John Liu
johnliunn.bsky.social
John Liu
@johnliunn.bsky.social
CNN business reporter covering China & beyond

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Trump's tariff threat on pharmaceuticals is exposing a major US vulnerability: dependence on China for drug supplies. Experts warn that Beijing could potentially exploit this reliance as leverage in an escalating trade war.
edition.cnn.com/2025/06/03/b...
Trump’s tariff threat exposes China’s tight grip on the global pharmaceuticals industry | CNN Business
Trump’s tariff threat exposes China’s tight grip on the global pharmaceuticals industry
edition.cnn.com
June 3, 2025 at 12:11 PM
Reposted by John Liu
NEW (#TradeWar) via @CNN.com's @johnliunn.bsky.social & Nectar Gan:

"#China appears to have quietly rolled back retaliatory taris of 125% on some semiconductors made in the US."
www.cnn.com/2025/04/25/b...
China quietly rolls back retaliatory tariffs on some US-made semiconductors, import agencies say | CNN Business
China appears to have quietly rolled back retaliatory tariffs of 125% on some semiconductors made in the United States, according to details provided to CNN on Friday by three import agencies in the s...
www.cnn.com
April 25, 2025 at 3:35 PM
In the world of electric vehicles, there is a Chinese company outdoing Elon Musk’s Tesla. And it’s just getting started.

Here's a mini-profile on the rise of BYD, the Chinese EV champion, and how it is upending the global market for clean-energy cars:
edition.cnn.com/2025/03/26/c...
It’s the world’s hottest car company. You can’t buy one in America | CNN Business
In the world of electric vehicles (EV), a Chinese car maker has gotten the upper hand over Tesla in just a few years. And it seems to be just getting started.
edition.cnn.com
March 27, 2025 at 2:56 AM
Late to the race, but catching up fast — Chinese humanoid robot firms are closing the gap with American frontrunners like Tesla and Boston Dynamics, leveraging supply chain mastery and cost-cutting to speed up mass production.
edition.cnn.com/2025/03/25/t...
Elon Musk thinks robots are a $10 trillion business. He’s got some competition from China | CNN Business
Spinning bright red handkerchiefs and dancing in step to folk music, more than a dozen human-like robots took to China’s biggest stage in January, making a splashy debut at the annual Lunar New Year g...
edition.cnn.com
March 25, 2025 at 12:46 PM
Worries abound among Taiwanese over the security implications of TSMC's new US investment, but analysts have lauded its agile decision in navigating uncertainty posed by Trump. TSMC's move also adds pressure on other firms, like Samsung.
www.cnn.com/2025/03/13/t...
Fear and resignation after ‘world’s most powerful company’ pays Trump a $100 billion ‘protection fee’ | CNN Business
It was a surprise ceremony at the White House presided over by President Donald Trump to unveil a $100 billion investment from what he called the world’s most powerful company, Taiwan Semiconductor Ma...
www.cnn.com
March 14, 2025 at 12:59 AM
Great @csis.org report with many previously unreported details, including that Huawei has received two million logic dies from TSMC through shell companies, and that it has stockpiled at least a full year worth of HBM before restrictions kicked in.

www.csis.org/analysis/dee...
March 8, 2025 at 2:47 PM
Huge news: Trump said the $100 billion investment will contribute to building two additional advanced chipmaking facilities in Arizona — on top of the company’s existing three already in the works, calling TSMC the “most powerful company in the world.”
amp.cnn.com/cnn/2025/03/...
Trump announces Taiwanese chipmaking giant TSMC to invest $100 billion in US manufacturing | CNN Business
Chipmaking giant Taiwan Semiconductor Manufacturing Company plans to invest at least $100 billion to grow its US manufacturing operations, President Donald Trump announced from the White House on Mond...
amp.cnn.com
March 3, 2025 at 11:51 PM
Two decades ago, a modest shop in the middle of China’s Henan province saw its business take off after selling soft serve for just 1 yuan. Today, it has overtaken McDonald’s & Starbucks as the world’s largest food and beverage chain by number of stores.
edition.cnn.com/2025/03/03/b...
This humble boba chain has more outlets than McDonald’s | CNN Business
Two decades ago, a modest snack stall in the middle of one’s China poorest provinces saw its business take off after selling cut-price soft serve for just 15 cents (1 yuan) per cone. Today, it has ove...
edition.cnn.com
March 3, 2025 at 2:28 PM
Besides the slow rollout of AI features and fierce competition from Chinese brands like Oppo, Huawei and Vivo, which often offer higher specs at lower prices, Apple also faces challenges like greater patriotism among Chinese consumers, analyst said.
www.cnn.com/2025/02/21/t...
Can a budget phone help Apple overtake Huawei in China? | CNN Business
Apple offered the latest version of its budget friendly phone for pre-sale in key markets on Friday, in an effort to woo customers in price-sensitive countries like China and India.
www.cnn.com
February 21, 2025 at 8:11 AM
Inbound investment in China plummeted to a four-year low in January, prompting Beijing to unveil new plans to attract foreign capital amid a flurry of economic headwinds.
edition.cnn.com/2025/02/20/e...
China’s foreign investment sank in January. Can Beijing turn things around? | CNN Business
Inbound investment in China plummeted to a four-year low in January, as the world’s second-largest economy grapples with a flurry of headwinds.
edition.cnn.com
February 20, 2025 at 9:30 AM
Chinese internet search giant Baidu will make its advanced AI chatbot services free and its next generation model open source, as competition heats up among global developers following the surging popularity of startup DeepSeek’s models.
www.cnn.com/2025/02/14/t...
AI giants Baidu, OpenAI offer their chatbots for free in response to DeepSeek’s advance | CNN Business
Chinese internet search giant Baidu will make its advanced AI chatbot services free, as competition heats up among global developers following the surging popularity of startup DeepSeek’s models.
www.cnn.com
February 14, 2025 at 7:00 AM
Apple will work with Chinese tech giant Alibaba to roll out AI in the world’s biggest phone market, where it is facing steep competition from domestic brands like Huawei. This follows months of uncertainty over its AI plan in China.

amp-cnn-com.cdn.ampproject.org/c/s/amp.cnn....
Apple picks Alibaba to launch AI features in China | CNN Business
Apple will work with Chinese tech giant Alibaba to roll out AI services in the world’s biggest market for mobile phones, in a move that removes months of uncertainty for the Cupertino-based firm.
amp-cnn-com.cdn.ampproject.org
February 14, 2025 at 12:08 AM
Signing off the year with a cute story (with lovely photos) about how the US Government’s chips initiatives brought about the birth of a Tiny Taipei in the Arizona desert.
www.nytimes.com/2024/12/29/b...
How TSMC’s Arizona Chip Plant Seeded a Tiny Taipei in the Desert
Taiwan Semiconductor Manufacturing Company, a global tech giant, brought thousands of workers from Asia to the Phoenix suburbs for jobs at a plant that the Biden administration helped fund.
www.nytimes.com
December 29, 2024 at 2:45 PM
China goes after Nvidia with antimonopoly investigation. The probe, a rare move by Beijing, comes a week after the Biden administration expanded curbs on the sale of advanced American technology to China.

www.nytimes.com/2024/12/09/t...
Nvidia Faces Antitrust Investigation in China
The move by Chinese regulators came a week after the Biden administration expanded curbs on the sale of advanced U.S. technology to China.
www.nytimes.com
December 9, 2024 at 3:22 PM