China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects, raising the stakes for US chipmakers just as Washington reopened limited AI chip exports to China under a controversial deal requiring a 15% revenue share with the US government.

Texas Instruments (TI) has become the focus of market speculation after unconfirmed — but not denied — reports that it plans to raise prices on select products by 10% to 30%. While no official statement has been issued, analysts suggest the move could signal a strategic shift rather than a standard price adjustment.

Chipone Technology (Beijing) Co., Limited, a top-tier Chinese display chipmaker valued at CNY30 billion (US$4.2 billion), has restarted its bid to go public on China's STAR Market. On August 5, 2025, the company filed its IPO counseling registration with the Beijing branch of the China Securities Regulatory Commission, now under the guidance of China Securities Co. This move comes more than two years after Chipone withdrew its initial IPO filing in March 2023 following a regulatory warning.