US - China Tech War 30 2026.

AIExport ControlsGlobalGlobal Supply ChainsGovernmentInformation TechnologySemiconductorsU.S.-China Tech War

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.

Researcher

Vivek Goswami, Ghost Research

PublishedDecember 2025

Perspective.

PurposeTo analyze the U.S.-China tech rivalry and its impact on global AI and semiconductor ecosystems.

AudiencePolicymakers, industry leaders, and technology firms.

Special EmphasisFocus on innovation, policy impacts, and strategic competition.

54Pages of Deep Analysis

73Curated Credible Sources

7Proprietary AI Visuals

8Data Analysis Tables

$495

Vivek Goswami

11+ Years of Experience

Sectors & Industries

IndustrialsConsumer StaplesEnergy

Functions & Expertise

Market IntelligenceStrategy & GTM

Have questions? Our Research Desk is here to help

Top 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.

54Pages of Deep Analysis

7Proprietary AI Visuals

73Curated Credible Sources

8Data Analysis Tables

Summary.

U.S.-China tech competition intensifies, driven by sophisticated export controls impacting AI and semiconductors. U.S. controls may cause a $77 billion loss for its firms, while benefiting South Korean and EU companies. China's domestic chip innovation seeks to mitigate reliance on U.S. technologies, reshaping industry dynamics.

The global tech landscape fragments as export controls encourage regionalized supply chains, supported by $500 billion in global investments. China's AI self-sufficiency challenges U.S. dominance, promoting alternative ecosystems. Companies, adapting to these shifts, face increased compliance costs but gain strategic opportunities in emerging markets.

US - China Tech War 30 2026.

Perspective.

Vivek Goswami

1What is the main focus of the report?

2How do export controls impact the tech ecosystem?

3What are the U.S. responses to China's tech strategies?

4How is China countering U.S. export controls?

5What scenarios does the report forecast?

Summary.