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Rocket Report: SpaceX to make its own propellant; China’s largest launch pad

china, european space agency, international space station, interstellar technologies, Japan, launch, long march 10, rocket report, russia, Science, South Korea, soyuz, Space, Space shuttle, spacex, Starbase, starship, united launch alliance, vulcan / Shannon Garcia / July 11, 2025

United Launch Alliance begins stacking its third Vulcan rocket for the second time.

Visitors walk by models of a Long March 10 rocket, lunar lander, and crew spacecraft during an exhibition on February 24, 2023 in Beijing, China. Credit: Hou Yu/China News Service/VCG via Getty Images

Welcome to Edition 8.02 of the Rocket Report! It’s worth taking a moment to recognize an important anniversary in the history of human spaceflight next week. Fifty years ago, on July 15, 1975, NASA launched a three-man crew on an Apollo spacecraft from Florida and two Russian cosmonauts took off from Kazakhstan, on course to link up in low-Earth orbit two days later. This was the first joint US-Russian human spaceflight mission, laying the foundation for a strained but enduring partnership on the International Space Station. Operations on the ISS are due to wind down in 2030, and the two nations have no serious prospects to continue any partnership in space after decommissioning the station.

As always, we welcome reader submissions. If you don’t want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets, as well as a quick look ahead at the next three launches on the calendar.

Sizing up Europe’s launch challengers. The European Space Agency has selected five launch startups to become eligible for up to 169 million euros ($198 million) in funding to develop alternatives to Arianespace, the continent’s incumbent launch service provider, Ars reports. The five small launch companies ESA selected are Isar Aerospace, MaiaSpace, Rocket Factory Augsburg, PLD Space, and Orbex. Only one of these companies, Isar Aerospace, has attempted to launch a rocket into orbit. Isar’s Spectrum rocket failed moments after liftoff from Norway on a test flight in March. None of these companies is guaranteed an ESA contract or funding. Over the next several months, ESA and the five launch companies will negotiate with European governments for funding leading up to ESA’s ministerial council meeting in November, when ESA member states will set the agency’s budget for at least the next two years. Only then will ESA be ready to sign binding agreements.

Let’s rank ’em … Ars Technica’s space reporters ranked the five selectees for the European Launcher Challenge in order from most likely to least likely to reach orbit. We put Munich-based Isar Aerospace, the most well-funded of the group, at the top of the list after attempting its first orbital launch earlier this year. Paris-based MaiaSpace, backed by ArianeGroup, comes in second, with plans for a partially reusable rocket. Rocket Factory Augsburg, another German company, is in third place after getting close to a launch attempt last year before its first rocket blew up on a test stand. Spanish startup PLD Space is fourth, and Britain’s Orbex rounds out the list. (submitted by EllPeaTea)

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Japan’s Interstellar Technologies rakes in more cash. Interstellar Technologies raised 8.9 billion yen ($61.8 million) to boost the development of its Zero rocket and research and development of satellite systems, Space News reports. The money comes from Japanese financial institutions, venture capital funds, and debt financing. Interstellar previously received funding through agreements with the Japanese government and Toyota, which Interstellar says will add expertise to scale manufacturing of the Zero rocket for “high-frequency, cost-effective launches.” The methane-fueled Zero rocket is designed to deploy a payload of up to 1 metric ton (2,200 pounds) into low-Earth orbit. The unfortunate news from Interstellar’s fundraising announcement is that the company has pushed back the debut flight of the Zero rocket until 2027.

Straight up … Interstellar has aspirations beyond launch vehicles. The company is also developing a satellite communications business, and some of the money raised in the latest investment round will go toward this segment of the company. Interstellar is open about comparing its ambition to that of SpaceX. “On the satellite side, Interstellar is developing communications satellites that benefit from the company’s own launch capabilities,” the company said in a statement. “Backed by Japan’s Ministry of Internal Affairs and Communications and JAXA’s Space Strategy Fund, the company is building a vertically integrated model, similar to SpaceX’s approach with Starlink.”

Korean startup completes second-stage qual testing. South Korean launch services company Innospace says it has taken another step toward the inaugural launch of its Hanbit-Nano rocket by the year’s end with the qualification of the second stage, Aviation Week & Space Technology reports. The second stage uses an in-house-developed 34-kilonewton (7,643-pound-thrust) liquid methane engine. Innospace says the engine achieved a combustion time of 300 seconds, maintaining stability of the fuel and oxidizer supply system, structural integrity, and the launch vehicle integrated control system.

A true micro-launcher … Innospace’s rocket is modest in size and capacity, even among its cohorts in the small launch market. The Hanbit-Nano rocket is designed to launch approximately 200 pounds (90 kilograms) of payload into Sun-synchronous orbit. “With the success of this second stage engine certification test, we have completed the development of the upper stage of the Hanbit-Nano launch vehicle,” said Kim Soo-jong, CEO of Innospace. “This is a very symbolic and meaningful technological achievement that demonstrates the technological prowess and test operation capabilities that Innospace has accumulated over a long period of time, while also showing that we have entered the final stage for commercial launch. Currently, all executives and staff are doing their best to successfully complete the first stage certification test, which is the final gateway for launch, and we will make every effort to prepare for a smooth commercial launch in the second half of the year.”

Two companies forge unlikely alliance in Dubai. Two German entrepreneurs have joined forces with a team of Russian expats steeped in space history to design a rocket using computational AI models, Payload reports. The “strategic partnership” is between LEAP 71, an AI-enabled design startup, and Aspire Space, a company founded by the son of a Soviet engineer who was in charge of launching Zenit rockets from the Baikonur Cosmodrome in Kazakhstan in the 1980s. The companies will base their operations in Dubai. The unlikely pairing aims to develop a new large reusable launch vehicle capable of delivering up to 15 metric tons to low-Earth orbit. Aspire Space is a particularly interesting company if you’re a space history enthusiast. Apart from the connections of Aspire’s founder to Soviet space history, Aspire’s chief technology officer, Sergey Sopov, started his career at Baikonur working on the Energia heavy-lift rocket and Buran space shuttle, before becoming an executive at Sea Launch later in his career.

Trust the computer … It’s easy to be skeptical about this project, but it has attracted an interesting group of people. LEAP 71 has just two employees—its two German co-founders—but boasts lofty ambitions and calls itself a “pioneer in AI-driven engineering.” As part of the agreement with Aspire Space, LEAP 71 will use a proprietary software program called Noyron to design the entire propulsion stack for Aspire’s rockets. The company says its AI-enabled design approach for Aspire’s 450,000-pound-thrust engine will cut in half the time it took other rocket companies to begin test-firing a new engine of similar size. Rudenko forecasts Aspire’s entire project, including a launcher, reusable spacecraft, and ground infrastructure to support it all, will cost more than $1 billion. So far, the project is self-funded, Rudenko told Payload. (submitted by Lin Kayser)

Russia launches ISS resupply freighter. A Russian Progress supply ship launched July 3 from the Baikonur Cosmodrome in Kazakhstan atop a Soyuz-2.1a rocket, NASASpaceflight reports. Packed with 5,787 pounds (2,625 kilograms) of cargo and fuel, the Progress MS-31 spacecraft glided to an automated docking at the International Space Station two days later. The Russian cosmonauts living aboard the ISS will unpack the supplies carried inside the Progress craft’s pressurized compartment. This was the eighth orbital launch of the year by a Russian rocket, continuing a downward trend in launch activity for the Russian space program in recent years.

Celebrating a golden anniversary … The Soyuz rocket that launched Progress MS-31 was painted an unusual blue and white scheme, as it was originally intended for a commercial launch that was likely canceled after Russia’s invasion of Ukraine. It also sported a logo commemorating the 50th anniversary of the Apollo-Soyuz mission in July 1975.

Chinese rocket moves closer to first launch. Chinese commercial launch firm Orienspace is aiming for a late 2025 debut of its Gravity-2 rocket following a recent first-stage engine hot fire test, Space News reports. The “three-in-one” hot fire test verified the performance of the Gravity-2 rocket’s first stage engine, servo mechanisms, and valves that regulate the flow of propellants into the engine, according to a press release from Orienspace. The Gravity-2 rocket’s recoverable and reusable first stage will be powered by nine of these kerosene-fueled engines. The recent hot fire test “lays a solid foundation” for future tests leading up to the Gravity-2’s inaugural flight.

Extra medium … Orienspace’s first rocket, the solid-fueled Gravity-1, completed its first successful flight last year to place multiple small satellites into orbit. Gravity-2 is a much larger vehicle, standing 230 feet (70 meters) tall, the same height as SpaceX’s Falcon 9 rocket. Orienspace’s new rocket will fly in a core-only configuration or with the assistance of two solid rocket boosters. An infographic released by Orienspace in conjunction with the recent engine hot fire test indicates the Gravity-2 rocket will be capable of hauling up to 21.5 metric tons (47,400 pounds) of cargo into low-Earth orbit, placing its performance near the upper limit of medium-lift launchers.

Senator calls out Texas for trying to steal space shuttle. A political effort to remove space shuttle Discovery from the Smithsonian and place it on display in Texas encountered some pushback on Thursday, as a US senator questioned the expense of carrying out what he described as a theft, Ars reports. “This is not a transfer. It’s a heist,” said Sen. Dick Durbin (D-Ill.) during a budget markup hearing before the Senate Appropriations Committee. “A heist by Texas because they lost a competition 12 years ago.” In April, Republican Sens. John Cornyn and Ted Cruz, both representing Texas, introduced the “Bring the Space Shuttle Home Act” that called for Discovery to be relocated from the National Air and Space Museum’s Steven F. Udvar-Hazy Center in northern Virginia and displayed at Space Center Houston. They then inserted an $85 million provision for the shuttle relocation into the Senate version of the “One Big Beautiful Bill,” which, to comply with Senate rules, was more vaguely worded but was meant to achieve the same goal. That bill was enacted on July 4, when President Donald Trump signed it into law.

Dollar signs … As ridiculous as it is to imagine spending $85 million on moving a space shuttle from one museum to another, it’ll actually cost a lot more to do it safely. Citing research by NASA and the Smithsonian, Durbin said that the total was closer to $305 million, and that did not include the estimated $178 million needed to build a facility to house and display Discovery once it was in Houston. Furthermore, it was unclear if Congress even has the right to remove an artifact, let alone a space shuttle, from the Smithsonian’s collection. The Washington, DC, institution, which serves as a trust instrumentality of the US, maintains that it owns Discovery. The paperwork signed by NASA in 2012 transferred “all rights, interest, title, and ownership” for the spacecraft to the Smithsonian. “This will be the first time ever in the history of the Smithsonian someone has taken one of their displays and forcibly taken possession of it. What are we doing here? They don’t have the right in Texas to claim this,” said Durbin.

Starbase keeps getting bigger. Cameron County, Texas, has given SpaceX the green light to build an air separator facility, which will be located less than 300 feet from the region’s sand dunes, frustrating locals concerned about the impact on vegetation and wildlife, the Texas Tribune reports. The commissioners voted 3–1 to give Elon Musk’s rocket company a beachfront construction certificate and dune protection permit, allowing the company to build a facility to produce gases needed for Starship launches. The factory will separate air into nitrogen and oxygen. SpaceX uses liquid oxygen as a propellant and liquid nitrogen for testing and operations.

Saving the roads … By having the facility on site, SpaceX hopes to make the delivery of those gases more efficient by eliminating the need to have dozens of trucks deliver them from Brownsville. The company says they need more than 200 trucks of liquid nitrogen and oxygen delivered for each launch, a SpaceX engineer told the county during a meeting last week. With their application, SpaceX submitted a plan to mitigate expected negative effects on 865 square feet of dune vegetation and 20 cubic yards of dunes, as well as compensate for expected permanent impacts to 7,735 square feet of dune vegetation and 465 cubic yards of dunes. While the project will be built on property owned by SpaceX, the county holds the authority to manage the construction that affects Boca Chica’s dunes.

ULA is stacking its third Vulcan rocket. A little more than a week after its most recent Atlas V rocket launch, United Launch Alliance rolled a Vulcan booster to the Vertical Integration Facility at Cape Canaveral Space Force Station in Florida on July 2 to begin stacking its first post-certification Vulcan rocket, Spaceflight Now reports. The operation, referred to by ULA as Launch Vehicle on Stand (LVOS), is the first major milestone toward the launch of the third Vulcan rocket. The upcoming launch will be the first operational flight of ULA’s new rocket with a pair of US military payloads, following two certification flights in 2024.

For the second time … This is the second time that this particular Vulcan booster was brought to Space Launch Complex 41 in anticipation of a launch campaign. It was previously readied in late October of last year in support of the USSF-106 mission, the Space Force’s designation for the first national security launch to use the Vulcan rocket. However, plans changed as the process of certifying Vulcan to fly government payloads took longer than expected, and ULA pivoted to launch two Atlas V rockets on commercial missions from the same pad before switching back to Vulcan launch preps.

Progress report on China’s Moon rocket. China’s self-imposed deadline of landing astronauts on the Moon by 2030 is now just five years away, and we’re starting to see some tangible progress. Construction of the launch pad for the Long March 10 rocket, the massive vehicle China will use to launch its first crews toward the Moon, is well along at the Wenchang Space Launch Site on Hainan Island. An image shared on the Chinese social media platform Weibo, and then reposted on X, shows the Long March 10’s launch tower near its final height. A mobile launch platform presumably for the Long March 10 is under construction nearby.

Super heavy … The Long March 10 will be China’s most powerful rocket to date, with the ability to dispatch 27 metric tons of payload toward the Moon, a number comparable to NASA’s Space Launch System. Designed for partial reusability, the Long March 10 will use an all-liquid propulsion system and stand more than 92 meters (300 feet) tall. The rocket will launch Chinese astronauts inside the nation’s next-generation Mengzhou crew capsule, along with a lunar lander to transport crew members from lunar orbit to the surface of the Moon using an architecture similar to NASA’s Apollo program.

Next three launches

July 11: Electron | JAKE 4 | Wallops Flight Facility, Virginia | 23: 45 UTC

July 13: Falcon 9 | Dror 1 | Cape Canaveral Space Force Station, Florida | 04: 31 UTC

July 14: Falcon 9 | Starlink 15-2 | Vandenberg Space Force Base, California | 02: 27 UTC

Stephen Clark is a space reporter at Ars Technica, covering private space companies and the world’s space agencies. Stephen writes about the nexus of technology, science, policy, and business on and off the planet.

Rocket Report: SpaceX to make its own propellant; China’s largest launch pad Read More »

China jumps ahead in the race to achieve a new kind of reuse in space

china, geosynchronous orbit, military space, orbital refueling, satellite servicing, shijian-21, shijian-25, Space, us space command, US Space Force / Shannon Garcia / July 8, 2025

The SJ-21 and SJ-25 satellites “merged” on July 2 and have remained together since then.

This image from a telescope operated by s2a systems, a Swiss space domain awareness company, shows China’s SJ-21 and SJ-25 satellites flying near one another on June 26. Credit: s2a systems

Two Chinese satellites have rendezvoused with one another more than 20,000 miles above the Earth in what analysts believe is the first high-altitude attempt at orbital refueling.

China’s Shijian-21 and Shijian-25 satellites, known as SJ-21 and SJ-25 for short, likely docked together in geosynchronous orbit sometime last week. This is the conclusion of multiple civilian satellite trackers using open source imagery showing the two satellites coming together, then becoming indistinguishable as a single object.

Chinese officials have released no recent public information on what the two satellites are up to, but they’ve said a bit about their missions in prior statements.

SJ-25, which launched in January, is designed “for the verification of satellite fuel replenishment and life extension service technologies,” according to the Shanghai Academy of Spaceflight Technology, the Chinese state-owned contractor that developed the satellite. SJ-21 launched in 2021 and docked with a defunct Chinese Beidou navigation satellite in geosynchronous orbit, then towed it to a higher altitude for disposal before returning to the geosynchronous belt. Chinese officials described this demonstration as a test of “space debris mitigation” techniques.

More than meets the eye

These kinds of technologies are dual-use, meaning they have civilian and military applications. For example, a docking in geosynchronous orbit could foretell an emerging capability for China to approach, capture, and disable another country’s satellite. At the same time, the US Space Force is interested in orbital refueling as it seeks out ways to extend the lives of military satellites, which are often limited by finite fuel supplies.

The Space Force sometimes calls this concept dynamic space operations. While some military leaders remain skeptical about the payoff of in-space refueling, the Space Force has an agreement with Astroscale to perform the first refueling of a US military asset in orbit as soon as next year.

China appears to be poised to beat the US Space Force to the punch. The apparent docking of the two satellites last week suggests SJ-21 is the target for SJ-25’s refueling demonstration, and US officials are watching. Two of the Space Force’s inspector satellites, known by the acronym GSSAP, positioned themselves near SJ-21 and SJ-25 to get a closer look.

Retired Space Force Lt. Gen. John Shaw is a vocal proponent of dynamic space operations. Because of this, he’s interested in what happens with SJ-21 and SJ-25. Shaw was deputy commander of US Space Command before his retirement in 2023. In this role, Shaw had some oversight over GSSAP satellites as they roamed geosynchronous orbit.

“The theory behind dynamic space operations stemmed from a kind of operational frustration with our inability to conduct the full range of activities with GSSAP that we wanted to at Space Command, as the warfighter—largely due to the combination of fixed fuel availability and expected satellite lifetime,” Shaw told Ars.

As other countries, mainly China, step up their clandestine activities in orbit, military officials are asking more of the GSSAP satellites.

“It was operationally driven then, a couple years ago, but it’s now manifesting itself in much wider ways than even it did back then, particularly in the face of activities by potential adversaries,” Shaw said. “That’s why I’m more confident and even more zealous about it.”

Geosynchronous orbit is a popular location for military and commercial satellites. At an altitude of some 22,236 miles (35,786 kilometers), a satellite’s orbital velocity perfectly matches the speed of Earth’s rotation, meaning a spacecraft has a fixed view of the same region of the planet 24 hours per day. This is useful for satellites providing military forces with secure strategic communications and early warning of missile attacks.

Now, geosynchronous orbit is becoming a proving ground for new kinds of spacecraft to inspect or potentially attack other satellites. Ground-based anti-satellite missiles aren’t as useful in striking targets in high-altitude orbits, and there’s a consensus that, if you were to attack an enemy satellite, it would make more sense to use a weapons platform already in space that could move in and connect with the target without blowing it up and creating a cloud of dangerous space junk.

Keeping watch

The US military’s GSSAP satellites began launching in 2014. They carry enough propellant to maneuver around geosynchronous orbit and approach objects for closer inspection, but there’s a limit to what they can do. Six GSSAP satellites have been launched to date, but the Space Force decommissioned one of them in 2023. Meanwhile, China’s satellite operators are watching the watchers.

“We’ve seen where GSSAP safely and responsibly approaches a Chinese vehicle, and it just quickly maneuvers away,” Shaw said. “We tend to fly our GSSAPs like dirigibles, using relatively slow, minimum energy transfer approaches. The Chinese know that we do that, so it is relatively easy for them to maneuver away today to avoid such an approach.

“If tomorrow they’re able to refuel at will and operate even more dynamically, then the marginal cost of those maneuvers for them becomes even lower, and the challenge for GSSAP becomes even greater,” Shaw said.

Danish Rear Admiral Damgaard Rousøe, Danish Defence Attaché, right, observes space domain awareness data with US Space Force Lt. Col. Mark Natale, left, Joint Commercial Operations cell director, in Colorado Springs, Colorado, on September 26, 2024. Credit: US Space Force/Dalton Prejeant

China launched a satellite into geosynchronous orbit in 2016 with a robotic arm that could grab onto another object in space, then sent SJ-21 into orbit four years ago on its “space debris mitigation” mission.

Northrop Grumman launched two satellites in 2019 and 2020 that accomplished the first dockings in geosynchronous orbit. Northrop’s satellites, which it calls Mission Extension Vehicles, took control of two aging commercial communications satellites running low on fuel, maneuvering them to new locations and allowing them to continue operating for several more years. It’s easy to see that this kind of technology could be used for commercial or military purposes.

But these Mission Extension Vehicles don’t have the ability to transfer fluids from one satellite to another. That is the step China is taking with SJ-21 and SJ-25, presumably with hydrazine and nitrogen tetroxide propellants, which most satellites use because they combust on contact with one another.

US Space Command’s Joint Commercial Operations cell, which collects unclassified satellite monitoring data to bolster the military’s classified data sources, estimated the SJ-21 and SJ-25 satellites “merged” on July 2 and have remained together since then. The video below, released by s2a systems, shows SJ-25 approaching SJ-21 on June 30.

A time-lapse of yesterday’s SJ-25 / SJ-21 coverage, recorded from 08: 30 to 20: 53 UTC. pic.twitter.com/HUPWBTXZc9

— s2a systems (@s2a_systems) July 1, 2025

The unclassified data does not confirm that the two satellites actually docked, but that is likely what happened. The satellites came together, or merged, on June 13 and June 30 but separated again within a few hours. These may have been practice runs, aborted docking attempts, or sudden maneuvers to avoid the prying eyes of the US military’s GSSAP satellites loitering nearby.

Now, the SJ-21 and SJ-25 have been flying together for more than five days with no discernible changes detected from ground-based telescopes. Thousands of miles over the equator, the two satellites appear only as dots in the viewfinders of these telescopes positioned around the globe.

What we don’t know

COMSPOC is a Pennsylvania-based company that collects and processes data from commercial satellite tracking sensors. COMSPOC fuses optical telescope imagery with radar tracking and passive radio frequency (RF) data, which uses radio signals to measure exact distances to satellites in space, to get the best possible estimate of a spacecraft’s position.

“With most telescopes… at 1 kilometer or a half a kilometer, somewhere in there, you’re going to start to lose it when they get that close,” said Paul Graziani, COMSPOC’s founder and CEO, in an interview with Ars. “I think it’d be difficult for any telescope, even a really capable one, to get within 100 meters. That seems to be a stretch for telescopes.”

That’s why it’s helpful to add radar and RF data to the mix.

“When you add all of that together, you become much better than the 1-kilometer [precision] that a ‘scope might be,” said Joe Callaro, COMSPOC’s director of operations. “RF tells you if part of that blob is moving and the other part isn’t, and even when they all become one pixel, you can tell things about that.”

Even then, companies like COMSPOC have a degree of uncertainty in their conclusions unless Chinese or US officials make a more definitive statement.

“We are not working with the government,” Callaro told Ars before last week’s apparent docking. “We are not clearing this. The charge that I have for my team is we won’t make assertions as to what’s going on. We will only tell what our software gives us as a solution. We can say, ‘Here are the elements, here’s the visual, but what it means and what it’s doing, we will not assert.’

“We will not say they’re docked because unless they told me, I wouldn’t know that,” Callaro said. “So, we will say they’ve been together for this amount of time, that the mission could have happened, and then they separated, became two, and separated at whatever speed.”

SJ-21’s behavior for the last couple of years suggested it was running empty after undertaking large propulsive maneuvers to capture the Chinese Beidou satellite and move it to a different orbit.

Callaro served as a tactician in the Air Force’s Joint Space Operations Center, then joined the Aerospace Corporation before taking the job as operations lead at COMSPOC. He doesn’t buy China’s suggestion that SJ-21 was purely an experiment in collecting space debris.

“That is not how I see that at all,” Callaro said. “The fact that we can calculate all the maneuvers it takes to get out and get back, and the fact that afterwards, it spent a couple of years basically not moving, probably because it was low on fuel, sets up the idea [that there’s more to SJ-21’s mission]. Now, SJ-25 goes out there, and it’s supposed to be a fuel tank, and it’s perfectly aligned with SJ-21 and now we see this happening, tells me that it’s much more a counter-space capability than it is a trash remove. But that’s what they say.”

Unless China makes a public statement on the refueling of SJ-21 by SJ-25, observers won’t know for sure if the servicing demo was successful until the satellites detach. Then, US officials and independent analysts will watch to see if SJ-21 makes any substantial maneuvers, which might indicate the satellite has a full tank of gas for whatever mission Chinese officials send it off to do next.

Listing image: Costfoto/Future Publishing via Getty Images

China jumps ahead in the race to achieve a new kind of reuse in space Read More »

Trade war truce between US and China is back on

china, china tariffs, Policy, syndication, tariffs, trade / DJ Henderson / June 11, 2025

Both countries agreed in Geneva last month to slash their respective tariffs by 115 percentage points and provided a 90-day window to resolve the trade war.

But the ceasefire came under pressure after Washington accused Beijing of reneging on an agreement to speed up the export of rare earths, while China criticized new US export controls.

This week’s talks to resolve the impasse were held in the historic Lancaster House mansion in central London, a short walk from Buckingham Palace, which was provided by the British government as a neutral ground for the talks.

Over the two days, the US team, which included Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick, and US trade representative Jamieson Greer, [met with] the Chinese delegation, which was led by He Lifeng, a vice-premier responsible for the economy.

The negotiations were launched to ensure Chinese exports of rare earths to the US and American technology export controls on China did not derail broader talks between the sides.

Ahead of the first round of talks in Geneva, Bessent had warned that the high level of mutual tariffs had amounted to an effective embargo on bilateral trade.

Chinese exports to the US fell more steeply in May compared with a year earlier than at any point since the pandemic in 2020.

The US had said China was not honoring its pledge in Geneva to ease restrictions on rare earths exports, which are critical to the defense, car, and tech industries, and was dragging its feet over approving licenses for shipments, affecting manufacturing supply chains in the US and Europe.

Beijing has accused the US of “seriously violating” the Geneva agreement after it announced new restrictions on sales of chip design software to Chinese companies.

It has also objected to the US issuing new warnings on the global use of Huawei chips and canceling visas for Chinese students.

Separately, a US federal appeals court on Tuesday allowed some of Trump’s broadest tariffs to remain in place while it reviews a lower-court ruling that had blocked his “liberation day” levies on US trading partners.

The ruling extended an earlier temporary reprieve and will allow Trump to enact the measures as well as separate levies targeting Mexico, Canada, and China. The president has, however, already paused the wider “reciprocal” tariffs for 90 days.

Trade war truce between US and China is back on Read More »

Trump bans sales of chip design software to China

AI, china, ftc, Policy, syndication, Trump / Shannon Garcia / May 29, 2025

Johnson, who heads China Strategies Group, a risk consultancy, said that China had successfully leveraged its stranglehold on rare earths to bring the US to the negotiating table in Geneva, which “left the Trump administration’s China hawks eager to demonstrate their export control weapons still have purchase.”

While it accounts for a relatively small share of the overall semiconductor industry, EDA software allows chip designers and manufacturers to develop and test the next generation of chips, making it a critical part in the supply chain.

Synopsys, Cadence Design Systems, and Siemens EDA—part of Siemens Digital Industries Software, a subsidiary of Germany’s Siemens AG—account for about 80 percent of China’s EDA market. Synopsys and Cadence did not immediately respond to requests for comment.

In fiscal year 2024, Synopsys reported almost $1 billion in China sales, roughly 16 percent of its revenue. Cadence said China accounted for $550 million or 12 percent of its revenue.

Synopsys shares fell 9.6 percent on Wednesday, while those of Cadence lost 10.7 percent.

Siemens said in a statement the EDA industry had been informed last Friday about new export controls. It said it had supported customers in China “for more than 150 years” and would “continue to work with our customers globally to mitigate the impact of these new restrictions while operating in compliance with applicable national export control regimes.”

In 2022, the Biden administration introduced restrictions on sales of the most sophisticated chip design software to China, but the companies continued to sell export control-compliant products to the country.

In his first term as president, Donald Trump banned China’s Huawei from using American EDA tools. Huawei is seen as an emerging competitor to Nvidia with its “Ascend” AI chips.

Nvidia chief executive Jensen Huang recently warned that successive attempts by American administrations to hamstring China’s AI ecosystem with export controls had failed.

Last year Synopsys entered into an agreement to buy Ansys, a US simulation software company, for $35 billion. The deal still requires approval from Chinese regulators. Ansys shares fell 5.3 percent on Wednesday.

On Wednesday the US Federal Trade Commission announced that both companies would need to divest certain software tools to receive its approval for the deal.

The export restrictions have encouraged Chinese competitors, with three leading EDA companies—Empyrean Technology, Primarius, and Semitronix—significantly growing their market share in recent years.

Shares of Empyrean, Primarius, and Semitronix rose more than 10 percent in early trading in China on Thursday.

Trump bans sales of chip design software to China Read More »

China extends its reach into the Solar System with launch of asteroid mission

asteroids, china, launch, long march 3b, sample return, Science, solar system, Space, tianwen, tianwen 2 / Mike M. / May 29, 2025

Comet 311P/PanSTARRS was observed by the Hubble Space Telescope in 2013 with a set of six comet-like tails radiating from its main body. This object, also called P/2013 P5, is known as an active asteroid. Credit: NASA, ESA, and D. Jewitt (UCLA)

Tianwen-2’s mothership, with 11 scientific instruments, will commence the second phase of its mission after dropping off the asteroid specimens at Earth. The probe’s next journey will bring it near an enigma in the asteroid belt, named 311P/PanSTARRS, in the mid-2030s. This object is one in a rare class of objects known as active asteroids or main-belt comets, small worlds that have tails and comas like comets but loiter in orbits most commonly associated with asteroids. Tianwen-2 will be the first mission to see such an object up close.

Stepping into the Solar System

Until the last few years, China’s space program has primarily centered on the Moon as a destination for scientific exploration. The Moon remains the main target for China’s ambitions in space, with the goal of accomplishing a human lunar landing by 2030. But the country is looking farther afield, too.

With the Tianwen-1 mission in 2021, China became the second country to achieve a soft landing on Mars. After Tianwen-2, China will again go to Mars with the Tianwen-3 sample return mission, slated for launch in 2028.

Tianwen, which means “questions to heaven,” is the name given to China’s program of robotic Solar System exploration. Tianwen-3 has a chance to become the first mission to return pristine samples from Mars to Earth. At the same time, NASA’s plans for a Mars Sample Return mission are faltering.

China is looking at launching Tianwen-4 around 2029 to travel to Jupiter and enter orbit around Callisto, one of its four largest moons. In the 2030s, China’s roadmap includes a mission to return atmospheric samples from Venus to Earth, a Mars research station, and a probe to Neptune.

Meanwhile, NASA has sent spacecraft to study every planet in the Solar System and currently has spacecraft at or on the way to the Moon, Mars, Jupiter, a metal asteroid, and to interstellar space. Another US science mission, Dragonfly, is scheduled for launch in 2028 on a daring expedition to Saturn’s moon Titan.

But NASA’s science division is bracing for severe budget cuts proposed by President Donald Trump. In planetary science, the White House’s budget blueprint calls for canceling a joint US-European Mars Sample Return mission and several other projects, including the DAVINCI mission to Venus.

China extends its reach into the Solar System with launch of asteroid mission Read More »

Do these Buddhist gods hint at the purpose of China’s super-secret satellites?

china, launch, long march 3b, long march 3c, long march rocket, military space, Science, Space / 9u50fv / May 17, 2025

Mission patches are a decades-old tradition in spaceflight. They can range from the figurative to the abstract, prompting valuable insights or feeding confusion. Some are just plain weird.

Ars published a story a few months ago on spaceflight patches from NASA, SpaceX, Russia, and the NRO, the US government’s spy satellite agency, which is responsible for some of the most head-scratching mission logos.

Until recently, China’s entries in the realm of spaceflight patches often lacked the originality found in patches from the West. For example, a series of patches for China’s human spaceflight missions used a formulaic design with a circular shape and a mix of red and blue. The patch for China’s most recent Shenzhou crew to the country’s Tiangong space station last month finally broke the mold with a triangular shape after China’s human spaceflight agency put the patch up for a public vote.

But there’s a fascinating set of new patches Chinese officials released for a series of launches with top secret satellites over the last two months. These four patches depict Buddhist gods with a sense of artistry and sharp colors that stand apart from China’s previous spaceflight emblems, and perhaps—or perhaps not—they can tell us something about the nature of the missions they represent.

