china

If China wants to dodge US tariffs, Russia can teach you a shortcut: Kyrgyzstan

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In the middle of chaos that have generated United States tariffs, a theory as absurd as feasible Start circular. If in a few weeks we begin to hear that, for example, the Kyrgyzstan nation is shooting its exports suddenly and unexpectedly to the United States, it should not surprise us so much. It does not have to be Kyrgyzstan, of course, but, coincidences of a world more and more globalizedthe nation has become the protagonist for Russia … and China. Boom. To understand how a site like Kyrguistan It can be an important actor in a commercial war we must go back to the beginning of the War in Ukraine. Kyrgyzan’s economic panorama changed radically from March 2022. In a matter of months, country imports from traditional business partners They began to growhighlighting the case of China, whose exports almost tripled. However, the most striking phenomenon was the sudden rise of trade with countries with which Kyrguistan barely had previous economic ties. From different points of the European Union (such as Poland, Czech Republic and the Baltic States) began to register A wave of goods. In some cases, the increases were so extraordinary that it was difficult to assimilate. Data from the Institute of International Finance revealed that, between March 2022 and October 2023, German car exports and pieces towards Kyrguistan increased 5,500%. What the hell had happened? The Ukraine War. The date, obviously, was not trivial. Despite the striking of growth, the origin and destination of many of these goods was diffuse. On numerous occasions, the products are classified as coming from an “unknown” country and with equally “unknown” destination, which generated enormous opacity in commercial statistics. However, for researchers and analysts There was no doubt What is the true destiny: Russia. Far from representing a genuine boom of the Kyrgyse economy, that phenomenon was interpreted as proof of the efficacy of the Kremlin to avoid the international sanctions imposed after its large -scale invasion of Ukraine. According to the researcher Erica Marathassociated professor at the National Defense University of Washington DC, these commercial flows are part of a mechanism which facilitates the evasion of sanctions by Moscow, a mechanism that has been skillfully adopted throughout the region. Parallel imports. In May 2022, Russia promulgated legislation that institutionalized what it called “parallel imports“. This regulation allows the entry of sanctioned products through third countries, without requiring the permission of brand owners. It was enough to import products to another country (such as Kyrgyzstan) and then redirect them to Russian territory. The system was adopted quickly by Russian and foreign companies. In addition to conventional supplies, it also included “double -use” products: appliances, electronic components and other civil goods that can be de -slasamed and reused for military purposes. Between May and December 2022, Russia admitted to having imported 2.4 million tons of goods by a Value of 20 billion dollars Through this scheme. Kyrgyzstan map Kyrgyzistan, the epicenter. No doubt, the nation’s exports to Russia went from 393 million dollars in 2021 to More than 1,070 million in 2022. Not just that. The figures could be underestimated, since many countries (including Kyrgyzstan) classify large volumes of trade as appropriate or with “unknown” destination, using this emptiness as a legal loophole to channel goods towards Russia without raising formal suspicions. This practice, according to marath, It is not considered illegaland therefore the authorities feel comfortable ignoring it while receiving economic benefits. Plus: Kyrguistan is not the only country that facilitates the evasion of sanctions, but possesses particular characteristics that make it an ideal transit point. He is a member of the Eurasian economic union (EAEU), a block founded in 2015 that also includes Armenia, Belarus, Kazakhstan and Russia. This block guarantees the free movement of goods and services among its members, which significantly reduces The bureaucratic load For trade between them. The Chinese friend ”. And what does China look in all this? As we said at the beginning, coincidences of a world globalized And in the midst of a commercial war marked by the tariffs of the United States, China has also noticed Kyrguistan, although From another perspective. I told it This week The Economist: Although Beijing proclaims a cooperation relationship “back with back, shoulder shoulder” with Russia, in practice it is taking distance in a crucial aspect: the safety of its export routes to Europe. Yes, despite its geopolitical alliance with Moscow, China prefers not to depend on Russia to maintain the flow of its assets to the European continent, especially in a context marked by conflicts and sanctions. Solution? In December, the construction of an ambitious began officially Railway project that is going through Kyrguistan and Uzbekistan, with the aim of creating a direct route towards Europe that avoids the Russian territory. This new connection becomes more relevant to a possible intensification of the commercial war with the United States and the growing importance of the European market (China already exports more than America). The impulse. Although the railway project had almost three decades under discussion, its materialization only It was completed after the invasion Russian to Ukraine in February 2022. Before the conflict, the main railway routes to Europe passed through Russia, many times via Kazajistan. The war, however, raised security risks, triggered insurance costs and weakened the Russian rail infrastructure due to sanctions, forcing transport companies to look for alternatives. As a result, they began to deviate towards the call “transpian route“Or” Medium Corridor “, which is going through Kazakhstan and the Caspian Sea. Connecting the Chinese Railway Net A 520 km line that will consolidate this strategic option. Commercial Resilience. It is not the end of any “alliance”, because as The Economist toldChina continues to consider Russia as a pillar of its ambitious global infrastructure project (the Strip and the Route initiative, launched in 2013 by Xi Jinping), its current enthusiasm by the middle corridor responds rather to economic interests. China’s growth, increasingly dependent on exports, has lost impulse, and guaranteeing stable roads … Read more

