America’s China tech crackdown risks innovation, energy and AI growthThe United States is intensifying efforts to reshape strategic technology supply chains by reducing dependence on Chinese manufacturing, introducing a series of measures targeting sectors in which China has become a dominant global supplier. These industries represent areas where Chinese manufacturers currently enjoy significant economies of scale and well-established global supply chains. As a result, replacing existing suppliers would likely prove far more complex than simply expanding domestic production. China currently dominates much of the global solar manufacturing supply chain, from polysilicon and wafers to solar cells and finished photovoltaic modules. Many American companies continue to rely on Chinese manufacturing capabilities, while Chinese exporters benefit from access to international markets and global investment.