Subject


China and US trade war


2025-05-07

[News] Tesla Says 95% of Model 3 and Refreshed Model Y Components Now Sourced in China

According to a report from iFeng News, Tesla China states that more than 95% of the components used in every Model 3 and refreshed Model Y are currently sourced in China, underscoring the company’s deep integration with China's local supply chain. As highlighted by Reuters, Tesla produces Model...

2025-05-06

[News] U.S. Lawmaker Set to Propose Bill Mandating Location Tracking of NVIDIA Chips to Curb Smuggling into China

U.S. Representative Bill Foster is preparing to introduce legislation in the coming weeks that would require verification of the final destination of AI chips, such as those made by NVIDIA, according to Reuters. The measure aims to address the widespread smuggling of these chips into China in violat...

2025-04-30

[News] Trump Reportedly Plans Overhaul of Biden-Era AI Export Tiers in Favor of Direct Country Agreements

According to Reuters, sources say the Trump administration is looking to overhaul Biden-era restrictions on global access to AI chips, possibly scrapping the system that divides countries into tiers to determine how many advanced semiconductors they can receive. As noted by the report, Trump adm...

2025-04-24

[News] Complex Hurdles of American Manufacturing: More Than Just Cost Concerns

Amid uncertainties surrounding Trump’s tariff policies, the question of whether production can be brought back to U.S. soil has drawn increasing attention. According to a report from Commercial Times, citing WIRED, the vast majority of American small and medium-sized enterprises say they remain he...

2025-04-10

[News] U.S. 125% Tariff on China Risks Price Hikes for Smartphones and NBs Due to 60-70% Import Dependency

According to a report from ijiwei, citing Tom’s Hardware, the White House’s 125% tariff on all Chinese imports is expected to have a major effect on the electronics sector, given that a large number of tech companies — including U.S. firms like Dell and HP — rely on manufacturing operations...

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