// Global Analysis Archive
Source reporting indicates the U.S. shifted certain advanced semiconductor exports to China and Macau to case-by-case licensing in January 2026, while imposing volume caps, supply certifications, and tariff-linked routing requirements. China reportedly paused select enhanced export licensing measures for key dual-use and rare-earth-related materials until November 27, 2026, while retaining military end-use restrictions.
CRS’s September 2025 update shows U.S.-China trade remains large, but the U.S. deficit widened in 2024 as exports fell and imports rose. Policy has shifted toward strategic competition, with durable tariffs, expanding technology and data controls, forced-labor enforcement, and rising scrutiny of investment and de minimis trade channels.
Source reporting indicates the U.S. shifted certain advanced semiconductor exports to China and Macau to case-by-case licensing in January 2026, while imposing volume caps, supply certifications, and tariff-linked routing requirements. China reportedly paused select enhanced export licensing measures for key dual-use and rare-earth-related materials until November 27, 2026, while retaining military end-use restrictions.
CRS’s September 2025 update shows U.S.-China trade remains large, but the U.S. deficit widened in 2024 as exports fell and imports rose. Policy has shifted toward strategic competition, with durable tariffs, expanding technology and data controls, forced-labor enforcement, and rising scrutiny of investment and de minimis trade channels.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-243 | Managed De-Escalation: U.S. Case-by-Case AI Chip Licensing Meets China’s Temporary Critical-Materials Pause | Semiconductors | 2026-01-27 | 0 | ACCESS » |
| RPT-87 | U.S.-China Trade Enters a Securitized Era: Tariffs, Tech Controls, and Capital-Flow Friction Deepen | U.S.-China Trade | 2026-01-23 | 2 | ACCESS » |