AI Data Insight
The U.S. goods trade deficit with China reached $41.582 billion in the second quarter of 2026, slightly widening from the first quarter. Although the deficit temporarily rebounded due to the pull-in of AI and electronic components, under tariff barriers and the "China Plus One" strategy, the real supply chain is accelerating its shift toward Southeast Asia and Mexico, driving a structural cooling of direct bilateral trade between the U.S. and China.