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Intelligence Archive // China Watch

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Research Library

// Global Analysis Archive

DISPLAYING 1-14 OF 14 RECORDS — TAGGED "U.S.-China Relations"
PAGE 1 / 1
U.S.-China Relations Apr 01, 2026

China Signals Economic Resilience as U.S. Trade Investigation Re-Emerges

NPR metadata indicates China publicly pushed back against a U.S. trade investigation linked to Donald Trump while approving a new five-year economic plan. The timing suggests Beijing is aligning medium-term economic strategy with expectations of sustained external trade and technology pressure.

Semiconductors Mar 21, 2026

U.S. Recalibrates China-Bound AI Chip Controls with Case-by-Case Licensing and New Semiconductor Tariffs

The source indicates BIS shifted in January 2026 from blanket denial to case-by-case licensing for certain advanced AI chip exports to China under stringent compliance and testing requirements. In parallel, a 25% tariff on imported semiconductors suggests a dual-track strategy balancing controlled market access with domestic security and trade leverage.

Semiconductors Mar 14, 2026

U.S. Reorients AI Chip Export Controls to China Toward Case-by-Case Licensing

The source indicates the U.S. will move to a case-by-case licensing framework for advanced AI chip exports to China effective January 15, 2026, expanding technical thresholds while adding layered compliance requirements. Enforcement feasibility, end-user sensitivity, and potential future tightening remain key uncertainties shaping commercial access and strategic outcomes.

Taiwan Feb 25, 2026

Taiwan Contingency Outlook: Proximity, Logistics, and Blockade Dynamics Elevate Invasion Feasibility

The source assesses a Chinese operation against Taiwan as a relatively high-probability scenario in the next few years, enabled by proximity, rapid force generation, and a firepower-led campaign concept. It argues Taiwan remains vulnerable to blockade and early strike paralysis, while U.S. intervention would be constrained by major logistics disadvantages and contested access.

Taiwan Feb 24, 2026

Taiwan Contingency: Proximity, Logistics, and Mobilization Gaps Elevate Near-Term Invasion Risk

The source assesses a decently high probability that China could attempt a Taiwan invasion in the next few years, enabled by proximity, rapid force generation, and multi-domain strike capacity. It argues Taiwan’s blockade vulnerability and mobilization shortfalls, alongside U.S. logistics disadvantages, complicate deterrence despite potentially severe costs to Beijing.

Taiwan Strait Feb 24, 2026

Justice Mission 2025: PLA Blockade Signaling Near Taiwan and the 2026 Coercion Outlook

The source describes China’s December 29–30, 2025 “Justice Mission 2025” drills near Taiwan as a major blockade-rehearsal signal combining rocket artillery, high-tempo sorties, and simulated interdiction of key routes. Early 2026 appears quieter, with the document suggesting Beijing is prioritizing sustained coercion over decisive force amid readiness constraints and international response dynamics.

Taiwan Feb 24, 2026

Taiwan Contingency: Proximity, Logistics, and the PLA’s Short-Warning Advantage

A Defense Priorities Q&A argues that a Chinese operation against Taiwan in the next few years should be treated as a relatively high-probability scenario, enabled by proximity, rapid force generation, and multi-domain strike capacity. The source highlights Taiwan’s blockade vulnerability and questions whether current defense priorities and reserve readiness are sufficient absent assumptions of U.S. intervention.

Taiwan Feb 24, 2026

Taiwan Contingency: Proximity, Logistics, and the Compressed Warning-Time Challenge

The source argues a Chinese invasion or coercive campaign against Taiwan in the next few years should be treated as a meaningful possibility, enabled by proximity, rapid force generation, and multi-domain strike capacity. It also assesses Taiwan’s defense posture as constrained by procurement choices and limited societal mobilization, while warning that nationalism and logistics asymmetry complicate deterrence and intervention planning.

