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Global supply chain: US-China trade war, G2
US-China trade war, G2 news coverage
IN THE NEWS
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,...
Thursday 9 January 2025
Chinese foundries cut prices to vie for orders, while UMC and VIS pursue redirected orders
The US continues to tighten its trade restrictions against China, with the Biden-Harris administration launching a Section 301 investigation into China's mature process technologies,...
Friday 3 January 2025
2025 predictions: Advanced process competition, Trump's tariff war, and China's continued lead in EV growth
As 2024 comes to a close, the global technology industry is looking forward to new opportunities in 2025. The rapid implementation of generative AI (GenAI) technologies has led to...
Friday 3 January 2025
Chinese tech firms geared up for public trading in 2025
Three prominent Chinese tech companies -- semiconductor firm Eswin Technology Group, battery maker Contemporary Amperex Technology (CATL), and smartphone manufacturer Honor -- are...
Tuesday 31 December 2024
China's calculated retaliation intensifies tensions as Trump hints at renewed tariffs
Following Donald Trump's election, the US-China trade war appeared to be entering a new phase with Trump's announcement in late November of additional tariffs on China, Mexico, and...
Monday 30 December 2024
Taiwan's network firms see tech-driven rebound in 2025 amid US-china trade dynamics
Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical...
Wednesday 18 December 2024
US reportedly investigates Chinese semiconductors with possible tariffs amid dominance concerns
The US reportedly plans to invoke Section 301 of the Trade Act to investigate Chinese semiconductors, focusing on mature process chips in medical devices, cars, and smartphones. The...
Tuesday 17 December 2024
China targets Nvidia as cloud firms navigate AI chip restrictions
The Chinese government has ramped up actions against Nvidia, including reopening antitrust investigations and abruptly removing all products from the company's Tmall flagship store...