Year: 2025

Chip maker Nvidia is back selling American microchips to China after getting the go-ahead. Commerce Secretary Howard Lutnick explained how the move ties into broader U.S.–China trade and rare earth negotiations.Apple is sealing a $500 million deal to buy rare earth magnets from a Texas company. The measure is set to boost the supply of critical minerals for iPhones right here in the United States.The U.S. military is investing in rare earth mining, taking a 15 percent stake in miner MP Materials. The company plans to mine rare earth minerals for high-tech magnets in California. NTD spoke with a mining industry expert for further insight.President Donald Trump is vowing to leave China far behind in the AI race. He announced that companies are pumping billions of dollars into AI and energy to bring Pennsylvania back as an industrial powerhouse.Some say that whoever leads in AI leads the future. So, in the race between the United States and China, who is gaining the upper hand? Nvidia CEO Jensen Huang shared his thoughts while in China.00:00 Intro01:58 Lutnick: U.S. Swaps Nvidia Chips for Chinese Rare Earths04:00 Beijing Tightens Grip on EV Battery Tech Exports04:20 Apple Invests $500M in U.S. Rare Earth Supply05:12 Lawmaker Presses Pentagon on Deep-Sea Mining Push05:45 The Pentagon Invests in Rare Earth Mining Company10:36 Trump Unveils Billions in AI Investment, ‘Fighting’ China12:24 Nvidia CEO: Chinese AI Models ‘Excellent Technologies’14:37 University of Michigan Faces Foreign Funding Probe15:29 Eight Chinese Nationals Charged in Scam Targeting the Elderly15:54 Hearing Unpacks Drone Warfare at Home and Abroad18:26 Waltz Served in the China Task Force While in Congress

Companies tied to Chinese businessman Wang Yongxin have bought land near two Australian ports shortlisted for AUKUS submarine bases. The sites at Port Kembla and Newcastle were flagged by Defence in 2023 for future nuclear submarine facilities. The Australian reveals Mr Yongxin is linked to China’s Communist Party, raising national security concerns. It’s unclear if the Foreign Investment Review Board reviewed the deals.The government has not commented on the purchases.

Gatestone Institute senior fellow Gordon Chang discusses Xi Jinping’s role in the Chinese military, Beijing reportedly threatening to block the Panama ports deal and more during a wide-ranging interview on ‘Mornings with Maria.’

Tesla’s performance in the Chinese market is rapidly deteriorating, not just with the Model Y but across the board. According to the China Passenger Car Association, Tesla’s retail sales in June 2025 totaled 61,000 units, placing it fourth among the top ten electric vehicle (EV) manufacturers. In May, the situation was even worse. Sales dropped by 30.1% compared to the previous year, and Tesla’s ranking fell to eighth. The remaining top spots were claimed by local Chinese brands. Looking at the top three, BYD sold 352,000 units in June, Geely reached 115,000, and Changan sold 76,000. Each saw significant year-on-year growth, with BYD increasing by 25.7%, Geely by 80.7%, and Changan by 57.9%.

With the U.S. “reciprocal” tariff deadline approaching, can Taiwan negotiate a better tariff deal than Japan and South Korea? Our guests, Taipei City Councilor Vincent Chao and National Chengchi University Political Science Professor Yen Chen‑shen, share their thoughts.

Joining us today is Perry Link, Professor Emeritus of East Asian Studies at Princeton University and former Chancellorial Chair for Teaching Across Disciplines at the University of California at Riverside. Professor Link co-edited the Tiananmen Papers, and his latest book is called The Anaconda in the Chandelier: Writings on China.

In China, you can go to an elite university, have the best education, the best experience, and only be able to get a job as a food delivery driver making less than $600 a month.

00:00 Introduction00:11 Chinese Economy: Pension Pain & Banking Strain05:44 Japan-China Military Tensions 07:59 Solar Industry

China is preparing for war in the Pacific. Is the US ready to face the challenge?

For the first time in more than seven decades, the U.S. has opened a rare earth mine. Officials say they hope it will help kickstart a new age of American energy independence. Those minerals are crucial in the manufacturing of both tech products and military hardware.

JPMorgan Chase CEO Jamie Dimon has issued a stark warning to European leaders, declaring that the continent is “losing” the global competitiveness race to the United States and China. Speaking at an event in Dublin hosted by Ireland’s foreign ministry, Dimon highlighted the EU’s economic decline relative to the US. “Europe has gone from 90 per cent [of] US GDP to 65 per cent over 10 or 15 years. That’s not good. You’re losing,” he said.Subscribe for full analysis on global markets, policy shifts, and economic trends.00:00 Introduction 00:10 Jamie Dimon Warns Europe as EU Grapples with Tariff Threats04:02 Taiwan Warns Foreign Investors06:38 Canada’s Public Sector Braces for Cuts

00:00 Introduction00:32 Chinese Economy: More Deflation Data03:00 Japan-China: Rare Earths Down 72.4:16 EU-China Tensions08:57 Scandal Sparks Outrage

Gatestone Institute senior fellow Gordon Chang discusses the building trade tension between Europe and China and a report that the U.S. is demanding clarity from allies on their role in a potential war over Taiwan. #foxbusiness #foxbusinessnews #china #europe #trade #geopolitics

It turns out the recent conflict with India and Pakistan was the perfect advertisement for Chinese military equipment.

