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Super Micro to avoid Chinese components amid US-China trade war

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Super Micro Computer, one of the world’s largest server manufacturers, has decided to avoid using components manufactured in China, according to a report on Nikkei.

Nikkei reports that Super Micro has instructed its suppliers to move production out of China.

Super Micro says the move is a consequence of the trade dispute between the US and China, in which security concerns raised by the US have also affected other Chinese companies such as Huawei.

[Read more…] about Super Micro to avoid Chinese components amid US-China trade war

Interview: Big data suggests there’s a trade war looming

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One of the wonders of the modern, computerised world is the emergence of data science. Data science is, arguably, at the heart of most successful businesses today, and its favourite food is big data. 

For Panjiva, data science and big data enables it to keep track of virtually all goods moving from one country to another, with a particular emphasis on the US market.

But while it might sound straightforward to some, the actual collation and preparation of the data, and then the presentation of it, is not a simple process.  [Read more…] about Interview: Big data suggests there’s a trade war looming

Trump policy on China: Playing hardball

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By Edward Tse, Gao Feng Advisory

Donald Trump’s recent appointment of Peter Navarro to head his newly formed White House National Trade Council has sparked controversy.

Navarro is known for his hawkish views on China and many believe that, by appointing him, the US president-elect is signalling that he will play hardball with China on trade when he takes office.

Navarro has written a number of books and filmed a documentary in which he criticised China for unfair trade practices, especially with the US. He has called China “a cheat”, “brutal” and “amoral”.

Instead of launching a trade war, collaboration is the way to go.  [Read more…] about Trump policy on China: Playing hardball

Four reasons why Trump will learn a Chinese Lesson on how isolationism never works

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By Edward Tse, Gao Feng Advisory

Donald Trump’s election as the next US president is generating a lot of speculation about US-China relations, especially in investment and trade. People are wondering what the implications will be for both Chinese and US companies.

We can look at this situation in several ways.

First, isolationism can never generate sustainable growth for any country. History has proven this over and over again. [Read more…] about Four reasons why Trump will learn a Chinese Lesson on how isolationism never works

Huge reboot: What Trump’s aversion to trade blocs could mean for the US robotics, automation and manufacturing industries

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The US automotive manufacturing industry is probably going through some angsty times right now, what with president-elect Donald Trump reiterating his campaign pledge to repeal or at least renegotiate the Trans-Pacific Partnership, the North American Free Trade Agreement, and any other free-trade deal previous administrations have signed up to. 

For a highly globalised industry like the automotive sector, which sources parts from all over the world and may assemble its vehicles in any number of countries simultaneously based on a common platform, this is perhaps one election promise which it would rather not be kept.

However, Trump has already produced a presidential address style video in which he says: “I am going to issue a notification of intent to withdraw from the Trans-Pacific Partnership, a potential disaster for our country.

“Instead, we will negotiate fair, bilateral trade deals that bring jobs and industry back onto American shores.”  [Read more…] about Huge reboot: What Trump’s aversion to trade blocs could mean for the US robotics, automation and manufacturing industries