By Peter Clarke

What’s at stake?
China has made numerous efforts to acquire European technology over the last decade or more. While wafer fabs, even mature ones, are a priority and have recently drawn regulatory attention, there are also many startups and fabless chip companies attracting investors and potential buyers, often without scrutiny. Individual deals may appear as the unfettered workings of the technology market, but the aggregate effect can produce a dependence that Europe is only just starting to consider.

Judging by two recent events, Europe is waking up to the risk of China buying up more of its technology – even when those capabilities are somewhat mature. Will regulators react more quickly to investments in technology startups?

By Bolaji Ojo

What’s at stake?
A reduction in Apple’s manufacturing, procurement and other supply chain engagements with China may be desirable because of geopolitical and other constraints. But a divorce may be close to impossible because it involves not one, but hundreds of supply chains, managed by the company’s suppliers.

Apple and China. China and Apple.

Outside of the abrupt breakout of war, it will take years, if not decades, for Apple Inc. to drastically reduce or eliminate its dependence on China.

By George Leopold

What’s at stake:
Xi Jinping’s zero-Covid edict painted his country into a corner, and it’s unclear how China can extract itself from Xi’s disastrous public-health policy. The rest of the world braces for the economic consequences of Beijing’s next move. 

How Beijing’s zero-Covid stance mutates into a sustainable public-health policy is the key question for the Chinese people and Western companies seeking to maintain their links to China’s supply chains and contract manufacturers.