The US has finally formalized the 104% tariff to China. Act then Apple has ceased to be the most valuable company

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There is no truce for large technological ones. This same afternoon, The White House has made official A 104% tariff to imports from China. The decision, which marks a new tension peak in the commercial war that Donald Trump unleashed, has not taken to agitate the markets. The consequences have been immediate. Apple, the great victim. Although in Spain it is almost midnight, in The east of the United States the markets have just closed with red numbers. Apple led the falls with a collapse of almost 5% in a single daywhich adds to the accumulated retreat of 23% since this new wave of tariffs began last week. The company has seen how its stock capitalization fell to 2.59 billion dollars. That decrease has been enough for Cupertino’s firm to lose the most valuable quoted company title in the world. The throne is again for Microsoft, which has closed the day with an even more pronounced fall (-7%), but with a slightly higher capitalization: 2.63 billion. A rivalry that remains alive. In the last five years, Apple and Microsoft have alternated several times the leadership in the markets. However, since mid -2024, Apple had established itself at the top, benefited by the good behavior of their income and the trust of investors. Microsoft, meanwhile, suffered a correction in the middle of last year, when doubts began to emerge about the sustainability of their investments in artificial intelligence. The market feared that the expense was excessive and unprofitable in the medium term. Falls in chain. The punishment has not been exclusive to Apple. Other great technology have also closed in red. Nvidia, third company for stock market capitalization globally, has dropped 1.37%. Amazon has retreated 2.62%, while Alphabet (Google) has lost 1.78%. Nor has Asml, the Dutch giant of the semiconductors, who has suffered a 3.32%drop. The origin of the conflict. It all started last week, when the Trump administration decided to reactivate commercial pressure on China with a 34% tariff on certain products. The measure was presented as a “reciprocal” action, but in Beijing it did not like. The Ministry of Commerce responded with a warning: “If the United States insists on following its own path, China will fight until the end.” Trump imposed an ultimatum: if China did not turn before Tuesday, it would impose a new 50%tariff. Beijing did not yield, and Washington either. In fact, in the last hours it had been leaked that the Chinese government even valued the distribution of American films as a form of symbolic retaliation. The result: confirmed climbing. The lack of agreement has led to the announcement that the markets have exploded: the new 50% tariff comes into force on Wednesday, shortly after midnight in Washington. In addition to existing taxes, the total exceeds 104%. Images | Xataka with chatgpt In Xataka | The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

China has responded to the US by putting the global chip industry against the strings. This is your strategy

