Global supply chain: US-China trade war, G2

US-China trade war, G2 news coverage

IN THE NEWS

Friday 18 July 2025

Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy

Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...

Friday 18 July 2025

US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?

Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington...

Thursday 17 July 2025

Deloitte Forum: Taiwanese firms urged to realign supply chains amid US-Vietnam trade shifts and emerging multipolar world

At a forum hosted by Deloitte Taiwan on July 15, titled "Navigating the US-Vietnam Trade Shift: Strategies for Taiwanese Businesses," experts...

Wednesday 16 July 2025
As Huawei Ascend courts the Middle East and Southeast Asia, Washington raises red flags
In early July, the US Department of Commerce issued a stark warning: using Huawei's Ascend AI chips "anywhere in the world" could be considered a violation of US export controls....

Tuesday 15 July 2025
Nvidia regains China access as Trump reverses H20 ban, but at what cost?
Nvidia CEO Jensen Huang is engaging in a high-stakes diplomatic and commercial push across Washington and Beijing, positioning artificial...

Tuesday 15 July 2025
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed...

Monday 14 July 2025
Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb
China–US trade fell 9.3% year-over-year in the first half of 2025, totaling CNY2.08 trillion (approx. US$290 billion), according...

Friday 11 July 2025
IBM's business in China remains strong and commits to continued growth for next 40 years
As the US-China trade war intensifies, American businesses in China become increasingly uncomfortable. IBM announced massive layoffs in China and closed its Beijing R&D center,...

Monday 7 July 2025
Unclear US definitions on origin washing put Vietnam in crossfire of both superpowers
The US and Vietnam recently agreed on tariffs up to 40% on certain goods transshipped through Vietnam, targeting origin washing used to evade US duties. This move is part of a broader...

Thursday 3 July 2025
Details of the US-China trade agreement remain unclear, with no consensus on rare earths and chip controls
On June 26, 2025, US President Donald Trump announced that the US had signed a trade agreement with China on June 25, which was also confirmed by China's Ministry of Commerce. From...

Tuesday 17 June 2025
Powin files for bankruptcy due to supply chain crisis
Powin, once a major player in the global energy storage market and a fierce competitor to Tesla and Fluence, has recently filed for bankruptcy under Chapter 11 of the US Bankruptcy...

Monday 16 June 2025
China's rare earth curbs disrupt global tech supply chains as US trade tensions escalate
China's rare earth export restrictions, implemented in response to US semiconductor controls targeting its technology sector, are disrupting global supply chains and creating manufacturing...

Thursday 12 June 2025
Chips losing bargaining power? Rare earth emerges as strategic leverage in US-China trade talks
In mid-June, high-level China-US economic and trade talks held in London concluded with both sides reaching a preliminary agreement on a trade framework, according to Chinese Vice...

Thursday 12 June 2025
Trump’s tariff playbook faces legal and political scrutiny
Nearly five months into his second term, President Donald Trump's high-wire approach to trade—defined by maximalist threats followed...

Wednesday 11 June 2025
US-China trade talks enter stalemate phase as tariff tensions encroach on tech
US-China trade negotiations resumed in London on June 9, following a joint statement issued in Geneva on May 12. In that agreement, both sides committed to lowering reciprocal and...

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