China’s trade architecture is undergoing a structural shift in 2026 as digital infrastructure becomes embedded directly into cross border supply chains. Beyond physical ports, rail links, and logistics hubs, policymakers are prioritizing programmable settlement systems, data exchange platforms, and digitized customs procedures. The
Taiwan’s trade negotiators are travelling to the United States this week for what officials describe as the final round of discussions on a bilateral trade and tariff agreement reached in principle last month. The talks are expected to formalize commitments that would lower
The United States has shifted to a more controlled framework for overseeing semiconductor equipment exports to China, replacing a long standing waiver system with annual export licences for major foreign chipmakers operating on the mainland. The move affects companies including Samsung Electronics, SK
Global demand for semiconductor manufacturing equipment remained strong in 2025, but China is no longer the growth engine it once was for Europe’s largest chipmaking tools supplier. After a year of double digit sales growth, ASML signaled that its already declining exposure to
China’s effort to reposition itself as a stable economic partner is gaining traction as shifting U.S. policies push several governments to reassess long standing trade relationships. The latest signal came as Britain’s prime minister arrived in Beijing seeking to reset commercial ties, following
The United States and Taiwan have reached a trade agreement that places semiconductors at the center of a broader effort to reshape technology supply chains and deepen industrial cooperation. The deal lowers tariffs on a wide range of Taiwanese exports while creating incentives
Chinese authorities have issued internal guidance indicating that certain advanced artificial intelligence chips are not permitted to enter the country, reflecting a cautious approach to managing access to high-end foreign technology. The instructions were communicated to customs agents and accompanied by messages delivered
Taiwan Semiconductor Manufacturing Company has reported a sharp rise in quarterly profit, reinforcing its position at the center of the global semiconductor supply chain as demand linked to artificial intelligence continues to accelerate. The company’s latest financial performance reflects sustained orders for advanced
As global technology competition intensifies and supply chains become more fragmented, China is responding not by retreating inward, but by doubling down on efficiency. Across factories, logistics hubs, energy systems, and digital platforms, the country is quietly building an internal engine designed to
The United States has formally identified China’s semiconductor industry strategy as a significant economic risk, while postponing the full impact of new tariffs on Chinese chips until mid 2027. The decision reflects Washington’s growing concern over Beijing’s industrial policies, even as it leaves
