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US-China trade war

US-China trade war
Breaking news and analysis on the US-China trade war, its history and timeline, and the impact on the global economy.
An aerial view of new electric vehicles at Shanghai Port on May 9. Analysts say China may use its dominance in the global electric vehicle industry as geopolitical leverage. Photo: AFP
United States

Can China’s EV boom give it decisive edge in geopolitical tech war?

Beijing’s dominance in global EV industry may provide leverage over countries dependent on its technology and supply chains, analysts say.

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Video | US bans Chinese robots in latest tech crackdown

China food security

China’s ageing farmers deploy drones as agriculture-automation trend spreads

Malaysia

‘Take sides’? Malaysia insists on conditional neutrality in US-China tech ties

To keep US chips and Chinese capital flowing, Malaysia is working overtime to reassure both Washington and Beijing.

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Tengku Zafrul Aziz, senior political adviser to Malaysian Prime Minister Anwar Ibrahim, speaks to SCMP at the Nusa Dua Forum in Bali, Indonesia, earlier this month. Photo: Nora Tam
AI: Industry Trends

US bans new Chinese robots, power inverters in latest tech crackdown

Trump administration cites threats to US national security and supply chain vulnerabilities as reasons for latest sanctions.

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United States

Nvidia’s Jensen Huang meets US officials as issues grow over China chip access

Washington visit comes amid investigation into whether restricted processors were used to train Moonshot AI models.

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US-China tech war

Record Chinese biotech out-licensing meets rising US scrutiny

Surging cross-border deals out of China are running headlong into intensifying US national security fears.

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Washington is increasing scrutiny of Chinese biotech at a time when the innovation pipeline in the world’s second-largest economy is experiencing rapid growth. Photo: Shutterstock
Alibaba

From CXMT to Zhipu AI, Alibaba’s strategic investments are paying off

The company’s strategic shift to AI and chip investments is not only yielding significant returns, but also boosting its tech portfolio.

Artificial intelligence

Can Anthropic CEO’s chip ban proposal curb China’s AI advancements?

Dario Amodei wants the US to retain its AI advantage over China, highlighting distillation risks and advocating mandatory model safety tests.

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US-China relations

US congressional group plans annual visits to China after trade trip

The fact-finding mission by members of a congressional advisory body to Beijing, Shanghai and Hangzhou was the first of its kind since 2019.

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A US congressional advisory panel focused on China has returned from their trip. Photo: Shutterstock
China-Latin America relations

Brazil turns to China trade deal after Trump tariffs, as years of resistance end

Xi and Lula agree to fast track Mercosur trade talks, endorsing a deal Brasilia fought to bury when Uruguay first proposed it.

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Chinese President Xi Jinping (left), seen here with Brazilian President Luiz Inacio Lula da Silva in Brasilia, Brazil, in November, 2024. The pair have agreed to accelerate negotiations for a trade agreement between China and Mercosur. Photo: Xinhua
Donald Trump’s China policy

China condemns US over new Section 301 tariffs – but holds off on retaliation

Beijing also rejects allegations that Chinese companies trained local AI models on American systems.

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Apple

After Apple leak, has India lost ground in its supply chain race with China?

In the wake of a cyberattack on a local Apple partner, insiders say India has a long way to go before challenging China as a manufacturer.

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US-China relations

How America’s 250-year China dream became its greatest strategic challenge

Historians trace how US hopes of trade, reform and friendship gave way to rivalry with the power it once sought to transform.

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Illustration: Lau Ka-kuen
China trade

China wants unique access to minerals with Indonesia offer, analyst says

Beijing may attempt to trade manufacturing assistance for access to Indonesia’s vast, export-restricted reserves.

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A nickel mining site in Raja Ampat, West Papua, Indonesia. Photo: AFP
Mainland China

Nvidia, Palantir, Meta warn about ‘premature restrictions’ of open-weight models

Top US tech companies urge policymakers in open letter not to undermine competition and drive more users to Chinese AI systems.

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Donald Trump

US small businesses sue Trump administration over new ‘forced labour’ tariffs

The lawsuit argues that the US president is trying to reimpose duties that were already ruled illegal by the Supreme Court.

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Huawei

Huawei’s Tau Scaling Law: a new path amid US sanctions

Company founder Ren Zhengfei says the new framework is crucial for survival, enabling chip advancements without EUV lithography.

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Huawei CEO Ren Zhengfei is interviewed in Taiyuan, northern Shanxi province on February 9, 2021. Photo: Xinhua
United States

Outside In | Why Donald Trump may regret reheating his global trade war

Over the coming months, efforts to China-proof supply chains are likely to drive US foreign policy. Success, however, is unlikely to follow.

US-ally trade wars

Trump’s new tariffs, stock market intervention, mega IPOs

This week: Trump levies new tariffs against 60 US trading partners, China’s ‘national team’ investors prop up tumbling stock market, and Bessent threatens sanctions against Chinese AI developers. Next week: CXMT debuts in Shanghai followed by Zhongji Innolight in Hong Kong after blockbuster IPOs, China’s Politburo likely to discuss economy, ChinaJoy draws gamers in Shanghai, and more.

US-China relations

Open Questions | Nobel economist on anti-China, anti-science US, AI’s risks

MIT’s Simon Johnson, former IMF chief economist, on Trump’s wrong turns, including tariffs, the AI threat to Chinese jobs and the chances of a global recession.

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Illustration: Lau Ka-kuen
Mainland China

More Americans think China is world leader in AI, new survey reveals

Findings come as AI race between Washington and Beijing ramps up and with technology high on agenda at planned Trump-Xi summit in September.

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Findings from a Pew Research Centre survey reveal that more than one-third of Americans see China, rather than the United States, as the global leader in artificial intelligence. Photo: Shutterstock
US-China relations

Editorial | Wang-Rubio meeting after Trump remarks shows guard rail is up and working

Not even Trump’s inflammatory accusations of Chinese election interference have derailed the relationship.

Mainland China

US senators clash over scope of Chinese connected-vehicle ban

Senator Ted Cruz, chairman of US Senate Committee on Commerce, warns substantial revisions will be needed before bill can become law.

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US-ally trade wars

Liberation Day 2.0? US slaps fresh wave of tariffs on China, 50-plus economies

‘Forced labour’ duties replace Trump administration’s original sweeping levies but are unlikely to generate the same level of global shock.

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US President Donald Trump at a rally in Georgia on Wednesday, before the administration’s tariff announcement. Photo: AP
China-Latin America relations

China vows to defend Brazil’s sovereignty as Trump’s 25% tariff bites

Wang Yi tells Brazilian foreign minister Beijing backs Brazil’s sovereignty, and asks for support on ‘China’s own core interests’ in return.

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Brazilian Foreign Minister Mauro Vieira (centre, left) and Chinese Foreign Minister Wang Yi (centre, right) meet on the sidelines of the Asean foreign ministers' meeting in Manila, the Philippines, on Thursday. Photo: Xinhua
China-EU relations

EU waters down Russia sanctions over fears China could seize key LNG assets

Bloc concludes banning Greek companies from transporting Russian gas to third countries may hand strategic shipping advantages to Beijing.

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United States

Trump’s manufacturing push meets reality as costs rise and investment stalls

Tariffs alone have yet to overcome China’s competitive edge as policy uncertainty and structural hurdles weigh on US industry.

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