China
Beijing politics, the Party apparatus, the mainland economy, cross-Strait relations and China in the world.
US curbs aircraft parts to China in rare earth leverage play
The US is capping parts licenses for Comac, maker of the C919, to gain leverage in rare earth talks. Chinese pundits fear a renewed engine b
Why China's stock market lags behind Asia's AI-driven rally
China's CSI 300 is down nearly 6% this year, while Korea's Kospi and Taiwan's TAIEX have surged over 65% on AI optimism. Weak consumer spend
US tightens data center curbs as China restricts AI talent travel
The US has banned Chinese-made grid equipment and is moving to restrict Chinese optical transceivers in federal systems. Beijing, meanwhile,
China's AI rulebook is already extensive while US debates
China has implemented a multi-layered AI regulatory framework covering algorithms, deepfakes, and frontier risks. US tech leaders are only n
Nvidia's RTX PRO 5500 gains export prospects after Trump-Xi summit
China's MIIT has asked ByteDance, Alibaba, and Tencent to disclose their plans for Nvidia's RTX PRO 5500. ByteDance alone may buy about one
Trump-Xi summit signals quiet end of 'China plus one' era
The Trump-Xi summit marked a shift in US-China ties, as Washington quietly abandons 'China plus one' amid China's supply chain dominance. Ex
US-China Summit Offers Path to Avoid Thucydides Trap
Xi Jinping's Washington visit highlighted the possibility of overcoming the Thucydides Trap. Both nations face the challenge of accommodatin
Xi and Trump agree on AI safety, clash over Taiwan and Iran
Chinese President Xi Jinping and US President Donald Trump met in Washington, agreeing to cooperate on AI safety. Xi pressed for US restrain
China's research rise signals shift in global academic power
Nine of the top ten research institutions are now Chinese, a historic shift. This reflects China's manufacturing dominance, not just academi
Trump and Xi meet again: trade, tech, and Taiwan top the agenda
The Trump-Xi summit on Sept. 24 will revisit trade, technology, and Taiwan. AI regulation is a new focus, but transformative agreements rema
China's EV and AI advances hit the wall of real-world limits
China's EV and AI sectors have made remarkable progress, but real-world limits—subsidies, market saturation, and geopolitical friction—are t
Why China must feel real pressure for AI slowdown to work
AI leaders are calling for a coordinated slowdown, but China has no incentive to join. Without Beijing's participation, any pause in AI deve