US export controls and Chinese innovation: a study

🧐 Very interesting findings: "A key debate surrounding export controls is whether they accelerate innovation in targeted rivals. This column studies this question using a set of US export controls, the 2007 ‘China Rule’, by comparing sanctioned goods with goods just excluded from the policy. It finds that the policy reduced Chinese imports of restricted goods. It also finds strong evidence of a domestic innovation response: Chinese firms cut off from US inputs substantially increased R&D spending and patenting, and upstream Chinese suppliers of similar products to exposed firms increased patenting in related technologies." 🧐 Read on: https://lnkd.in/g7jQ9aJH

Trade pressure drives more #patents—but less impact. Keyang Daniel Yang SMU Cox School of Business & co-author Lie, E. share how #Chinese import competition pushes U.S. firms toward incremental #innovation over breakthrough ideas. Read: http://spkl.io/6046AXKlY Subscribe: http://spkl.io/6048AXKlm

U.S. and China Near Semiconductor Trade Framework in Kuala Lumpur Talks Senior U.S. and Chinese trade negotiators are holding high-level meetings in Kuala Lumpur this week on the sidelines of the ASEAN summit, in what could become a landmark effort to de-escalate tech and semiconductor trade tensions, according to Reuters. The Chinese delegation, led by Vice Premier He Lifeng, is engaged in intensive talks with U.S. #Semiconductors #USChinaRelations

U.S. and China Near Semiconductor Trade Framework in Kuala Lumpur Talks Senior U.S. and Chinese trade negotiators are holding high-level meetings in Kuala Lumpur this week on the sidelines of the ASEAN summit, in what could become a landmark effort to de-escalate tech and semiconductor trade tensions, according to Reuters. The Chinese delegation, led by Vice Premier He Lifeng, is engaged in intensive talks with U.S. #Semiconductors #USChinaRelations

 The Netherlands Tightens Its Industrial Strategy — Key Implications to Watch as 2026 Approaches. This week, the Dutch government unveiled a new industrial policy that narrows its focus to six vital markets with global growth potential: 🔹 Semiconductors 🔹 Biotechnology 🔹 Defense-related technologies 🔹 Digital services (especially AI) 🔹 Machinery & manufacturing 🔹 Innovative chemistry The goal here is to boost the country's competitiveness, reduce reliance on foreign supply chains, and ensure industry makes up at least 15% of GDP by 2030. 💡 This could be relevant for trade compliance teams dealing with these sectors across the BENELUX, EU, and with interconnected supply chains globally: 📈 A greater focus on high-tech and dual-use sectors increases export control risks and licensing complexity. 🧭 The emphasis on digital autonomy and strategic procurement might lead to tighter regulations on technology transfers and foreign investments (including outbound and inbound screening). ⚙️ Simplified rules and new funding tools could change customs procedures, duty incentives, and compliance measures. As Dutch industry builds stronger ties across Europe and beyond, the importance of supply chain transparency and geopolitical compliance will only increase. This signals that compliance teams must remain vigilant and develop comprehensive strategies to align with these evolving industrial policies — especially in sectors that bridge innovation and regulation. Being proactive now will help businesses seize opportunities while maintaining compliance in an increasingly strategic trade environment. #TradeCompliance #ExportControls #EUTrade #IndustrialPolicy #SupplyChain #Netherlands #Sanctions

U.S. and China Near Semiconductor Trade Framework in Kuala Lumpur Talks Senior U.S. and Chinese trade negotiators are holding high-level meetings in Kuala Lumpur this week on the sidelines of the ASEAN summit, in what could become a landmark effort to de-escalate tech and semiconductor trade tensions, accordi... #Technology #Semiconductors #USChinaRelations https://lnkd.in/d9f24HEd

Report suggests that Chinese enterprises are moving from product and capacity towards a new stage of industrial and supply chain exports. https://okt.to/QWEzCi #globalsupplychains #digitaltransformation #innovation

The United States continues to tighten export controls on advanced technologies and semiconductors, particularly those involving AI and dual-use applications. These regulations are now shaping how global companies structure their teams, partnerships, and product strategies across borders. This article offers a clear look at how the Bureau of Industry and Security is expanding oversight and what it means for international operations: How are you factoring regulatory risk into your global expansion or technology plans? #GlobalExpansion #Leadership #Technology #Strategy https://lnkd.in/eXpVv6-m

【#中美關係】美擴出口管制 成中國反擊導火線 US Expansion of Export Controls Becomes Trigger for China’s Retaliation 中美 #貿易戰 戰火重燃，美國總統特朗普上周五（10日）宣稱，將於11月1日起要對華加徵100%關稅，並對 #關鍵軟件 實施新的 #出口管制，以反擊中國收緊對稀土的出口。中美由原本「休戰」，突然變為劍拔弩張，《#華爾街日報》（WSJ）引述消息稱，由於美國9月底宣布把現行的出口管制擴大至受制裁企業的子公司，令中方認為美國打破了上月在西班牙馬德里達成的共識，故國家主席習近平本人決定予以反擊。 該報道指出，中美9月在馬德里舉行會談後，中國國務院副總理何立峰認為，雙方已就「凍結」新的出口管制、達成非正式協議，但隨着美國擴大出口管制後，這項共識被打破。知情人士稱，雖然美國政府有提前通知北京，而且中方最初似乎也默許，但習近平本人決定予以反擊，而且是更強硬的反擊。 The US–China trade war has reignited. US President Donald Trump announced last Friday (10th) that a 100 per cent tariff on Chinese goods would take effect from 1 November, alongside new export controls on key software, in response to China’s tightening of rare earth exports. The relationship between the two countries, which had shifted from a “truce” to renewed confrontation, became increasingly tense. According to The Wall Street Journal (WSJ), China viewed the US decision at the end of September to extend existing export controls to subsidiaries of sanctioned companies as a breach of the understanding reached in Madrid last month, prompting President Xi Jinping himself to decide on retaliation. The report stated that following talks held in Madrid in September, Chinese Vice Premier He Lifeng believed that both sides had reached an informal agreement to “freeze” new export controls. However, with the US expansion of export restrictions, that understanding was broken. Sources said that although the US government had notified Beijing in advance and China initially appeared to acquiesce, Xi Jinping personally decided to retaliate — and to do so more forcefully. Full Article: https://lnkd.in/gY8bSeDG ｜Be sure to follow Hong Kong Economic Journal｜ ｜Inspiring Leadership Through Real Stories｜

Is the US becoming less reliant on Made-in-China goods? The numbers suggest a drop in China's share of US goods imports. However, keep in mind: 1) Direct imports from China are likely under-reported. 2) US imports from other countries still contain made-in-China parts, and not all of this is due to transshipment; Chinese inputs are widely used in global manufacturing, particularly in South-East Asia. Check out DHL's Global Connectedness Tracker (October 2025) for an update on shifts in global flows: https://lnkd.in/gYadMHdd