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Friday 15 May 2026
Nvidia H200 sales to China stall despite US approval
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...
Friday 15 May 2026
Lei Jun, Musk and Cook converge at China-US state dinner
At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a...
Thursday 14 May 2026
Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens
US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs,...
Wednesday 13 May 2026
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

Wednesday 13 May 2026
Trump frames China summit around trade as US companies seek regulatory relief
US President announced aboard Air Force One that his meeting with China's president would center on bilateral trade, with economic and commercial topics set to dominate discussions...
Tuesday 12 May 2026
Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit
China has stepped up export scrutiny of solar photovoltaic equipment, extending controls beyond heterojunction tools to most key production equipment and supply-chain sources, sources...
Tuesday 12 May 2026
GaN patent fight between China and Europe extends beyond courtroom

As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission...

Monday 11 May 2026
China's cybersecurity AI charges ahead despite US model lockout
AI is upending the world of cybersecurity, as more capable models and agentic capabilities bring about new ways to exploit vulnerabilities, along with new ways to discover and patch...
Saturday 9 May 2026
Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

Friday 8 May 2026
US president considers inviting Nvidia and other CEOs to China trade talks
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...
Friday 8 May 2026
TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to...
Friday 8 May 2026
LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

Friday 8 May 2026
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds...

Thursday 7 May 2026
Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China
The Pentagon has deployed more than 100,000 AI agents through its GenAI.mil platform, marking a broader shift toward algorithm-driven warfare and expanding the US military's push into...