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Wednesday 23 July 2025
US announces separate trade agreements with Philippines and Indonesia
The US has announced two major trade agreements with the Philippines and Indonesia, signaling a shift in tariff structures and deeper bilateral cooperation in defense and commerce.
Wednesday 23 July 2025
US, Japan announce trade deal setting tariffs at 15%; auto levy exemption remains unclear
President Donald Trump announced on Tuesday that the US and Japan have reached a trade agreement, setting reciprocal tariffs at 15% for Japanese exports to the US. This rate is notably...
Wednesday 23 July 2025
China's rare earth export curbs disrupt Foxconn's AirPods production in India
Production of Apple's AirPods at Foxconn's Telangana factory has encountered supply disruptions due to China's tightening grip on rare earth element exports, particularly dysprosium—an...
Tuesday 22 July 2025
Apple and Google set to benefit as US-Indonesia trade talks ease market barriers
Despite US tariffs on Indonesian goods, Indonesia is negotiating lower duties by offering significant benefits to US tech firms, especially Apple and Google.
Sunday 20 July 2025
China's grip on cathode tech exposes fragility in U.S. and EU battery ambitions
China's Ministry of Commerce recently announced new export restrictions on "battery cathode material preparation technologies," along with five lithium refining technologies and overseas...
Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Friday 18 July 2025
US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

Friday 18 July 2025
Pegatron chair hails Indonesia tariff cut, urges balance in US-China AI strategy
Pegatron Chairman T.H. Tung welcomed the sharp reduction in US tariffs on Indonesian exports to 19%—the lowest among Asian countries to date—as a timely boost for the...
Friday 18 July 2025
Tesla, GM move to localize LFP supply chain amid China clampdown
China has imposed new export controls on key materials and technologies tied to lithium iron phosphate (LFP) batteries, a move industry insiders say global supply chains had been...
Friday 18 July 2025
Taiwan customs crack down on 179,000 Chinese transshipments to the US
The US has yet again extended the deadline for its reciprocal tariff negotiations to August 1, leaving many exporters on edge. US policy mainly aims to control China's low-priced...
Thursday 17 July 2025
H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market,...
Wednesday 16 July 2025
Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom
The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...
Wednesday 16 July 2025
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...
Wednesday 16 July 2025
Apple turns to US rare earths in US$500M supply chain shift
Apple Inc. has struck a US$500 million deal to buy rare-earth minerals from MP Materials Corp., the US producer that just last week secured backing from the Pentagon.
Tuesday 15 July 2025
Nvidia's continued H20 chip sales to China will benefit Samsung, SK Hynix
Nvidia has received approval from the US government to resume exports of its H20 graphics processing unit (GPU) to China, CEO Jensen Huang confirmed during a July 15, 2025, interview...