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US - China Tech War 30 2026.
The report investigates the escalating technological rivalry between the U.S. and China, focusing on AI and semiconductor industries. It elaborates on the impact of export control regimes shaping global technological leadership and security. The study explores the strategic countermeasures by both nations, examining the consequences on multinational corporations, supply chains, and global trade alliances. Various scenario-based forecasts are analyzed to understand potential future developments in the tech landscape.
AIExport ControlsGlobalGlobal Supply ChainsGovernmentInformation TechnologySemiconductorsU.S.-China Tech War
Vivek Goswami, Ghost Research
2025-12-23
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(exclusive of tax)Single User License54Pages of Deep Analysis
22Credible Sources Referenced
8Data Analysis Tables
2Proprietary AI Visuals
Perspective.
PurposeTo analyze the U.S.-China tech rivalry and its impact on global AI and semiconductor ecosystems.
AudiencePolicymakers, industry leaders, and technology firms.
Report LengthComprehensive
Focus Areas.
Industries JobsAI, semiconductors, and technology policy.
Geographic AreasPrimarily U.S. and China, with global implications.
Special EmphasisFocus on innovation, policy impacts, and strategic competition.
Report Layout.
Introduction
- Overview of the U.S.–China tech competition
- Significance of evolving export control regimes in AI and semiconductors
Historical Context
- Evolution of U.S.–China tech rivalry and export control milestones
- Previous phases of export control escalation and policy shifts

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Insights.
U.S. and China are intensifying their tech rivalry, especially in AI and semiconductors.Export controls are reshaping global supply chains and market structures.China is leveraging domestic innovation and rare earths strategically.U.S. firms face revenue loss but gain supply chain resilience.Global tech ecosystems are fragmenting, leading to distinct spheres of influence.Key Questions Answered.