The world’s two biggest economies are locked in a volatile US–China trade war reshaping global supply chains and economic power. Following escalating tariffs surpassing 130% amid Section 301 and reciprocal tariff actions, China’s trade policy is hardening, and U.S. retaliation is escalating into a major economic conflict. This short breakdown tracks key moves in the tariff war—from rare earth bans to AI chip export controls—and reveals what’s next for tech, defense, and the global economy.

🎯 WHAT YOU’LL LEARN:

- The new 130% U.S. tariffs and how they threaten to reshape agriculture, semiconductors, and defense supply chains.

- China’s export control strategy over rare earth minerals—a move tightening its economic influence across AI, energy, and national security.

- How a $2B AI chip smuggling network exposed loopholes in U.S.–China technology trade and prompted new export restrictions.

- The fragile trade truce that briefly calmed the U.S.–China tariff conflict—and why it may not last.

- The Commerce Department and FCC’s crackdown on banned Chinese tech in U.S. e-commerce and telecommunications.

🔍TIMESTAMPS:

00:00 Introduction – Inside U.S.–China Trade War: tariffs, supply chains, and global ripple effects.

00:13 Tariff Showdown Begins – U.S. raises import duties to 20%, China retaliates with 15%.

00:39 Liberation Day & Fentanyl Duties – emergency measures escalate conflict.

01:12 145% Tariff Peak – rivalry nears crisis.

01:46 TikTok & AI Chip Talks – brief truce avoids deeper retaliation.

02:18 China’s Rare Earth Restrictions – 12 critical minerals banned, shocking exporters and defense.

03:22 Supply Chains Under Fire – rare earth limits hit automakers, semiconductors, energy.

03:47 Cracks in Export Controls – tighter AI chip trade rules amid smuggling risks.

04:05 $2B Megaspeed Investigation – tracing semiconductor pipeline fueling China’s AI race.

05:16 U.S. Regulators Strike Back – FCC removes banned Chinese products from major platforms.

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📚 SOURCES & DATA:

- China tariffs update: https://apnews.com/article/trump-xi-china-cc47e258cfc6336dfddcc20fa67a3642

- Ambassador Marantis: https://youtu.be/398ZhSTu8Ng 

- Commerce probes Nvidia chip smuggling aiding China: https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html

- AI chip smuggling: https://youtu.be/tFp6JtBTjao 

- FCC removes illegal tech: https://www.reuters.com/sustainability/boards-policy-regulation/major-us-online-retailers-remove-listings-millions-prohibited-chinese-2025-10-10/

- Export control limits on chips: https://www.csis.org/analysis/limits-chip-export-controls-meeting-china-challenge

- Smuggling AI chips to China https://carnegieendowment.org/emissary/2025/05/ai-chip-trump-gulf-uae-saudi-security-risk-good-deal?lang=en 

- AI Chips smuggling through SE Asia: https://foreignpolicy.com/2025/09/16/china-ai-smuggling-trump-southeast-asia/ 

- Trackable AI chips: https://techhq.com/news/the-us-congress-is-demanding-trackable-ai-chips-under-the-new-chip-security-act/

Full list: https://youtu.be/YLkMmGgmluo

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