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AssessmentsFeb 7, 2020 | 10:00 GMT

An employee sits in the showroom of an Apple store in Beijing after it closed for the day on Feb. 1, 2020.

The Coronavirus Spreads Fears of a Shutdown in China's Tech Sector

Because Wuhan is a relatively minor player in China's technology industry, the sector has been spared the worst of the new coronavirus. That could change if the outbreak spreads to the country's R&D heartland right next door.

China

COVID-19

China in Transition

SITUATION REPORTJan 16, 2020 | 17:46 GMT

India: Government Reportedly Mulls Sweeteners for Apple, Samsung Suppliers

The Indian government is reportedly considering a proposal to offer incentives, including subsidized loans, to suppliers of Amazon and Samsung to establish factories in the country so as to support New Delhi's "Make in India" campaign, Bloomberg reported Jan. 15.

India

India's Own Worst Enemy

AssessmentsNov 25, 2019 | 09:15 GMT

South Koreans participate in a rally to denounce Japan's new trade restrictions and Japanese Prime Minister Shinzo Abe on Aug. 24, 2019, in Seoul. The bilateral relationship between Japan and South Korea has worsened recently amid escalating trade tensions.

Japan and South Korea Brace for a Prolonged Trade Battle

Both Tokyo and Seoul will be reticent to ease their trade spat until the economic toll outweighs the political risk of conceding. But for South Korea, that reckoning will come sooner due to its semiconductor sector's reliance on Japanese exports.

Asia-Pacific: Among Great Powers

On GeopoliticsNov 1, 2019 | 09:30 GMT

The national flags of China and the United States.

By Mixing Tech and Human Rights Sanctions on China, the White House Crosses the Rubicon

Conspicuously absent from an emerging China-U.S. trade truce is the outstanding issue of U.S. export restrictions against Huawei. The omission reveals an uncomfortable and growing reality for U.S. tech firms: Politically convenient trade truces will come and go, but the strategic competition between the United States and China is deepening.

AssessmentsOct 4, 2019 | 09:00 GMT

A South Korea freighter anchors at Qingdao, China.

South Korea's Economic Doldrums Have Taken the Wind Out of Moon's Sails

South Korea's difficult economic environment won't just make it harder for President Moon Jae In to enact his political agenda; in the next few months, it will threaten the continuity of his government. As with the rest of the Asia-Pacific, South Korea's economy is contending with slackening global demand, the

Japan

South Korea

Asia-Pacific: Among Great Powers

SITUATION REPORTAug 30, 2019 | 16:03 GMT

Japan: Shipment of Hydrogen Fluoride to South Korea Marks First Under New Controls

For the first time since it instituted stricter controls on some exports to South Korea, Japan has approved a shipment of hydrogen fluoride, a critical component of semiconductor manufacturing, to South Korea, the Japan Times reported Aug. 30, citing South Korean Trade Ministry officials.

Japan

South Korea

A Japanese Awakening

Asia-Pacific: Among Great Powers

SITUATION REPORTAug 20, 2019 | 16:24 GMT

Japan: Tokyo Approves Second Shipment of Key High-Tech Materials to South Korea, Report Says

Japan has approved a second shipment of high-tech supplies to South Korea for Samsung's chipmaking production, Reuters reported Aug. 20, citing sources. A South Korean official confirmed the report but added that uncertainty would remain until Tokyo lifts export controls against Seoul.

Japan

South Korea

Asia-Pacific: Among Great Powers

Partner PerspectivesAug 16, 2019 | 10:00 GMT

Beyond 5G networks like the one Huawei is helping build in Cambodia with partner Smart Axiata, Chinese companies are aggressively building cloud computing and ecommerce businesses to serve markets in Southeast Asia.

Follow the Digital Silk Road

China’s tech prowess offers business opportunities – but also security concerns – for Southeast Asian nations. So how will the United States respond?

China

Vietnam

SITUATION REPORTAug 8, 2019 | 19:26 GMT

Japan, South Korea: Tokyo Grants 1st Export License to South Korea Since Adding Trade Restrictions

The Japanese Ministry of Industry has issued an export license for one of three sensitive chemicals to a South Korean company for the first time since Japan put export restrictions on these products in early July, The Japan Times reported Aug. 8.

Japan

South Korea

A Japanese Awakening

Asia-Pacific: Among Great Powers

GuidanceMay 25, 2019 | 18:56 GMT

British Prime Minister Theresa May announces her resignation, effective June 7, 2019, outside 10 Downing Street in London on May 24, 2019.

The Weekly Rundown: A Net for Currency Manipulators, May's Own Brexit and a New Level for U.S.-China Talks

Read this week's review of the world's most pressing geopolitical events and insight into what the coming week will bring.

Middle East and North Africa

South Asia

AssessmentsMay 23, 2019 | 09:30 GMT

What Does the New Qualcomm Ruling Mean for 5G and the U.S.-China Tech War?

