미중 디커플링(시장, 기술, 공급망)/유럽-러시아 디커플링(에너지, 식량 등)
When Investors Mention ‘Decoupling,’ What Do They Mean?
In Translation: The Wall Street term “decoupling” had one definition for decades, while now it has another.
www.wsj.com
Supply-Chain Decoupling From China Gets Sharper Teeth
A full “decoupling” from China remains unlikely, but supply chains would become less integrated than in the past. That will have significant consequences for both businesses and consumers.
www.wsj.com
Pentagon Pushes Defense Companies to Limit Use of Chinese Supplies
Finding China-made alloys in F-35 jets put U.S. officials on alert as they seek to limit vulnerabilities.
www.wsj.com
https://www.ft.com/content/6673622f-14a5-4644-9391-fe9b589d201c
The US and China are decoupling, but not as fast as you think
Current hostilities make the narrative credible but the long-term picture is more complicated
www.ft.com
https://www.ft.com/content/ef59ea58-4ddb-49e8-a7c4-d6c51ae6d979
The real corporate cost of decoupling is becoming clear
Asian chip manufacturers and others recognise they might not be able to straddle the Sino-American divide for ever
www.ft.com
https://www.ft.com/content/7fc2adf0-0577-4e13-b9a3-218dda2ddd5b
Why Mexico is missing its chance to profit from US-China decoupling
A predicted economic boom from American companies relocating closer to home has not arrived. Many blame the president
www.ft.com
https://www.ft.com/content/3bab2b03-0cd9-4e91-86ab-dcda499fb231
The US-China chip war is reshaping tech supply chains
Complete decoupling is a fantasy, but component makers are already shifting production
www.ft.com
https://www.ft.com/content/c61ab7b8-65e1-4c4a-b597-57b3e9b4b70b
US-China Tech Race: the great decoupling
Some in the US want to see less American investment in Chinese tech, but China is pushing for more self-sufficiency
www.ft.com
https://www.ft.com/content/e950f58c-0d8f-4121-b4f2-ece71d2cb267
China’s chip industry set for deep pain from US export controls
Experts predict ‘tsunami of change’ for semiconductor industry as Washington wields tools tested on Huawei
www.ft.com
https://www.piie.com/blogs/realtime-economics/four-years-trade-war-are-us-and-china-decoupling
Four years into the trade war, are the US and China decoupling?
For many decades China and the United States have been locked in such a tight economic embrace that it is challenging to quantify whether, how, or why the embrace may be weakening. Are the mounting tensions, bordering on hostility, between the two superp
www.piie.com