Reports Indicate Trump Administration Will Grant Chip Export Licenses on China Sales in Exchange for Cut of Revenue

The Financial Times reported yesterday that the Trump administration has worked out a deal with Nvidia and AMD under which the semiconductor companies will be granted export licenses on chip sales to China, and in return the companies will give the U.S. government 15% of the revenue from these

U.S. Submission in China-Turkiye EV WTO Dispute Provides Details of Key Legal Arguments

In its third party submission in the WTO complaint brought by China against Türkiye's EV duties and related measures, the U.S. has cited China's "non-market industrial policy measures" and "excess capacity" in support of Türkiye's legal defenses.

CTM Weekly Newsletter

This past week, CTM covered the following issues: * China-U.S. Stockholm meeting * Antitrust decision on Synopsys-Ansys merger * MOFCOM comments on export controls * New development on CK Hutchison’s sale of its port business * Taliban termination of oil extraction contract with Chinese investors * Trump administration’s comments on China’s economy

China Vows Sanctions on Foreign Firms Violating Export Controls

Last week, China's Ministry of Commerce (MOFCOM) signaled its intent to sanction foreign companies found in violation of its export control measures, particularly those related to strategic minerals and dual-use technologies. It underscores China's commitment to fortifying its export control regime, which has been in the

U.S.-China Stockholm Talks Conclude, Await Decision on Next Step

Following two days of trade talks in Stockholm, Sweden, officials from China and the United States indicated a likely extension of their existing tariff pause.

U.S. Continues Push for Chinese Economic Rebalancing

For many years now, the U.S. government has complained about the Chinese economy being driven by exports of manufactured goods, rather than by domestic demand. The Trump administration is continuing this focus, although its language and approach diverge a bit from that of the Biden administration.

Taliban Terminates Major Oil Deal with Chinese Firm, Citing Breaches

Last month, the Taliban government in Afghanistan officially announced the termination of a 25-year oil extraction contract with Chinese investors, which was the first major foreign investment deal signed by the Taliban since regaining power in 2021.
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