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Last April 4 The Chinese government formalized its response to the tariffs approved by the administration led by Donald Trump. On April 10 China will impose a 34% tariff To all Imports from the US. The choice of that day is not casual. And is that the tariffs approved by the Donald Trump administration will take effect on April 9. Just a day before. Presumably the Chinese government has chosen to keep a few days of margin in the hope of reaching an agreement with its American counterpart and relax a little tension. However, China’s response to the US does not only happen to establish new tariffs; He has also chosen to suspend the import licenses of products belonging to six US companies, as well as imposing More export controls of some rare earths. This is not at all the first time that the Xi Jinping government decides to pressure the US and its allies establishing limitations to the export of these raw materials. In fact, on December 21, 2023 the Chinese administration decided to restrict export of some of its rare earth processing technologies, shaping a maneuver that seeks to defend their strategic interests in full confrontation with the US and its allies. And at the beginning of December 2024 He chose to prohibit The export of critical minerals to the nation currently governed by Donald Trump. The US is going to run out of the scandio and beaming from China Since last December China does not export to the US three essential chemical elements for the semiconductor industry (Galio, Germanio and Antimony), as well as some materials that are characterized by their extreme hardness, and which, therefore, can be used for military applications. However, in response to the last tariffs approved by the US The Chinese government has decided Include in its list of transition metals subjected to export controls the Scandio and Disposio. China’s export controls will further tension the global supply chains of the chips These chemical elements are probably less known than metals prohibited by China previously, such as Gallium or Germanio, but are at least as important as the latter. In fact, the Xi Jinping administration has chosen them because it is fully aware of the deep impact that these restrictions will have Not only in telecommunications industries and the manufacture of storage devices, which directly affect, but in the entire global supply chain linked to the semiconductor industry. The scandio is usually used in the radiofrequency modules used by smartphones, base stations and Wi-Fi modules, while the Disprosius is involved in the manufacture of reading and writing heads used by hard discs, and also in the manufacture of electric cars. He China Ministry of Commerce It has prohibited the US export of these metals with immediate effect, so Chinese companies can no longer export products containing scandio, disposium, gadolinio, terbio, lutecio, samarium and ititrio. Presumably the export licenses of these critical minerals will only be granted under certain very strict conditions. However, the ban not only conditions the export of finished products containing these metals; also Denies the export of these gross mineralsin the form of metal or as compounds. Some of the companies that will with all likelihood suffer from the new prohibitions of China’s critical minerals are American, such as Broadcom, Qualcomm, Seagate or Western Digital. But there are also Taiwanese and South Korean companies, such as TSMC or Samsung. In the short term it seems that global geopolitical tensions will not love. Image | Skyater More information | China Ministry of Commerce In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

China probes revenge from the United States closing its doors to Hollywood. And Europe could be the great beneficiary

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China is valuing to prohibit the distribution of American films In response to Donald Trump’s threat to impose additional 50% tariffs About Chinese products. Or that follows, since the original source is a Chinese journalist linked to the Communist Party. A Insider that releases the probe balloons. This measure is part of a retaliation package that would also include blockages to the importation of agricultural and poultry products in the United States. Why is it important. The Chinese government has described Trump’s strategy as “blackmail” and He said that “will fight until the end,” according to the Ministry of Commerce in an official statement. “The Chinese do not look for problems, but they don’t fear them,” added the spokesman of the Ministry of Foreign Affairs, Lin Jian. In figures. American films generated 585 million dollars in China for 2024approximately 3.5% of the 17,710 million dollars of total collection in the Chinese film market. If the veto materializes, next blockbusters like ‘Jurassic World: Rebirth‘,’The accountant 2‘And the next installment of’Impossible mission‘They could leave a lot of money at the box office. The threat. The confrontation has intensified after Trump’s announcement of an additional 50% tariff if China did not withdraw the 34% of US products. If this dynamic is maintained, total tariffs on Chinese products could reach 104%: Current tariffs: 20% (previous taxes). New tariffs: 34% (announced last week). Extra threat: 50% (if China does not withdraw its measures). Between bambalins. Dan Wang, a specialist in China in Eurasia Group, points out that when tariffs exceed 35%, Chinese exporters lose all profitability in the US market. “After that point, China should not export to the United States at all. Europe is and will be the most profitable market for China now,” Wang explains in statements collected by Daily Mail. To a scrambled river … Outstanding image | Jurassic World, Xataka with Mockuuuups Studio In Xataka | The highest blockbuster movie in history does not come from Hollywood, but from China, and now you can see it in Prime Video

