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Thursday 15 January 2026
China takes cautious stance on US H200 chip export, prioritizes local chipmakers
The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with...
Thursday 15 January 2026
Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced...
Thursday 15 January 2026
Japan fortifies rare-earth supply chain against China risk
China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners...
Wednesday 14 January 2026
China tech restrictions complicate Reliance battery cell plans
Reports that Reliance Industries has paused plans to manufacture lithium-ion battery cells have reignited debate over India's clean-energy ambitions, highlighting technology bottlenecks...
Wednesday 14 January 2026
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
Wednesday 14 January 2026
China extends anti-dumping tariffs on US and Korean polysilicon
As China–US technological and industrial rivalry intensifies, Beijing is strengthening its trade defence measures. China's Ministry of Commerce announced on the 13th that anti-dumping...
Wednesday 14 January 2026
US drone policy swings highlight security and geopolitical tensions
Over the past year, US policy toward Chinese-made drones has shifted repeatedly, reflecting differing approaches across government agencies. Congress, the Federal Communications Commission,...
Wednesday 14 January 2026
US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption...
Wednesday 14 January 2026
Chinese AI startup DeepSeek drives global adoption, raises geopolitical concerns
Microsoft's AI for Good Lab has revealed that Chinese AI startup DeepSeek's free, open-source generative model is rapidly gaining adoption in developing countries, contributing to...
Tuesday 13 January 2026
Taiwan-US tariff talks near closure, Section 232 relief in focus
Taiwan's Office of Trade Negotiations under the Executive Yuan said on January 13 that the core objectives of ongoing tariff talks with the US have been to secure reductions in reciprocal...
Tuesday 13 January 2026
Nvidia denies requiring Chinese customers to prepay for H200 chips
Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming...
Tuesday 13 January 2026
Trump nears Taiwan trade deal tied to massive US chip expansion
The Trump administration is nearing completion of a major trade agreement with Taiwan that would reduce US tariffs on Taiwanese goods while securing the expansion of semiconductor...
Monday 12 January 2026
Qatar, UAE join US-led Pax Silica supply chain pact
Qatar and the United Arab Emirates are set to join a US-led initiative to secure artificial intelligence and semiconductor supply chains, expanding a framework Washington views as...
Monday 12 January 2026
Beijing pulls out rare earth card against Japan; Murata says production unaffected so far
On January 6, 2026, China's Ministry of Commerce (MOFCOM) announced that, to safeguard national security and interests, it would strengthen export controls on dual-use items to Japan...
Monday 12 January 2026
Chinese AI startups face 'go global or decouple' dilemma after Manus deal
China's Ministry of Commerce announced on January 8, 2026, that it supports lawful cross-border business and international technology cooperation, emphasizing that overseas investments,...