The US Department of Commerce (DOC) recently notified Nvidia that future AI chips H20 intended for the Chinese market will require an "indefinite license" for export to Hong Kong, Macau, and mainland China, effectively amounting to a sales ban. This sudden move raises concerns regarding whether local Chinese chip manufacturers have alternative solutions ready. In fact, Huawei seems to have already sensed unfavorable changes in the wind

China and Malaysia struck 31 cooperation agreements during Chinese President Xi Jinping's state visit, part of his push to deepen ties in Southeast Asia to counter mounting pressure from the US

China's economy has endured a series of profound shocks, beginning with the stringent pandemic lockdowns, followed by the collapse of Evergrande and the financial crisis at Country Garden Holdings. These crises triggered a significant decline in societal wealth and caused urban real estate prices to fall, resulting in numerous incomplete construction projects. These challenges present complex problems that are difficult to resolve

With its new Tokyo unit, AI chip startup Rebellions is positioning itself to play a pivotal role in Japan's burgeoning AI data center ecosystem. The company's local push comes as Japan ramps up investment in AI infrastructure, and as demand grows for advanced semiconductors capable of powering large-scale AI models

After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff uncertainty is hindering their ability to forecast full-year impact amid US chip reshoring efforts. Despite this, ASML anticipates China to represent over 25% of its 2025 sales, driven by DUV system demand and a diversifying customer base beyond top chipmakers

XPeng Motors plans to begin mass production of its proprietary AI chip, "Turing," in the second quarter of 2025, with deployment across all of its vehicle models. The chip may also power autonomous flying vehicles and robots developed by XPeng's affiliated ventures, according to reports from the South China Morning Post and Sina Finance

As US-China tariff tensions intensify, Beijing has indicated plans to impose steep duties on American semiconductor firms. According to the China Semiconductor Industry Association (CSIA), integrated circuits—regardless of packaging—will be classified based on the location of their wafer design at customs

The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement among upstream manufacturers. However, the relief has done little to ease broader concerns among brand operators, who continue to grapple with rising component costs and weakening consumer demand. Industry sources warn that these pressures could lead to significant shifts in smartphone market share across North America in 2025

On the evening of April 15, XPeng held a global strategic launch event in Hong Kong to announce its automotive strategy for the AI era and unveiled the 2025 XPeng X9. Chairman and CEO Xiaopeng He stated that the 2025 X9 sets a new benchmark for smart mobility with 496 technical upgrades and 35% new components

The Chinese companies complain about America's non-tariff barriers, but many foreign car manufacturers and brands want to enter the Chinese market—what company hasn't returned defeated

The ongoing trade dispute between the US and China continues to escalate, with Chinese original equipment manufacturers (OEMs) finding themselves caught in a dilemma due to internal and external pressures. According to industry sources, threats of tariffs exceeding 100%, blocked loopholes for origin circumvention, and policy uncertainties have forced many businesses to suspend acceptance of US orders while seeking market diversification to mitigate risks. However, a sluggish domestic market, painful transitions, and a volatile international trading environment leave these companies in a difficult position

Xiaomi is restructuring its mobile division ahead of the launch of its first in-house smartphone SoC, branded "Xuanjie." According to ICsmart and Guancha, the company has created a dedicated Chip Platform Department within its product team, appointing Qin Muyun as department head. Qin, who previously served as Senior Director of Product Marketing at Qualcomm, brings years of semiconductor experience and has been with Xiaomi since at least 2021

Despite growing interest in humanoid robots, industry experts are raising critical questions about their practical utility, privacy risks, and ethical implications. At the core of their concerns is a call for clearer regulations to safeguard user data and address labor market disruptions. They also argue that technological innovation should focus on improving human life, rather than merely pursuing commercial gains

The US-China tariff war has escalated once again, with the US announcing tariffs as high as 145% on Chinese goods. In response, China has implemented a countermeasure of 125% tariffs, plunging international trade into turbulent waters. In this invisible battle, manufacturers and traders are resorting to various survival tactics, seeking a glimmer of hope amid the chaos