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The US garnered the most investment dollars from China among nations between 2005 and 2022, totaling over $190 billion, according to the American Enterprise Institute.
The policies coincide with the US taking a more aggressive posture toward China.
The US military is expanding its presence in the Philippines with four more sites to counter a potential Chinese invasion of Taiwan.
US Air Force Gen. Mike Minihanused inflammatory language in warning his troops toprepare for armed conflict with China in 2025.
Playing with fire:US leadership’s collective stance toward China could inflame tensions and lead to war with a nuclear power.
Although China President Xi Jinping’s authoritarian rhetoric toward Taiwan—home of global semiconductor giant TSMC—is a fundamental factor in the strained relationship, the US is fanning the flames.
Four years of the Trump administration’s trade war with China, former House Speaker Nancy Pelosi’s visit to Taiwan, and the chip export ban, combined with dangerous rhetoric from figures like Minihan, are helping put the US on a collision course with Beijing.
The threat of retaliation looms large as a suspected Chinese spy balloon spotted over the US could be more of a scare tactic than an intelligence-gathering attempt.
What it means for tech:US and China tech sectors have benefited from years of collaborative research and billions of dollars in mutual investment. The friendlier relations that helped create fodder for the kind of AI and quantum progress we see today are under threat, which could stifle innovation.
Efforts by the US and other countries to scale up domestic production might not be sufficient to meet near-term demand without China continuing to be a key manufacturing partner.
Protectionist policies could hurt companies with diverse global portfolios that include investments in both China and the US.
With the tech industry still going through its own recession, deeper restrictions could curtail new avenues for revenue promised by China’s post-COVID-19 economic reopening.
This article originally appeared in Insider Intelligence's Connectivity & Tech Briefing—a daily recap of top stories reshaping thetechnologyindustry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily.