China has reportedly added domestic artificial intelligence processors to its official government procurement list for the first time, according to the Financial Times. The move signals a major effort to accelerate semiconductor self-reliance even as the US authorizes limited exports of Nvidia's advanced H200 chips to the country. The policy shift raises questions over how China will balance its push for indigenous development with continued demand for high-end US hardware
Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia's H200 AI chips to China is Huawei's rapid rise in AI computing. Bloomberg cites multiple sources, stating that after White House officials reviewed Huawei's Ascend series chips and its CloudMatrix 384 AI-native cloud infrastructure platform, they concluded that Huawei's overall performance is now approaching Nvidia's advanced Blackwell-based NVL72 platform. This significantly reduces the need for a total ban on AI chip exports to China
The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted chip sales while still blocking Chinese access to Nvidia's upcoming Blackwell line
The Trump Administration has cleared Nvidia's H200 chips for export to China, imposing a 25% revenue share and restricting sales to "approved customers". Even with those limits, the move marks the most significant loosening of US semiconductor export controls since 2022
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their use as part of China's ongoing strategy to boost domestic semiconductor self-sufficiency. Chinese authorities remain cautious while evaluating how these imports fit within national technology goals
Washington's decision to authorize Nvidia H200 chip exports to China has triggered a strategic debate within Beijing's technology sector. Chinese companies must now balance immediate infrastructure performance against the national mandate for semiconductor self-sufficiency. Analysts suggest the move tests China's resolve to build an independent supply chain while simultaneously allowing the US to clear aging inventory
SK Hynix is considering listing its treasury shares on the US market via American Depositary Receipts (ADRs) but has not made a final decision, the company said. This statement follows Korean media reports suggesting a US listing for about 2.4% of its treasury shares
US President Donald Trump has announced that Nvidia's H200 will be allowed to return to the Chinese market after Jensen Huang's lobbying efforts. Nvidia is expected to resume securing revenue from China
The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies. It also signals a subtle but unmistakable shift in Washington's China tech strategy—from a rigid, across-the-board blockade to a more transactional, negotiable system of conditional controls
As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide
As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a "50-50 chip split" has yet to receive a commitment from Taiwan. However, Taiwanese President Lai Ching-te recently sent a positive message in an interview with US media, stating that Taiwan is willing to assist the US in chip production, and that if the US provides policy support, achieving the "50-50 chip split" goal is possible. This marks a significant shift in the government's stance toward US expectations based on mutual benefits
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been aggressively stockpiling due to shortages. Among US-based CSPs, Google and Microsoft have moved the fastest and come out on top. The four major US CSPs have recently begun product validation with Nanya Technology, intending to diversify DDR4 DIMM module supply beyond Korean memory suppliers
YMTC filed a lawsuit on December 5, 2025, in the US District Court in Washington, challenging the US Department of Defense's decision to label it as linked to the Chinese military, asking the court to block enforcement of the listing and overturn the designation
Samsung Electronics, fresh off completing sixth-generation HBM4 development, is reportedly accelerating DRAM capacity expansion in a renewed effort to reclaim leadership in AI memory
Apple supplier Jahwa Electronics plans to expand its actuator factory in Gumi, South Korea, to meet rising demand for high-end folded-zoom actuators from Apple and other customers
