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Friday 12 December 2025
Huawei–SMIC chip hits milestone, still lags TSMC’s 5nm

China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC)...

Thursday 11 December 2025
China's polysilicon glut triggers US-backed supply chain realignment

China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage...

Thursday 11 December 2025
China weighs Nvidia's H200 amid US export shift and supply constraints
The US government's decision to allow Nvidia to export its H200 AI chips to China has reopened a major channel for American semiconductor revenue, but whether Beijing will embrace...
Wednesday 10 December 2025
China adds local chips to procurement list as US approves Nvidia H200 exports
China has reportedly added domestic artificial intelligence processors to its official government procurement list for the first time, according to the Financial Times. The...
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
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...
Wednesday 10 December 2025
US clears Nvidia H200 shipments, challenging China's tech ambitions
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...
Tuesday 9 December 2025
YMTC sues US govt to overturn Chinese military-company designation
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,...
Thursday 4 December 2025
US races to shore up drone supply chain as China forges ahead

The US is accelerating efforts to rebuild a secure, China-free drone supply chain as Beijing's gains in unmanned aircraft technology and...

Wednesday 3 December 2025
Malaysia reassures China on US trade pact amid domestic backlash
China's Ministry of Commerce (MOFCOM) has raised concerns regarding Malaysia's recent trade agreement with the US, prompting Kuala Lumpur to provide detailed clarifications. Malaysia's...
Monday 1 December 2025
PaleBlueDot AI seeks US$300m loan for Nvidia chips
US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data...
Monday 1 December 2025
Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy...

Friday 28 November 2025
Japan's BIH and Beijing Hoshikawa to mass-produce semi-solid batteries for BAIC hybrids in 2026
Japanese startup BIH and Chinese automotive battery firm Beijing Hoshikawa New Energy Battery Technology announced on November 26, 2025, the successful implementation of semi-solid...
Thursday 27 November 2025
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs...
Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Friday 21 November 2025
Huawei lifts Shenzhen to China's No. 2 chip design hub

China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025,...