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US-China trade war
The escalating trade conflicts between the two superpowers are sending shockwaves across the world.
IN THE NEWS
Monday 14 April 2025
US-China tariff clash escalates; hits semiconductor sector but boosts China's domestic chipmakers

Since President Donald Trump declared April 2 as "Liberation Day" and unveiled sweeping reciprocal tariffs, the US-China trade war has...

Monday 14 April 2025
China-made iPhones exempt from tariffs, US Commerce Secretary hints at future taxes
On the night of April 11, Eastern Time, the US Customs and Border Protection (CBP) announced the exclusion of several products from "reciprocal tariffs," including smartphones, computers,...
Friday 11 April 2025
Rising US-China tensions put American consumer tech brands at risk in China

The escalating US-China trade conflict is placing consumer electronics and high-tech industries at the center of geopolitical strain...

Friday 11 April 2025
What challenges still lie ahead for TSMC?
Since the onset of the US-China trade war and the outbreak of the pandemic, the semiconductor shortage has prompted the US, Japan, and several European countries to view semiconductors...
Thursday 10 April 2025
China’s rare earth export controls threaten South Korean semiconductor supply chains

As the US-China trade war intensifies, China has announced export controls on rare earths, a critical raw material for semiconductor...

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...