# US-China Technology Decoupling

The US and China keep widening the separation of their technology sectors from chips toward platforms, models, and corporate access, and each new designation or countersuit pushes firms to pick a side and rebuild supply chains around the bloc they serve.

- Conviction: 47 / 100 (weakening)
- 7-day move: 0
- Horizon: Short term (next 30 days)
- Tracking since: 2026-06-28T00:00:00.000Z
- Last updated: 2026-07-07T14:00:02.329Z
- Canonical: https://polylog.news/ai/trends/us-china-tech-decoupling
- Publisher: Polylog
- Affected regions: United States, China

## Recent score history

- 2026-07-06: 49
- 2026-07-07: 47

## Recent evidence

- [confirms] Anthropic Cuts Off Claude Code in China Over Distillation Claims, Alibaba Bans It Back (2026-07-05): Anthropic cut off Claude Code access inside China citing distillation of its models, and Alibaba retaliated by banning the tool, pushing firms to pick a bloc.
- [confirms] Claim That Claude Code Marks Requests Reopens the Question of Agent Oversight (2026-07-01): A developer alleges Anthropic's coding agent may flag China-linked API routes, an example of frontier tooling drawing bloc-based distinctions along the US-China divide.

4 more evidence entries, the full score history, the conviction-driver timeline, and affected assets are for subscribers: https://polylog.news/pricing