CONNECT WITH US
NEWS TAGGED US-CHINA TRADE WAR
Thursday 10 April 2025
China's memory leaders hoard chips as US trade war bites
As the US-China trade war intensifies, Chinese memory module manufacturers are ramping up procurement efforts to secure inventory for at least two to three quarters. Industry insiders...
Wednesday 9 April 2025
China's automotive industry accelerates consolidation as external pressures close in
In response to significant upheavals in both domestic and international environments, China's automotive industry is rapidly consolidating. This includes the long-rumored mergers...
Monday 7 April 2025
Supply chain forced to reinvent survival playbooks as US-China tariff war redefines industry rules
On April 3, 2025, the United States announced a 34% "reciprocal tariff" on Chinese goods. The next day, China retaliated with a 34% punitive tariff, marking the most significant escalation...
Monday 17 March 2025
Qisda’s bold pivot: AI, innovation, and global expansion in a shifting landscape
Qisda Chairman Peter Chen delivered a keynote at the Deloitte & Touche Annual Mergers and Acquisitions Forum, discussing the company's transformation through mergers and acquisitions...
Thursday 6 March 2025
US tightens screws ahead of China's Two Sessions; can Beijing's tech pioneers break the siege?
The US has imposed a 10% tariff on Chinese imports just ahead of China's annual Two Sessions meetings, heightening economic and geopolitical tensions. The move underscores Washington's...
Tuesday 25 February 2025
Nvidia indirectly fuels US-China GenAI rivalry as Grok 3 creates new waves
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon...
Monday 24 February 2025
Taiwanese component suppliers rethink their China plan; time for US pivot?
As the world adjusts to the evolving landscape of Trump 2.0's new policies, the global manufacturing sector finds itself at the precipice of another significant restructuring. While...
Thursday 20 February 2025
China to tighten grip on rare earth mining for non-state firms
China plans to prohibit non-state companies from mining rare earths, further tightening its control over a strategic sector that has emerged as a battleground in its trade war with...
Wednesday 12 February 2025
Taiwanese PCB manufacturers shift focus to SEA as Trump tariffs fuel US-China tensions
With the start of the Trump 2.0 administration, the global PCB industry is preparing for changes, especially in Southeast Asia's competitive environment. China's PCB sector is expected...
Monday 10 February 2025
Over 300 Taiwanese firms reshore manufacturing in Taiwan amid Sino-US tensions
Japanese Prime Minister Shigeru Ishiba met with US President Donald Trump at the White House, announcing that Japan's investment in the US will reach US$1 trillion. The two leaders...
Wednesday 5 February 2025
Xi's careful reply to Trump tariffs shows China has more to lose
The first volleys in the latest US-China trade war made clear that Jinping Xi is taking a more cautious approach than during Donald Trump's first term.
Wednesday 29 January 2025
EMS Watch: Business insights on emerging economies 2025
When analyzing the industrial development of emerging economies, key metrics like gross margin, operating margin, inventories, and accounts payable reveal clear differences between...
Friday 24 January 2025
China pledges greater market access, warns against trade war consequences
During the World Economic Forum in Davos, Switzerland, China's Vice Premier Xuexiang Ding stated that there are "no winners" in a trade war while acknowledging the numerous difficulties...
Friday 17 January 2025
Tighter US regulations on 16/14nm impact Chinese AI firms amid uncertainties in networking and automotive sectors
The US has introduced stricter export controls on chips with 30 billion transistors at 16/14nm nodes to limit Chinese access to advanced processors. Industry sources indicate that...
Wednesday 15 January 2025
US-China export controls: why Beijing’s long-term leverage is waning
The US-China trade war has evolved into a high-stakes contest over technology and economic supremacy, with export controls emerging as one of Washington's most potent tools. However,...