anniversary with a Seoul seminar on US-China strategic competition.
Updated on Sept. 26, 2026 in Semiconductors
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At its 200th seminar, the China Capital Market Society convened experts in Seoul to examine the shifting economic influence of China. Analysts highlighted the increasing focus on strategic self-reliance and the anticipated rise of high-tech exports in the coming months.
Why it matters
Understanding China’s push for technological independence and its role as a Eurasian power is critical for navigating global supply chain risks. The discussion underscored how US-China competition in sectors like artificial intelligence and semiconductors dictates future regional economic stability.
Projections suggest the semiconductor and computing-related share of Chinese exports will exceed 15 percent by the end of the year. This growth is contingent on the Chinese economy entering a gradual recovery phase in the second half of 2026.
The players
China Capital Market Society
An organization focused on analyzing the Chinese financial system and economic developments for international observers.
Kim Heung-kyu
The president of the Korea National Diplomatic Academy who participated in the strategic analysis seminar.
The details
China is pursuing economic and strategic self-reliance to establish systems independent of foreign policy pressures. The strategy involves expanding influence through governance initiatives while the US continues to leverage strengths in artificial intelligence and biotechnology. Experts suggest the US may further challenge China's manufacturing position by integrating artificial intelligence into humanoid robots.
Timeline
2017: China formally prioritized Xi Jinping's ideology during the 19th National Congress.
September 21, 2026: The China Capital Market Society held its 200th anniversary seminar in Seoul.
Second half of 2026: Financial experts anticipate a gradual recovery in the Chinese economy.
The Tech Race
The 19th National Congress of the Communist Party of China established the core ideological and strategic framework that drives current efforts toward economic self-reliance. This seminar extends that trajectory by assessing how China’s manufacturing and tech goals now compete directly with established US strengths.
Investors and industry observers should track Chinese earnings reports throughout the second half of the year for confirmation of an economic recovery. The shift toward higher-value computing exports may influence global price points and market accessibility for semiconductor components.
The takeaway
China is prioritizing internal technological independence to insulate itself from global competition and policy shifts. Market observers should watch for the actualized share of computing-related exports in year-end trade data to determine if the country is successfully meeting its self-reliance targets.
Further reading
For broader trends in global chip supply chains, visit Semiconductors.
Source note: This article includes information reported by The Korea Herald.
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