The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have recently filed factory applications in Bac Ninh, Vietnam, aiming to expand production capacity outside China and reduce tariff exposure for major clients like Sony and Microsoft

Samsung Electronics is set to introduce its triple-fold Galaxy Z TriFold in China, aiming to capture a larger share of the premium foldable phone market despite currently holding about 2% market share in the country. The move targets high-end consumers willing to pay above CNY20,000 (US$2,827.89)

The global automotive supply chain is experiencing significant restructuring as the divide between China and other major economies widens. China's intensified efforts to achieve full self-sufficiency in both hardware and software for automotive technology are imposing a new technological barrier that challenges Taiwan's position, particularly in integrated circuit (IC) chip and smart algorithm supply

As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling and overseas clients pushing for "Out-of-China" capacity, China remains the world's largest PCB manufacturing base and has fully captured both the volume and value gains from the AI server cycle. The country continues to demonstrate cost and efficiency advantages over production in Taiwan and Southeast Asia

China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple high-profile mergers either collapsing or failing to advance beyond early talks

US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting Samsung Electronics and SK Hynix. iNews24 and IT Chosun reported that with the high likelihood that Chinese AI companies will see increased chip demand, the US easing of restrictions is expected to boost H200 shipments. SK Hynix is reportedly the primary supplier of the fifth-generation high-bandwidth memory (HBM3E) used in the H200, meaning its supply volume will inevitably rise, making it the biggest beneficiary

Synopsys is confronting intensified geopolitical and competitive pressure in China while affirming its long-term IP roadmap and deepening ties with Nvidia. The company outlined how US–China tensions, regulatory barriers and execution challenges are weighing on growth, even as it accelerates a strategic pivot toward physics-driven AI design with strong external support

US regulators have introduced a new inspection protocol for Nvidia's H200 accelerators destined for China, requiring chips manufactured by TSMC to be shipped to the US for national security review before they can be re-exported. The unusual routing underscores Washington's effort to maintain visibility over advanced computing hardware as global memory shortages threaten to slow new data center deployments through 2027

Dai Nippon Printing (DNP) said it has developed a nanoimprint template capable of producing 1.4nm chips using only one-tenth of the power required by extreme ultraviolet lithography tools

A Dutch television investigation has raised fresh questions about the reach of ASML's technology inside China. According to a December 9, 2025, report by Nieuwsuur, at least one of ASML's customers is linked to the Chinese military

Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia's H200 AI chips to China is Huawei's rapid rise in AI computing. Bloomberg cites multiple sources, stating that after White House officials reviewed Huawei's Ascend series chips and its CloudMatrix 384 AI-native cloud infrastructure platform, they concluded that Huawei's overall performance is now approaching Nvidia's advanced Blackwell-based NVL72 platform. This significantly reduces the need for a total ban on AI chip exports to China

The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted chip sales while still blocking Chinese access to Nvidia's upcoming Blackwell line

China has reportedly added domestic artificial intelligence processors to its official government procurement list for the first time, according to the Financial Times. The move signals a major effort to accelerate semiconductor self-reliance even as the US authorizes limited exports of Nvidia's advanced H200 chips to the country. The policy shift raises questions over how China will balance its push for indigenous development with continued demand for high-end US hardware

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