Report) US-China Summit: Before & After

09. 26

Issue	Before · May Beijing	After · September Washington	Key Change
Tariffs·Trade	Managing tariff disputes and proceeding with follow-up negotiations. Ceasefire scheduled to end in November.	Trade truce extended to January 10, 2027.	Securing negotiation time rather than resolving disputes.
Economy·Trade	Establishment of Trade and Investment Committees.	China announced a new joint agreement, but the specific details are undisclosed.	Distinguishing between announcement of agreement and actual results.
Agricultural Products	Promise to purchase soybeans separately, along with a commitment to buy at least $17 billion worth of US agricultural products annually.	Continuing existing purchases but the scale of new purchases is unclear.	Checking implementation of existing promises rather than new contracts.
Rare Earths	Agreement reached to resolve stable supply issues.	The US pointed out lack of implementation. New supply conditions are undisclosed.	Difficult to say that the supply issue has been resolved.
AI	No separate summit agreement.	Both leaders confirmed the need for continued dialogue on AI. China proposed discussions on risks and benefits, as well as cooperation to prevent misuse.	Expanding the scope of discussion. Institutionalization of a system for reporting accidents is unclear.
Advanced Semiconductors	US export controls and China's self-reliance in technology continue.	No confirmation of new regulatory changes for advanced GPUs and semiconductor equipment.	Lack of grounds to interpret as easing regulations.
Taiwan	Existing differences in stance remain. The report explains that the US's existing expression does not support Taiwan independence.	China demanded the US oppose Taiwan independence. The US's official response is unclear.	China's demand has strengthened, but there is no confirmation of a change in the US stance.

Issue

Before · May Beijing

After · September Washington

Key Change

Tariffs·Trade

Managing tariff disputes and proceeding with follow-up negotiations. Ceasefire scheduled to end in November.

Trade truce extended to January 10, 2027.

Securing negotiation time rather than resolving disputes.

Economy·Trade

Establishment of Trade and Investment Committees.

China announced a new joint agreement, but the specific details are undisclosed.

Distinguishing between announcement of agreement and actual results.

Agricultural Products

Promise to purchase soybeans separately, along with a commitment to buy at least $17 billion worth of US agricultural products annually.

Continuing existing purchases but the scale of new purchases is unclear.

Checking implementation of existing promises rather than new contracts.

Rare Earths

Agreement reached to resolve stable supply issues.

The US pointed out lack of implementation. New supply conditions are undisclosed.

Difficult to say that the supply issue has been resolved.

No separate summit agreement.

Both leaders confirmed the need for continued dialogue on AI. China proposed discussions on risks and benefits, as well as cooperation to prevent misuse.

Expanding the scope of discussion. Institutionalization of a system for reporting accidents is unclear.

Advanced Semiconductors

US export controls and China's self-reliance in technology continue.

No confirmation of new regulatory changes for advanced GPUs and semiconductor equipment.

Lack of grounds to interpret as easing regulations.

Taiwan

Existing differences in stance remain. The report explains that the US's existing expression does not support Taiwan independence.

China demanded the US oppose Taiwan independence. The US's official response is unclear.

China's demand has strengthened, but there is no confirmation of a change in the US stance.

재테크당