14 h. ago Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says

Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says  Fortune

Economics

34 h. ago Trump cannot hope to solve a China ‘problem’ he has misdiagnosed

Amid a US-China trade truce, negotiators in London reached a “framework” agreement to activate the Geneva deal, raising hopes for an immediate alleviation of the trade conflict, including potentially a US commitment to revoke some of its tech embargoes in return for China’s relaxation of rare earth export restrictions. The full details of the London agreement are expected to be available after both US President Donald Trump and President Xi Jinping have approved it. The two-day London...

Politics

34 h. ago Trump’s fundamental mistake is in seeing China as America’s problem

Amid a US-China trade truce, negotiators in London reached a “framework” agreement to activate the Geneva deal, raising hopes for an immediate alleviation of the trade conflict, including potentially a US commitment to revoke some of its tech embargoes in return for China’s relaxation of rare earth export restrictions. The full details of the London agreement are expected to be available after both US President Donald Trump and President Xi Jinping have approved it. The two-day London...

Politics

67 h. ago Huawei founder sheds light on China’s strategy to overcome US curbs

Recent comments from Huawei Technologies founder and CEO Ren Zhengfei regarding US chip restrictions have shed light on China’s strategies to overcome Washington’s sanctions, according to analysts. In a front-page interview published on Tuesday by the People’s Daily, the mouthpiece of the Communist Party, the 80-year-old Ren expressed confidence that there was no need to worry about China’s access to advanced chips, asserting that the nation could achieve computing capabilities comparable to the...

Politics

3 d. ago China plans to turn Shenzhen into AI and aviation hub amid US sanctions

China has outlined a string of reforms to accelerate the development of hi-tech emerging industries in the city of Shenzhen, as the tech hub in southern China grapples with a barrage of US trade restrictions. The plan focuses on boosting Shenzhen’s ability to create scalable business models in industries such as artificial intelligence and aviation that can be replicated across China, by helping the city cultivate a larger talent pool, expand local companies’ access to financing, and speed up...

Politics

4 d. ago Nvidia, AMD, Other Chip Stocks Rise on Hopes China Export Restrictions Could Ease

Nvidia, AMD, Other Chip Stocks Rise on Hopes China Export Restrictions Could Ease  Investopedia

Politics

4 d. ago 'Full Panic': Automakers Are Freaking Out As China Restricts Critical Materials

'Full Panic': Automakers Are Freaking Out As China Restricts Critical Materials  InsideEVs

Politics

4 d. ago US vows reprieve on some tech export restrictions as talks with China begin in London

Top economic officials from Washington and Beijing have launched a high-stakes round of trade talks in London, with a senior White House official signaling soon after the start that the US will ease some tech export restrictions on China, adding that he expected the Chinese government to ramp up rare earth mineral exports to American markets. The Chinese and American delegations – led by China’s vice-premier, He Lifeng, alongside US Treasury Secretary Scott Bessent, Commerce Secretary Howard...

Politics

4 d. ago US hints at reprieve on some tech export restrictions as talks with China begin

Top economic officials from Washington and Beijing launched a high-stakes round of trade talks in London, with a senior White House official signalling soon after the start that the US would ease some tech export restrictions on China, adding that he expected the Chinese government to ramp up rare earth mineral exports to American markets. The Chinese and American delegations – led by Chinese Vice-Premier He Lifeng, alongside US Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick...

Politics

6 d. ago China's Export Restrictions Jolt Rare Earths Global Automakers Warn

China's Export Restrictions Jolt Rare Earths Global Automakers Warn  Crude Oil Prices Today | OilPrice.com

Events

8 d. ago Auto companies face shortages due to China's rare earth restrictions

Auto companies face shortages due to China's rare earth restrictions  Reuters

Politics

8 d. ago China’s rare earth restrictions halt first auto industry production lines

China’s rare earth restrictions halt first auto industry production lines  theverge.com

Politics

9 d. ago US auto suppliers say immediate action needed on China rare earths restrictions

US auto suppliers say immediate action needed on China rare earths restrictions  Reuters

Politics

9 d. ago EU pushes China to address ‘alarming’ rare earth export controls

The EU has urged China to stop restricting the export of rare earth minerals and magnets, with the bloc’s trade chief saying its industries are in an “alarming situation”. The request was made during a meeting between the sides’ top commerce officials in Paris on Tuesday. It comes as sectors across Europe raise the alarm about a shortage of rare earths, which are used to manufacture hi-tech goods ranging from electric cars and smartphones to military tanks and aircraft. “I informed my Chinese...

Events

9 d. ago As China restricts rare earths, Trump targets ethane in plastics manufacturing blow

As China restricts rare earths, Trump targets ethane in plastics manufacturing blow  Fortune

Politics

9 d. ago Automakers Consider Producing Engines in China to Circumvent Beijing Rare

Automakers Consider Producing Engines in China to Circumvent Beijing Rare-Earth Restrictions  marketscreener.com

Politics

1 week ago EU industry could grind to a halt over China’s rare earth restrictions

Chinese government restrictions on the export of rare earth elements have forced some European companies to halt production using the highly sought-after minerals essential for making smartphones and electric vehicles. The measures announced by Beijing on April 4 were seen as retaliation against US President Donald Trump’s “reciprocal tariffs”, but European industry now warns it is being caught in the crossfire. The EU Chamber of Commerce in China has held several meetings with China’s Ministry...

Politics

1 week ago Trump and Xi to talk China trade war after US president rages over rare

Trump and Xi to talk China trade war after US president rages over rare-earths restriction  New York Post

Politics

1 week ago How dependent is America’s arsenal on China’s critical mineral supply?

The US defence sector is dependent on critical minerals for its advanced weapon systems, but it has relied on China to meet its demands. As Beijing tightens export restrictions, there is a growing risk to the Pentagon’s military readiness and supply chain security. The big picture China dominates the global supply of rare earths, including more than 90 per cent of the world’s processing and refining. It also has an edge in most other critical minerals, such as refined gallium, of which it...

Politics

1 week ago China happy with restrictions on its students, lawmaker says

China happy with restrictions on its students, lawmaker says  Politico

Society