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Tuesday 13 January 2026
Nvidia denies requiring Chinese customers to prepay for H200 chips
Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming the company had imposed unusually strict commercial terms on Chinese buyers amid regulatory uncertainty
LATEST STORIES
Wednesday 14 January 2026
South Korea's tech independence drive under scrutiny over China links
South Korea's push to build sovereign artificial intelligence foundation models is facing heightened scrutiny as several domestic contenders in a government-backed selection process are accused of relying on Chinese technologies, raising questions about how independence should be defined in national AI development
Wednesday 14 January 2026
CXMT launches US$4bn bid to break DRAM market control
Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating memory procurement from China's ChangXin Memory Technologies (CXMT) to relieve mounting supply pressure
Wednesday 14 January 2026
Tsinghua's AI quartet and China's 20% bet on AI race
As the global generative AI race enters a more competitive phase, the direction of China's large-model development is no longer shaped by a single company. Instead, it is increasingly influenced by a small group of figures with strong research credentials, engineering expertise, and industry clout
Wednesday 14 January 2026
US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption of denial" to a case-by-case review, provided exporters meet new certification and testing requirements
Wednesday 14 January 2026
China signals photoresist localization shift in supply chain standoff with Japan

China has imposed export controls on selected Japanese dual-use goods, including rare earths, and launched an anti-dumping investigation into Japanese dichlorosilane, further straining bilateral ties. Against this backdrop, Beijing's latest comments on localizing key semiconductor materials have attracted industry attention

Wednesday 14 January 2026
South Korea's fusion energy future questioned with sole focus on magnetic confinement fusion
South Korea's exclusive focus on magnetic confinement fusion technology has raised concerns about its position in the evolving global fusion energy landscape, as other advanced countries pursue dual development paths that combine magnetic and laser nuclear fusion. Experts warn that this singular strategy could limit the nation's competitiveness in next-generation energy solutions
Wednesday 14 January 2026
China's GPU makers go public, advance to 6nm/7nm nodes
China's domestic GPU sector has entered a new phase of capitalization. Moore Threads and MetaX have listed on the STAR Market, Biren debuted on the Hong Kong Stock Exchange in early January 2026, Iluvatar CoreX completed its Hong Kong IPO, and Enflame has finished listing counseling ahead of a STAR Market filing. Within one month, five Shanghai-based GPU firms accessed public capital markets, accelerating the commercialization of China's AI chip industry
Tuesday 13 January 2026
DeepSeek V4 update: Conditional memory reshapes large-model efficiency
DeepSeek founder Liang Wenfeng has published a new paper with a research team from Peking University, outlining key technical directions for next-generation sparse large language models. The study is widely viewed as an early look at the architecture behind DeepSeek V4
Monday 12 January 2026
China-style NXP model? Unigroup Guoxin buys WeEn to build a design-to-fab power chip platform

Unigroup Guoxin Microelectronics has launched a stock-and-cash deal to acquire control of WeEn Semiconductors, a China-owned power semiconductor IDM that originated from NXP's former bipolar device business

Monday 12 January 2026
US scraps planned restrictions on Chinese-made drones

The US Commerce Department has withdrawn a proposal that would have restricted or potentially barred imports of Chinese-made drones, stepping back from a regulatory effort aimed at addressing national security and supply chain risks, according to a notice posted on a US government website

Monday 12 January 2026
China files for over 200,000 LEO satellites, challenging global spectrum allocation
According to data from the International Telecommunication Union (ITU), China filed in December 2025 to secure frequency and orbital resources for more than 200,000 low-earth orbit (LEO) satellites spread across approximately 14 constellations. This filing represents an unprecedented move in the global competition for LEO satellite networks
Monday 12 January 2026
HP seeks Chinese memory suppliers as DRAM shortage bites
HP is reportedly evaluating Chinese memory suppliers as a global shortage of DRAM tightens supply for consumer devices, according to analyst commentary citing discussions with Bank of America
Monday 12 January 2026
Beijing's tech standards reshape global auto industry
As the world's largest market for electric vehicles, China is quietly rewriting the competitive logic of the global automotive industry. By redefining technical thresholds, Beijing is exerting a form of "soft power" that transcends its borders, forcing automakers from Detroit to Wolfsburg to rethink how they build cars for the world
Monday 12 January 2026
Huawei steps up 2026 smartphone offensive, Pura series targets market share
Despite ongoing US restrictions on Huawei's access to 5G smartphone chips and Google Mobile Services (GMS), the company has re-established a strong position in China by advancing its HarmonyOS ecosystem and pushing for semiconductor component breakthroughs. In 2025, Huawei briefly returned to the top of China's quarterly smartphone sales rankings and currently remains among the market's top three vendors by share
Monday 12 January 2026
South Korea accelerates SiC and GaN power chip production with new policy push
South Korea is stepping up policy support for next-generation power semiconductors as part of a broader push to strengthen domestic chip manufacturing and reduce reliance on overseas suppliers, with local foundries accelerating the commercialization of silicon carbide (SiC) and gallium nitride (GaN) devices