The implementation of China's export controls on rare earths in early April has increased trade tensions with the United States. During the first month of these new restrictions, customs data reveals a 16.3% contraction in rare earth exports to the U.S., while China's overall

In the latest escalation of the war of words, Beijing is pushing back forcefully against U.S. accusations that it has failed to honor commitments made during the Geneva trade talks, instead leveling its own charges that Washington has violated the recent truce by imposing new export controls and other

U.S. and Chinese trade officials have gone back and forth with criticisms in recent days, taking each other to task for actions after the Geneva agreement to roll back tariffs and trade restrictions and negotiate a broader trade deal.

Yesterday, officials at the Chinese Ministry of Commerce (MOFCOM) held a roundtable discussion on semiconductor supply chains with European and Chinese companies and trade associations, emphasizing the importance of cooperation amidst China's new export control rules and indicating a potential relaxation of restrictions for EU-linked supply chains.

Beijing has further ratcheted up its rhetoric against a new U.S. policy to curb the use of Chinese advanced chips and explicitly threatened to invoke Chinese laws, including the Anti-Foreign Sanctions Law, in retaliation. While details of enforcement remain unclear on both sides, this direct policy clash is poised

Barely a week after high-level trade talks in Geneva aimed at easing bilateral tensions, tensions over export controls have risen. China has sharply criticized new U.S. guidance tightening export controls on Chinese chips, and has initiated the mechanism created by the bilateral talks to address the issue. This could

In a recent development, the U.S. Department of Commerce rescinded the Biden-era AI Diffusion Rule, and announced new guidance to tighten chip-related export controls related to China.