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Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea

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China tightens solar policy to cull excess TOPCon capacity

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Taiwan retains control of the AI server ecosystem, but for how long?

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Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies

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AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains

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SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields

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Commentary: Musk, Huang, and H200—Nvidia's last chip in China

Amanda Liang, Commentary

May 20, 2026, 07:19 0

Credit: Image from X

US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's H200 chips and China's broader AI supply chain continue to reshape the market...

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