Products

Insider Intelligence delivers leading-edge research to clients in a variety of forms, including full-length reports and data visualizations to equip you with actionable takeaways for better business decisions.
Reports
In-depth analysis, benchmarks and shorter spotlights on digital trends.
Learn More
Forecasts
Interactive projections with 10k+ metrics on market trends, & consumer behavior.
Learn More
Charts
Proprietary data and over 3,000 third-party sources about the most important topics.
Learn More
Industry KPIs
Industry benchmarks for the most important KPIs in digital marketing, advertising, retail and ecommerce.
Learn More
Briefings
Client-only email newsletters with analysis and takeaways from the daily news.
Learn More
Analyst Access Program
Exclusive time with the thought leaders who craft our research.
Learn More

About Insider Intelligence

Our goal at Insider Intelligence is to unlock digital opportunities for our clients with the world’s most trusted forecasts, analysis, and benchmarks. Spanning five core coverage areas and dozens of industries, our research on digital transformation is exhaustive.
Our Story
Learn more about our mission and how Insider Intelligence came to be.
Learn More
Methodology
Rigorous proprietary data vetting strips biases and produces superior insights.
Learn More
Our People
Take a look into our corporate culture and view our open roles.
Join the Team
Contact Us
Speak to a member of our team to learn more about Insider Intelligence.
Contact Us
Newsroom
See our latest press releases, news articles or download our press kit.
Learn More
Advertising & Sponsorship Opportunities
Reach an engaged audience of decision-makers.
Learn More
Events
Browse our upcoming and past events, recent podcasts, and other featured resources.
Learn More
Podcasts
Tune in to eMarketer's daily, weekly, and monthly podcasts.
Learn More

Specter of war with China could thwart tech’s economic recovery

The trend: US protectionism toward China’s tech sector is escalating.

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 Minihan used inflammatory language in warning his troops to prepare 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.
  • Russia’s ongoing war in Ukraine gives a taste of the kind of global supply chain and economic disruption that a war with China would pose.

This article originally appeared in Insider Intelligence's Connectivity & Tech Briefing—a daily recap of top stories reshaping the technology industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily.