Research Reports

Research Reports

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

Last Modified

2024-11-29

Update Frequency

Not

Format

PDF

Overview

Summary
Since the Trump administration initiated the U.S.-China trade war during its first term, the U.S. has imposed a series of extensive tariffs on China. This has not only profoundly altered global supply chains and international trade patterns, but also prompted retaliatory measures from China, thus exacerbating global economic uncertainties. Based on Trump’s discourse on U.S.-China trade during his campaign, this report will explore the potential impact of a Trump 2.0 on U.S.-China trade relations.

Table of Contents
1. Trump’s Impact on U.S.-China Trades
(1) Retrospect on U.S.-China Trade War
(2) Trump’s Trade Policies
(3) Entrepot Trades and Key Regions for China

2. Key Cabinet Picks for Trump’s Second Term

3. Energy Policies of Trump’s Administration
(1) Importance of IRA Subsidies on US Solar Suppliers
(2) Will the IRA Really Be Completely Repealed?
(3) Biden’s and Trump’s Respective Trade Policies on Solar (Photovoltaic) Products

4. TRI’s View
(1) Trump Will Adopt More Aggressive Policies Towards China, Continuing to Monitor and Restrict
Entrepot Trade
(2) Trump’s Administration to Promote Fossil Fuel Adoption, Potentially Impacting Renewable
Energy

＜Total Pages：24＞

Spotlight Report

PDF

Popular Keywords

USD $2,000

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

Overview

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Selected TopicsRelated Reports

[Selected Topics] Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

[Selected Topics] Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

[Selected Topics] NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

[Selected Topics] Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

[Selected Topics] DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

[Selected Topics] Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

Download Report

USD $2,000

Membership

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Research Directory

Semiconductor Research

Display Research

Optoelectronics Research

Green Energy Research

ICT Applications Research

Semiconductors

Display

LED

Energy

Consumer Electronics

Emerging Technologies

Selected Topics

Research Reports

USD $2,000

[Selected Topics] Trump’s Impact on Trade and Energy Policies between China and the U.S.

Overview

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Selected TopicsRelated Reports

[Selected Topics] Server DRAM Continued to Rise in Revenue at 15.6% QoQ and 162% YoY in 3Q24 amidst Incessant Demand for DDR5

[Selected Topics] Enterprise SSD Revenue Rose by 28.6% QoQ for 3Q24 Due to Increases in Both Prices and Product Shipments

[Selected Topics] NVIDIA Saw 112% Revenue Growth from Data Centers in FY3Q25; Blackwell to Ramp Up and Widen Supply Chains of Cooling and HBM after 1H25

[Selected Topics] Total NAND Flash Revenue Rose by Just 4.8% QoQ for 3Q24, as Enterprise SSD Orders Showed Increases in Volume and Price but Demand Has Yet to Recover for Consumer Storage Solutions

[Selected Topics] DRAM Industry’s Revenue Rose by 13.6% QoQ for 3Q24 Thanks to Server DRAM and HBM Sales, but Taiwan-Based Suppliers Lagged in Performance Due to Their Focus on Consumer DRAM

[Selected Topics] Power Cut Over 20 Minutes at Vanguard’s Taoyuan Fab on November 11th Expected to Affect Less than 5% of 4Q24 Output

Download Report

USD $2,000

Membership

Spotlight Report

[Selected Topics] Capacity and Price Competitions to Intensify in China in 2025 amidst 6% YoY Growth in Global Mature Nodes (Approx. 70% from Chinese Foundries)

Survey on China’s Automotive Investment_202408

Chinese NEV Brands – Survey on Ecosystem of Cockpits and ADAS Supply Chain_202407

[Selected Topics] Rankings of Top 10 Global SSD Module Brands for 2023

[Selected Topics] Collaborative Robots on the Rise: Taiwan’s Robotics Industry Awaits AI and Humanoid Demand

[Selected Topics] AI Accelerates Strategic Integration of Data Centers, Making RoCE a Key Player

Get in touch with us