CONNECT WITH US
Thursday 17 April 2025
Jensen Huang visits Beijing following H20 export ban to China
Nvidia CEO Jensen Huang arrived in Beijing on April 17, 2025, just days after the US government imposed an indefinite export restriction on the company's H20 AI chip to China. The timing of Huang's visit—at the invitation of the China Council for the Promotion of International Trade (CCPIT)—has sparked speculation about how Nvidia plans to navigate escalating US-China tensions and its role at the center of the global AI race
Thursday 17 April 2025
Xpeng's high-tech global strategy aims to navigate EV industry consolidation
In the face of rising global tariff pressures and an increasingly volatile automotive market, Chinese automaker Xpeng Motors is bucking the trend, actively accelerating its expansion into overseas markets. Xpeng's Co-founder and Chairman of the Board, Xiaopeng He, stated that over the next decade, competition in the automotive industry will be fierce, and only 5 to 7 electric vehicle manufacturers will ultimately survive
Thursday 17 April 2025
Taiwan's tech supply chain faces uncertainties as US tariffs exclude key Apple wearables
Taiwan's supply chain firms are navigating a turbulent landscape as the US continues to recalibrate its tariff policies. While recent exemptions for smartphones, laptops, and other electronic devices have offered temporary relief to major brands like Apple, wearables such as the Apple Watch and AirPods remain excluded from these lists. This exclusion injects new uncertainty into the market, particularly for suppliers already grappling with razor-thin profit margins
Thursday 17 April 2025
Boeing deliveries halted by China as trade tensions deepen
Chinese authorities have directed domestic airlines to stop accepting new Boeing aircraft deliveries, escalating tensions amid the ongoing US-China trade dispute, according to sources familiar with the matter. The move follows President Trump's recent imposition of high tariffs on Chinese goods
Thursday 17 April 2025
Google's renewed bid to export South Korean Map data stirs market and trade tensions
Google has once again requested permission from the South Korean government to export high-precision map data, marking its third attempt in nearly two decades. The move, confirmed by local media reports including Chosun Biz and ET News, comes amid increasing US trade pressure and raises concerns about the impact on South Korea's domestic digital mapping industry
Thursday 17 April 2025
Beijing targets 'Made in USA' chips as trade war turns surgical
The US-China trade war is stuck in a deadlock, with both governments refusing to back down. Beijing's early defiance—vowing to "fight to the end"—gave way to silence after Washington announced tariff hikes reaching 145%, signaling a tactical recalibration by Chinese authorities
Thursday 17 April 2025
China responds to Trump's tariff with calculated silence and strategic retaliation

In the latest chapter of a rekindled trade war, Beijing has chosen silence over rhetoric, discipline over drama. As President Donald Trump returns to the White House and reasserts his hardline stance against China, the Chinese government has adopted what analysts describe as a strategy of fighting fire with fire— calculated, forceful, but notably devoid of public escalation

Thursday 17 April 2025
Nvidia H20 export restrictions: local AI chips in China see opening
Following Nvidia's announcement of its latest production plans in the US, the company has received notification from the US Department of Commerce (DOC) that its downgraded H20 products will face export controls when shipped to China. While this news is unfavorable for Chinese cloud service providers, industry sources believe most clients have already prepared contingency plans
Thursday 17 April 2025
Beijing launches 3-year 5G smart city application plan
Recently, Beijing announced a three-year action plan aimed at achieving large-scale 5G applications and industry integration by the end of 2027. The goals include reaching a 100% penetration rate of 5G among individual users, over 75% of the city's network traffic carried by 5G, and 45% industrial adoption, thereby creating a leading global smart city
Thursday 17 April 2025
South Korea's AI paradox: patent prowess, model scarcity, and talent drain
South Korea has emerged as a global frontrunner in artificial intelligence (AI) patent filings, securing the highest per capita rate worldwide. According to the latest AI Index Report from Stanford University's Human-Centered AI Institute (Stanford HAI), in 2022, South Korea recorded 10.26 AI-related patent registrations per 100,000 people, outpacing Luxembourg (8.73), the US (4.23), and Japan (2.53)
Thursday 17 April 2025
Xiaomi delays major product launches as it goes through fallout of fatal EV crash
Xiaomi has postponed a major product launch event that was expected to unveil a new smartphone, AI glasses, tablet devices, and the YU7 electric vehicle, according to industry sources. No new date has been announced for the rescheduled event. The delay follows growing concerns tied to a fatal crash in late March involving the company's SU7 model in Anhui Province, which resulted in the deaths of three students
Thursday 17 April 2025
US factory setback for China's Gotion high-tech; will Taiwanese firms step in?

Gotion High-Tech, one of China's top lithium battery manufacturers, had positioned itself as a trailblazer among Chinese companies expanding into the US market. However, the company's foray into America has not been without hurdles. Recently, reports from international media revealed that operations at its US factory have been halted. In response, Gotion stated that its projects in Illinois are still progressing steadily

Thursday 17 April 2025
Huawei unveils new AI chip just one day after US bans Nvidia's H20 exports
The US Department of Commerce (DOC) recently notified Nvidia that future AI chips H20 intended for the Chinese market will require an "indefinite license" for export to Hong Kong, Macau, and mainland China, effectively amounting to a sales ban. This sudden move raises concerns regarding whether local Chinese chip manufacturers have alternative solutions ready. In fact, Huawei seems to have already sensed unfavorable changes in the wind
Thursday 17 April 2025
China, Malaysia ink 31 pacts countering US tariff pressure
China and Malaysia struck 31 cooperation agreements during Chinese President Xi Jinping's state visit, part of his push to deepen ties in Southeast Asia to counter mounting pressure from the US
Thursday 17 April 2025
Jack Ma's resurgence: Who stands to gain from Trump 2.0?
China's economy has endured a series of profound shocks, beginning with the stringent pandemic lockdowns, followed by the collapse of Evergrande and the financial crisis at Country Garden Holdings. These crises triggered a significant decline in societal wealth and caused urban real estate prices to fall, resulting in numerous incomplete construction projects. These challenges present complex problems that are difficult to resolve
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES