Updated
Updated · South China Morning Post · Jun 10
US Firms Lose Sales Under Trump China Curbs, 61% Hit by Export Controls Cede Business
Updated
Updated · South China Morning Post · Jun 10

US Firms Lose Sales Under Trump China Curbs, 61% Hit by Export Controls Cede Business

3 articles · Updated · South China Morning Post · Jun 10

Summary

  • 175 US-China Business Council respondents showed nearly half were affected by US export controls and sanctions, and 61% of those firms lost sales to Chinese competitors.
  • That loss rate rose 5 percentage points from 2025, with the council saying buyers are shifting elsewhere because US controls are not calibrated to help American companies and rivals can backfill supply.
  • More than 72% of surveyed companies were also hit by bilateral tariffs, and nearly 40% of affected businesses said US duties cost them sales.
  • The survey found few signs that the trade restrictions are driving meaningful reshoring, undercutting a central policy goal of the Trump measures.

Insights

Are US export controls inadvertently creating the very tech competitors they were designed to thwart?
With supply chains shifting from China, is the US just swapping one foreign dependency for another?