The U.S. Federal Trade Commission says Qualcomm is violating antitrust laws with its sales and licensing of 5G technology. A federal judge agrees. Does the ruling shoot the U.S. in its own foot when it comes to competition with China?

United States

China

Technology

The U.S. and the Balance of Power

The 4th Industrial Revolution

China in Transition

GuidanceApr 20, 2019 | 17:13 GMT

Chinese Foreign Minister Wang Yi, front center, stands with other delegates for a group photo before the Belt and Road Forum on Legal Cooperation began in Beijing on July 2, 2018.

The Weekly Rundown: Belt and Road Forum, Signs of U.S. Change in Libya and Burying a South American Bloc

Read this week's review of the world's most pressing geopolitical events and insight into what the coming week will bring.

Middle East and North Africa

South Asia

AssessmentsApr 17, 2019 | 22:59 GMT

Qualcomm and Apple recently announced a worldwide legal settlement -- effectively ending the various royalty and patent disputes between the two U.S. tech giants.

Qualcomm Ends Its Fight With Apple, but an Antitrust Threat Still Looms

After years of litigation involving a number of countries and disputes, Qualcomm and Apple agreed to put aside their differences and settle their disputes worldwide. As part of their settlement, the two U.S. tech giants have also agreed to a new six-year supply agreement for Apple to buy Qualcomm chips,

GuidanceApr 13, 2019 | 18:33 GMT

A Qualcomm office building in San Jose, California, pictured on Nov. 1, 2017.

The Weekly Rundown: Apple-Qualcomm Trial, U.S. Trade With Japan and the EU, and Changes in Algeria and Sudan

Read this week's review of the world's most pressing geopolitical events and insight into what the coming week will bring.

AssessmentsMar 29, 2019 | 09:00 GMT

A Samsung silicon wafer is displayed on March 23, 2011, in San Jose, California.

As the U.S.-China Tech War Rages on, the Electronics Industry Braces for Impact

Semiconductor manufacturers create the computer chips that power today's growing multitude of electronic devices -- from coffee makers to self-driving cars, and everything in between. The industry, therefore, plays a crucial and increasingly embedded role in the global economy. But today, manufacturers are facing the highest levels of geopolitical risk

The 4th Industrial Revolution

China in Transition

SITUATION REPORTFeb 26, 2019 | 16:09 GMT

North Korea, U.S.: Kim, Trump Arrive in Hanoi for Second Summit

U.S. President Donald Trump and North Korean leader Kim Jong Un have arrived in Hanoi for a second meeting after the pair's first summit in Singapore in June 2018, Bloomberg reported Feb. 26.

United States

North Korea

Vietnam

The U.S. and the Balance of Power

Coping With a Nuclear North Korea

Asia-Pacific: Among Great Powers

Southeast Asia: Burdened by Consensus

SnapshotsJan 7, 2019 | 21:05 GMT

China: Huawei Targets the Server Market With Its New Chip

On Jan. 7, Huawei Technologies Ltd. of China unveiled a new central processing unit for servers -- the Kunpeng 920 -- and three new TaiShan server models that use the chip. Huawei subsidiary HiSilicon designed the CPU, which is manufactured using a 7-nanometer processor that Huawei claims makes it faster

China

Technology

The 4th Industrial Revolution

China in Transition

GuidanceDec 6, 2018 | 19:32 GMT

A woman uses her mobile phone in front of an LED display board for Huawei at the Beijing International Consumer Electronics Expo in Beijing.

What the Arrest of Huawei's CFO Means for the U.S.-China Trade War

The arrest of Huawei CFO Meng Wanzhou for suspected sanctions violations at Washington's request complicates Beijing's ability to engage in trade talks, given the company's critical importance to the Chinese economy.

United States

China

Technology

The U.S. and the Balance of Power

China in Transition

On SecurityNov 20, 2018 | 10:00 GMT

John Demers, U.S. assistant attorney general for national security, speaks in Washington, D.C., on Nov. 1.

China Looks at U.S. Tech-Limiting Measures and Sees Gunboat Diplomacy

The U.S. actions targeting its tech industry conjure memories of the Opium Wars for Beijing. To prevent history from repeating, China's leaders will redouble efforts to acquire high-end technology as quickly as possible.

United States

China

Agriculture

Echoes of the Cold War

China in Transition

On SecurityOct 23, 2018 | 05:30 GMT

A Mexican Army expert in protective gear displays crystal meth paste at a clandestine laboratory near la Rumorosa town in Tecate, Baja California state, Mexico on Aug. 28.

How the Globalization of Mexican Business Helped Spread Crime

Mexico's burgeoning economy has enabled criminal elements to grow in symbiosis, utilizing the country's transport infrastructure to expand volume. But the tendrils of organized crime are now damaging the host.

Mexico

United States

Supply Chains

The Importance of Mexico

North America Unrivaled

Globalization

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