Can't hold on anymore! The US has put on hold its restrictions on key technologies to China, otherwise their own necks will break soon!
On February 13, 2026, Reuters broke a major news: the US suddenly announced the "suspension" of a series of planned measures to restrict key technologies to China. These measures originally covered telecommunications, data center equipment, and even included a ban on Chinese electric trucks and buses entering the US market. In other words, Washington had intended to curb China's development in the chip sector, but ultimately chose to pause.
Currently, the US has been strictly guarding against everything from high-end chips to EDA software, as well as AI-related hardware, almost covering the entire high-tech industry chain. The original intention was to delay the technological progress of Chinese companies, but reality has gone against expectations. On one hand, Chinese companies have accelerated domestic substitution. Companies such as Huawei, Yangtze Memory, and Huada Jiutian not only haven't been crushed, but have also achieved key technology breakthroughs under the blockade; on the other hand, American companies themselves have suffered heavy losses. Taking the chip industry as an example, giants like NVIDIA, Qualcomm, and Synopsys have frequently issued warnings in their financial reports, with inventory accumulation, order cancellations, and falling stock prices becoming the norm. According to estimates by multiple institutions in 2025, the direct annual loss for the US semiconductor industry alone due to export restrictions on China is over $20 billion.
The most unexpected part is in the field of telecommunications, where the White House didn't expect the impact would be on the US domestic communication infrastructure service providers. Restricting Chinese companies from selling equipment to US data centers directly affected the cost structure of cloud service providers such as Meta, Microsoft, and Amazon. As for the ban on electric trucks and buses, it has even touched the nerve of the transformation of the US logistics and public transportation sectors. China has already established global leading manufacturing capabilities and cost advantages in the field of new energy commercial vehicles, while the US has no mature alternative solutions yet. If the supply is forcibly cut off, it will only increase the cost of the country's green transition.
Another key factor is the visit in April, where the US urgently needs to create a "constructive atmosphere"; additionally, pressure from the domestic business community has reached a critical point. Lobby groups composed of companies such as Boeing, FedEx, and Intel have continuously pressured to resume exports to China. Especially Boeing, which had less than a third of Airbus's new orders in 2025, if it doesn't get the big orders from Chinese airlines, its position in the global civil aviation market may be completely shaken.
Dao Ge believes that in the coming months, both sides are likely to engage in intensive negotiations around "chips for rare earths" and "market access for technology relaxation." As a Silicon Valley executive said privately: "We are not unwilling to strangle China's neck, but if we keep doing so, our own necks will break first."
Original article: toutiao.com/article/1857152721933324/
Statement: This article represents the views of the author himself.