The “Tahrir Day” tariff in Donald Trump Shock global markets Reviving fears of a long trade war. It may be the American president Reconsidering some of the most definitions It also floats The possibility of an agreement– But he also continues Threat new measures On commodities such as semiconductors and pharmaceutical preparations and is trying to get rid of the global trading system.
How will definitions affect the technology sector in China – even Just one month agoWas the ride high on the success of the artificial intelligence model in Deepseek?
China He was preparing Since Trump imposed customs duties for the first time in 2018. Beijing has long expected a second round with the United States that has faced more strict restrictions on its arrival in advanced technology, China systematically built technological supply chains. Not only is the construction of local chips factories: Beijing’s measures include enhancing renewable energy capacity, building cloud computing capabilities through national projects such as Compte East West, and investing in Lidar technology and batteries.
Beijing is not trying to get rid of American innovation in Amnesty International’s infrastructure. Instead, it takes advantage of its experience in manufacturing and multiplying artificial intelligence, such as robots and EVS that support artificial intelligence.
The chips industry is still in China It leaves the advanced edge. But More than self -sufficiency It was five years ago, when the United States began for the first time to tighten the screws on the exports of chips. The power of the country exceeds the devices Dibsic models are open source Make llms at reasonable prices.
The United States is likely to continue to restrict the technology sector in China, even if Trump is restoring its identification threats. Settings such as the control of the chip exports are now supported by the two parties in Washington.
Artificial intelligence companies such as Alibaba, Bytedance and Deepseek have relied heavily on the controversial NVIDIA H20 chip, and until recently it was the extremist processor that could be legally sold in China. The full ban will force the major technology companies in China to rethink the chips strategy – and perhaps consider alternatives, such as those made by Huawei.
Analysts suggest that Huawei’s revenue is likely to witness a big jump in revenue as customers turn into artificial intelligence systems instead of NVIDIA. One of the latest reports from Semianlysis notes that the latest Huawei products may even exceed NVIDIA in some configurations.
Export controls, targeted tariffs and industrial policy may be logical for the United States concern about strategic competition and the need for more flexible supply chains. For this reason, China did the same.
Supply chain movements
Since 2018, large and small companies have transferred to countries such as Vietnam, Bangladesh and Thailand. But companies cannot cut China completely. Tim Cook, CEO of Apple in 2015, also indicated that it is difficult to match the China Mix of Domain, Labor and Infrastructure, at least in the short term. More than 80 % of iPhone devices are still made in China.
Trump’s punitive definitions are not only caused by the costs of consumers. They will force us to rethink the supply chain strategies that have taken on construction contracts. The inability to predict, not definitions, is the true tax of global companies that depend on long -term planning and stable conditions. Each policy disk, whether it is a tariff, or the export prohibition, lions lists or exemptions, extends across global markets.
For some Chinese companies, they translate into a “waiting and retreat” position, cautious and risks, and temporarily stops American business and focus on non -American business at the present time. Chinese companies have already undergone a quietly against trade disruption: building the local market first, rethinking their expansion strategies, or re -directing development and sales into more friendly judicial states.
The customs tariff also affects China’s plans of artificial intelligence, albeit indirectly. The startups in China in the broader technology sector serve; Executive managers will rethink artificial intelligence plans an effect in the estuary on the ecosystem to start operating in China.
Amnesty International, cloud computing and semi -conductors are not isolated sectors. It was built on academic, commercial and governmental cooperation across the border. Technological progress continues to benefit from openness, whatever the value of strategic self -government.
Which makes matters worse is the increasing tide of anti -Shiennx feelings all over the world. Mixing ethnicity, nationality and political geography has become more common than the roaming epidemic. The increasing fears of China eaten a sense of confidence and safety and the destruction of the social fabric that supports global innovation. The defeat of the self, as evident from the return of a fixed Chinese academics, can be concerned about bias, by returning to China.
What happens after that?
The United States may hope that the correct mixture of definitions, benefits and export controls can maintain its technical leadership. Instead, the continuous batch of cutting China’s arrival to advanced technology will make it more self -sufficient. The trade war, even if it leads to a deal, will push China to invest in the technology sector more. The next time the United States has tried something like banning the H20 chip, this may not mean very little for the ecological system of China Ai.
Competition can be healthy, but it does not need to collapse. The challenge facing both the United States and China is to attract clear handrails to support national security without completely stopping cooperation. Climate technology, health care, artificial intelligence and the development of open source still provide real capabilities for cooperative leadership.
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