Taiwan’s military deployed the domestically-made Land Sword II missiles in its Han Kuang exercises on Sunday.

“A Chip Odyssey” is a groundbreaking documentary that chronicles the unlikely rise of Taiwan’s TSMC to become the world’s leading semiconductor manufacturer. The film, which took more than five years to make, premiered in June. In this special weekend episode, Taiwan Talks speaks with the film’s producer about the making of the documentary and about what he discovered about the country’s chip sector along the way. What factors paved the way for Taiwan’s emergence as a high-tech powerhouse? What does this mean for the country’s future? And can Taipei successfully protect its economic advantages in chip manufacturing while also boosting cooperation with its main security guarantor, the United States? Join us as we journey through the past, present and potential future of TSMC and the Taiwan semiconductor industry. Our guests: Ben Tsiang ‘A Chip Odyssey’ Producer CNEX Co-Founder & Chairman Rocky Uriankhai SciTech Power Research CEO Chapters: 00:00:00 – Documentary Explores Taiwan’s Chip Rise 00:03:58 – What Stood Out Most in Film? 00:05:22 – Does Adversity Define Taiwan’s Character? 00:07:40 – What Were Roots of Taiwan’s Success? 00:10:24 – Can Taiwan Balance Protection, Cooperation? 00:14:30 – What Is Taiwan’s Geopolitical Role? 00:16:12 – What Might a Potential Sequel Explore? 00:24:45 – Can Taiwan Find Opportunity amid Risks? #AChipOdyssey #TSMC #Taiwan #Semiconductors #Chips #TechSector #SemiconductorIndustry #ChipIndustry #HighTech #Documentary #Protectionism #FreeTrade #HsiaoChuchen #RCACorp #TechTransfer #FilmMaking #FilmProduction #SupplyChain #HighTechManufacturing #STEM #Engineering #CNEX #SciTechPowerResearch #TaiwanTalks

00:00 Introduction01:37 Journey Through the Phantom Cities05:47 How China Broke Housing12:18 Trapped in a Broken System17:41 Fighting a Losing Battle

Chinese nationals are being banned from owning US farmland, especially near military bases.

In this episode of DC Insiders, Dmitri Alperovitch, chair of Silverado Policy Accelerator and author of “World on the Brink: How America Can Beat China in the Race for the 21st Century,” shares with host Wenchi Yu that the U.S. is engaged in a “Cold War II” with China, a comprehensive global competition encompassing technological, economic, military, political and geostrategic dimensions, including arms, trade, space and spy races, which he deems an existential threat to America’s global standing. He highlights critical cybersecurity threats from China, such as “Volt Typhoon” targeting critical infrastructure for potential future disruption, particularly in a conflict over Taiwan, and “Salt Typhoon” aimed at espionage within U.S. telecom networks. Alperovitch notes the significant improvement in China’s cyber capabilities, placing them among top-tier threat actors, with all such activities being state-sponsored. To win this competition, he stresses the necessity for the U.S. to dominate key technologies and their components: semiconductors, for which Taiwan is a “critical epicenter,” and critical minerals, where the U.S. currently depends on Chinese processing and refining due to unfair trade practices. Other crucial areas include AI, space technology, biotechnology, medical sciences and energy security. Alperovitch underscores Taiwan’s vital geostrategic importance, viewing it as crucial for containing China’s power projection in East Asia and emphasizing deterrence as the primary goal given Taiwan’s natural defensive advantages.#TaiwanPlus #TaiwanPlusNews #TaiwanNews-

If you’re reading this, there’s a good chance you’ll be involved in the coming war with the People’s Republic of China.You need to understand their navy—the PLAN, or People’s Liberation Army Navy. NOTE: If you want a copy or a copy of my slides whether you are a paid substack member or not and have a .mil email address, please let me know and I will make a copy available to you.In this video, I break down everything you need to know: The PLAN’s history and strategic doctrine Order of Battle (ORBAT) and theater command structure Ship types, submarine force, carrier groups, and marine brigades Political commissars and the role of ideology at seaThis isn’t an academic briefing. This is for soldiers, sailors, airmen, marines, and guardians who might find themselves on the front lines in 2027 or 2028. If you wear a uniform, this is for you.