Bloomberg Television · Xi and Trump Tackle Tech, Trade, Taiwan, and Tehran | Insight with Haslinda Amin 05/14/2026

1. 1. President Xi Jinping emphasized both nations should be partners, not rivals, for global stability.
2. 2. The U.S. is shifting towards "managed trade," picking winners and losers, not structural changes.
3. 3. Trump's unusual apathy towards Taiwan presents China an opportunity for policy concessions.
4. 4. China's AI growth faces a critical bottleneck due to the limited supply of advanced semiconductors.
5. 5. Undoing China's dominance in rare earth production at scale would take at least 20 years.