China’s New Technology Trap
The U.S.’s main rival is not only moving ahead in several advanced industries, it is taking steps to keep more of its tech at home.
The Return of the Taiwan Tiger
Taiwan’s “tiger” economy is back and burning bright. Driven by U.S. demand for Taiwan tech products, the island’s economy grew almost 15 percent in the...
Benn Steil on Why the Global Order is Falling Apart
The economist talks about how the U.S. and China are together reshaping world trade and why the ideas of a discredited German theorist from the...
Why Europe is Facing Up to the China Shock Now
The bloc’s relationship with China has reached a tipping point as economic and political pressures grow.
Nvidia Uses The Specter of Huawei to Make Its Chip Exports Case
Before Nvidia won approval to sell more chips to China, it told the U.S. government that Huawei could have enough chips to satisfy global demand.
The EU Must Confront China’s Trade Challenge
There are three urgent reasons why the EU must tackle China’s destabilizing economic imbalances sooner rather than later. Delaying action until 2027 is not an...
Alan Estevez on Why Export Controls Work
The former BIS chief argues that export controls preventing China from buying the best chips and chipmaking equipment are achieving their goals.
Where Is China’s Trillion-Dollar Trade Surplus Going?
China’s surplus is being recycled primarily through portfolio investment, cross-border banking flows, and Hong Kong’s capital markets.
Soumaya Keynes and Chad Bown on Fighting and Winning Trade Wars
The authors of a new book on trade conflicts talk about who is to blame for global tensions and whether the U.S. is going about...
Chinese Manufacturers Facing A Bigger Test Than Tariffs
While China’s export machine has proved resilient since the Iran conflict began, some manufacturers are starting to feel the pain.
How the PLA Has Tried to Get Around Chip Export Controls
Procurement tenders shows how military agencies attempted to purchase Nvidia hardware through a network of commercial partners.
Trump’s Surrender to China’s Rise
The president’s visit to Beijing was an effective acknowledgment that the U.S. and others can no longer constrain China’s emergence as an economic superpower.