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...“The actions of the US have seriously breached its commitment to ‘not seek decoupling from China’ and ‘not hinder China’s development’, and run counter to its claim of ‘precisely defining national security...
...The US added 33.8GW of utility-scale renewable energy projects last year, the highest amount on record, bringing the total renewable capacity on the grid to 262GW, according to American Clean Power, an industry...
...The Biden administration has poured billions of dollars into subsidies for EV and battery production in the US — an effort to spur investment in a domestic clean tech sector as part of a strategy to reindustrialise...
...China’s government is leaning on a manufacturing revival, particularly in its high-tech industries, to boost economic growth and offset flagging property investment, weak consumer confidence and inefficient...
...The US and Japan are planning the biggest upgrade to their security alliance since 1960 in a move to counter China....
...Last Sunday, Elon Musk met China’s premier Li Qiang and clinched a favourable agreement with the tech giant Baidu to access its mapping and navigation systems....
...While there has been a lot of talk about so-called tech decoupling in recent years, I’ve witnessed first-hand how intertwined the U. and Asia tech worlds are — Silicon Valley’s interest in China and Chinese...
...Taken together, Musk appears to have smoothed the path for the US company’s semi-autonomous driving technology to be rolled out in China....
...The US Department of Justice brought an antitrust lawsuit against the tech group in March....
...In the US and other markets, EV demand is slowing, with fierce competition leading to price wars in countries including China and Thailand....
...The last threat strikes us as the least important, based on the history of legal challenges against US tech giants....
...Acter builds electronics plants and clean rooms for tech companies such as Foxconn, Delta Electronics, Wistron and ASE Technology....
...Four years ago, China’s Kunlun Tech sold LGBTQ dating app Grindr to San Vicente Acquisition after US regulators grew concerned about user data security. However, that sale was priced below $1bn....
...Falling market share and sales figures reported this month indicate the two groups face rising competition and the whiplash of US-China geopolitical tensions....
...Cook said the Vision Pro launch in the US would be followed by “expansion to other countries later this year”....
...Among large markets, only China is performing abominably. So, we are in a general equity rally, not a US big cap tech rally. Does the distinction matter?...
...China’s ‘meh’ stimulus efforts Writing about China poses two problems for a US-focused column like ours. First, US risk assets are relatively insulated from the Chinese economy....
...Tech stocks, for example, have surged in value in the past year — yet no one really knows what Trump might do to Silicon Valley, if elected, or whether the giants could cope with further worsening of US-China...
...in the US....
...For years it was one of the few Big Tech companies to avoid major antitrust action by the US. Now it is under intense scrutiny from regulators in two of its key markets, the US and the EU....
...The outlook downgrade follows a week-long trip to China by US Treasury secretary Janet Yellen, who voiced concern about the potential impact of excess Chinese capacity on global trade....
...However, Matt Sheehan, an expert on US-China technology co-operation and competition for the Carnegie Endowment for International Peace, a Washington think-tank, argues that the US needs to recognise where...
...It is now clear the US is following Europe’s example, with Treasury secretary Janet Yellen warning China not to “flood the world with cheap clean energy exports”, as the FT reporting puts it....
...China’s factory activity expanded for a second consecutive month, led by rising high-tech manufacturing output, according to the official purchasing managers’ index....
...The grip of the so-called “Magnificent Seven” tech companies on US stock markets has loosened as investors focus on concrete results rather than solely on artificial intelligence’s potential....
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