Supply chain intelligence on China/Taiwan relations

The world's supply networks are shifting their relationships with China while the mainland is also putting stress on Taiwan. Everstream’s in-house Intelligence Solutions team is closely monitoring the situation.

Incidents are developing quickly, and updates and alerts are subject to changes in status/scope after publication.

LATEST BULLETINS

Restrictions against Chinese companies continue

April 9 2024

The U.S. is urging the Netherlands, Germany, South Korea, and Japan to adopt further restrictions on China’s semiconductor industry.

Magnitude 7.4 earthquake jolts Taiwan

April 3 2024

A magnitude 7.4 earthquake killed at least nine and injured 934 people in Taiwan on April 3. Semiconductor and electronic companies halted have operations and evacuated production facilities.

China supply chain protectionist measures in 2024

March 13 2024

The coming year will highlight even more China supply chain protectionist measures, increasing trade war restrictions, and shifting technology investments.

Read the blog

U.S. tightens technology exports to China

March 12 2024

Investigations find evidence of forced labor as China exerts naval pressure and cybersecurity concerns grow.

U.S.-China trade tensions rise after DPP victory

February 6 2024

Taiwan’s DPP presidential victory could prompt Chinese military drills; termination of tariff exemptions.

China’s pollution curbs impact economy

January 26 2024

China’s long-term air quality goals have the potential to disrupt supply chains, with heavy-emitting industries being forced to reduce emissions.

Taiwan election outlook

January 12 2024

The incumbent Democratic People’s Party (DPP) continues to maintain a slim lead in the polls over the Kuomintang (KMT) ahead of Taiwan’s upcoming presidential elections.

China-Taiwan tensions to disrupt supply chain in 2024

January 9 2024

China Taiwan tensions will be a top supply chain disruptor in 2024 as rising geopolitical instability worldwide will continue to threaten global supply chains into the near future.

Read the blog

Trade restrictions hit chips and rare metals

December 13 2023

Trade issues and geopolitical risks to remain at forefront of U.S.-China conflict. Learn more about tightening of U.S. semiconductor controls, Chinese export controls on graphite, and Taiwan’s pending election.

These bulletins are summarized from Everstream’s detailed client reports. Visit our subscription center to sign up for additional news and alerts.