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Friday 3 October 2025
From scenic city to China's AI Silicon Valley: the driving forces behind Hangzhou's transformation
At the annual China International Supply Chain Expo in July 2025, Alibaba Cloud founder and Zhejiang Lab director Dr. Jian Wang personally invited Nvidia CEO Jensen Huang to visit...
Friday 3 October 2025
Nvidia CEO Jensen Huang faces backlash from Trump allies after calling 'China hawk' label a badge of shame
Nvidia CEO Jensen Huang, once praised by President Trump as a patriot, is facing fierce backlash from MAGA hardliners after openly criticizing America's China hawks in a candid podcast...
Friday 3 October 2025
Nvidia's decades-long China strategy disrupted by deepening US-China tech rivalry
For years, Nvidia treated China as one of its most important growth markets, working closely with local partners to embed its GPUs into the country's AI ecosystem. From data centers...
Friday 3 October 2025
Applied Materials warns of revenue hit from expanded US export blacklist
Applied Materials has warned that new US export restrictions will weigh heavily on its business, underscoring the risks American chip-equipment makers face from Washington's widening...
Friday 3 October 2025
Apple and China back BOE in expanding OLED production
Amid its legal battle with Samsung Display (SDC), BOE appears unaffected and is taking a more aggressive stance in the OLED market with the support of the Chinese government and Apple...
Friday 3 October 2025
Alibaba backs Nvidia's physical AI stack to bridge virtual and real worlds
At the Apsara Conference 2025, Alibaba announced its AI platform will integrate Nvidia's full physical AI software stack into its developer toolkit. More than a technical update,...
Friday 3 October 2025
From cleaning floors to building cars: China's Dreame charts EV ambition

In a move that's raised both eyebrows and expectations, Chinese home appliance giant Dreame Technology, best known globally for its robotic...

Friday 3 October 2025
BYD makes bold push in Japan but faces uphill battle for market share
Chinese new energy vehicle (NEV) leader BYD has rapidly gained visibility in Japan through aggressive price competition. However, to convert this visibility into stable market share...
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...
Thursday 2 October 2025
Samsung ex-employees indicted for leaking DRAM tech to CXMT
Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory...
Thursday 2 October 2025
China implements EV export license system to ease internal and external pressures
Starting in 2026, China will require export licenses for electric vehicles (EVs) to address international concerns over dumping and domestic overcapacity. This strategy aims to improve...
Thursday 2 October 2025
Commentary: Tokyo Game Show 2025 turns business-minded; Taiwan eyes AI, VR
The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
China's CNY3.69B compute contract canceled amid delivery doubts
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in...
Thursday 2 October 2025
CoWoS creates turning point for 12-inch SiC
Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates,...