Semiconductors Feb 15, 2026

U.S. Eases AI Chip Export Stance as Mutual Supply-Chain Leverage Drives a Transactional Semiconductor Regime

Source material indicates the U.S. shifted in January 2026 to case-by-case licensing for certain advanced AI chip exports to China, paired with stringent compliance conditions and a cost-raising tariff structure. China is described as simultaneously refining its own export-control toolkit—selectively pausing some U.S.-focused licensing requirements while maintaining military end-use barriers and extending controls to other partners such as Japan.

Taiwan Strait Feb 08, 2026

Deterrence and Escalation Dominance in the Taiwan Strait: Lessons from the 1996 Crisis

A Belfer Center-hosted International Security article argues that U.S. deterrence in the Taiwan Strait remains robust absent a Taiwan declaration of independence, grounded in U.S. warfighting capability and escalation dominance. It cautions that post-1996 policy assumptions and insufficiently rigorous deterrence analysis can heighten misperception and escalation risks.

Taiwan Strait Feb 01, 2026

PLA ‘Justice Mission 2025’ Signals Intensified Blockade-Rehearsal Posture Around Taiwan

Source reporting describes late-December 2025 PLA drills near Taiwan as a large-scale demonstration of blockade-relevant capabilities, including stand-off fires and high sortie rates with reported civil aviation disruption. The activity fits a broader post-2022 pattern of normalized encirclement operations, while questions remain about sustainability under logistics constraints and potential external interference.

Taiwan Strait Nov 21, 2025

Justice Mission 2025 Signals Intensifying Blockade-Centric Pressure on Taiwan

According to the source, China’s December 29–30, 2025 “Justice Mission 2025” drills simulated a Taiwan blockade with integrated naval, coast guard, air, and rocket forces and extensive air activity. The pattern described suggests recurring, politically triggered surges that elevate incident risk while emphasizing coercive isolation tactics over full invasion rehearsal.

U.S.-China Relations Jul 02, 2025

Busan Summit Delivers Trade Truce, Defers Core U.S.-China Security Disputes

A Nov. 2025 China-US Focus analysis argues the Trump–Xi Busan meeting stabilized bilateral ties through limited trade and export-control de-escalation while producing no new strategic agreements. The article suggests technology competition and unresolved security issues—especially Taiwan and broader Indo-Pacific dynamics—remain the primary drivers of future volatility.

Cybersecurity Jul 27, 2012

China’s Cybersecurity Landscape: Fragmented Governance, Rising Domestic Threats, and Strategic Mistrust

A 2012 UC San Diego/IGCC workshop report frames cybersecurity in China as a political-economy coordination problem shaped by fragmented institutions, uneven enforcement, and evolving military and civilian roles. It highlights rising domestic cybercrime, persistent attribution uncertainty in cross-border intrusions, and Chinese-cited 2011 indicators pointing to severe information-security challenges and a need for international cooperation.

U.S.-China Relations

China Signals Economic Resilience as U.S. Trade Investigation Re-Emerges

NPR metadata indicates China publicly pushed back against a U.S. trade investigation linked to Donald Trump while approving a new five-year economic plan. The timing suggests Beijing is aligning medium-term economic strategy with expectations of sustained external trade and technology pressure.

Apr 01, 2026 0 views
ACCESS »
Semiconductors

U.S. Recalibrates China-Bound AI Chip Controls with Case-by-Case Licensing and New Semiconductor Tariffs

The source indicates BIS shifted in January 2026 from blanket denial to case-by-case licensing for certain advanced AI chip exports to China under stringent compliance and testing requirements. In parallel, a 25% tariff on imported semiconductors suggests a dual-track strategy balancing controlled market access with domestic security and trade leverage.

Mar 21, 2026 0 views
ACCESS »
Semiconductors

U.S. Reorients AI Chip Export Controls to China Toward Case-by-Case Licensing

The source indicates the U.S. will move to a case-by-case licensing framework for advanced AI chip exports to China effective January 15, 2026, expanding technical thresholds while adding layered compliance requirements. Enforcement feasibility, end-user sensitivity, and potential future tightening remain key uncertainties shaping commercial access and strategic outcomes.

