#supply-chain-decoupling

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#tariffs #midsize-firms #import-substitution #china #euv-lithography #semiconductors #china-us-trade #tech-exports
Business
fromFortune
1 week ago

JPMorgan analysis finds Trump's tariffs are working on China-at a huge cost to small American business | Fortune

2025 U.S. trade policies cut midsize firms' imports from China ~20% while tripling monthly tariff payments and shifting sourcing to Southeast Asia, Japan and India.
fromEngadget
2 months ago

China reportedly has a prototype EUV machine built by ex-ASML employees

Sources told the publication that a team in Shenzhen completed the prototype of an extreme ultraviolet lithography machine earlier this year and it is allegedly now undergoing testing. The EUV machine was reportedly made by former engineers from Dutch semiconductor supplier ASML. Reuters states that China is targeting production of its own EUV chips beginning in 2028, although other experts have projected 2030 as a more likely date.
Science
World news
fromBusiness Insider
5 months ago

Tariffs hit China's tech trade in America, but the rest of the world kept buying

Chinese tech exports to the US fell about 70% since Q4 2024 due to Trump's tariffs, while other Asian exporters increased shipments.
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