Guardians of the Dharma

The four patches show the Four Heavenly Kings, protector deities in Buddhism who guard against evil forces in the four cardinal directions, according to the Kyoto National Museum. The gods also shield the Dharma, the teachings of the Buddha, from external threats.

These gods have different names, but in China, they are known as Duōwén, Zēngzhǎng, Chíguó, and Guăngmù. Duōwén is the commander and the guardian of the north, the “one who listens to many teachings,” who is often depicted with an umbrella. Zēngzhǎng, guardian of the south, is a god of growth shown carrying a sword. The protector of the east is Chíguó, defender of the nation, who holds a stringed musical instrument. And guarding the west is Guăngmù, an all-seeing god usually depicted with a serpent.

Do these Buddhist gods hint at the purpose of China’s super-secret satellites? Read More »

Renewable power reversing China’s emissions growth

carbon emissions, china, climate change, Energy, renewable energy, Science, solar, Wind / Shannon Garcia / May 15, 2025

China has been installing renewable energy at a spectacular rate, and now has more renewable capacity than the next 13 countries combined, and four times that of its closest competitor, the US. Yet, so far at least, that hasn’t been enough to offset the rise of fossil fuel use in that country. But a new analysis by the NGO Carbon Brief suggests things may be changing, as China’s emissions have now dropped over the past year, showing a one percent decline compared to the previous March. The decline is largely being led by the power sector, where growth in renewables has surged above rising demand.

This isn’t the first time that China’s emissions have gone down over the course of a year, but in all previous cases the cause was primarily economic—driven by things like the COVID pandemic or the 2008 housing crisis. The latest shift, however, was driven largely by the country’s energy sector, which saw a two percent decline in emissions over the past year.

Image of a graph, showing a general rise with small periods of decline. A slight decline has occurred over the last year. — China’s emissions have shown a slight decline over the last year, despite economic growth and rising demand for electricity. Credit: Carbon Brief

Carbon Brief put the report together using data from several official government sources, including the National Bureau of Statistics of China, National Energy Administration of China, and the China Electricity Council. Projections for future growth come from the China Wind Energy Association and the China Photovoltaic Industry Association.

The data indicate that the most recent monthly peak in emissions was March of 2024. Since then, total emissions have gone down by one percent—a change the report notes is small enough that it could easily reverse should conditions change. The report highlights, however, that the impact of renewables appears to be accelerating. The growth of clean power in the first quarter of 2025 was enough to drive a 1.6 percent drop compared to the same quarter a year before, outpacing the overall average of a one percent decline.

Renewable power reversing China’s emissions growth Read More »

Rocket Report: The pitfalls of rideshare; China launches next Tiangong crew

Arianespace, astra, blue origin, china, human spaceflight, launch, NASA, rocket report, Science, Space, spacex, united launch alliance / Shannon Garcia / April 25, 2025

This week, engineers ground-tested upgrades for Blue Origin’s New Glenn and Europe’s Ariane 6.

A Long March 2F carrier rocket, carrying the Shenzhou 20 spacecraft and a crew of three astronauts, lifts off from the Jiuquan Satellite Launch Center in northwest China on April 24, 2025. Credit: Photo by Pedro Pardo/AFP via Getty Images

Welcome to Edition 7.41 of the Rocket Report! NASA and its contractors at Kennedy Space Center in Florida continue building a new mobile launch tower for the Space Launch System Block 1B rocket, a taller, upgraded version of the SLS rocket being used for the agency’s initial Artemis lunar missions. Workers stacked another segment of the tower a couple of weeks ago, and the structure is inching closer to its full height of 355 feet (108 meters). But this is just the start. Once the tower is fully assembled, it must be outfitted with miles of cabling, tubing, and piping and then be tested before it can support an SLS launch campaign. Last year, NASA’s inspector general projected the tower won’t be ready for a launch until the spring of 2029, and its costs could reach $2.7 billion. The good news, if you can call it that, is that there probably won’t be an SLS Block 1B rocket that needs to use it in 2029, whether it’s due to delays or cancellation.

Fresh details on Astra’s strategic pivot. Astra, the once high-flying rocket startup that crashed back to Earth with investors before going private last year, has unveiled new details about its $44 million contract with the Department of Defense, Space News reports. The DOD contract announced last year supports the development of Rocket 4, a two-stage, mobile launch vehicle with ambitions to deliver cargo across the globe in under an hour. While Astra’s ill-fated Rocket 3 focused on launching small satellites into low-Earth orbit, Astra wants to make Rocket 4 a military utility vehicle. Rocket 4 will still be able to loft conventional satellites, but Astra’s most lucrative contract for the new launch vehicle involves using the rocket for precise point-to-point delivery of up to 1,300 pounds (590 kilograms) of supplies from orbit via specialized reentry vehicles. The military has shown interest in developing a rocket-based rapid global cargo delivery system for several years, and it has a contract with SpaceX to study how the much larger Starship rocket could do a similar job.

Back from the brink… The Alameda, California-based company, which was delisted from Nasdaq in June 2024 after its shares collapsed, is now targeting the first test flight of Rocket 4 in 2026. Astra’s arrangement with the Defense Innovation Unit includes two milestones: one suborbital (point-to-point) and the other orbital, with the option to launch from a location outside the United States, as Astra is developing a mobile launcher. Chris Kemp, Astra’s co-founder and CEO, told Space News the orbital launch will likely originate from Australia. Astra’s first launches with the new-retired Rocket 3 vehicle were based in Alaska and Florida.

Sign Me Up!

The Army has a catchy name for its newest weapon. The Long Range Hypersonic Weapon has a new name: Dark Eagle. The US Army announced the popular name for the service’s quick strike missile this week. “Part of the name pays tribute to the eagle—a master hunter known for its speed, stealth and agility—due to the LRHW’s combination of velocity, accuracy, maneuverability, survivability and versatility,” the Army said in a press release. “In addition, the bald eagle—our national bird—represents independence, strength, and freedom.” The Dark Eagle is designed to strike targets with little or no warning via a hypersonic glide vehicle capable of maneuvering in the upper atmosphere after an initial launch with a conventional missile. The hypersonic weapon’s ability to overcome an adversary’s air and missile defenses is embodied in the word “dark” in Dark Eagle, the Army said.

Flying again soon… The Army tested the hypersonic weapon’s “all-up round” during a missile launch from Cape Canaveral, Florida, in December. The test was delayed more than a year due to unspecified issues. The Army appears to be preparing for another Dark Eagle test from Florida’s Space Coast as soon as Friday, according to airspace and maritime warning notices in the Atlantic Ocean. (submitted by EllPeaTea)

Northrop’s niche with Minotaur. Ars mentioned in last week’s Rocket Report that Northrop Grumman’s Minotaur IV rocket launched April 16 with a classified payload for the National Reconnaissance Office. This was the first Minotaur IV launch in nearly five years and the first orbital Minotaur launch from Vandenberg Space Force Base, California, in 14 years. The low-volume Minotaur IV uses solid rocket motors from the Air Force’s stockpile of retired Peacekeeper ballistic missiles, turning part of a weapon of mass destruction into, in this case, a tool to support the US government’s spy satellite agency. The Minotaur IV’s lift capability fits neatly between the capacity of smaller commercial rockets, like Firefly’s Alpha or Rocket Lab’s Electron, and larger rockets like SpaceX’s Falcon 9. The most recent Minotaur IV launch contract cost the Space Force roughly $30 million, more than a mission with Firefly but less than a dedicated ride on a Falcon 9.

Minotaur IV will keep flying… The Space Force has at least two more missions reserved to launch on the expendable Minotaur IV rocket. One of the missions will launch multiple small satellites for the US military’s Space Test Program, and the other will place a military weather satellite into orbit. Both missions will launch from California, with planning launch dates in 2026, a Space Systems Command spokesperson told Ars. “We do have multiple launches planned using Minotaur family launch vehicles between our OSP-4 (Orbital/Suborbital Program) and SRP-4 (Sounding Rocket Program) contracts,” the spokesperson said. “We will release more information on those missions as we get closer to launch.” The Commercial Space Act of 1998 prohibits the use of surplus ICBM motors for commercial launches and limits their use to only specific kinds of military launches. The restrictions were intended to encourage NASA and commercial satellite operators to use privately developed launch vehicles.

