China Risk Intelligence Briefings

China now dominates global patent filing volumes, leading PCT applications since 2019 with 73,718 filings in 2025 against the US's 52,617, but the more consequential questions concern enforcement quality, international reach, and who actually owns and controls the underlying IP.

The GPU supply chain is effectively a near-monopoly controlled by a handful of allied companies. The battle over who can build, buy, and block access to advanced AI chips is redefining the frontlines of global power.

Chinese-owned smart TV brands TCL and Hisense hold ~26% of the US market while collecting continuous ACR surveillance data under state ownership structures and Chinese laws that require handing that data to the government on demand.

China is racing to dominate the global humanoid robotics market through state-subsidized pricing and military-linked companies like Unitree and UBTECH, drawing escalating U.S. regulatory responses including potential FCC Covered List and DoD 1260H designations.

China has surged ahead of Western rivals in advanced materials like OLED panels, magnets, and carbon fiber, while still lagging in semiconductor photoresists — and state-backed companies are racing to close that gap too.

The FCC has banned all foreign-manufactured consumer routers from receiving equipment authorization, putting 75% of the US market at risk and forcing major brands including TP-Link, Netgear, ASUS, and Eero to apply for conditional approval or exit the US market entirely