It’s called byd and represents everything China has to win

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We do not know how long it will last but we do know that we are living a few days that will happen in the history of financial markets. That they become a mere anecdote in books or that, really, becomes days, weeks or a historical period to study is something that time will only tell us. Anyway, since last April 2, something has changed in the world car market. Something that threatens to break the market as we have understood so far. Why does an electric car have less autonomy than the announcing Byd is emerging at a unique opportunity. A disruptive tariff. “A hole we have never seen”. With these words, Jim Farley, CEO of Ford, defined the possibility of cars to export tariffs to the United States. From April 2 they apply at 25%. A figure that substantially increases each vehicle or that dynamite the benefit that each company can obtain if it does not touch the prices. The pieces have also been granted to build those cars. For example, if a car is manufactured in the United States, the product has to increase because the transmission, engine or any other piece has been manufactured outside its borders. And, in addition, there are also A 25% tariff to tariff and aluminum They are key … indeed, for car production. A complicated calculation. The problem of which numerous experts are notifying is that it is impossible for the United States to attract a complete supply chain for all cars that buys in a short time space that is the alleged great objective of the measure. In BBC They explain with a map the complex process that carries the production of a simple piston, which moves as a fish in the water between the borders of the United States, Canada and Mexico. Farley’s words are also the company that produces the most within the United States After Tesla. The impact despite everything is huge, how to calculate the damage to General Motors, for example? We know that last year the United States imported vehicles and car parts worth $ 475,000 million in 2024. Of that figure, it is estimated that more or less half were represented by vehicles. And of those vehicles, between 50 and 60% arrived from Europe, they collect in eldiario.es. It does not seem accidental that the European Union is already proposing lift tariffs to industrial goods. First consequences. Given this context, there are two options. The first, of course, upload prices. It is estimated that, on average, and depending on the base price of the vehicle an American will pay Between 5,000 and $ 15,000 more per car bought. Given that climb, it is difficult to think that manufacturers can put on the market the same amount of cars as at the moment. Mercedes considers abandoning the sale of Mercedes Gla, one of its less small vehicles and, therefore, with the lowest profit margin, according to Bloomberg. Those who are not thinking about it are Stellantis. The company has already announced the Temporary dismissal of 900 employees. In addition, a factory in Ontario (Canada) and another in Toluca (Mexico) will be closed two weeks and all month of April, respectively. Toyota, which was already reducing its production in the United States, It is also going down the rhythm in Mexico. And Volkswagen has ordered to stop shipments from Mexico and Europe, according to Automotive News. The fifth producer. If we quickly review the companies that have begun to make their ads we find that we have talked about Toyota, Volkswagen and Stellantis. If we add General Motors and the Hyundai/Kia group to the equation we have the CInc major cars manufacturers of 2024. Last year, Byd already touched on the door of this group of the five. Its 4.27 million units produced were placed as the sixth producer of the world. The forecasts for this year are 5.5 million units. If they were fulfilled, last year they would have earned him to overcome Stellantis (5.41 million units) and start seeing General Motors on the horizon (fourth position, he touched the six million units). Bad forecasts. The worst thing for Stellantis is that the company was already dragging problems last year. In fact, in 2023 it came from touching 6.40 million cars made but their future, especially in the United Stateshe has prevented him. General Motors also lost bellows in 2024 when he made almost 200,000 cars less than the previous year. In both cases They are especially affected for 25% tariffs to the car. Stellantis manufactures 57% of the cars it sells. And General Motors reduces that 52%figure. In both cases a large part of its production to Mexico and Canada has been transferred where they produce 39% and 30% of their cars, respectively. The latter is especially important because Canada has already warned the United States that it will impose tariffs of 25% return to cars that export to the country. It is estimated that Canada imported from the United States in 2024 vehicles worth 15,500 million dollars. Nor are Toyota and Volkswagen saved. General Motors and Stellantis are the greats indicated in this case because they are the closest of Byd. But it is expected that Toyota and Volkswagen face very hard economic conditions if an understanding between Japan, the European Union and the United States is not reached. Toyota sold in 2024 2.33 million cars in the United States. Of them, only 1.27 million produced within the country. Volkswagen sold more than one million of cars last year in the United States. 80% of cars that it sells there would be affected by import tariffs (and it would be necessary to calculate the increase in those manufactured there). The right moment. The global car context cannot be, right now, more favorable to byd. The company does not produce vehicles for the United States or manufacture within its borders so it is a market that was non -existent and that will continue … Read more

