The Pacific Divide

The Pacific Divide

China Published Its Chip Weak Spots; Washington Hasn't Read Them

Beijing's customs rules track the few packaging tools it still has to import, and they show the cost of a break over Taiwan falling on both hardware and software.

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The Pacific Divide
Sep 25, 2026
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Xi Jinping reached the White House on 24 September for a state visit wrapped in a trade truce that Treasury Secretary Scott Bessent had extended to 10 January the evening before, and early accounts of the talks record no movement on chip export controls. Washington’s chip argument that week turned on how much NVIDIA hardware already reaches China, from …

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