It is a little hard to get through the weeds on this, but I see this as a SIGNIFICANT escalation on the part of the Chinese. They are playing hardball. I'm a little surprised I don't see the big American defense contractors on any unreliable entity list such as RTX corporation (formerly Raytheon). Is this because they're better at compliance? On a somewhat unrelated point, if the Chinese are escalating on the trade front, I don't see the TikTok deal happening despite President Trump's assertion that it was a 'done deal'. Am I wrong?
It is a little hard to get through the weeds on this, but I see this as a SIGNIFICANT escalation on the part of the Chinese. They are playing hardball. I'm a little surprised I don't see the big American defense contractors on any unreliable entity list such as RTX corporation (formerly Raytheon). Is this because they're better at compliance? On a somewhat unrelated point, if the Chinese are escalating on the trade front, I don't see the TikTok deal happening despite President Trump's assertion that it was a 'done deal'. Am I wrong?
And both Raytheon and Rockheed on the unreliable entity list already: https://www.mofcom.gov.cn/zwgk/zcfb/art/2025/art_c164b1339d694766938f75c1f83bddf8.html
Both sides take TikTok as a separate case from the overall tech competition.