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Wednesday 14 January 2026
Tsinghua's AI quartet and China's 20% bet on AI race
As the global generative AI race enters a more competitive phase, the direction of China's large-model development is no longer shaped by a single company. Instead, it is increasingly influenced by a small group of figures with strong research credentials, engineering expertise, and industry clout
Wednesday 14 January 2026
US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption of denial" to a case-by-case review, provided exporters meet new certification and testing requirements
Wednesday 14 January 2026
China signals photoresist localization shift in supply chain standoff with Japan

China has imposed export controls on selected Japanese dual-use goods, including rare earths, and launched an anti-dumping investigation into Japanese dichlorosilane, further straining bilateral ties. Against this backdrop, Beijing's latest comments on localizing key semiconductor materials have attracted industry attention

Wednesday 14 January 2026
South Korea's fusion energy future questioned with sole focus on magnetic confinement fusion
South Korea's exclusive focus on magnetic confinement fusion technology has raised concerns about its position in the evolving global fusion energy landscape, as other advanced countries pursue dual development paths that combine magnetic and laser nuclear fusion. Experts warn that this singular strategy could limit the nation's competitiveness in next-generation energy solutions
Wednesday 14 January 2026
China's GPU makers go public, advance to 6nm/7nm nodes
China's domestic GPU sector has entered a new phase of capitalization. Moore Threads and MetaX have listed on the STAR Market, Biren debuted on the Hong Kong Stock Exchange in early January 2026, Iluvatar CoreX completed its Hong Kong IPO, and Enflame has finished listing counseling ahead of a STAR Market filing. Within one month, five Shanghai-based GPU firms accessed public capital markets, accelerating the commercialization of China's AI chip industry
Tuesday 13 January 2026
DeepSeek V4 update: Conditional memory reshapes large-model efficiency
DeepSeek founder Liang Wenfeng has published a new paper with a research team from Peking University, outlining key technical directions for next-generation sparse large language models. The study is widely viewed as an early look at the architecture behind DeepSeek V4
Tuesday 13 January 2026
CES 2026: The auto industry's AI boom meets growing doubts
The exhibition halls brimmed with visions of the future: autonomous vehicle cabins designed for emotional interaction, humanoid robots capable of perceiving their surroundings with uncanny depth, and increasingly sophisticated in-car AI systems promising to redefine mobility. The spectacle suggested an industry on the brink of transformation
Tuesday 13 January 2026
Nvidia denies requiring Chinese customers to prepay for H200 chips
Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming the company had imposed unusually strict commercial terms on Chinese buyers amid regulatory uncertainty
Tuesday 13 January 2026
Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these processors into "non-smartphone" products to further raise its level of self-reliance
Tuesday 13 January 2026
How South Korea will revive Gwangju's advanced optical industry
South Korea's optoelectronics industry once grew rapidly with Gwangju as its center, but growth slowed under competition from China. The National Assembly of South Korea recently held a forum to discuss the current state of the photonics market, including opportunities and challenges for Gwangju, which was once a major photonics hub. As optical technologies become core infrastructure supporting AI, cloud computing, and autonomous driving, South Korea's industry is calling for Gwangju to make a transformative integration
Tuesday 13 January 2026
China's EV industry faces a state-mandated reset as energy caps take effect
As 2026 begins, China has put into force the world's first mandatory national standard governing energy consumption for electric vehicles, drawing a sharp new line for an industry that has expanded at breakneck speed for more than a decade
Monday 12 January 2026
China-style NXP model? Unigroup Guoxin buys WeEn to build a design-to-fab power chip platform

Unigroup Guoxin Microelectronics has launched a stock-and-cash deal to acquire control of WeEn Semiconductors, a China-owned power semiconductor IDM that originated from NXP's former bipolar device business

Monday 12 January 2026
US scraps planned restrictions on Chinese-made drones

The US Commerce Department has withdrawn a proposal that would have restricted or potentially barred imports of Chinese-made drones, stepping back from a regulatory effort aimed at addressing national security and supply chain risks, according to a notice posted on a US government website

Monday 12 January 2026
China files for over 200,000 LEO satellites, challenging global spectrum allocation
According to data from the International Telecommunication Union (ITU), China filed in December 2025 to secure frequency and orbital resources for more than 200,000 low-earth orbit (LEO) satellites spread across approximately 14 constellations. This filing represents an unprecedented move in the global competition for LEO satellite networks
Monday 12 January 2026
HP seeks Chinese memory suppliers as DRAM shortage bites
HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, according to analyst commentary citing discussions with Bank of America