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Wednesday 10 June 2026
Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen...
Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
Wednesday 10 June 2026
China rejects US military-linked listing of Alibaba, Baidu and BYD, calls move unjustified
The US Department of Defense has added major Chinese companies, including Alibaba Group, Baidu, and BYD, to its Chinese Military Companies list, drawing swift public rejection from...
Tuesday 9 June 2026
US Pentagon adds BYD, Alibaba to China military company list
The US Department of Defense has updated its list of companies identified as Chinese military companies operating in the US, adding a wide range of technology, telecom, semiconductor,...
Tuesday 9 June 2026
Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns
Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive...
Monday 8 June 2026
Wingtech sues Nexperia's Dutch entities as cross-border control dispute deepens
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance,...
Friday 5 June 2026
US targets China's PCB grip as AI and defense supply risks mount
As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed...
Friday 5 June 2026
Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech
Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their...
Monday 1 June 2026
US moves to block Nvidia AI chips from reaching Chinese firms overseas

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

Monday 1 June 2026
Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas
Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...
Monday 1 June 2026
SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure
SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...
Sunday 31 May 2026
Pentagon funding talks put US drone startups on wartime footing
The Trump administration is in talks to provide funding to several US drone companies, in a move that would mark a stronger federal push to expand domestic drone manufacturing and...
Thursday 28 May 2026
Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal
Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part...
Thursday 28 May 2026
ByteDance's chip ambition grows with US$70 billion capex plan
ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make...
Wednesday 27 May 2026
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...