chinese exporters

China signals willingness to accept existing US tariff levels while seeking to extend the current trade truce. Beijing hopes Washington will honor previous understandings, aiming to stabilize economic ties. Discussions are expected to focus on extending the one-year agreement and reducing unilateral tariffs.

China has reportedly banned Nvidia's RTX 5090D V2 graphics card, a modified version of its top-tier chip, just after US President Trump's visit. This move, aimed at fostering domestic AI chip development, effectively cuts off Chinese developers from accessing Nvidia hardware, a scenario Nvidia CEO Jensen Huang has warned could backfire by accelerating China's self-sufficiency.

European Union officials are considering a temporary pause on sanctions against Chinese chipmaker Yangzhou Yangjie Electronic Technology. This move follows urgent warnings from European car manufacturers about impending supply chain disruptions. The proposed exemption aims to provide industries breathing room to find alternative suppliers, addressing concerns that existing component stocks are dwindling rapidly.

China's new supply chain control regime, enacted in April, poses a challenge to India's electronics manufacturing ambitions. New decrees grant Chinese regulators broad powers to scrutinize and intervene in supply chain decisions, potentially impacting global brands and domestic firms looking to diversify away from China. Industry players are seeking government assistance to navigate these fresh hurdles.

Nvidia CEO Jensen Huang confirmed China remains crucial for the company's $1 trillion sales forecast, including a new $200 billion CPU market. Despite US-China tensions, Huang emphasized serving the vital Chinese market. Nvidia is also ramping up production for its next-generation 'Vera' CPU and GPU platform, aiming to capture the burgeoning agentic AI sector.

Chinese AI startup DeepSeek has slashed the price of its V4-Pro model by 75%, making advanced AI integration significantly cheaper for developers. This drastic price reduction is attributed to the increased availability of Huawei's Ascend 950 chips, allowing DeepSeek to optimize its software on local silicon and bypass costly, restricted Nvidia hardware.

Nvidia CEO Jensen Huang has acknowledged the company has largely conceded China's AI chip market to Huawei due to US export restrictions, with Nvidia's market share in the region dropping to zero. Huang praised Huawei's strength and its local chip ecosystem, stating Nvidia has "evacuated that market."

China's economic recovery is facing headwinds as factories slow and consumer spending falters, with April data revealing a significant slowdown. Weak domestic demand, coupled with a challenging global environment marked by geopolitical conflicts and rising energy costs, is squeezing growth. While exports remain strong, they are insufficient to offset internal weaknesses, prompting concerns about the need for further policy support.

US is finding out it needs India. That’s why Rubio is here. India should play its cards well, and leverage strategic complementarities, especially to balance China. Washington too knows the math doesn’t work minus New Delhi

A new report highlights China's key maritime vulnerability lies at the Strait of Hormuz, not the Malacca Strait. This shifts strategic competition in the Indian Ocean to a new arena involving India, France, and the US. China's energy imports through this region expose it to potential exploitation by rival powers.

Nvidia CEO Jensen Huang joined Donald Trump's Beijing summit at the last minute, boarding Air Force One in Alaska, but China still won't approve H200 AI chip purchases. Trump said Beijing "chose not to" because it wants homegrown silicon. With DeepSeek now running on Huawei chips and 10 cleared Chinese firms yet to place orders, Nvidia's China stalemate looks set to drag on.

US President Trump revealed Chinese President Xi Jinping desires the Strait of Hormuz reopened to stabilize global energy markets. Both leaders reportedly agreed on the necessity of this crucial shipping route's resumption. Discussions also touched upon potential increased Chinese purchases of American oil and agricultural products, alongside ongoing tensions regarding Taiwan.

Xi dealt with Trump as his equal, pitting Beijing’s grand strategic concerns against Washington’s transactionalism. Yes, both sides outwardly agreed on some issues. But Beijing is playing a long game

US approved major Chinese tech giants like Alibaba and Tencent to acquire Nvidia's advanced H200 AI chips. However, no sales have materialized as Beijing reportedly discourages domestic firms from buying foreign technology, prioritizing the development of its own chip industry, particularly Huawei's. Nvidia's CEO is now in China, hoping for a breakthrough.

President Trump's Beijing visit concluded without major breakthroughs, highlighting a widening gap in core interests between the US and China. While projecting stability, the meetings revealed limited cooperation on issues like Iran and Taiwan, with trade offering the only tangible deliverables. Both leaders claimed victory, entering a transactional phase focused on leverage.

Anthropic's paper outlines two scenarios for US-China AI leadership by 2028. In one, the US maintains its compute advantage through tightened export controls, leading to democratic AI norms. The other sees China overtaking the US if policymakers fail to act, resulting in authoritarian AI dominance.

Pakistan's Fatah-3 missile test sparks debate, potentially challenging India's BrahMos dominance in precision strikes. Analysts question if it's a Pakistani leap or Chinese hardware, highlighting China's growing military influence. Operation Sindoor showcased India's advanced capabilities, underscoring the importance of integrated systems beyond just missile technology.

The PM wants us to use public transport, shift to electric vehicles, work from home, take fewer vacations abroad, and reduce gold purchases. The reason isn't as sudden as you might think

China's exports surged 14.1% in April, significantly exceeding expectations and bolstering the nation's economy despite global uncertainties. This strong performance precedes a crucial meeting between US and Chinese leaders, where trade tensions and other disputes are expected to be discussed. Analysts anticipate continued export-driven growth for China this year.

President Trump's visit to China is overshadowed by the Iran War, which has disrupted global energy supplies and impacted his approval ratings. While trade and Taiwan remain on the agenda, the protracted conflict in Iran presents a significant challenge, with the US struggling to achieve its war aims and facing a decline in superpower status.

As President Trump arrives in Beijing, anticipation runs low for any breakthroughs regarding China's influence over Iran and the vital Strait of Hormuz. His agenda includes discussions on trade and the pressing issue of fentanyl, yet underlying tensions over their differing views on geopolitical conflicts threaten to overshadow these talks.

Presidents Xi and Trump are set for a crucial summit, aiming for stability despite deep-seated issues like tech rivalry and Taiwan. While a trade deal might emerge, it won't end the underlying friction. China's focus on domestic chip production and its stance on Taiwan, deemed the 'biggest risk,' will also be key discussion points. The US may also expect China's mediation in ending the Iranian mess.

A recent Iran conflict has significantly depleted US high-end missile stockpiles, raising alarms in Washington. Critical systems like Tomahawks and Patriots may take years to replenish, creating a 'window of vulnerability' amid rising tensions with China. Production bottlenecks and allied demands complicate rebuilding efforts, impacting future defense readiness.

Intense diplomatic efforts are underway to secure an agreement between the US and Iran, aiming to end the Middle East conflict, reopen the Strait of Hormuz, and ease energy market pressures. Despite claims of progress, significant disagreements persist over uranium enrichment, sanctions relief, and regional influence, leaving a final deal uncertain.