4 h. ago Why China may be better placed than US in tussle for rare earths

During his Southeast Asia trip in October, US President Donald Trump sealed deals with Malaysia and Thailand on the same day – both aimed at securing and diversifying America’s supply chains for critical minerals and rare earths. Trump and Malaysian Prime Minister Anwar Ibrahim agreed to step up cooperation on building and expanding critical minerals supply chains, according to a White House statement. They also agreed to strengthen the security of critical minerals and rare earths supplies in...

Politics

10 h. ago Dutch minister admits he was blindsided by China in Nexperia chip crisis

Export controls may have been the economic weapon of choice in 2025, but the Dutch minister at the centre of the Nexperia crisis has admitted he was blindsided by Beijing when it blocked the company’s chips from leaving China. His concession raises fresh questions over how much planning went into the decision to reach for a Cold War-era law to intervene in the Chinese-owned, Dutch-headquartered chipmaker in September, a move that triggered a supply chain shock in the global automotive...

Politics

51 h. ago Nvidia lobbies White House and wins loosened AI GPU export control to China — U.S. lawmakers reportedly reject GAIN AI Act

Nvidia lobbies White House and wins loosened AI GPU export control to China — U.S. lawmakers reportedly reject GAIN AI Act  Tom's Hardware

Society

60 h. ago China does not need Nvidia chips in the AI war — export controls only pushed it to build its own AI machine

China does not need Nvidia chips in the AI war — export controls only pushed it to build its own AI machine  Fortune

Events

3 d. ago Beijing woos foreign firms as China seeks bigger role in global shipbuilding supply chain

Beijing is extending an olive branch to overseas companies as it seeks to build a more integrated global supply chain for the shipbuilding industry, in its latest push to project goodwill and support free trade. Gao Dongsheng, chief economist at the Ministry of Industry and Information Technology (MIIT), said on Tuesday that China was committed to further opening up its shipbuilding sector. Mainland shipyards, which currently have a capacity to build about 65 million deadweight tonnes of large...

Politics

3 d. ago Why the real AI race is within China and not across the Pacific

For much of the global debate, the race for artificial intelligence (AI) supremacy has been framed as a binary contest between the United States and China. As Washington envisions it, victory hinges on frontier models and compute scale, a battle dominated by a handful of American labs. China is cast as the challenger, constrained by export controls and dependent on catching up. That narrative is increasingly outdated. China is not pursuing a single AI strategy. It is running three large-scale...

Politics

4 d. ago 1 in 3 European firms in China hit by export controls plan to divert sourcing

Roughly one-third of European companies in China affected by Beijing’s expanding export control regime intend to diversify their supply chains, with firms concerned about supply chain disruptions, long delivery delays and rising costs, a new survey has found. The European Union Chamber of Commerce in China found in a flash survey of 131 member companies that more than half expected to be hit by Chinese export controls, with the group calling for policymakers to find a long-term solution to...

Events

4 d. ago China export controls push European firms to move supply chains By Reuters

China export controls push European firms to move supply chains By Reuters  Investing.com

Politics

4 d. ago China export controls push European firms to move supply chains

China export controls push European firms to move supply chains  Reuters

Politics

7 d. ago Nexperia accused by parent Wingtech and Chinese unit of plotting to move supply chain

Nexperia accused by parent Wingtech and Chinese unit of plotting to move supply chain  Reuters

Politics

7 d. ago Nexperia’s Supply Chain Crisis Deepens as It Presses China Unit to Talk

Nexperia’s Supply Chain Crisis Deepens as It Presses China Unit to Talk  eWeek

Events

8 d. ago Conflict, drones, rare earths drive China supply chain dependence fears

Conflict, drones, rare earths drive China supply chain dependence fears  Reuters

Events

8 d. ago Dutch chipmaker Nexperia urges Chinese units to help restore supply chain

Dutch chipmaker Nexperia urges Chinese units to help restore supply chain  Reuters

Politics

8 d. ago China, EU shift Nexperia strategy: let the companies work it out

Both China and the European Union have signalled that a dispute over semiconductor maker Nexperia should be resolved at the corporate level, according to China’s Ministry of Commerce, as affected countries continue to seek a solution to supply-chain disruptions. The push for a corporate resolution came after two separate video conferences that Chinese Commerce Minister Wang Wentao had on Wednesday – with German Economy Minister Katherina Reiche and European Commissioner for Trade Maros...

Politics

9 d. ago US needs to break China’s supply chain chokehold to win the tech race

US needs to break China’s supply chain chokehold to win the tech race  Fox News

Politics

1 week ago What economic cards will China play with Japan? Analysts see dilemma in the row

Beijing is expected to calibrate its response to Japan with caution, weighing potential punitive measures against the risk of economic blowback, analysts say. And while China possesses an arsenal of levers – from tourism curbs to export controls – the experts warn that a heavy hand could backfire. “China won’t move abruptly,” said Xu Weijun, an assistant research professor with the Institute of Public Policy at the South China University of Technology. He noted that economic interdependence...

Economics

1 week ago China's Temporary Easing of Graphite Export Controls & the Shifting Global Supply Outlook for Battery Materials

China's Temporary Easing of Graphite Export Controls & the Shifting Global Supply Outlook for Battery Materials  Crux Investor

Events

1 week ago China’s Xi calls for jointly safeguarding energy supply chain with Russia

China’s Xi calls for jointly safeguarding energy supply chain with Russia  Anadolu Ajansı

Politics

1 week ago Maker of China’s C919 receives capital injection amid supply chain challenges

China’s leading aircraft manufacturer, determined to carve out a share of the lucrative but technologically complex civil aviation market, has obtained a timely round of financial support from its state backers, greatly expanding its registered capital as the firm aims to overcome a production bottleneck and remount its challenge to the Boeing and Airbus duopoly. As competition from the two Western giants for contracts heats up amid a supply chain crunch that has slowed turnaround rates for the...

Politics

1 week ago China Forms Rare Earth Bloc with 19 Nations Against U.S. Supply Chain

China Forms Rare Earth Bloc with 19 Nations Against U.S. Supply Chain  조선일보

Politics