CSET’s Ngor Luong, Sam Bresnick, and Kathleen Curlee shared their expert analysis in an op-ed published by The Wire China. In their piece, they discussed the changing landscape for U.S. big tech companies in China, highlighting their declining sales amidst increasing competition from Chinese counterparts and a deteriorating business environment. Despite declining sales and increasing pressures to reduce reliance on China due to various factors, including concerns about dependence and geopolitical tensions, U.S. tech firms continue to maintain ties with China while exploring alternatives.

The authors emphasized the intricate balance U.S. big tech companies face in navigating their relationship with China, noting, “Selectively de-risking linkages to China could help companies be more resilient to the next geopolitical shock. At the same time, preserving ties to China may help stabilize otherwise rocky U.S.-China economic and technology relations.”

They also cite their recent report, ‘Which Ties Will Bind?‘, which seeks to trace and analyze the complex financial and economic linkages that leading U.S. tech companies supporting Ukraine have with China. Their research revealed that Amazon and Microsoft conduct AI research in China, and the latter’s Beijing-based center produces over 9 percent of the company’s total AI-related conference papers.

To read the article, visit The Wire China.