STORYLINE  ·  active

US-China Geopolitical Competition

Trade war escalation, semiconductor export controls, EV tariffs, and diplomatic maneuvering including the Trump-Xi summit

US plans more missile launchers for Philippines amid South China Sea tensions

2026-02-18

The United States plans to deploy additional high-tech missile systems in the Philippines to deter aggression in the South China Sea, where the treaty allies on Tuesday condemned what they called China’s “illegal, coercive, aggressive and deceptive activities.” U.S. and Philippine officials held annual talks in Manila and issued a joint statement outlining defense and security steps for this year, including efforts “to increase deployments of U.S. cutting-edge missile and unmanned systems to the Philippines.”

Trump to host Latin American leaders in Florida before China trip

2026-02-12

President Donald Trump has invited Latin American leaders to a summit in Florida on March 7, a White House official confirmed Thursday, as the administration highlights what it calls Chinese influence in the region. The summit is planned ahead of Trump’s expected trip to Beijing to meet with Chinese President Xi Jinping in the coming weeks.

The AI boom lifts Taiwan’s chip economy, but raises bubble and China risks

2026-02-12

Taiwan’s economy is benefiting from an AI-driven surge in chip demand and a U.S. tariff cut, but economists and executives warn about bubble risk and geopolitical threats. The growth is concentrated in tech and manufacturing, while other sectors and many residents say they are falling behind.

AI boom lifts Taiwan chip economy, but investors worry about bubble and risk

2026-02-11

Taiwan’s AI-driven chip economy is expanding rapidly as the island deepens ties with global tech firms and seeks relief from U.S. tariffs. But economists and company executives warn the growth’s dependence on AI demand and geopolitical tensions with China could amplify risks if the cycle cools.

Dutch court orders probe at chipmaker Nexperia

2026-02-11

A Dutch court ordered a formal investigation into chipmaker Nexperia and upheld an order suspending its Chinese CEO, citing doubts about the company’s policies and conduct, according to the written decision released Wednesday. The move adds to a dispute that drew rare government intervention last year amid concerns that governance problems could disrupt technology used in European industry.

California man sentenced to 4 years for acting as Chinese agent

2026-02-11

LOS ANGELES (AP) — Yaoning “Mike” Sun, a California man, was sentenced to four years in federal prison for acting as an illegal agent for the Chinese government while working as a campaign adviser for a local politician. Sun pleaded guilty last year under an agreement with prosecutors, according to court records.

Trump Beijing trip seen as crucial for Jimmy Lai’s release, family says

2026-02-10

Jimmy Lai’s children said Monday that a possible April visit by President Donald Trump to Beijing could be “crucial” in securing the release of their 78-year-old father. Lai, a former Hong Kong media executive and China critic, was sentenced to 20 years in prison after convictions under a Beijing-imposed national security law.

U.S. eyes critical-minerals trading bloc with allies to counter China

2026-02-05

The Trump administration said it wants to form a critical minerals trading bloc with allies and partners, using tariffs to help maintain minimum prices and secure access to materials that China controls. Vice President JD Vance made the case at a meeting hosted by Secretary of State Marco Rubio with officials from several dozen European, Asian and African nations on Feb. 4 in Washington.

Trump launches “Project Vault” rare-earths reserve with $12B plan

2026-02-03

The Trump administration plans to deploy nearly $12 billion to create a strategic reserve of rare earth elements aimed at reducing U.S. vulnerability to China’s rare-earth leverage in trade talks. President Donald Trump announced the effort on Monday, calling it “Project Vault” and saying he expects the government to make a profit from the loan used to start the reserve.

Japan retrieves deep-sea rare earth sediment to cut reliance on China

2026-02-03

Japan said it has successfully drilled and retrieved deep-sea sediment containing rare earth minerals from the seabed near Minamitorishima, as it seeks to reduce reliance on China. The retrieval test by the research vessel Chikyu was conducted at nearly 6,000 meters (19,700 feet), Prime Minister Sanae Takaichi said.

Taiwan economy grew 8.6% in 2025, fastest pace in 15 years

2026-01-29

Taiwan’s economy expanded 8.6% in 2025, the fastest pace in 15 years, as exports benefited from an artificial-intelligence boom and rising shipments to the United States, Taiwan’s statistics agency said in an advanced estimate. The growth figure came in on Friday and exceeded economists’ forecasts.

Commerce Dept invests $1.6B in rare earth miner USA Rare Earth

2026-01-26

The U.S. Commerce Department announced Monday a $1.6 billion investment in USA Rare Earth, an Oklahoma-based company, providing funding and financing to advance rare earth mining operations in Texas and build a magnet manufacturing facility in Oklahoma. The Commerce Department will receive equity stake and future purchase rights as part of the agreement. The investment is part of a broader Trump administration effort to reduce American dependence on China, which processes more than 90% of the world's critical minerals.

