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Tuesday 19 May 2026
AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...
Tuesday 19 May 2026
China doubles down on AI-driven manufacturing upgrade
Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial...
Monday 18 May 2026
China agrees to ease rare earth restrictions in Trump deal as Taiwan's chip role takes center stage again
The United States and China have reached a trade and investment agreement that could reshape critical technology supply chains, with Beijing committing to ease restrictions on rare...
Monday 18 May 2026
China's disposable car model reshapes global supply chains
At the 2026 Beijing Auto Show, China's shift toward "disposable cars" carries global repercussions: faster refresh cycles could reshape vehicle lifespans, aftermarket ecosystems, and...
Friday 15 May 2026
Commentary: The Thucydides trap and TSMC's COUPE
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...
Friday 15 May 2026
China keeps tight InP export controls despite Trump-Xi talks
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
Friday 15 May 2026
Trump-Xi summit is Nvidia's best shot at getting back into China
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
Friday 15 May 2026
US clears Nvidia’s H200 for China, but Beijing can still say no
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...
Friday 15 May 2026
US-China ties shift toward balancing tech pressure with controlled competition
The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...
Thursday 14 May 2026
Xi tells Trump's CEO delegation US firms will find 'broader prospects' in China
US President Donald Trump and Chinese President Xi Jinping struck an optimistic tone at their summit in Beijing on Thursday, though their opening remarks quickly revealed competing...
Wednesday 13 May 2026
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

Wednesday 13 May 2026
Moore Threads builds China-made embodied AI stack with Lightwheel.ai

Moore Threads has entered a strategic partnership with Lightwheel Intelligent (Beijing) Technology (Lightwheel.ai) to jointly develop a...

Tuesday 12 May 2026
Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit
China has stepped up export scrutiny of solar photovoltaic equipment, extending controls beyond heterojunction tools to most key production equipment and supply-chain sources, sources...
Tuesday 12 May 2026
Commentary: Trump-Xi summit may offer China a pause, not a truce

Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

Friday 8 May 2026
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...