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Saturday 23 May 2026
Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show
The 2026 Beijing Auto Show, which concluded on May 3, offered a glimpse into what may become the next defining chapter of China's automotive industry: not simply electric vehicles,...
Friday 22 May 2026
Xiaomi expands YU7 lineup with new GT model and entry-level variant
On May 21 in Beijing, Xiaomi held its "Human–Car–Home" ecosystem product launch event, where founder, chairman, and CEO Lei Jun unveiled the updated Xiaomi YU7 family,...
Thursday 21 May 2026
Nvidia's China hopes dim as Beijing doubles down on domestic AI chips
Nvidia's H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump's latest remarks. Trump said Chinese President...
Wednesday 20 May 2026
Taipei fires back as Trump repeats chip theft claim
Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.
Wednesday 20 May 2026
Commentary: China hardens AI self-reliance push after Trump-Xi talks
After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...
Wednesday 20 May 2026
Commentary: Musk, Huang, and H200—Nvidia's last chip in China
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...
Tuesday 19 May 2026
AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...
Tuesday 19 May 2026
China doubles down on AI-driven manufacturing upgrade
Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial...
Monday 18 May 2026
China agrees to ease rare earth restrictions in Trump deal as Taiwan's chip role takes center stage again
The United States and China have reached a trade and investment agreement that could reshape critical technology supply chains, with Beijing committing to ease restrictions on rare...
Monday 18 May 2026
China's disposable car model reshapes global supply chains
At the 2026 Beijing Auto Show, China's shift toward "disposable cars" carries global repercussions: faster refresh cycles could reshape vehicle lifespans, aftermarket ecosystems, and...
Friday 15 May 2026
Commentary: The Thucydides trap and TSMC's COUPE
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...
Friday 15 May 2026
China keeps tight InP export controls despite Trump-Xi talks
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
Friday 15 May 2026
Trump-Xi summit is Nvidia's best shot at getting back into China
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
Friday 15 May 2026
US clears Nvidia’s H200 for China, but Beijing can still say no
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...
Friday 15 May 2026
US-China ties shift toward balancing tech pressure with controlled competition
The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...