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Thursday 25 September 2025
Taiwan curbs chip exports to South Africa in rare diplomatic clash

Taiwan has imposed new restrictions on semiconductor exports to South Africa, citing national security concerns in a dispute that underscores...

Wednesday 24 September 2025
China turns farmland into AI powerhouse to rival Stargate
China is building the "Zhonghua Data Islands" AI compute hub in Wuhu, Anhui province, jointly run by Huawei, China Telecom, China Unicom, and China Mobile. Serving Shanghai, Hangzhou,...
Wednesday 24 September 2025
Inside Huawei's bid to outflank Nvidia: clusters, optics, and a 3-year AI roadmap
Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking...
Wednesday 24 September 2025
China unveils grand plans for AI independence amid tech war
China's top leadership is signaling a major shift in its national strategy, elevating artificial intelligence to a core priority. The official Communist Party theoretical journal,...
Tuesday 23 September 2025
Nvidia-Intel alliance deepens US-China tech divide
Nvidia said it will invest US$5 billion in Intel and broaden cooperation in semiconductor design and development. The deal does not include chip fabrication but is viewed as a key...
Friday 19 September 2025
European Union Chamber of Commerce in China urges Beijing to address cutthroat competition, price wars, and rare earth issues
The European Union Chamber of Commerce in China (European Chamber) has called on Beijing to address the issues of price wars and over-intense competition in manufacturing. In a statement,...
Friday 19 September 2025
Domestic AI chips forecast to capture over half of China's market by 2027
Once confined to gaming arcades, GPUs have transformed into the lifeblood of the AI revolution. Nvidia, the undisputed industry titan, wields what many call the "golden shovel" in...
Thursday 18 September 2025
DeepSeek AI conducts undisclosed risk evaluation amid heightened Chinese regulatory scrutiny
China's DeepSeek has reportedly carried out an internal assessment of potential risks posed by its AI models to public safety and social stability, although it has not made the results...
Thursday 18 September 2025
China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions
China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared...
Thursday 18 September 2025
Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip
Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already...
Thursday 18 September 2025
Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power
Just as Washington and Beijing are preparing to resume trade talks, China's State Administration for Market Regulation (SAMR) has thrown a wrench into the works. The agency accused...
Wednesday 17 September 2025
China's TI anti-dumping probe likely more symbolic than punitive
China is reportedly probing whether US-made analog chips are being dumped into its market, a move widely seen as targeting Texas Instruments (TI), the dominant US supplier of analog...
Wednesday 17 September 2025
China opens anti-dumping probe into US chipmakers amid tariff tensions

China's Ministry of Commerce has announced a sweeping anti-dumping and anti-subsidy investigation into certain analog ICs imported from...

Tuesday 16 September 2025
Loongson's first GPU 9A1000 nears tape-out, deliveries slated for 3Q25
Loongson Technology said it has completed development of its first in-house GPU, the 9A1000, which is moving into tape-out testing. Pending successful results, shipments to customers...
Tuesday 16 September 2025
Beijing's anti-dumping drive puts US analog chips on notice, clearing path for Chinese alternatives
The US–China semiconductor dispute has entered a new phase of escalation, with the US Department of Commerce adding 23 Chinese entities to its Entity List, including 13 semiconductor...