NASA’s launch prices have somehow gone up. In an era of reusable rockets and near-daily access to space, NASA is still paying more than it did 30 years ago to launch missions into orbit, according to a study soon to be published in the scientific journal Acta Astronautica. Adjusted for inflation, the prices NASA pays for launch services rose at an annual average rate of 2.82 percent from 1996 to 2024, the report says. “Furthermore, there is no evidence of shift in the launch service costs trend after the introduction of a new launch service provider [SpaceX] in 2016.” Ars analyzed NASA’s launch prices in a story published Thursday.

Why is this? … One might think SpaceX’s reuse of Falcon 9 rocket components would drive down launch prices, but no. Rocket reuse and economies of scale have significantly reduced SpaceX’s launch costs, but the company is charging NASA roughly the same as it did before booster reuse became commonplace. There are a few reasons this is happening. One is that SpaceX hasn’t faced any meaningful competition for NASA launch contracts in the last six years. That should change soon with the recent debuts of United Launch Alliance’s Vulcan rocket and Blue Origin’s New Glenn launcher. NASA levies additional requirements on its commercial launch providers, and the agency must pay for them. These include schedule priority, engineering oversight, and sometimes special payload cleanliness requirements and the choice of a particular Falcon 9 booster from SpaceX’s inventory.

What’s holding up ULA’s next launch? After poor weather forced ULA to scrub a launch attempt on April 9, the company will have to wait nearly three weeks for another try to launch an Atlas V rocket with Amazon’s first full-up load of 27 Kuiper broadband satellites, Ars reports. The rocket and satellites are healthy, according to ULA. But the military-run Eastern Range at Cape Canaveral Space Force Station, Florida, is unable to accommodate ULA until Monday, April 28. The Space Force is being unusually cagey about the reasons for the lengthy delay, which isn’t affecting SpaceX launches to the same degree.

Finally, a theory… The publishing of airspace and maritime warning notices for an apparent test launch of the Army’s Long Range Hypersonic Weapon, or Dark Eagle, might explain the range’s unavailability. The test launch could happen as soon as Friday, and offshore keep-out zones cover wide swaths of the Atlantic Ocean. If this is the reason for the long Atlas V launch delay, we still have questions. If this launch is scheduled for Friday, why has it kept ULA from launching the last few weeks? Why was SpaceX permitted to launch multiple times in the same time period? And why didn’t the first test flight of the Dark Eagle missile in December result in similar lengthy launch delays on the Eastern Range?

Shenzhou 20 bound for Tiangong. A spaceship carrying three astronauts docked Thursday with China’s space station in the latest crew rotation, approximately six hours after their launch on a Long March 2F rocket from the Gobi Desert, the Associated Press reports. The Shenzhou 20 mission is commanded by Chen Dong, who is making his third flight. He is accompanied by fighter pilot Chen Zhongrui and engineer Wang Jie, both making their maiden voyages. They will replace three astronauts currently on the Chinese Tiangong space station. Like those before them, they will stay on board for roughly six months.

Finding a rhythm… China’s human spaceflight missions have launched like clockwork since the country’s first domestic astronaut launch in 2003. Now, with the Tiangong space station fully operational, China is launching fresh crews at six-month intervals. While in space, the astronauts will conduct experiments in medical science and new technologies and perform spacewalks to carry out maintenance and install new equipment. Their tasks will include adding space debris shielding to the exterior of the Tiangong station. (submitted by EllPeaTea)

SpaceX resupplies the ISS. SpaceX launched an uncrewed Cargo Dragon spacecraft to the International Space Station early Monday on a resupply mission with increased importance after a transportation mishap derailed a flight by another US cargo ship, Spaceflight Now reports. The Dragon cargo vessel docked at the space station early Tuesday with 4,780 pounds (2,168 kilograms) of pressurized cargo and 1,653 pounds (750 kilograms) of unpressurized payloads in the vehicle’s trunk. NASA adjusted the Dragon spacecraft’s payload because an upcoming flight by Northrop Grumman’s Cygnus supply freighter was canceled after the Cygnus cargo module was damaged during transport to the launch site.

Something strange… The payloads aboard this Dragon cargo mission—the 32nd by SpaceX—include normal things like fresh food (exactly 1,262 tortillas), biomedical and pharmaceutical experiments, and the technical demonstration of a new atomic clock. However, there’s something onboard nobody at NASA or SpaceX wants to talk about. A payload package named STP-H10 inside Dragon’s trunk section will be installed on a mounting post outside of the space station to perform a mission for the US military’s Space Test Program. STP-H10 wasn’t mentioned in NASA’s press kit for this mission, and SpaceX didn’t show the usual views of Dragon’s trunk when the spacecraft deployed from its Falcon 9 rocket shortly after launch. These kinds of Space Test Program experiment platforms have launched to the ISS before without any secrecy. Stranger still is the fact that the STP-H10 experiments are unclassified. You can see the list here. (submitted by EllPeaTea)

There are some drawbacks to rideshare. SpaceX launched its third “Bandwagon” rideshare mission into a mid-inclination orbit Monday evening from Cape Canaveral Space Force Station, Space News reports. The payloads included a South Korean military radar spy satellite, a small commercial weather satellite, and the most interesting payload: an experimental reentry vehicle from a German startup named Atmos Space Cargo. The startup’s Phoenix vehicle, fitted with an inflatable heat shield, separated from the Falcon 9’s upper stage about 90 minutes after liftoff. Roughly a half-hour later, it began reentry for a splashdown in the South Atlantic Ocean, about 1,200 miles (2,000 kilometers) off the coast of Brazil. Until last month, the Phoenix vehicle was supposed to reenter over the Indian Ocean east of Madagascar, near the island of Réunion. The late change to the mission’s trajectory meant Atmos could not recover the spacecraft after splashdown.

Changes in longitude… Five weeks before the launch, SpaceX informed Atmos of a change in trajectory because of “operational constraints” of the primary payload, a South Korean reconnaissance satellite. Smaller payloads on rideshare launches benefit from lower launch prices, but their owners have no control over the schedule or trajectory of the launch. The change for this mission resulted in a splashdown well off the coast of Brazil, ruling out any attempt to recover Phoenix after splashdown. It also meant a steeper reentry than previously planned, creating higher loads on the spacecraft. The company lined up new ground stations in South America to communicate with the spacecraft during key phases of flight leading up to reentry. In addition, it chartered a plane to attempt to collect data during reentry, but the splashdown location was beyond the range of the aircraft. Some data suggests that the heat shield inflated as planned, but Atmos’s CEO said the company needed more time to analyze the data it had, adding that it was “very difficult” to get data from Phoenix in the final phases of its flight, given its distance from ground stations.

Ariane 6 is gonna need a bigger booster. A qualification motor for an upgraded solid rocket booster for Europe’s Ariane 6 rocket successfully fired up for the first time on a test stand Thursday in Kourou, French Guiana, according to the European Space Agency. The new P160C solid rocket motor burned for more than two minutes, and ESA declared the test-firing a success. ESA’s member states approved the development of the P160C motor in 2022. The upgraded motor is about 3 feet (1 meter) longer than the P120C motor currently flying on the Ariane 6 rocket and carries about 31,000 pounds (14 metric tons) more solid propellant. The Ariane 6 rocket can fly with two or four of these strap-on boosters. Officials plan to introduce the P160C on Ariane 6 flights next year, giving the rocket’s heaviest version the ability to haul up to 4,400 pounds (2 metric tons) of additional cargo mass to orbit.

