AI Data Insight
According to DataTrack data, Japan's Q2 2026 export value month-over-month (MoM) growth rate plummeted to -4.32%, completely ending the strong growth of 15.10% in the previous period. Although the AI wave supported the export of semiconductor equipment, the shipping blockade in the Middle East caused auto exports to collapse, becoming the main driver of the monthly decline. Over the next 3-6 months, high vigilance is required regarding the downside risks of US tariff policies and the slowdown in global terminal demand.