Supply Lines

Flurry of Trade Talks Shows Nations Realigning Supply Dependencies

A flurry of trade talks this week shows nations realigning to reduce supply dependencies

A Huawei Technologies Co. flagship store in Shenzhen, China, on Wednesday, Oct. 8, 2025. Huawei is preparing to sharply ramp up production of its most advanced artificial intelligence chips over the next year, aiming to win customers in the world’s biggest semiconductor market while Nvidia Corp. struggles with geopolitical headwinds.Photographer: Qilai Shen/Bloomberg

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By Jenny Leonard, Jillian Deutsch, and Kamil Kowalcze

October 31, 2025 at 11:45 AM UTC

This article is for subscribers only.

Hello, I’m Brendan Murray, global trade editor with Bloomberg News based in London. We’re bringing you a special edition of Supply Lines today because of the flurry of trade news over the past 24 hours. Thanks for reading and have a great weekend.

In another sign of deepening implications of national security concerns for the global tech sector, Germany is considering using public funds to pay Deutsche Telekom and other telecom operators to replace Huawei equipment, people familiar with the matter said.