A necessary change… The heavier P160C solid rocket motor is required for Arianespace to fulfill its multi-mission launch contract with Amazon’s Project Kuiper satellite broadband network. Alongside similar contracts with ULA and Blue Origin, Amazon reserved 18 Kuiper launches on Ariane 6 rockets, and 16 of them must use the upgraded P160C booster to deliver additional Kuiper satellites to orbit. The P160C is a joint project between ArianeGroup and Avio, which will use the same motor design on Europe’s smaller Vega C rocket to improve its performance. (submitted by EllPeaTea)

Progress toward the second flight of New Glenn. Blue Origin CEO Dave Limp said his team completed a full-duration 15-second hot-fire test Thursday of the upper stage for the company’s second New Glenn rocket. In a post on X, Limp wrote that the upper stage for the next New Glenn flight will have “enhanced performance.” The maximum power of its hydrogen-fueled BE-3U engine will increase from 173,000 pounds to 175,000 pounds of thrust. Two BE-3U engines fly on New Glenn’s second stage.

A good engine… The BE-3U engine is a derivative of the BE-3 engine flying on Blue Origin’s suborbital New Shepard rocket. Limp wrote that the upper stage on the first New Glenn launch in January “performed remarkably” and achieved an orbital injection with less than 1 percent deviation from its target. So when will New Glenn launch again? We’ve heard late spring, June, or October, depending on the source. I’ll note that Blue Origin test-fired the New Glenn upper stage for the rocket’s first flight about four months before it launched.

Next three launches

April 27: Alpha | “Message in a Booster” | Vandenberg Space Force Base, California | 13: 37 UTC

April 27: Long March 3B/E | Unknown Payload | Xichang Satellite Launch Center, China | 15: 55 UTC

April 27: Falcon 9 | Starlink 11-9 | Vandenberg Space Force Base, California | 20: 55 UTC

Rocket Report: The pitfalls of rideshare; China launches next Tiangong crew Read More »

Trump can’t keep China from getting AI chips, TSMC suggests

AI chips, Artificial Intelligence, china, Chips Act, Donald Trump, Huawei, NVIDIA, Policy, semiconductors, Taiwan Semiconductor Manufacturing Company, tariffs, TSMC, us-china trade war / Kelly Newman / April 22, 2025

“Despite TSMC’s best efforts to comply with all relevant export control and sanctions laws and regulations, there is no assurance that its business activities will not be found incompliant with export control laws and regulations,” TSMC said.

Further, “if TSMC or TSMC’s business partners fail to obtain appropriate import, export or re-export licenses or permits or are found to have violated applicable export control or sanctions laws, TSMC may also be adversely affected, through reputational harm as well as other negative consequences, including government investigations and penalties resulting from relevant legal proceedings,” TSMC warned.

Trump’s tariffs may end TSMC’s “tariff-proof” era

TSMC is thriving despite years of tariffs and export controls, its report said, with at least one analyst suggesting that, so far, the company appears “somewhat tariff-proof.” However, all of that could be changing fast, as “US President Donald Trump announced in 2025 an intention to impose more expansive tariffs on imports into the United States,” TSMC said.

“Any tariffs imposed on imports of semiconductors and products incorporating chips into the United States may result in increased costs for purchasing such products, which may, in turn, lead to decreased demand for TSMC’s products and services and adversely affect its business and future growth,” TSMC said.

And if TSMC’s business is rattled by escalations in the US-China trade war, TSMC warned, that risks disrupting the entire global semiconductor supply chain.

Trump’s semiconductor tariff plans remain uncertain. About a week ago, Trump claimed the rates would be unveiled “over the next week,” Reuters reported, which means they could be announced any day now.

Trump can’t keep China from getting AI chips, TSMC suggests Read More »

Apple silent as Trump promises “impossible” US-made iPhones

Apple, china, china tariffs, Donald Trump, Foxconn, IPhone, Policy, tariffs, tim cook, us, us-china trade war / Kelly Newman / April 12, 2025

How does Apple solve a problem like Trump’s trade war?

Despite a recent pause on some tariffs, Apple remains in a particularly thorny spot as Donald Trump’s trade war spikes costs in the tech company’s iPhone manufacturing hub, China.

Analysts predict that Apple has no clear short-term options to shake up its supply chain to avoid tariffs entirely, and even if Trump grants Apple an exemption, iPhone prices may increase not just in the US but globally.

The US Trade Representative, which has previously granted Apple an exemption on a particular product, did not respond to Ars’ request to comment on whether any requests for exemptions have been submitted in 2025.

Currently, the US imposes a 145 percent tariff on Chinese imports, while China has raised tariffs on US imports to 125 percent.

Neither side seems ready to back down, and Trump’s TikTok deal—which must be approved by the Chinese government—risks further delays the longer negotiations and retaliations drag on. Trump has faced criticism for delaying the TikTok deal, with Senate Intelligence Committee Vice Chair Mark Warner (D-Va.) telling The Verge last week that the delay was “against the law” and threatened US national security. Meanwhile, China seems to expect more business to flow into China rather than into the US as a result of Trump’s tough stance on global trade.

With the economy and national security at risk, Trump is claiming that tariffs will drive manufacturing into the US, create jobs, and benefit the economy. Getting the world’s most valuable company, Apple, to manufacture its most popular product, the iPhone, in the US, is clearly part of Trump’s vision. White House Press Secretary Karoline Leavitt told reporters this week that Apple’s commitment to invest $500 billion in the US over the next four years was supposedly a clear indicator that Apple believed it was feasible to build iPhones here, Bloomberg reported.

“If Apple didn’t think the United States could do it, they probably wouldn’t have put up that big chunk of change,” Leavitt said.

Apple did not respond to Ars’ request to comment, and so far, it has been silent on how tariffs are impacting its business.

iPhone price increases expected globally

For Apple, even if it can build products for the US market in India, where tariffs remain lower, Trump’s negotiations with China “remain the most important variable for Apple” to retain its global dominance.

Dan Ives, global head of technology research at Wedbush Securities, told CNBC that “Apple could be set back many years by these tariffs.” Although Apple reportedly stockpiled phones to sell in the US market, that supply will likely dwindle fast as customers move to purchase phones before prices spike. In the medium-term, consultancy firm Omdia forecasted, Apple will likely “focus on increasing iPhone production and exports from India” rather than pushing its business into the US, as Trump desires.

But Apple will still incur additional costs from tariffs on India until that country tries to negotiate a more favorable trade deal. And any exemption that Apple may secure due to its investment promise in the US or moderation of China tariffs that could spare Apple some pain “may not be enough for Apple to avoid adverse business effects,” co-founder and senior analyst at equity research publisher MoffettNathanson, Craig Moffett, suggested to CNBC.

And if Apple is forced to increase prices, it likely won’t be limited to just the US, Bank of America Securities analyst Wamsi Mohan suggested, as reported by The Guardian. To ensure that Apple’s largest market isn’t the hardest hit, Apple may increase prices “across the board geographically,” he forecasted.

“While Apple has not commented on this, we expect prices will be changed globally to prevent arbitrage,” Mohan said.

Apple may even choose to increase prices everywhere but the US, vice president at Forrester Research, Dipanjan Chatterjee, explained in The Guardian’s report.

“If there is a cost impact in the US for certain products,” Chatterjee said, Apple may not increase US prices because “the market is far more competitive there.” Instead, “the company may choose to keep prices flat in the US while recovering the lost margin elsewhere in its global portfolio,” Chatterjee said.

Trump’s US-made iPhone may be an impossible dream

Analysts have said that Trump’s dream that a “made-in-the-USA” iPhone could be coming soon is divorced from reality. Not only do analysts estimate that more than 80 percent of Apple products are currently made in China, but so are many individual parts. So even if Apple built an iPhone factory in the US, it would still have to pay tariffs on individual parts, unless Trump agreed to a seemingly wide range of exemptions. Mohan estimated it would “likely take many years” to move the “entire iPhone supply chain,” if that’s “even possible.”

Further, Apple’s $500 billion commitment covered “building servers for its artificial intelligence products, Apple TV productions and 20,000 new jobs in research and development—not a promise to make the iPhone stateside,” The Guardian noted.

For Apple, it would likely take years to build a US factory and attract talent, all without knowing how tariffs might change. A former Apple manufacturing engineer, Matthew Moore, told Bloomberg that “there are millions of people employed by the Apple supply chain in China,” and Apple has long insisted that the US talent pool is too small to easily replace them.

