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AssessmentsMay 6, 2020 | 10:00 GMT
An image displays rows of silicon wafers.
The U.S. Weaponizes COVID-19 Anger Against China’s Tech Sector
The United States and China have been locked in a technology cold war for several years. The COVID-19 pandemic, which originated in the Chinese city of Wuhan, is now pressuring Washington to make even stronger moves against Beijing by fueling anti-China sentiment among U.S. voters and legislators alike. But the White House’s latest attempt to increase export controls on China and limit Beijing's overall access to U.S. technology will come at the cost of further fragmenting the global tech sector’s highly integrated supply chain network. 
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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. Technology is a fundamental component of this broader rivalry, which also makes it a radioactive element in the trade talks and a prime target for China hawks advocating a decoupling of the U.S. and Chinese economies. At this stage of the competition, national security, human rights and sovereignty are getting mashed together along with American public attitudes on how to contend with China when it comes to shaping U.S. policy. As a result, the political room to negotiate on an issue like Huawei is narrowing by the day, driving a more hard-line U.S. policy toward China overall.
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SnapshotsAug 27, 2019 | 19:07 GMT
U.S.: A Chipmaker's Patent Lawsuits Risk Upending the High-Tech Industry
Legal action taken by U.S.-based chipmaker GlobalFoundries has the potential to disrupt supply chains for manufacturers of a variety of consumer electronic devices, including heavy hitters such as Apple Inc. In multiple lawsuits filed Aug. 27 in the United States and Germany and in a complaint filed with the U.S. International Trade Commission (USITC), GlobalFoundries accuses rival Taiwan Semiconductor Manufacturing Co. (TSMC) of infringing on its patents by using its protected methods and equipment to manufacture certain types of semiconductors. It is seeking an import ban of the chips made by TSMC outside the United States using those processes and of any devices containing those chips.
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SnapshotsMay 31, 2019 | 22:00 GMT
China: Beijing's Latest Trade War Salvo Takes Aim at Foreign Firms
The Chinese Ministry of Commerce on May 31 said China is creating a list of "unreliable entities" that would include foreign companies it considers damaging to the interests of Chinese firms. The list, akin to the U.S. Commerce Department's Entity List that enabled the United States to blacklist Huawei Technologies, would allow Chinese authorities to target foreign companies, organizations and individuals that they find either don't obey market rules or violate contracts, or have blocked or cut off Chinese companies from suppliers for noncommercial reasons. Neither the scope of the list nor specific measures that might be taken against those that land on it were disclosed, but the ministry said details will be announced "soon."
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AssessmentsMay 23, 2019 | 09:30 GMT
A smartphone displays Qualcomm's company logo.
What Does the New Qualcomm Ruling Mean for 5G and the U.S.-China Tech War?
In what could become a landmark case, a U.S. district judge on May 21 sided with the U.S. Federal Trade Commission against Qualcomm over its licensing prices. Judge Lucy Koh said that the San Diego-based telecommunications innovator broke U.S. antitrust law by "strangling competition" in the semiconductor chip industry and using its position as a key patent holder to demand unreasonably high licensing fees. Qualcomm will almost certainly appeal the ruling to a higher court, but if it stands, Koh's decision will hit at the heart of Qualcomm's business model, weakening the company at a time when it is in a heated competition with Chinese tech developers.
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SITUATION REPORTMay 20, 2019 | 16:12 GMT
China: Western Tech Companies Begin Reducing Business Ties With Huawei After U.S. Blacklisting
Western technology companies, such as Google, Intel and Qualcomm have begun substantially reducing their business ties with Huawei after a U.S. Commerce Department decision to place the Chinese company on a blacklist that requires U.S. companies to obtain a specific export license to sell goods to Huawei, Reuters reported May 19.
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On GeopoliticsMay 17, 2019 | 09:30 GMT
The Huawei logo is displayed at the annual VivaTech conference in Paris on May 16, 2019.
New Huawei Restrictions Turn Up the Heat on the U.S-China Tech Cold War
In its tech war with China, the United States has launched two major attacks aimed at China and its most globally competitive tech company, Huawei Technologies. First, on May 15 U.S. President Donald Trump signed an executive order giving the U.S. Commerce Department the authority to block certain transactions involving information and communications technologies developed, designed or manufactured by companies subject to the jurisdiction of a foreign adversary. While the order did not explicitly mention China and Huawei, its intention is clear: to pave the way for the United States to block Huawei from its 5G networks and other critical infrastructure. One the same day, the U.S. Commerce Department announced that it was adding Huawei and 70 of its affiliates to its Entity List, meaning any U.S. company that wants to export technology, services or products to Huawei will need a special license from the Commerce Department to do so.
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