Global supply chain: US-China trade war, G2

US-China trade war, G2 news coverage

IN THE NEWS

Thursday 15 May 2025

Current status of China's lithography equipment development: DUV

In the US-China trade war, the focus of US pressure has been on curbing the development of China's high-tech sectors—especially semiconductors, artificial intelligence (AI),...

Tuesday 13 May 2025

Thaw or theater? US-China tariff pause masks deeper strategic fault lines

Against a backdrop of escalating geopolitical strain and unresolved trade friction, the US and China have concluded a new round of high-level negotiations, releasing a joint statement...

Tuesday 13 May 2025

PSMC chairman downplays chip tariff fears, says Taiwan's semiconductor sector remains secure amid US-China truce

The US and China agreed to a 90-day suspension of tariffs after the Geneva talks, easing tensions in their trade standoff. Powerchip Semiconductor Manufacturing Corporation (PSMC)...

Monday 12 May 2025

China and US announce tariff rollbacks and renewed trade talks amid easing tensions

The governments of China and the US released a joint statement on May 12, 2025, announcing a significant easing of trade tensions, with...

Monday 12 May 2025

US-China trade talks in Geneva yield significant progress

High-level trade negotiations between the US and China, held in Geneva, Switzerland, on May 10-11, concluded with both sides reporting substantial progress and key agreements, signaling...

Wednesday 7 May 2025

US manufacturing renaissance spurs China's strategic semiconductor expansion

China's foundry industry has seen explosive growth in mature semiconductor manufacturing over the past five years—a trend reflected in ASML's financial disclosures, where Chinese...

Wednesday 7 May 2025

US, China to hold first formal trade talks in Geneva with tariff clashes still ongoing

China's Ministry of Foreign Affairs announced on May 7 that Vice Premier He Lifeng, the nation's top economic policymaker, will visit Switzerland from May 9 to 12. During his stay,...

Wednesday 7 May 2025

Pegatron ramps up 5G O-Ran strategy in SEA to navigate market shifts and expand telecom infrastructure

In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in Batam. Finding existing capacity inadequate, they...

Saturday 3 May 2025

US-China trade war threatens to gut global semiconductor market by 34% through 2026

The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding...

Monday 28 April 2025

How US chip equipment makers could shield US$10B in China sales from tariffs

Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...

Friday 25 April 2025

China reportedly considers exempting some US goods from 125% retaliatory tariffs

Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help...

Wednesday 23 April 2025

MediaTek could emerge as surprise winner in US-China tech tensions

US-China competition remains fierce despite tariff stalemate, with technology decoupling accelerating behind the scenes. Taiwan's MediaTek may find unexpected opportunities amid this...

Tuesday 22 April 2025

Taiwan's ex-Tech Minister on trade wars: Bet on AI, not tariffs

With Donald Trump returning to the White House, the US-China trade war is intensifying, prompting some analysts to warn of a new Cold War. As Washington rolls out sweeping import...

Tuesday 22 April 2025

SEMI Country: Taiwan's gamble in a fracturing global economy

As Washington and Beijing continue to unleash tariff volleys in their escalating trade war, few countries can remain untouched. But for...

Friday 18 April 2025

US manufacturing development vs. China's brand growth: Is Trump 2.0 clever strategy or miscalculation?

The implementation of US President Donald Trump's "reciprocal tariffs" was temporarily halted before it officially took effect, granting countries a 90-day negotiation buffer. As...

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