Simon Lester

Reports Indicate Trump Administration Will Grant Chip Export Licenses on China Sales in Exchange for Cut of Revenue

The Financial Times reported yesterday that the Trump administration has worked out a deal with Nvidia and AMD under which the semiconductor companies will be granted export licenses on chip sales to China, and in return the companies will give the U.S. government 15% of the revenue from these

U.S. Submission in China-Turkiye EV WTO Dispute Provides Details of Key Legal Arguments

In its third party submission in the WTO complaint brought by China against Türkiye's EV duties and related measures, the U.S. has cited China's "non-market industrial policy measures" and "excess capacity" in support of Türkiye's legal defenses.

CTM Weekly Newsletter

This past week, CTM covered the following issues: * China-U.S. Stockholm meeting * Antitrust decision on Synopsys-Ansys merger * MOFCOM comments on export controls * New development on CK Hutchison’s sale of its port business * Taliban termination of oil extraction contract with Chinese investors * Trump administration’s comments on China’s economy

U.S. Continues Push for Chinese Economic Rebalancing

For many years now, the U.S. government has complained about the Chinese economy being driven by exports of manufactured goods, rather than by domestic demand. The Trump administration is continuing this focus, although its language and approach diverge a bit from that of the Biden administration.
BIS

U.S. Commerce Department Imposes Fine for Illegal EDA Exports

Yesterday, the Department of Commerce’s Bureau of Industry and Security (BIS) imposed "an administrative penalty" of $95 million on Cadence Design Systems Inc. for "illegal exports of Electronic Design Automation (EDA) hardware and software and semiconductor design technology" to Chinese parties on the Entity List.

EU Trade Commissioner Comments on U.S.-EU Trade Deal Implications for China

Over the weekend, the U.S. and EU announced some details of a bilateral trade deal, although many points remain unclear.

At WTO Meeting, Governments Criticize Various Chinese Anti-Dumping Actions

At a recent WTO meeting, governments whose producers have been subject to Chinese anti-dumping investigations expressed concerns about the methodologies and practices being used.
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