The US and China have each taken more measures aimed at decoupling from the other’s AI ecosystem.
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The US is poised to replace its expiring Section 122 tariffs with new Section 301 tariffs in late July; rates on imports from China will rise by 2.5 ppts.
The US updated its Chinese Military Companies list, adding many big names across a wide range of strategic industries.
Trump maintains near-absolute control over his party, which will likely deter the passage of more China-related bills before Xi’s visit and the midterms.
Washington and Beijing agreed to establish a Board of Trade and a Board of Investment during Trump’s visit to China.
Some foreign governments are taking measures to strip control of assets from Chinese companies.
The FCC has increasingly made the exclusion of Chinese companies from the US market a core part of its mission.
China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
Chen Long addresses client questions on the war in Iran, the RMB, and the postponement of the Xi-Trump meeting.
China stands in a relatively solid position thanks to its large domestic capacity for refined oil, fertilizers, and renewable energy.