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Lot of useful granularity here on why it would be so hard to get iPhone mfg to come to the US: costly labor is only a small part, more is well oiled and resourced machine of manufacturing ecosystem in CN ig.ft.com/us-iphone/

A map of Apple’s supply chain across Asia from @ft. Red is manufacturing in China. This includes Chinese companies like Lens Technology and Sunny Optical. And this includes foreign companies with major plants in China like Samsung and SK Hynix.

In this 2023 piece, a Renmin University scholar says the geostrategic significance of the Belt and Road Initiative should "only be discussed behind closed doors” and argues BRI projects must become more responsive to the needs of host countries, due partly to suspicions of China.

"The Cyberspace Force: A Bellwether for Conflict" By John Costello John Costello Jamestown China Brief #JamestownFoundation #ChinaBrief

Whats surprising about this? 15 years ago, China made $6.50 on every iPhone. Now it makes over $100 per iPhone. This is called climbing value chain. Of course US makes more per iPhone bc the thing is designed there. When are these reasons to eschew trade or ignore mfg demand?

1/ Sharing my new piece in @bloomberg “Cutting Off Chinese Companies Risks a US Policy Own Goal” (🧵) bloomberg.com/news/articles/…

"Rather than fully integrating into or replacing the U.S.-led liberal order, China employs a dual-track strategy: engaging with global institutions where advantageous while promoting state-centric alternatives to liberal norms" mdpi.com/2409-9252/5/2/…

🧵According to Trivium China, China's generative AI ecosystem is growing at breakneck speed—over 3,700 public-facing generative algorithms registered already, and 250-300 new ones emerging every month. Here's why this matters, and what it tells us.👇 1/ This confirms what we’ve

If the US makes access to AI chips part of trade negotiations unrelated to nat sec concerns, it will validate the longstanding suspicion globally that export controls are just about ensuring US hegemony. Will erode others’ willingness to comply, and we can’t enforce ourselves.

Analysis: My latest piece for Foreign Policy on U.S. AI leadership, export control on Nvidia's H20, Chinese AI hardware, and ultimately U.S.-China technology competition. Link: foreignpolicy.com/2025/04/30/h20… I am far from being an anti-export control person, in fact I believe a

A well-argued must read on why the latest chip controls on China are likely to backfire, strengthening China's AI compute ecosystem and eroding US leverage in the medium term.

“The United States will always run a trade deficit with China because Americans have no desire to reclaim low-end manufacturing jobs from Chinese factories,” writes Zongyuan Zoe Liu. foreignaffairs.com/china/how-chin…

“American firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics are somehow smuggled in ‘baby bumps’ or ‘alongside live lobsters,’ ” a spokesperson for Nvidia said.

#China Launches Special Campaign to “Clear Up and Rectify the Abuse of #AI” bit.ly/4jRPpDA China Digital #iplaw

China has made significant progress toward the goals laid out in the Made in China 2025 industrial policy, but some areas fell short of targets.

This is a real problem, and how it handles the AI diffusion rule will be a key test of the new admin’s approach on ensuring controls don’t bog down tech collaboration with allies.

Apple’s Make-or-Break Moment With Tariffs, AI, Google Deal, Epic Games Lawsuit ... The company’s China AI launch will likely be part of iOS 18.6.... bloomberg.com/news/newslette…

China needs certain American chips essential for cars and other industrial goods—a vulnerability revealed in tariff exemptions pushed by Beijing | The Wall Street Journal by Raffaele Huang & Yoko Kubota wsj.com/world/china/tr…

The post-West, multipolar moment has arrived, accelerated by Trump tariffs that have clearly backfired. This is noting short of an economic and geopolitical miracle. Parallel dynamics were outlined in our book Digital Sovereignty in the BRICS Countries is.gd/VETALO