Economic Warfare Archive

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6 reports found with these filters.

  1. US Chip Export Controls on China: The H200 Reversal Explained

    U.S. semiconductor export controls on China changed direction in 2026. After three years of tightening, the Commerce Department's Bureau of Industry and Security (BIS) on Jan. 15 opened…

    ChinaNetherlandsTaiwanUnited StatesExport controlsAI & computingSemiconductors

  2. China’s Critical-Mineral Export Controls: Leverage and Its Limits

    China's critical-mineral export controls have become Beijing's most direct form of economic leverage over the United States and its allies. Since 2023 China's commerce ministry, MOFCOM, has put…

    ChinaJapanUnited StatesCritical-mineral controlsExport controlsBatteriesCritical minerals & rare earthsDefenseSemiconductors

  3. AI Chip Production in 2026: Record Demand, Tight Supply and a Map of New U.S. Chip Plants

    AI chip production is at a record but supply is tight. Map 11 new U.S. chip plants with costs, CHIPS Act awards, start dates and delays, as of…

    TaiwanUnited StatesSubsidiesAI & computingSemiconductors

  4. Japan to Fund Up to $21 Billion for Two GlobalFoundries Chip Fabs in New York

    Japan will finance up to $21 billion for two GlobalFoundries fabs in Malta, N.Y., the first chip project under its $550 billion U.S. pledge.

    JapanUnited StatesSubsidiesSemiconductors

  5. Taiwan Plans $4 Billion Texas Park for AI Chip Suppliers

    Taiwan plans a Texas AI industrial park costing up to $4 billion for TSMC and Foxconn suppliers, a day after TSMC posted record Q3 revenue of $46.7 billion.

    TaiwanUnited StatesAI & computingSemiconductors

  6. EU Russia Sanctions Package Adds 1,569 Military Industry Listings

    The EU Russia sanctions package adopted Oct. 12 adds about 1,569 listings—826 companies and 743 executives—targeting Moscow’s military-industrial complex.

    European UnionRussiaSanctionsDefenseSemiconductors

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