U.S. Heading Into Long-Term Tech War With China, Says NUS' Capri

The video discusses the economic and political impacts of trade tensions, focusing on US-China relations. It highlights the shift from negotiation tactics to retaliatory tariffs and the broader narrative of non-tariff barriers, particularly in the tech sector. The discussion includes the implications for global value chains and the semiconductor industry, emphasizing the dependency on Western technology. The video concludes with the challenges of supply chain traceability and the strategic trade goods list, urging companies to consider these scenarios.

In what ways could increased export controls impact global value chains?

What lessons can be learned from the ZTE debacle regarding dependency on Western technology?