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Beijing seeks to revive investor confidence as concerns mount about oversupply and potential dumping
Microsoft’s Windows and foreign database programs also sidelined as Beijing favours Chinese hardware and software
Also in this newsletter: Putin in nuclear warning, UK returns to growth, art market in doldrums
Domestic industry wants stronger tariffs as subsidies have not done enough to ward off Chinese competition
President expected to back trade investigation as industry becomes 2024 election issue
Samsung and SK Hynix have been storing used machines in warehouses as US-China tensions rise
Biden administration wants greater curbs after technological advances by Huawei and SMIC
Prosecutors say man had access to the ‘building blocks’ of company’s cutting-edge technology
Strategists warn of sharp falls against dollar longer term if Donald Trump wins presidency in November and carries out tariffs threat
Friction with the west has prompted Beijing to build its own alternative system focused on developing nations
Our understanding of comparative advantage is confused and damaging
Expect more emphasis on global trade deficits, more dramatic intervention and bigger problems for Europe
Move includes billions of dollars to replace container cranes amid concerns hackers could disrupt supply chains
Data highlight difficulties in cutting Chinese exporters out of American supply chains
Demand for air travel is booming in south and south-east Asia, which are less sensitive to US-China tensions
Western governments fear Beijing may try to ease domestic overcapacity with cheap exports
Industry says it can help lower costs and enable faster development of electric vehicles in the US and Europe
Longi executive says costs would double, job opportunities would be lost and green targets missed
Thousands of cars impounded after supplier discovers subcomponent from ‘western China’
Teaching case study: what US-China tensions mean for technology companies
State-backed group ends its investments in companies including ByteDance amid US concerns about ties to China
High-end semiconductors is an area where US companies remain dominant, but the evidence is pointing towards Chinese acceleration
SMIC and Huawei plan to make new 5nm processor, supporting Beijing’s goal for advanced semiconductors
The US and EU are busy ‘de-risking’ supply chains but Beijing has its own plan for economic autonomy
The oversupply of certain types of semiconductors is going to be a problem this year
International Edition