Manufacturing the iPhone 16 Pro of 256 GB in China costs 550 dollars today. With tariffs it will cost $ 850

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The Donald Trump tariffs They are about to unleash A global commercial warand one of the most obvious consequences is clear: everything will cost more. The question, of course, is how much more, and for that we have a good example of reference: Apple’s iPhone, which takes years Trying to diversify your logistics and manufacturing. Goodbye to the iphone of 999 departure dollars? We have been for almost a decade during which Apple has always maintained the starting price of its best iPhone, which was always at $ 999. There were sections with which the firm played to maintain that bar, such as storage capacity, but That price label was consistent. Now it can stop being. Tariffs in sight. Apple manufactures a good part of the iPhone in China, and there the total tariffs will be 54%, a spectacular figure that threatens notable price increases for iPhone. Other Apple products are manufactured in others Asian countries like India (25% of tariffs), Vietnam (46%), Malaysia (24%), Thailand (37%) or Indonesia (32%). Price increases seem practically inevitable. This is hard to make an iPhone now. A study of The Wall Street Journal He points out how the iPhone 16 Pro of 256 GB has a “material bill” of 550 dollars according to data from the Wayne Lam analyst in Techinsights. If we add the assembly and test costs the cost rises to $ 580. And this is what can cost with tariffs. But if we take into account the tariffs that theoretically apply to products imported from China, the iPhone would leave 54% more expensive, which places that cost of 550 dollars in $ 850. The difference is brutal, and obviously Apple would be forced to break the tradition and raise the starting price of these devices. And there is no easy solution (and less in the short term). Dontald Trump’s apparent obsession with tariffs makes potential negotiations They probably don’t get to anything. Apple could manufacture its iPhone in the US, but you can’t do something like that from morning to night, and the firm will have to adapt its prices worldwide. And manufacturing in the US would also be much more expensive. Migrating production to the US does not guarantee that the problem is solved. According to LAM, labor to assemble the mobile that costs $ 30 could cost $ 300 in the United States. And if each component also rises in price, the final cost of the device could become prohibitive for many people. In fact, the alternative you start talking about is Iphones subscriptions. If you have to upload prices, they will upload them. Apple will not shake your pulse when rising prices. They have done it in the past. It happened in 2022 in Japan when Yen was especially weakFor example. That same year we had some that came out especially expensive for inflation. The first harmed by all these circumstances will undoubtedly use users. The iPhone as a terrifying example of everything else. The example of the iPhone manufacturing price increase is an excellent and terrifying example of what can happen with any consumption product that is manufactured in China and wants to be sold in the US. Although it seems that the problem should only affect them, it actually affects everyone: if Apple or any other firm raises the prices of their products for tariffs, it will do it proportionally in all the countries in which it sells them. In Xataka | A 54%tariff, an iPhone of $ 2,300 and no easy output for Apple

