Artificial Intelligence Adoption and Supply Chain Resilience: Implications for Sustainable Development in China’s Integrated Circuit Industry

Supply chain disruptions in technology-intensive industries can halt production well beyond their origin, making resilience a precondition for sustainable industrial development. This study examines how artificial intelligence (AI) adoption relates to supply chain resilience and how suppliers and customers respond to it. The analysis uses panel data on Chinese A-share listed integrated circuit firms from 2010 to 2024, with AI adoption measured from annual reports and resilience captured by an index of resistance and recovery. AI adoption is associated with higher resilience, and the result survives endogeneity and robustness checks. Adoption is also accompanied by more collaborative innovation with partners, longer trade credit from suppliers, and lower turnover among core trading customers. The association is stronger for smaller firms, firms with weaker innovation capability, and periods of lower economic policy uncertainty. The resilience value of AI adoption thus appears to rest partly on partner relationships, and partner-facing applications, support for smaller firms, and stable policy may make technology supply chains more sustainable.