“What city in America is going to put everything down and build only iPhones?” Moore said. “Boston is over 500,000 people. The whole city would need to stop everything and start assembling iPhones.”

In a CBS interview, Commerce Secretary Howard Lutnick suggested that the “army of millions and millions of human beings” could be automated, Bloomberg reported. But China has never been able to make low-cost automation work, so it’s unclear how the US could achieve that goal without serious investment.

“That’s not yet realistic,” people who have worked on Apple’s product manufacturing told Bloomberg, especially since each new iPhone model requires retooling of assembly, which typically requires manual labor. Other analysts agreed, CNBC reported, concluding that “the idea of an American-made iPhone is impossible at worst and highly expensive at best.”

For consumers, CNBC noted, a US-made iPhone would cost anywhere from 25 percent more than the $1,199 price point today, increasing to about $1,500 at least, to potentially $3,500 at most, Wall Street analysts have forecasted.

It took Apple a decade to build its factory in India, which Apple reportedly intends to use to avoid tariffs where possible. That factory “only began producing Apple’s top-of-the-line Pro and Pro Max iPhone models for the first time last year,” CNBC reported.

Analysts told CNBC that it would take years to launch a similar manufacturing process in the US, while “there’s no guarantee that US trade policy might not change yet again in a way to make the factory less useful.”

Apple CEO’s potential game plan to navigate tariffs

It appears that there’s not much Apple can do to avoid maximum pain through US-China negotiations. But Apple’s CEO Tim Cook—who is considered “a supply chain whisperer”—may be “uniquely suited” to navigate Trump’s trade war, Fortune reported.

After Cook arrived at Apple in 1998, he “redesigned Apple’s sprawling supply chain” and perhaps is game to do that again, Fortune reported. Jeremy Friedman, associate professor of business and geopolitics at Harvard Business School, told Fortune that rather than being stuck in the middle, Cook may turn out to be a key intermediary, helping the US and China iron out a deal.

During Trump’s last term, Cook raised a successful “charm offensive” that secured tariff exemptions without caving to Trump’s demand to build iPhones in the US, CNBC reported, and he’s likely betting that Apple’s recent $500 billion commitment will lead to similar outcomes, even if Apple never delivers a US-made iPhone.

Back in 2017, Trump announced that Apple partner Foxconn would be building three “big beautiful plants” in the US and claimed that they would be Apple plants, CNBC reported. But the pandemic disrupted construction, and most of those plans were abandoned, with one facility only briefly serving to make face masks, not Apple products. In 2019, Apple committed to building a Texas factory that Trump toured. While Trump insisted that a US-made iPhone was on the horizon due to Apple moving some business into the US, that factory only committed to assembling the MacBook Pro, CNBC noted.

Morgan Stanley analyst Erik Woodring suggested that Apple may “commit to some small-volume production in the US (HomePod? AirTags?)” to secure an exemption in 2025, rather than committing to building iPhones, CNBC reported.

Although this perhaps sounds like a tried-and-true game plan, for Cook, Apple’s logistics have likely never been so complicated. However, analysts told Fortune that experienced logistics masterminds understand that flexibility is the priority, and Cook has already shown that he can anticipate Trump’s moves by stockpiling iPhones and redirecting US-bound iPhones through its factory in India.

While Trump negotiates with China, Apple hopes that an estimated 35 million iPhones it makes annually in India can “cover a large portion of its needs in the US,” Bloomberg reported. These moves, analysts said, prove that Cook may be the man for the job when it comes to steering Apple through the trade war chaos.

But to keep up with global demand—selling more than 220 million iPhones annually—Apple will struggle to quickly distance itself from China, where there’s abundant talent to scale production that Apple says just doesn’t exist in the US. For example, CNBC noted that Foxconn hired 50,000 additional workers last fall at its largest China plant just to build enough iPhones to meet demand during the latest September launches.

As Apple remains dependent on China, Cook will likely need to remain at the table, seeking friendlier terms on both sides to ensure its business isn’t upended for years.

“One can imagine, if there is some sort of grand bargain between US and China coming in the next year or two,” Friedman said, “Tim Cook might as soon as anybody play an intermediary role.”

Ashley is a senior policy reporter for Ars Technica, dedicated to tracking social impacts of emerging policies and new technologies. She is a Chicago-based journalist with 20 years of experience.

Apple silent as Trump promises “impossible” US-made iPhones Read More »

Trump tariffs terrify board game designers

Board games, china, culture, tariffs / Shannon Garcia / April 6, 2025

Placko called the new policy “not just a policy change” but “a seismic shift.”

Rob Daviau, who helps run Restoration Games and designed hit games like Pandemic Legacy, has been writing on social media for months about the fact that every meeting he’s in “has been an existential crisis about our industry.”

Expanding on his remarks in an interview with BoardGameWire late last year, Daviau added that he was a natural pessimist who foresaw a “great collapse in the hobby gaming market in the US” if tariffs were implemented.

Gamers aren’t likely to stop playing, but they might stick with their back catalog (gamers are notorious for having “shelves of shame” featuring hot new games they purchased without playing them… because other hot new games had already appeared). Or they might, in search of a better deal, shop only online, which could be tough on already struggling local game stores. Or games might decline in quality to keep costs lower. None of which is likely to lead to a robust, high-quality board gaming ecosystem.

Stegmaier’s forecast is nearly as dark as Daviau’s. “Within a few months US companies will lose a lot of money and/or go out of business,” he wrote, “and US citizens will suffer from extreme inflation.”

The new tariffs can be avoided by shipping directly from the factories to firms in other countries, such as a European distributor, but the US remains a crucial market for US game makers; Stegmaier notes that “65 percent of our sales are in the US, so this will take a heavy toll.”

For games still in the production pipeline, at least budgetary adjustments can be made, but some games have already been planned, produced, and shipped. If the boat arrives after the tariffs go into effect—too bad. The US importer still has to pay the extra fees. Chris Solis, who runs Solis Game Studio in California, issued an angry statement yesterday covering exactly this situation, saying, “I have 8,000 games leaving a factory in China this week and now need to scramble to cover the import bill.”

GAMA, the trade group for board game publishers, has been lobbying against the new tariffs, but with little apparent success thus far.

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Samsung turns to China to boost its ailing semiconductor division

AI, china, chips, samsung, syndication, Tech / Mike M. / April 3, 2025

Samsung has turned to Chinese technology groups to prop up its ailing semiconductor division, as it struggles to secure big US customers despite investing tens of billions of dollars in its American manufacturing facilities.

The South Korean electronics group revealed last month that the value of its exports to China jumped 54 percent between 2023 and 2024, as Chinese companies rush to secure stockpiles of advanced artificial intelligence chips in the face of increasingly restrictive US export controls.

In one previously unreported deal, Samsung last year sold more than three years’ supply of logic dies—a key component in manufacturing AI chips—to Kunlun, the semiconductor design subsidiary of Chinese tech group Baidu, according to people familiar with the matter.

But the increasing importance of its China sales to Samsung comes as it navigates growing trade tensions between Washington and Beijing over the development of sensitive technologies.

The South Korean tech giant announced last year that it was making a $40 billion investment in expanding its advanced chip manufacturing and packaging facilities in Texas, boosted by up to $6.4 billion in federal subsidies.

But Samsung’s contract chipmaking business has struggled to secure big US customers, bleeding market share to Taiwan Semiconductor Manufacturing Co, which is investing “at least” $100 billion in chip fabrication plants in Arizona.

“Samsung and China need each other,” said CW Chung, joint head of Apac equity research at Nomura. “Chinese customers have become more important for Samsung, but it won’t be easy to do business together.

Samsung has also fallen behind local rival SK Hynix in the booming market for “high bandwidth memory,” another crucial component in AI chips. As the leading supplier of HBMs for use by Nvidia, SK Hynix’s quarterly operating profit last year surpassed that of Samsung for the first time in the two companies’ history.

“Chinese companies don’t even have a chance to buy SK Hynix’s HBM because the supply is all bought out by the leading AI chip producers like Nvidia, AMD, Intel and Broadcom,” said Jimmy Goodrich, senior adviser for technology analysis to the Rand Corporation research institute.

Samsung turns to China to boost its ailing semiconductor division Read More »