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Monday 2 June 2025
US plans wider China tech sanctions with subsidiary crackdown
The Trump administration plans to broaden restrictions on China's tech sector with new regulations to capture subsidiaries of companies under US curbs.
Monday 2 June 2025
China’s AI shift favors inference—and domestic players
At Computex 2025, Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms race in AI infrastructure. According...
Sunday 1 June 2025
DeepSeek’s stealth upgrade inches closer to OpenAI in code race

Chinese AI firm DeepSeek has quietly released a minor update to its R1 model, uploading the latest version to open-source platform Hugging...

Friday 30 May 2025
D-Link sidesteps China rivalry with a Taiwan-first supply chain
D-Link Corporation is defying the slowdown in global networking demand triggered by inflation and geopolitical tensions. Backed by its global distribution network, the company continues...
Thursday 29 May 2025
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
Thursday 29 May 2025
US reportedly targets EDA exports to China; vendors push back on disruption claims
China's semiconductor sector was abuzz in late May 2025 by reports that Siemens EDA received a notice from the US Bureau of Industry and Security (BIS) instructing it to halt all...
Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Thursday 29 May 2025
Trade war fallout: US delays EU tariffs, China's PMI slips, Taiwan retreats
The US has once again delayed the imposition of a 50% tariff on European imports, following a phone call between US President Donald Trump and European Commission President Ursula...
Thursday 29 May 2025
Jensen Huang: China's AI moves on with or without US chips
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company...
Thursday 29 May 2025
China's 5nm workaround: DUV tricks push limits as EUV blockade bites
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of...
Thursday 29 May 2025
Hygon–Sugon merger retools China's AI backbone with full-stack compute integration
Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced a strategic merger on May 25, 2025, a move widely seen as aligning with Beijing's agenda to consolidate...
Wednesday 28 May 2025
Taiwan to build chip alliance with 'share values' to counter China dumping
President William Lai's initiative for a global democratic semiconductor supply chain represents Taiwan's response and commitment to the restructuring of global supply chains, according...
Wednesday 28 May 2025
China's AMEC races to build 20+ chipmaking tools in bid to shed US tech ties
As US-China tech decoupling deepens, Advanced Micro-Fabrication Equipment (AMEC), a top Chinese semiconductor equipment maker, is ramping up efforts to localize its supply chain and...
Wednesday 28 May 2025
Huawei assembles China's Merck: Zhuhai Cornerstone to secure chipmaking materials
Huawei is reportedly supporting Zhuhai Cornerstone Technologies Co. in a strategic effort to localize chipmaking materials and reduce reliance on foreign suppliers. Founded in 2022,...
Wednesday 28 May 2025
Luxury EV market in China nonexistent, says Porsche
Xiaomi has previously leveraged the technical know-how of China's EV industry by packaging it into a sleek Porsche-like body at an affordable price with its SU7, and has followed...