China's exports to the U.S. have dropped sharply this year, in the face of President Trump's tariffs — but the country is still finding plenty of customers elsewhere around the world.

This summer, Mr. Trump proposed the idea of the government’s taking a cut of A.I. chip sales to China. On Monday, he reiterated that, writing that “$25% will be paid to the United States of America” — a 10-percentage-point increase from what the company previously agreed to pay the U.S. government.