Navigating U.S.-China Trade Tensions

This chapter explores the impact of a new 30% tariff on Chinese goods and its effects on major tech companies during a brief reprieve. It discusses the complexities of U.S.-China trade relations, particularly in the semiconductor and electric vehicle sectors, while also highlighting the cautious optimism surrounding negotiations and investments in AI manufacturing. Key topics include national security concerns, the implications for major players like NVIDIA and CATL, and the challenges of balancing competition with collaboration in a globalized economy.