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NEWS TAGGED CHINA
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.
Tuesday 9 December 2025
Google and Microsoft prioritize speed over cost as CSPs scramble for memory
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
Tuesday 9 December 2025
YMTC sues US govt to overturn Chinese military-company designation
YMTC filed a lawsuit on December 5, 2025, in the US District Court in Washington, challenging the US Department of Defense's decision to label it as linked to the Chinese military,...
Tuesday 9 December 2025
Commentary: Are East Asia tensions a threat to supply chains?
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia,...
Tuesday 9 December 2025
China's AI chip race nears US$275bn; Cambricon, Hygon lead the field
Baidu is considering a spin-off and listing of its AI chip unit Kunlunxin, a development that has quickly become a focal point in China's fast-moving GPU and AI semiconductor market...
Tuesday 9 December 2025
SK Hynix adopts hybrid bonding for 300-layer NAND to challenge Samsung
South Korean memory giant SK Hynix is fast-tracking the development of its next-generation 300-layer V10 NAND flash memory, according to reports in Korean media outlets Hankyung...
Tuesday 9 December 2025
SK Hynix secures 39 patents in China to strengthen memory and neuromorphic chip design
SK Hynix and battery subsidiaries within SK Group received approval for 68 core patents in China in November 2025. Many of these patents relate to highly integrated memory designs...
Tuesday 9 December 2025
China GPU makers flood capital markets as AI chip race escalates
China's AI boom is redefining global tech rivalry, placing AI chips at the center of computing infrastructure. Domestic GPU makers are now rushing into capital markets, attempting...
Tuesday 9 December 2025
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews...
Tuesday 9 December 2025
China's EMS giants pivot to robotics as global ODM/EMS rankings enter a new era

The DIGITIMES third quarter 2025 global EMS/ODM ranking highlights a rapidly transforming manufacturing landscape, driven by...

Tuesday 9 December 2025
Baidu evaluates Kunlun chip spin-off for Hong Kong IPO, but offers no guarantee
Baidu has responded to reports that its in-house chip business, Kunlunxin, is planning a separate listing on the Hong Kong Stock Exchange by stating it is currently evaluating the...
Tuesday 9 December 2025
Moore Threads CEO leverages Nvidia legacy to challenge GPU giant
In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack...
Tuesday 9 December 2025
Analysis: Why isn't Huawei trying to win the tech war?
Huawei founder Ren Zhengfei recently gave a public talk at the Huawei Lianqiuhu R&D Center in Shanghai. He shared insights on AI, quantum computing, computing power, and chips...
Monday 8 December 2025
Commentary: Moore Threads' record IPO echoes Cambricon's trajectory as investors bet on unproven profitability
Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing...
Monday 8 December 2025
Research Insight: 800V systems, LiDAR, and multi-screen cabins dominate China's 2025 models

The 2025 Guangzhou International Automobile Exhibition concluded on Nov. 30, offering one of the clearest snapshots yet of where China's...