The key is called Giuk and gives China and Russia to the east of the US

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In January it sounded strongly and since then there is no week that the idea is not reproduced: United States Groenland wants. We explain that we are not really new, and that when Trump said wanting to take control of the enclave it was The fifth time in the history that the United States “touched” at the door of the island. However, there is now a difference with respect to other attempts. Greenland has something that makes it a strategic zone “for what can happen.” Russian and Chinese threat. Greenland has become A critical point For the national security of the United States, and although much has been commented, it is not mainly for economic or symbolic reasons, but for Its strategic position in the fight against the progress of Russian or eventually Chinese submarines. In fact, this has been confirmed through General Christopher G. Cavoli, Supreme Commander of NATO in Europe and head of the US European command. The man declared before the Senate Armed Services Committee that access to the airspace and maritime of Greenlandia It is fundamental To detect and follow the track of the Russian submarines before they are lost in the depths of the Atlantic Ocean. The island is part of the western edge of the Giuk gap (Greenland-Islandia-Reinian Reino), a vital corridor through which the Russian underwater fleet from Murmansk, home of the most advanced naves of the Kremlin, such as class submersibles, such as class submersibles, such as class submersible Yasen-mequipped with long -range cruise missiles. The giuk gap. This corridor is a strangulation point Maritime that, if not properly watched, allows Russian or Chinese submarines operate without being detected In the North Atlantic. Once they cross the gap, its location becomes extremely difficult, both because of the acoustic conditions of the underwater terrain and by the oceanic vastness. Thus, from these hidden positions they can launch missile attacks against strategic objectives On the east coast of the American continent. In fact and in response to this, the United States formed in 2021 the so -called Task Group Greyhounda specialized group of anti -submarine destroyers Designed to counteract This specific threat. The American navy itself warned at the time that the east coast of the country already It was not a safe shelterunderlining the urgency of establishing surveillance and defense points in key areas such as Greenland. Map of the Giuk Via of the Cold War (still relevant) The Russian answer. For their part, they counted the The War Zone analysts that Russia has proven to know very well the value of this corridor. In 2019, he organized his greatest naval exercise since the Cold War, sending at least ten submarines through the completely submerged Giuk gap, with the aim of reaching the Atlantic without being intercepted. According to Norwegian mediathe intention was clear: to prove the capacity of the West to detect movements of his fleet and demonstrate that he could project power to the US coast. These exercises also fulfill a fund growing territorial presence. Advanced control point. The island of Goenland, with only 320 km of separation from Iceland, constitutes a natural bottleneck inside the Giuk. This proximity allows its use as an advanced basis for anti -submarine operations. Although the United States already has the base of the space force In Pituffik (Antigua Thule), equipped with early alert radars against ballistic attacks, General Cavoli suggests that it would be strategically advantageous to expand military capabilities in other areas of the island. Under this prism, the simple possibility that Russia or China can establish military facilities in Greenland represents an unacceptable risk: from there, they could deploy weapons of intercontinental reach only 2,000 km from the US territory. A Yasen-M class Diplomatic tension With this context we arrive at the news of these days. General Cavoli’s statements occur in a political high voltage environment between the United States and Denmark, Sovereign Nation on Greenland. The renewed Donald Trump’s insistence In acquiring the island, it has revived a diplomatic conflict dating from its first mandate. Plus: the Recent visit of vice president JD Vance to Island caused a strong rejection by local and Danish authorities, who met to stage your unit Faced with US desires for annexation. At the same time, Secretary of State Marco Rubio moved to Denmark to calm the situation and reaffirm the strength of the bilateral relationship, although tensions remain latent. One More Thing. While the persecution of Russian submarines is the central axis of the strategy, there is much more. To begin with, Greenland also offers other military advantages: its radar infrastructure It allows early detection of ballistic releases, which gives the US government additional time to respond to an attack. In addition, its position at the northwest of the Atlantic makes it a crucial logistics point within the framework of any Arctic or Intercontinental conflict. Although Iceland already houses American anti -submarine aircraft squads that cover the Giuk gap, Greenland could offer redundancy, extended reach and greater operational flexibility. Geopolitics in the ice. So things, and while the debate persists on whether the United States really needs Acquire Greenland Or simply reinforce its presence in the area, the truth is that the island has ceased to be a remote block of ice to become a strategic focus of the first order. The growing Arctic militarizationthe resurgence of Russian naval power and The global competition For the control of polar routes they place Greenland in the center of a new geopolitical board. Its value does not reside in its demography, economy or tourist attraction, but in its ability to influence the balance of power between rival powers. In times of submarine cold war, every kilometer of coast vigilated is worth its weight in gold, and Greenland, today more than ever, he tells much. Image | PicrylRussian Navy, миноборонloy In Xataka | It is the fifth time that the US wants to buy Greenland from Denmark. If they asked on the island they would have it … Read more

