China

Survey: Chinese companies plan to allocate 46% of their AI accelerator budget to domestic products in the next 12 months, up from 30% today, a shift from Nvidia (www.bloomberg.com)
5 days ago China AI Nvidia Budget

OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (www.cnbc.com)
5 days ago China AI

Counterpoint: China smartphone sales fell 13% YoY during the 618 shopping festival as brands raised prices to offset memory costs; Honor fell 33% and Xiaomi 24% (www.reuters.com)
5 days ago China Xiaomi

China-friendly KMT stunts Taiwan's attempt to grow into a fully formed hedgehog (www.aspistrategist.org.au)
5 days ago China Taiwan

China's Pacific ballistic missile test – Views from ASPI analysts (www.aspistrategist.org.au)
5 days ago China

More salami-slicing: now China mounts coast guard patrols east of Taiwan (www.aspistrategist.org.au)
5 days ago China Taiwan

To compete with China, Australia and its partners need alignment on critical-minerals stockpiles (www.aspistrategist.org.au)
5 days ago China Australia

Comfortable in a truce with the US, China pushes Taiwan harder (www.aspistrategist.org.au)
5 days ago China Taiwan

US ‘very much in space race' against China – NASA chief (www.rt.com)
6 days ago China NASA

ByteDance's Doubao and Alibaba's Qwen will disable humanlike and user-created agents before July 15, as China's anthropomorphic AI interaction rules take effect (www.scmp.com)
7 days ago China Alibaba AI

Official data shows Hong Kong accounted for 50%+ of China's $239B in chip imports in the first five months of 2026, a record share, up from ~33% a decade ago (www.bloomberg.com)
8 days ago China Hong Kong

A look at the quant fund frenzy in China, as assets under management have more than doubled to ~$384B in less than a year amid rapid AI adoption (www.bloomberg.com)
8 days ago China AI Asset

Sources: Anthropic moves to close loopholes that let Chinese firms like Ant use its models via workarounds including cloud providers and overseas subsidiaries (www.ft.com)
9 days ago China

Even in Australia, China is after you. Its new law criminalises what happens abroad (www.aspistrategist.org.au)
10 days ago China Australia

China's military AI logistics: peacetime gains, wartime vulnerabilities (www.aspistrategist.org.au)
10 days ago China AI Logistics

Sources: Apple is in negotiations to buy chips from CXMT and YMTC, two Chinese semiconductor makers on a Pentagon blacklist, for use in devices sold in China (www.bloomberg.com)
10 days ago China Apple Pentagon

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China (www.bloomberg.com)
11 days ago China Taiwan Nvidia

How the rapid rise in US- and China-made AI abilities is leading to both a transformation in AI use at work, and sudden lurches in policies and markets (www.oneusefulthing.org)
11 days ago China AI

Anthropic says it is rolling back a covert Claude Code tracking feature to identify users based in China or affiliated with Chinese AI labs, after backlash (www.theinformation.com)
11 days ago China AI

ByteDance is building a $39B data center complex in a free-trade zone in Brazil's Ceará, set to be its largest facility outside of China with a 1GW capacity (www.bloomberg.com)
11 days ago China Brazil

The US sentences Guo Wengui, a self-exiled billionaire Chinese tycoon who defrauded his online followers out of hundreds of millions, to 30 years in prison (apnews.com)
11 days ago China

[Thread] The US' now-lifted export controls on Anthropic models created uncertainty, are an own goal, and will push service providers towards Chinese AI models (x.com)
11 days ago China AI

BYD, Nio, and other Chinese carmakers are rushing to design and increase the use of locally developed chips with AI functions in a bid for chip self-sufficiency (www.ft.com)
11 days ago China AI

Chinese robot maker UBTech launches U1, a line of humanoid robots for personal companionship with lifelike silicone skin and emotional AI, priced from $17,650 (www.scmp.com)
11 days ago China AI Robot

Meituan open-sources LongCat-2.0, a 1.6T-parameter model that it says was trained on a 50K-chip cluster of domestic Chinese processors, without giving details (www.reuters.com)
12 days ago China

Sources: Chinese smartphone makers like Xiaomi, Oppo, and Vivo told suppliers they will again cut 2026 shipment targets, with Xiaomi cutting 30% to ~95M units (asia.nikkei.com)
12 days ago China Xiaomi OPPO Vivo

Five Chinese tech and advanced manufacturing companies launched Hong Kong listings today to raise up to $5.6B, led by Apple supplier Luxshare's $3.15B offering (www.reuters.com)
12 days ago China Hong Kong Apple Manufacturing

If China recovers Russian Far East coast, it will suddenly outflank island chain (www.aspistrategist.org.au)
12 days ago Russia China

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
13 days ago China Taiwan Nvidia

Chinese robotics startup AI² Robotics raised ~$736M at a ~$2.9B valuation; Alibaba-backed X Square Robot raised an undisclosed amount at a ~$2.9B valuation (www.bloomberg.com)
13 days ago China Alibaba Startup AI Robot

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