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China includes American companies on the list of untrustworthy entities and imposes export restrictions ๐จ๐ณ๐ซ๐บ๐ธ
In a move considered a direct escalation in the trade and technological war between China and the United States, Beijing has officially announced the inclusion of several American companies on the "untrustworthy entities list" and has imposed new restrictions on its exports ๐๐
What does this move mean?
The affected American companies will face difficulties in conducting business within the Chinese market
The restrictions may include export bans or limiting access to vital resources and technologies
A clear Chinese response to recent American sanctions and policies against Chinese companies ๐งฑโ๏ธ
Potential implications:
Escalation of geopolitical tensions between the world's two largest economies ๐
Disruption in supply chains, especially in technology, energy, and advanced industries โ๏ธ๐ป
New pressures on multinational markets and companies
China sends a message: respond in kindโฆ and with force.
$USDC
#TrumpTariffs
#China #USA #ExportControls #TechConflict
In a move considered a direct escalation in the trade and technological war between China and the United States, Beijing has officially announced the inclusion of several American companies on the "untrustworthy entities list" and has imposed new restrictions on its exports ๐๐
What does this move mean?
The affected American companies will face difficulties in conducting business within the Chinese market
The restrictions may include export bans or limiting access to vital resources and technologies
A clear Chinese response to recent American sanctions and policies against Chinese companies ๐งฑโ๏ธ
Potential implications:
Escalation of geopolitical tensions between the world's two largest economies ๐
Disruption in supply chains, especially in technology, energy, and advanced industries โ๏ธ๐ป
New pressures on multinational markets and companies
China sends a message: respond in kindโฆ and with force.
$USDC
#TrumpTariffs
#China #USA #ExportControls #TechConflict
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The USA has lifted restrictions on the export of software for chips to China
The US administration has lifted some restrictions on the export of software for chip design to China, which is part of a trade agreement between the two countries. According to Bloomberg, the US Department of Commerce informed Siemens AG, Synopsys, and Cadence Design Systems about the cancellation of export licensing requirements for working with Chinese clients. These restrictions were imposed in May 2025 in response to actions by Beijing that limited the supply of rare earth metals to the USA. Siemens has already restored full access for Chinese clients to its software, while Synopsys and Cadence are in the process of resuming supplies.
BREAKING: U.S.-China Trade De-Escalation
In a significant move following high-level talks, the United States has extended the suspension of its 24% reciprocal tariffs on Chinese imports for one full year.
Additionally, Washington will suspend for one year the new "50% rule" expanding Entity List export controlsโeasing restrictions on affiliates owned at least 50% by listed entities.8af7a1fc3f1403cf4d
1/5
2/5: The Tariff Context
These reciprocal tariffsโimposed as retaliation to China's dutiesโwere previously paused amid negotiations. The one-year extension maintains a 10% baseline tariff, providing certainty for U.S. importers and averting a sharp cost spike on billions in goods.
This aligns with President Trump's strategy: leverage for concessions, including China's halt on rare-earth export curbs.6a3d03
3/5: Entity List Relief
The "50% rule," finalized by the Commerce Department in September, automatically extended export bans to subsidiaries and affiliates.
Suspending it for a year unlocks U.S. tech exports (chips, software) to Chinaโa boon for firms like NVIDIA and supply chains in semiconductorsโwhile preserving core national security guardrails.a8df3a
4/5: Market Implications
Equities rally: Tech & industrials lead as trade fears fade.
Commodities shift: Copper dips from highs; rare earths stabilize.
Crypto surges: Risk-on sentiment fuels Bitcoin above $100K.
Global supply chains breathe easierโexpect Q4 earnings upside from reduced friction.3c90e5
5/5: What's Next?
This 90-day truce evolution into a yearly pause signals pragmatic diplomacy over escalation. Watch for:
โ Formal White House EO
โ BIS guidance on suspensions
โ Phase 2 talks (IP, fentanyl)
Trade wars cool, markets heat up. ๐
#USChinaTradeWar #TariffsExplained #ExportControls
In a significant move following high-level talks, the United States has extended the suspension of its 24% reciprocal tariffs on Chinese imports for one full year.
Additionally, Washington will suspend for one year the new "50% rule" expanding Entity List export controlsโeasing restrictions on affiliates owned at least 50% by listed entities.8af7a1fc3f1403cf4d
1/5
2/5: The Tariff Context
These reciprocal tariffsโimposed as retaliation to China's dutiesโwere previously paused amid negotiations. The one-year extension maintains a 10% baseline tariff, providing certainty for U.S. importers and averting a sharp cost spike on billions in goods.
This aligns with President Trump's strategy: leverage for concessions, including China's halt on rare-earth export curbs.6a3d03
3/5: Entity List Relief
The "50% rule," finalized by the Commerce Department in September, automatically extended export bans to subsidiaries and affiliates.
Suspending it for a year unlocks U.S. tech exports (chips, software) to Chinaโa boon for firms like NVIDIA and supply chains in semiconductorsโwhile preserving core national security guardrails.a8df3a
4/5: Market Implications
Equities rally: Tech & industrials lead as trade fears fade.
Commodities shift: Copper dips from highs; rare earths stabilize.
Crypto surges: Risk-on sentiment fuels Bitcoin above $100K.
Global supply chains breathe easierโexpect Q4 earnings upside from reduced friction.3c90e5
5/5: What's Next?
This 90-day truce evolution into a yearly pause signals pragmatic diplomacy over escalation. Watch for:
โ Formal White House EO
โ BIS guidance on suspensions
โ Phase 2 talks (IP, fentanyl)
Trade wars cool, markets heat up. ๐
#USChinaTradeWar #TariffsExplained #ExportControls
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