US Chips Act Takes New Form Before August Recess, Leaves Some Unhappy

Yesterday, the Senate passed a slimmed down version of the United States Innovation and Competition Act (USICA), the CHIPS Act. After strong initial…

China’s ‘Two Sessions’ See a Great Wall of Supply Chain Resilience, Next-Gen Technologies

The March 5-11 plenary sessions of the two organizations that make China’s national-level political decisions introduced a range of important…

counterpoint huawei-tsmc podcast

Podcast: Huawei Losing TSMC Access is a Bigger Deal than Losing GMS

A year ago, Huawei was put on the US Entity List, which cut off the Chinese smartphone giant and telecom equipment maker from doing businesses with…

Counterpoint Canada Decision on Huawei

Canada’s Decision on Huawei, a Defining Moment in Relationship with China

Canada is caught in the middle of the raging trade war between the US and China. The re-elected government under the leadership of Justin Trudeau…