The Taiwan Debate Is Heading in a Dangerous Direction
Discussions within U.S. policy making circles take too little account of the devastating impact any conflict could have on the global chip industry.
Why Small Packages Are A Big Deal
Stemming the tide of low-cost imports coming into the U.S. from China is proving tricky.
Chinese Battery Makers Get Solid Support
Braving the frigid cold of the Chinese winter last December, William Li, chief executive of Chinese automaker NIO, drove for 14 hours from Shanghai to...
The Solar Flood
Chinese companies dominate the global solar industry, yet rising capacity has sent prices plummeting.
The Rare Earth Rumble
A corporate drama in Australia has high stakes for the West’s quest to build a critical minerals supply chain independent of China.
The Tariff Toll
Tariffs have become a staple of the U.S.’s China policy, but a failure to enforce them properly is creating problems for American companies.
Old Chips, New Opportunities
As the U.S. powers ahead in advanced chipmaking, China is reminding the world that older technology still matters.
The Great EV Glut
The new U.S. tariffs on Chinese-made EVs are both unprecedented and largely performative since Chinese EVs haven't yet penetrated the U.S. market. The European Union,...
The High Costs of Tariffs without End
The Biden administration’s new measures against Chinese imports risks creating a doom-loop of declining American competitiveness.
What Happened At America’s Own Military-Civil Fusion Fair
The hot topic at a major D.C. conference this week was how the government and companies can cooperate in areas like AI to counter China’s...
Mining’s Malaise
Washington’s $370 billion Inflation Reduction Act was seen as a generational opportunity for miners in the U.S. as well as mineral rich trading partners. But...
Who’s Who in the EV Battery Supply Chain
More than any other country, China finds itself at the epicenter of the lithium-ion battery revolution.