Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM capacity and bandwidth shape the speed and efficiency of AI training and inference. From Nvidia's H100 to the GB200, HBM capacity has grown 2.4 times and bandwidth 2.6 times. Despite that, China still lacks self-developed HBM and cutting-edge AI chips, which have been left exposed to Washington's pressure points

The US International Trade Commission (ITC) has issued a preliminary ruling siding with Samsung Display (SDC) in its trade secrets case against Beijing-based BOE Technology. The decision could bar the Chinese company from the US OLED market for nearly 15 years

Dongfeng Motor Corporation, one of China's largest state-owned automakers, is divesting its 50% stake in Dongfeng Honda Engine Co., a joint venture with Japan's Honda Motor Co., in a move that signals a decisive pivot away from internal combustion engines and toward electric mobility