USS Cincinnati docks at Cambodian base renovated with China’s help

2026-01-25

The USS Cincinnati arrived at Ream Naval Base in Cambodia on Saturday, according to the U.S. Navy, marking the first time a U.S. Navy warship has docked at the facility since China-funded renovations were completed. The ship is scheduled to visit Jan. 24-28 and conduct meetings with leaders while its crew takes part in activities in the nearby city of Sihanoukville.

Trump defense strategy shifts focus from NATO Europe to China

2026-01-25

The Trump administration released a new National Defense Strategy on January 24 that represents a fundamental reorientation of U.S. military priorities away from NATO and Europe toward confronting China in the Indo-Pacific region. The strategy, the first comprehensive Pentagon planning document since the Biden administration issued its own in 2022, signals that allied nations must assume greater responsibility for their own defense. It calls for NATO allies to raise defense spending to 5 percent of gross domestic product and reflects a systematic shift in how the United States views commitments across Europe, Asia, the Middle East, and the Western Hemisphere. The changes span every major geographic theater of U.S. military operations and represent a substantial reordering of defense policy priorities that will shape military posture, resource allocation, and alliance relationships for years to come.

USS Cincinnati visits Cambodia's China-upgraded naval base amid warming US ties

2026-01-24

The USS Cincinnati, a U.S. Navy warship, arrived at Cambodia's Ream Naval Base on Saturday, marking the first visit by an American military vessel to the facility since its Chinese-funded renovation was completed early last year. The visit signals warming military ties between the United States and Cambodia after years of tension.

Canada-China ties improve under Carney, with Trump’s shadow in Beijing

2026-01-18

Canadian leader Mark Carney met China’s Xi Jinping in Beijing this week as Canada sought to re-establish ties with China after nearly a decade of stalled relations. The agreements were framed as preliminary, but the visit underscored the influence of Donald Trump and the uncertainty surrounding Washington’s priorities.

U.S. businesses in China fret more over slowing economy than trade

2026-01-16

U.S. businesses operating in China worry more about China’s slowing economy than about U.S.-China trade tensions, according to a survey released by the American Chamber of Commerce in China. The survey found 64% of 368 responding companies ranked slowing growth as their No. 1 worry, while 58% cited trade tensions as a key challenge.

US and Taiwan sign $250B trade deal, cutting tariffs to speed chip reshoring

2026-01-16

The United States and Taiwan agreed on Thursday to a trade deal that cuts tariffs on Taiwanese goods while Taiwan’s technology companies plan $250 billion in new U.S. investment. The agreement comes as President Donald Trump has pursued new tariff arrangements and as Taiwan-based chipmaker TSMC has outlined sharply higher spending for 2026.

Way cleared for Nvidia to sell H200 AI chips to China under new rules

2026-01-14

U.S. regulators have cleared Nvidia to export its H200 artificial intelligence chips to Chinese buyers, according to new rules from the Department of Commerce’s Bureau of Industry and Security. The approvals come with conditions, including limits on military use of the chips and restrictions tied to how much of Nvidia’s supply can go to China.

China car exports surged 21% in 2025, as domestic EV demand slowed

2026-01-14

China’s auto exports rose 21% in 2025, driven by shipments of electric vehicles and other “new energy” cars, an industry association said Wednesday. The association pointed to slowing domestic demand as China’s automakers compete in an overcrowded home market.

Way cleared for Nvidia to sell H200 AI chips to China under new rules

2026-01-13

The Trump administration has cleared Nvidia to sell its H200 artificial intelligence chips to China, but only with new export conditions, the Commerce Department’s Bureau of Industry and Security said. The rules require a third-party review before exports and limit how much China can import relative to what the company sells to U.S. customers. The decision follows Trump’s earlier signal that licenses would go to “approved customers.”

Trump orders divestment of $2.9 million chips deal over China control claim

2026-01-04

President Donald Trump has ordered the unraveling of a $2.9 million computer chip deal after concluding that the current owner, HieFo Corp., could pose U.S. security risks if it retained control of the technology, according to an executive order. The order requires HieFo to divest the technology within 180 days, citing “credible evidence” that the company is controlled by a citizen of the People’s Republic of China, the Associated Press reported.

Trump orders divestment of $2.9 million HieFo chips deal within 180 days

2026-01-03

President Donald Trump on Friday ordered the unraveling of a $2.9 million computer chips deal involving Emcore and HieFo, saying the current owner poses U.S. security risks. The executive order gives HieFo 180 days to divest the technology, citing “credible evidence” the company is a citizen of the People’s Republic of China.

TikTok signs deals with Oracle, Silver Lake and MGX for U.S. unit

2026-01-01

TikTok has signed binding agreements with Oracle, Silver Lake and MGX to form a new U.S. joint venture, according to an internal memo seen by The Associated Press. CEO Shou Zi Chew told employees the deal is expected to close on Jan. 22 and that the U.S. venture will have protections for Americans’ data and U.S. national security.