Mar 14, 2026 0 views
ACCESS »
Taiwan

Taiwan Contingency Outlook: Proximity, Logistics, and Blockade Dynamics Elevate Invasion Feasibility

The source assesses a Chinese operation against Taiwan as a relatively high-probability scenario in the next few years, enabled by proximity, rapid force generation, and a firepower-led campaign concept. It argues Taiwan remains vulnerable to blockade and early strike paralysis, while U.S. intervention would be constrained by major logistics disadvantages and contested access.

Feb 25, 2026 0 views
ACCESS »
Taiwan

Taiwan Contingency: Proximity, Logistics, and Mobilization Gaps Elevate Near-Term Invasion Risk

The source assesses a decently high probability that China could attempt a Taiwan invasion in the next few years, enabled by proximity, rapid force generation, and multi-domain strike capacity. It argues Taiwan’s blockade vulnerability and mobilization shortfalls, alongside U.S. logistics disadvantages, complicate deterrence despite potentially severe costs to Beijing.

Feb 24, 2026 0 views
ACCESS »
Taiwan Strait

Justice Mission 2025: PLA Blockade Signaling Near Taiwan and the 2026 Coercion Outlook

The source describes China’s December 29–30, 2025 “Justice Mission 2025” drills near Taiwan as a major blockade-rehearsal signal combining rocket artillery, high-tempo sorties, and simulated interdiction of key routes. Early 2026 appears quieter, with the document suggesting Beijing is prioritizing sustained coercion over decisive force amid readiness constraints and international response dynamics.

Feb 24, 2026 0 views
ACCESS »
Taiwan

Taiwan Contingency: Proximity, Logistics, and the PLA’s Short-Warning Advantage

A Defense Priorities Q&A argues that a Chinese operation against Taiwan in the next few years should be treated as a relatively high-probability scenario, enabled by proximity, rapid force generation, and multi-domain strike capacity. The source highlights Taiwan’s blockade vulnerability and questions whether current defense priorities and reserve readiness are sufficient absent assumptions of U.S. intervention.

Feb 24, 2026 0 views
ACCESS »
Taiwan

Taiwan Contingency: Proximity, Logistics, and the Compressed Warning-Time Challenge

The source argues a Chinese invasion or coercive campaign against Taiwan in the next few years should be treated as a meaningful possibility, enabled by proximity, rapid force generation, and multi-domain strike capacity. It also assesses Taiwan’s defense posture as constrained by procurement choices and limited societal mobilization, while warning that nationalism and logistics asymmetry complicate deterrence and intervention planning.

Feb 24, 2026 0 views
ACCESS »
Semiconductors

U.S. Eases AI Chip Export Stance as Mutual Supply-Chain Leverage Drives a Transactional Semiconductor Regime

Source material indicates the U.S. shifted in January 2026 to case-by-case licensing for certain advanced AI chip exports to China, paired with stringent compliance conditions and a cost-raising tariff structure. China is described as simultaneously refining its own export-control toolkit—selectively pausing some U.S.-focused licensing requirements while maintaining military end-use barriers and extending controls to other partners such as Japan.

Feb 15, 2026 0 views
ACCESS »
Taiwan Strait

Deterrence and Escalation Dominance in the Taiwan Strait: Lessons from the 1996 Crisis

A Belfer Center-hosted International Security article argues that U.S. deterrence in the Taiwan Strait remains robust absent a Taiwan declaration of independence, grounded in U.S. warfighting capability and escalation dominance. It cautions that post-1996 policy assumptions and insufficiently rigorous deterrence analysis can heighten misperception and escalation risks.

Feb 08, 2026 0 views
ACCESS »
Taiwan Strait

PLA ‘Justice Mission 2025’ Signals Intensified Blockade-Rehearsal Posture Around Taiwan

Source reporting describes late-December 2025 PLA drills near Taiwan as a large-scale demonstration of blockade-relevant capabilities, including stand-off fires and high sortie rates with reported civil aviation disruption. The activity fits a broader post-2022 pattern of normalized encirclement operations, while questions remain about sustainability under logistics constraints and potential external interference.

