4 h. ago Trump recasts US allies as tools to counter China in security playbook: analysts

US President Donald Trump’s new national security strategy frames America’s allies not just as partners, but as instruments to preserve US primacy and counter China’s rise, analysts say. The strategy urges wealthy allies to increase defence spending, align more closely with Washington on measures such as export controls, and take greater responsibility for their regions, a shift that recasts long-standing alliances as tools in great-power competition. The 33-page document declares that the era...

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

52 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

52 h. ago Nvidia CEO meets Trump, says he’s not sure if China would accept H200 chips

Nvidia Chief Executive Officer Jensen Huang said he was unsure whether China would accept the company’s H200 artificial intelligence chips should the United States relax restrictions on sales of the processors, following a meeting Wednesday with US President Donald Trump. Addressing reporters at the US Capitol, Huang said he and Trump talked about export controls but declined to offer specifics. The Nvidia chief’s meeting with the president comes after Trump administration officials discussed...

Politics

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 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

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 Netherlands’ Nexperia blunder shows it has forgotten its own history

The Netherlands has discovered that it could end up hemmed in by its technological prowess. A day after the United States tightened export controls on Chinese companies on September 29, the Dutch government moved to take control of Nexperia, a Chinese-controlled chipmaking firm. This coordinated act of carrying out US containment policy triggered a cascade that exposed the cost of the Netherlands being indispensable but not impartial. It likely prompted China’s decision to use rare earth...

Politics

2 w. ago ‘Close the loopholes’: US officials urge tougher chip rules to limit China gains

Washington should tighten its export controls by adding inspection staff and plugging loopholes to slow Beijing’s chipmaking advances and curb evasion efforts with support from allies such as the Netherlands and Japan, US lawmakers and experts said on Thursday. Such actions should be deployed, including empowering the Bureau of Industry and Security (BIS) to close trade loopholes and also targeting China’s national champion firms in the semiconductor sector as well as their US subsidiaries,...

Politics

2 w. ago We have 1 year: rare earth control pause may help mend China

China’s suspension of sweeping rare earth export controls has lent “new stability” to its ties with the European Union, the bloc’s ambassador to China has said, suggesting that the two sides now have a window to improve frosty relations. Speaking at a forum in Beijing on Thursday, Jorge Toledo initially offered a bleak assessment of the EU’s “difficult” relationship with China even after the high-profile summit in July between European Commission President Ursula von der Leyen and Chinese...

Politics

2 w. ago US panel urges economic statecraft body to tackle China’s growing tech challenge

A leading advisory panel on China policy urged Congress on Tuesday to establish a “consolidated economic statecraft entity” to handle technological and other national security challenges posed by China’s “systematic and persistent evasion” of American export controls and sanctions. “This recommendation addresses the critical gap between export controls and sanctions as written and their actual enforcement, recognising that China and Russia continue to successfully circumvent existing safeguards...

Economics

2 w. ago US panel urges new economic statecraft body as China’s tech challenge grows

A leading advisory panel on China policy urged the US Congress on Tuesday to establish a “consolidated economic statecraft entity” to handle technological and other national security challenges posed by China’s “systematic and persistent evasion” of American export controls and sanctions. “This recommendation addresses the critical gap between export controls and sanctions as written and their actual enforcement, recognising that China and Russia continue to successfully circumvent existing...

Economics

2 w. ago US export controls aimed at slowing China's progress have 'done the opposite': Sinology

US export controls aimed at slowing China's progress have 'done the opposite': Sinology  MSN

Politics

2 w. ago China’s Strategic Rare Earth Export Controls and Global Market Impact

China’s Strategic Rare Earth Export Controls and Global Market Impact  Discovery Alert

Politics

3 w. ago US outlines agreement with China to curb fentanyl chemicals as tariffs ease

US President Donald Trump’s administration on Wednesday disclosed further details about its agreement with China on the control of fentanyl precursors, key ingredients in the production of the drug that kills tens of thousands of Americans each year. Federal Bureau of Investigation Director Kash Patel said in a regular White House briefing that China has agreed to control seven chemical subsidiaries that are used to produce the lethal drug, after Beijing’s export control decision announced on...

Politics

3 w. ago China Pauses Some Rare Earth Export Curbs While Retaining Levers of Control

China Pauses Some Rare Earth Export Curbs While Retaining Levers of Control  Foundation for Defense of Democracies

Politics