China has responded to US tariffs attacking one of its weak points: rare earths

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As expected, the Chinese government has not been left with a crossed arms before The tariffs prepared by the USA. Just 24 hours after Donald Trump releases the taxes to be applied to The importation of most products Coming from abroad, the administration led by Xi Jinping has responded. And he has done it with forcefulness. On April 10 China will impose a 34% tariff to all imports from the US. The choice of that day is not casual. And is that the tariffs approved by the Donald Trump administration will take effect on April 9. Just a day before. Presumably the Chinese government has chosen to keep a few days of margin in the hope of reaching an agreement with its American counterpart and relax a little tension. China has decided to press the US more than ever with rare earths China’s response to the US does not only go through new tariffs; He has also chosen to suspend the import licenses of the products belonging to six US companies, as well as imposing more controls on the export of some rare earths. This is not at all the first time that the Xi Jinping government decides to pressure the US and its allies establishing limitations to the export of these raw materials. In fact, on December 21, 2023 the Chinese administration decided to restrict export of some of its rare earth processing technologies, shaping a maneuver that pursues defend their strategic interests in full confrontation with the US and its allies. And at the beginning of December 2024 He chose to prohibit The export of critical minerals to the US. On December 21, 2023, the Chinese administration decided to restrict the export of some of its rare earth processing technologies Among them are three essential chemical elements for the semiconductor industry (Gallium, Germanio and Antimony), as well as some materials that are characterized by their extreme hardness, and which, therefore, can be used for military applications. An important note before moving forward: Rare earths are a real treasure. To this peculiar group of chemical elements belong some metals as elusive and with names as suggestive as neodymium, promised, gadolinium, ititrium or scandio, among others. Some of them are relatively scarce, and, in addition, they are not usually found purely in nature, but what makes them so special are their physicochemical properties. Its characteristics are beyond the reach of the other elements of the periodic table, which has caused that during the last decades they are consolidated as A very valuable resource In numerous industries, especially in those of semiconductors, electronics and renewable energies. This is the reason why rare earths They are so important to the US. We still do not know what reach the new export controls of the rare earths that the Ministry of Commerce of China has just approved, but as soon as we have more information we will include it in this article. The cards are on the table. The US and China still have five days ahead to reach an agreement before their new taxes enter into force. We will see if they are really willing to relax the tension. Even if it’s just a bit. Image | Lio voo More information | CN Wire In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

The new US tariffs penalize Taiwan almost as much as China. And its chips industry is the most damaged

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The tariffs imposed by the administration led by Donald Trump They are here. The current US president has used this pressure tool throughout his electoral campaign, and just two and a half months after returning to the White House is running your promise. These taxes affect most of the countries with which the US maintains a commercial relationship, among which Spain is, but Taiwan presumably is One of the most damaged. And it is that the Trump government is determined to do everything necessary for the US to recover leadership in the semiconductor manufacturing industry. At the moment In Asia they occur 90% of memory chips, 75% of microprocessors and 80% of silicon wafers. However, the most outstanding country in this continent in this sector is Taiwan, with a production of 90% of high integration chips and 41% of microprocessors. This is the exemplary punishment to Taiwan: some tariffs of 32% The US administration is already taking the necessary measures to cause US companies to buy integrated circuits made of homeland. The tariffs you are approving They largely pursue this objective, and, despite the alignment in the geopolitical field that support the US and Taiwan, the manufacturers of Taiwanese chips are not at all safe from the tariffs. In fact, Donald Trump made a statement at the end of January which he presented his intentions with total. “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US” “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; Now we want them to return. We do not want to give them billions of dollars in the ridiculous Biden program. They already have billions of dollars. They don’t need money; They need an incentive. And the incentive will be that they do not want to pay a tax of 25, 50, or even 100%, ” The current US president declared. The near future of which speech has already arrived. As explained The countryon Vietnam there are 46%tariffs; About Cambodia, 49%; over China, 34%; and about Taiwan, 32%. The case of the nation led by Xi Jinping is a bit special because the new tariffs approved by the administration of Donald Trump are added to those who had been deployed by the US government previously, which makes a total of 54%. Even so, to some extent it is surprising that Taiwan comes out so disadvantaged. In any case, in regard to this last country, this measure is consistent with the statements in which Donald Trump anticipated that he wants the US to recover leadership in the semiconductor industry. However, Taiwan still has an oxygen ball, although It seems that it will not last long. And is that an epigraph of the newly announced tariff plan Expressalthough in an unclear way, that tariffs for some specific products, such as semiconductors or medicines, will not yet come into force. In that case they will presumably be temporarily subject to the universal tariff of 10%. In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

