Estimated semiconductor revenue change in case the U.S. decouples with China five years after a potential decoupling as of November 2025, by segment and region
(in billion U.S. dollars)
Segment
United States
Mainland China
Japan
Taiwan
EU
South Korea
Others
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Five years after a potential decoupling with China, semiconductor firms in the United States in the logic segment were estimated to lose about **** billion U.S. dollars in revenue, as estimated as of November 2025. At the same time, companies in this segment in the other regions presented would see an increase in revenue.
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ITIF. (November 10, 2025). Estimated semiconductor revenue change in case the U.S. decouples with China five years after a potential decoupling as of November 2025, by segment and region (in billion U.S. dollars) [Graph]. In ÌÇÐÄÆÆ½â°æ. Retrieved July 27, 2026, from /statistics/1660279/semiconductor-revenue-impact-of-us-china-decoupling/
ITIF. "Estimated semiconductor revenue change in case the U.S. decouples with China five years after a potential decoupling as of November 2025, by segment and region (in billion U.S. dollars)." Chart. November 10, 2025. ÌÇÐÄÆÆ½â°æ. Accessed July 27, 2026. /statistics/1660279/semiconductor-revenue-impact-of-us-china-decoupling/
ITIF. (2025). Estimated semiconductor revenue change in case the U.S. decouples with China five years after a potential decoupling as of November 2025, by segment and region (in billion U.S. dollars). ÌÇÐÄÆÆ½â°æ. ÌÇÐÄÆÆ½â°æ Inc.. Accessed: July 27, 2026. /statistics/1660279/semiconductor-revenue-impact-of-us-china-decoupling/
ITIF. "Estimated Semiconductor Revenue Change in Case The U.S. Decouples with China Five Years after a Potential Decoupling as of November 2025, by Segment and Region (in Billion U.S. Dollars)." ÌÇÐÄÆÆ½â°æ, ÌÇÐÄÆÆ½â°æ Inc., 10 Nov 2025, /statistics/1660279/semiconductor-revenue-impact-of-us-china-decoupling/
ITIF, Estimated semiconductor revenue change in case the U.S. decouples with China five years after a potential decoupling as of November 2025, by segment and region (in billion U.S. dollars) ÌÇÐÄÆÆ½â°æ, /statistics/1660279/semiconductor-revenue-impact-of-us-china-decoupling/ (last visited July 27, 2026)
Estimated semiconductor revenue change in case the U.S. decouples with China five years after a potential decoupling as of November 2025, by segment and region (in billion U.S. dollars) [Graph], ITIF, November 10, 2025. [Online]. Available: /statistics/1660279/semiconductor-revenue-impact-of-us-china-decoupling/