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Growth and Opportunity Act should be reimagined and made fit for an era of renewed great power competition
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
Also in today’s newsletter, an investigation into the Turkish terminal helping disguised Russian oil reach Europe
The US and EU are busy ‘de-risking’ supply chains but Beijing has its own plan for economic autonomy
The oversupply of certain types of semiconductors is going to be a problem this year
Hyperglobalisation is dead. Globalisation is not
Visit is latest sign of easing tensions between the countries after Biden-Xi summit last year
Maybe it’s time to dust off John Maynard Keynes’s warning about taking borderless prosperity for granted
Allies are crying out for clarity from the Biden administration, with a clear plan from Trump waiting in the wings
Letter to microchip chiefs intensifies scrutiny of their companies’ Chinese interests
Developing a truly fair, pro-labour trade policy is a tough thing. And messaging it is even tougher
Ukrainian officials find US and European components in Russian equipment
Meetings mark improvement in communications just days ahead of elections in Taiwan
US export controls force developers to strip components from PC graphics cards
Companies such as BYD and Nio are targeting overseas markets, leaving governments torn between encouraging greater take-up and protecting domestic manufacturers
Judging which incompatible version of the truth is correct is impossible
Rebeca Grynspan condemns subsidies and environmental protectionism in US and EU
Beijing dominates supply of materials used in clean energy and defence, and curbs could add to tensions with US
The timing of Beijing’s ending of tariff cuts for certain chemical imports is telling
Three of China’s biggest EV manufacturers in talks to find sites for plants in Latin American country
Brussels will not reimpose tariffs on American whiskey and motorcycles next year
Congressional report calls for strategy to prepare financial system for conflict with Beijing
South-east Asian country has become critical supply hub for western and Chinese manufacturers
Xi Jinping holds ‘candid’ talks with heads of European Commission and EU Council in Beijing
Abu Dhabi-backed G42 says it ‘cannot work with both sides’ and retain access to American-made AI chips
International Edition