Apple and Samsung have been fleeing from China for years to save costs. Tariffs just torpedo their strategy

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The Trump administration has announced New tariffs. Some that expand the Commercial War to even more countries and that, inevitably, will have severe consequences in the production and distribution chain of large technological ones. Some of them, such as Apple or Samsung, had been trying to reduce their dependence on Chinese manufacturing, moving part of production to countries like Vietnam. A new tariff of almost 50% for countries like Vietnam has just launched its strategy through the air. The new tariffs. Donald Trump has announced a new set of tariffs for all those products that are imported to the United States. The most affected is the main commercial enemy of the country At the moment: China. Adding previous movements, tariffs to the Asian country amount to 54%. Attending to the rest of the victims on the list, there is a country that is specially injured: Vietnam. The United States has imposed a 46% tariff on one of the barracks of the two technological giants, Apple and Samsung. China’s escape. The production of Apple and Samsung products has been linked to China for years. To reduce this unit, both companies have been trying to diversify the supply chain Moving manufacturing to countries like India or Vietnam. This last country has become one of the most attractive destinations for large technological ones, mainly due to their economic but highly qualified workforce. Its port proximity with China also makes it a strategic point, minimizing friction when importing electronic components. Key products. Apple has been manufacturing the AirPods for years of Vietnam, and the assembly of some key products, such as iPad, has been starting its steps in the country for a few years. Some of its strategic business partners, such as Foxconn, They have been investing for years millions of dollars in the Asian country. More relevant if possible is the case of Samsung, who produces much of its phones in Vietnam. The Korean company has been betting on this country for almost 20 years, having consolidated as one of the main producers of electronic components and devices in the country. Leaving Vietnam, pointing out that India was another strategic points in the supply chain of both manufacturers. One in seven iPhone is already manufactured in Indiaand Samsung carries Since 2018 giving life to Galaxy devices in this country. No one was prepared. Apple and Samsung had been moving production out of China for years not only to minimize costs, but to avoid the consequences of the commercial war between the United States and China. Diversifying the supply chain was key to avoid depending on a single region, as well as to bring production closer to emerging markets with great growth margin. Vietnam, Malaysia, Thailand, India … Each and every one of the alternative destinations to China will suffer a very high tariff load. After years of strategy focused on running from China, the new tariffs make the foundations they had been building for years staggered. And the question is clear. What consequences will they have? Who will pay the duck. Although it seems unlikely that both companies kindly invite consumers to accept an increase in the cost of between 26 and 46%, which seems inevitable is that the products of both manufacturers rise in price not only in the United States, but globally. The tariff storm will force a complete readjustment of the current margins of the main Big Tech, since they will have a significant impact on the global supply chain. Voices of the sector, like Mark Gurman, point out what is “essentially impossible” That there is no price increase in the United States, and members of the Federal Regulations Code (CFR), they point out that these rates will mean an increase in about $ 150 per device. Image | Xataka In Xataka | In full tariff war, the EU has found a weapon to press the United States: soybeans

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