The Chip Catalyst
The U.S.’s latest attempt to contain China’s chip ambitions lasted little more than a month. Back in May, the Trump administration introduced a ban on...
The Company that Refuses to Decouple
Walmart should be in trouble in China, where its competitors are in retreat and its sourcing operations have been criticised by both Beijing and Washington....
Mr. Magnet
Can a Japanese scientist loosen China’s grip on the rare earths supply chain needed for critical magnet technologies?
How The Iran Conflict Could Hit China’s Oil Industry
Small Chinese refineries face trouble if their supply of cheap Iranian crude is restricted.
Patrick McGee on How China Captured Apple
The journalist argues that Apple has played a major role in China's ascent as a technological power, but can’t meaningfully move its operations anywhere else...
Hidden Treasures
The battle for rare earths has reached the abyss. China thinks it can win there too, as it out-maneuvers the U.S. and New Zealand in...
Paul G. Clifford on How China Made it Easier to Move Things Around
The business strategist and historian of modern China talks about robots in Chinese warehouses and fixing broken links.
The Trade War’s Pharma Carve-Out
Both the U.S. and China have held off on tariffing each other’s pharmaceuticals.
The Vapor Trail
Chinese vape makers exploited a loophole in rules set during the first Trump administration to spread their products across America. Could the president's trade war...
Grading Day
2025 has arrived. Has China’s grand vision for tech supremacy lived up to the hype?
China’s Rare Earths Riposte
China’s retaliation to U.S. tariffs included export controls of seven rare earth elements.
The Risks in Tesla’s China Supply Chain
Tesla’s local supply chain is vast — and has contained links to U.S. sanctioned companies.