China trade council: electronics trade friction index high for 68 straight months

The signal here is persistence rather than any single event: an electronics-specific friction gauge sitting high for 68 straight months points to a structural, entrenched pattern in cross-border tech trade, not a passing dispute. That matters most for electronics manufacturers and exporters whose supply chains and market access span China and its trading partners. The council's refusal to disclose the reading or causes limits how much can be inferred about severity or direction. Whether the index's underlying drivers are tariff-driven, export-control-driven, or both is the open question, and disclosure of the actual reading would be the next thing worth watching.