Feb 01, 2026 0 views
ACCESS »
Taiwan Strait

Justice Mission 2025 Signals Intensifying Blockade-Centric Pressure on Taiwan

According to the source, China’s December 29–30, 2025 “Justice Mission 2025” drills simulated a Taiwan blockade with integrated naval, coast guard, air, and rocket forces and extensive air activity. The pattern described suggests recurring, politically triggered surges that elevate incident risk while emphasizing coercive isolation tactics over full invasion rehearsal.

Nov 21, 2025 0 views
ACCESS »
U.S.-China Relations

Busan Summit Delivers Trade Truce, Defers Core U.S.-China Security Disputes

A Nov. 2025 China-US Focus analysis argues the Trump–Xi Busan meeting stabilized bilateral ties through limited trade and export-control de-escalation while producing no new strategic agreements. The article suggests technology competition and unresolved security issues—especially Taiwan and broader Indo-Pacific dynamics—remain the primary drivers of future volatility.

Jul 02, 2025 0 views
ACCESS »
Cybersecurity

China’s Cybersecurity Landscape: Fragmented Governance, Rising Domestic Threats, and Strategic Mistrust

A 2012 UC San Diego/IGCC workshop report frames cybersecurity in China as a political-economy coordination problem shaped by fragmented institutions, uneven enforcement, and evolving military and civilian roles. It highlights rising domestic cybercrime, persistent attribution uncertainty in cross-border intrusions, and Chinese-cited 2011 indicators pointing to severe information-security challenges and a need for international cooperation.

Jul 27, 2012 1 views
ACCESS »
ID Title Category Date Views
RPT-3333 China Signals Economic Resilience as U.S. Trade Investigation Re-Emerges U.S.-China Relations 2026-04-01 0 ACCESS »
RPT-2928 U.S. Recalibrates China-Bound AI Chip Controls with Case-by-Case Licensing and New Semiconductor Tariffs Semiconductors 2026-03-21 0 ACCESS »
RPT-2592 U.S. Reorients AI Chip Export Controls to China Toward Case-by-Case Licensing Semiconductors 2026-03-14 0 ACCESS »
RPT-1678 Taiwan Contingency Outlook: Proximity, Logistics, and Blockade Dynamics Elevate Invasion Feasibility Taiwan 2026-02-25 0 ACCESS »
RPT-1614 Taiwan Contingency: Proximity, Logistics, and Mobilization Gaps Elevate Near-Term Invasion Risk Taiwan 2026-02-24 0 ACCESS »
RPT-1611 Justice Mission 2025: PLA Blockade Signaling Near Taiwan and the 2026 Coercion Outlook Taiwan Strait 2026-02-24 0 ACCESS »
RPT-1599 Taiwan Contingency: Proximity, Logistics, and the PLA’s Short-Warning Advantage Taiwan 2026-02-24 0 ACCESS »
RPT-1589 Taiwan Contingency: Proximity, Logistics, and the Compressed Warning-Time Challenge Taiwan 2026-02-24 0 ACCESS »
RPT-1177 U.S. Eases AI Chip Export Stance as Mutual Supply-Chain Leverage Drives a Transactional Semiconductor Regime Semiconductors 2026-02-15 0 ACCESS »
RPT-839 Deterrence and Escalation Dominance in the Taiwan Strait: Lessons from the 1996 Crisis Taiwan Strait 2026-02-08 0 ACCESS »
RPT-466 PLA ‘Justice Mission 2025’ Signals Intensified Blockade-Rehearsal Posture Around Taiwan Taiwan Strait 2026-02-01 0 ACCESS »
RPT-2957 Justice Mission 2025 Signals Intensifying Blockade-Centric Pressure on Taiwan Taiwan Strait 2025-11-21 0 ACCESS »
RPT-834 Busan Summit Delivers Trade Truce, Defers Core U.S.-China Security Disputes U.S.-China Relations 2025-07-02 0 ACCESS »
RPT-164 China’s Cybersecurity Landscape: Fragmented Governance, Rising Domestic Threats, and Strategic Mistrust Cybersecurity 2012-07-27 1 ACCESS »
Page 1 of 1 • 14 total reports