AI Data Insight
According to the latest data, the month-over-month (MoM) growth rate of Japan's export value in Q2 2026 continued to decline, widening its drop from the previous value of -4.32% to -9.47%. Despite the significant pullback in monthly momentum, benefiting from global AI infrastructure demand, the year-over-year (YoY) growth of semiconductor-related exports remains robust. Looking ahead, close attention must be paid to the impact of the Middle East geopolitical situation on energy import costs, as well as the double-edged sword effect brought by the weak yen.