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Tuesday 9 December 2025
China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge
After US President Donald Trump approved Nvidia's H200 exports to China on 9 December, domestic GPU start-up Moore Threads responded with rapid action
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Wednesday 10 December 2025
Amazon plans more than US$35 billion in new India investments through 2030
Amazon plans to invest more than US$35 billion in India across its businesses through 2030, expanding on the nearly US$40 billion it has already invested in the country, the company said on December 10, 2025, at the sixth Amazon Smbhav Summit in New Delhi. The planned investment will target business expansion and three priority areas: AI-driven digitization, export growth, and job creation
Wednesday 10 December 2025
Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters report, as US authorities simultaneously dismantled a China-linked network accused of smuggling more than US$160 million worth of GPUs to restricted markets, CNBC reported, citing newly unsealed court documents and a statement from the US Attorney’s Office for the Southern District of Texas

Wednesday 10 December 2025
HTC's AI glasses expand to Hong Kong and target Greater China
After launching its first smart glasses, the Vive Eagle, HTC has been selling the device in Taiwan through partners such as Taiwan Mobile and 2020EYEhaus. It has announced on its official social media channels that Vive Eagle will debut in Hong Kong on December 10, 2025. Expanding the sales regions is expected to boost HTC's overall business performance
Wednesday 10 December 2025
Hygon–Sugon mega merger collapses in China's compute sector
China's biggest planned consolidation in domestic computing power has collapsed, jolting the sector. Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced on December 9, 2025, that they were scrapping a merger and restructuring plan that had been under preparation for more than six months
Wednesday 10 December 2025
Trump greenlights Nvidia's H200 for China, reshaping AI arms race
The Trump Administration has cleared Nvidia's H200 chips for export to China, imposing a 25% revenue share and restricting sales to "approved customers". Even with those limits, the move marks the most significant loosening of US semiconductor export controls since 2022
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their use as part of China's ongoing strategy to boost domestic semiconductor self-sufficiency. Chinese authorities remain cautious while evaluating how these imports fit within national technology goals
Wednesday 10 December 2025
Microsoft, Intel outline major commitments in meetings with Indian PM
Prime Minister Narendra Modi met Microsoft CEO Satya Nadella and Intel CEO Lip-Bu Tan in New Delhi, where the two US tech leaders outlined major investments and support for India's ambitions in artificial intelligence and semiconductors
Wednesday 10 December 2025
South Korea's EV charging industry seeks localization to overcome market challenges
South Korea's electric-vehicle (EV) charging industry has long held a technological edge, with world-class hardware and contributions to international standards. Yet its domestic market remains small, and its reliance on imported core components has pushed major players into a difficult corner
Wednesday 10 December 2025
US clears Nvidia H200 shipments, challenging China's tech ambitions
Washington's decision to authorize Nvidia H200 chip exports to China has triggered a strategic debate within Beijing's technology sector. Chinese companies must now balance immediate infrastructure performance against the national mandate for semiconductor self-sufficiency. Analysts suggest the move tests China's resolve to build an independent supply chain while simultaneously allowing the US to clear aging inventory
Wednesday 10 December 2025
SK Hynix says no decision yet on potential US ADR listing of treasury shares
SK Hynix is considering listing its treasury shares on the US market via American Depositary Receipts (ADRs) but has not made a final decision, the company said. This statement follows Korean media reports suggesting a US listing for about 2.4% of its treasury shares
Wednesday 10 December 2025
Singapore semiconductor head: Export controls overtake tariffs as key Asia risk
Singapore is reinforcing its role as a neutral semiconductor hub while urging Southeast Asian nations to integrate their supply chains, as complex US export controls overtake tariffs as the region's primary business challenge, according to Singapore Semiconductor Industry Association (SSIA) Executive Director Ang Wee Seng
Wednesday 10 December 2025
H200 returns to China's market, but local chipmakers have already built resilience
US President Donald Trump has announced that Nvidia's H200 will be allowed to return to the Chinese market after Jensen Huang's lobbying efforts. Nvidia is expected to resume securing revenue from China
Wednesday 10 December 2025
Analysis: US eases Nvidia chip ban, marking pivot in China tech strategy
The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies. It also signals a subtle but unmistakable shift in Washington's China tech strategy—from a rigid, across-the-board blockade to a more transactional, negotiable system of conditional controls
Wednesday 10 December 2025
Micro LED's moment: Asia races to dominate the next display revolution
As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide
Wednesday 10 December 2025
Taiwan signals openness to US chip targets on condition of support
As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a "50-50 chip split" has yet to receive a commitment from Taiwan. However, Taiwanese President Lai Ching-te recently sent a positive message in an interview with US media, stating that Taiwan is willing to assist the US in chip production, and that if the US provides policy support, achieving the "50-50 chip split" goal is possible. This marks a significant shift in the government's stance toward US expectations based on mutual benefits