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Wednesday 15 July 2026
US licenses widen Nvidia H200 access in China, but shipments remain minimal

Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

Wednesday 15 July 2026
China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

After an eight-day trip through Beijing, Shanghai, and Hangzhou, Linux Foundation Global AI CTO Matt White published a detailed account...

Tuesday 14 July 2026
Commentary: Forget AI chips — China's top science awards reveal what Beijing is actually building
China has nine years left to meet its goal of becoming a global science and technology powerhouse by 2035.
Monday 13 July 2026
China Life commits US$700M to semiconductor fund under Beijing's patient capital strategy

China Life Insurance Company Limited plans to invest CNY4.999 billion (US$697 million) in a new CNY5 billion semiconductor private...

Monday 13 July 2026
Tencent seeks control of Manus after China blocks Meta's US$2 billion AI deal

Tencent is in talks to become the largest shareholder in Manus, leading a proposed buyback of the AI agent startup after Chinese regulators...

Monday 13 July 2026
China's Nvidia H200 pivot reveals why CUDA still rules AI

China is preparing to allow a limited number of Nvidia H200 AI accelerators into the country, giving Alibaba, ByteDance, and DeepSeek...

Monday 13 July 2026
AI's new gatekeepers: US and China tighten grip on frontier models

The world's most powerful AI models are encountering a new constraint beyond chips, data and engineering talent: governments increasingly...

Friday 10 July 2026
China's temporary helium export ban signals fears of a prolonged Middle East supply squeeze
China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle...
Friday 10 July 2026
Xiaomi Auto launches new sub-brand for long-range SUVs

Xiaomi Auto has unveiled a new brand aimed at long-range SUVs, a move that could broaden its appeal beyond China and intensify competition...

Thursday 9 July 2026
What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend...
Thursday 9 July 2026
China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology...

Wednesday 8 July 2026
Netherlands presses China talks on Nexperia and ASML trade frictions
The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials...
Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...

Wednesday 8 July 2026
Beijing's rumored AI model debate signals new era of technology controls
Beijing appears to be edging toward restricting overseas access to its most advanced artificial-intelligence (AI) models, a shift that would mirror recent moves in Washington and signal...
Wednesday 8 July 2026
China eyes AI model curbs as tech rivalry moves beyond chips

For years, Washington and Beijing focused much of their tech rivalry on silicon. Now the front line may be moving to the AI models the...