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US-China decouplingi

Talk of economic decoupling between China and the United States, the world's two largest economies, surfaced amid their prolonged trade war, rising tech rivalry and general geopolitical tensions which have edged up in recent years. Decoupling transcends trade and investment and it could mean a peeling back of goods and services trade, divestment from China and the relocation of the American manufacturing presence out of China, but also a fragmentation of the global supply chain. It is believed a major decoupling move would mark the end of a long period of globalisation.

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The risk of cross-Strait conflict with mainland China appears to be chipping away at Taiwan’s long-held dominance in the semiconductor industry, underpinning a sense of urgency in diversifying hi-tech supply chains.

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Commentary from China’s top economic planner says Washington’s anti-globalisation, decoupling and disconnection efforts have ‘inevitably’ hurt US inflation.

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The tsunami of new-energy manufacturing flooding the industry is not the first time a wave of Chinese goods has forced institutional upheavals and left foreign firms with little room to compete.

The US announced plans on Tuesday to increase tariffs on 14 categories of products from China under Section 301 of the Trade Act of 1974, covering US$18 billion in imports.

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Analysts say Beijing is preparing ‘for all types of situations’ in a trade war with the US that shows no sign of abating after six years, as the leading presidential candidates vow to turn up the heat.

China made advances in AI, big data analytics and deepfakes; its initiatives already detected in elections in Australia, Canada and Taiwan, says Avril Haines.

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A new book on China’s tech regulations and economic governance assesses the impact of perceived overreaching in the market, with far-reaching effects flagged by professor Angela Zhang.

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The bill would prevent federal agencies from contracting with five Chinese biotech companies – BGI Group, MGI, Complete Genomics, Wuxi AppTec, and Wuxi Biologics.

Analysts discuss how Beijing could respond to Washington’s latest trade offensive, and how the impact could have repercussions beyond China’s borders.

A Chinese think tank calls for a strong response, ‘countermeasures’ after the Balikatan exercise sent an ‘increasingly dangerous’ signal on Taiwan.

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China should also ‘prepare for the worst’ but ‘do its best’ in response to further trade and tech frictions, Yang Jiemian tells summit in Hong Kong.

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Prohibitive tariffs await Made in China electric vehicles bound for the US. Can the nation’s producers keep growing their sales and brand awareness without making inroads into the US and European markets?

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The US will impose new, elevated tariffs that focus on key industries including electric vehicles, batteries and solar cells, according to Bloomberg and The Wall Street Journal.

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More multinationals are undergoing a ‘decoupling’ with their China-based operations, a new business survey finds as foreign direct investment sinks and analysts say expatriate staff are harder to come by.

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China’s strengthened push to use RISC-V, an open-source chip-design architecture, is facing new risks amid scrutiny by the US and Google’s move to stop supporting it on Android.

Further restrictions on access to Intel and Qualcomm chips would pose challenges to Huawei’s PC business, which has been gaining ground in the China market.