Business continues to flow, but supply chain costs are higher, lead times are longer than in previous years, and firms carry more inventory due to higher risk levels. The technology industry – once a shared sphere of innovation – has split into rival ecosystems, with either side facing the constant threat of losing access to critical parts or resources from their counterpart. Beijing has mobilized massive state funding and engineering talent to narrow the technological gap. Two incompatible technology stacks arise, with diverging cloud and AI toolchains. Major global firms are required to maintain dual compliance tracks for U.S. and Chinese standards.
tirsdag 18. november 2025
A Glimpse of the Future of China-US Relations
It’s the year 2028, and the China-U.S. rivalry has hardened into a permanent conflict. The economic relationship between the United States and China remains, but has become more expensive, complex, and defined by mistrust. In the U.S., Section 301 tariffs and entity lists remain in place; in China, reciprocal tariffs, export-licensing regimes, and punishing counter-sanctions continue. Each new rule results in a mirror reaction.
Business continues to flow, but supply chain costs are higher, lead times are longer than in previous years, and firms carry more inventory due to higher risk levels. The technology industry – once a shared sphere of innovation – has split into rival ecosystems, with either side facing the constant threat of losing access to critical parts or resources from their counterpart. Beijing has mobilized massive state funding and engineering talent to narrow the technological gap. Two incompatible technology stacks arise, with diverging cloud and AI toolchains. Major global firms are required to maintain dual compliance tracks for U.S. and Chinese standards.
Business continues to flow, but supply chain costs are higher, lead times are longer than in previous years, and firms carry more inventory due to higher risk levels. The technology industry – once a shared sphere of innovation – has split into rival ecosystems, with either side facing the constant threat of losing access to critical parts or resources from their counterpart. Beijing has mobilized massive state funding and engineering talent to narrow the technological gap. Two incompatible technology stacks arise, with diverging cloud and AI toolchains. Major global firms are required to maintain dual compliance tracks for U.S. and Chinese standards.
