China

Filings and sources: Microsoft shuttered 15+ branch offices and joint ventures in China in the past five years, amid China's push for domestic software (www.reuters.com)
17 days ago China Microsoft

Counterpoint: China's YMTC accounted for 14% of NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia (www.scmp.com)
17 days ago China Samsung

Research: over 53M people in China worked as food delivery or ridesharing drivers as of 2025, up 10M in two years, amid accelerating automation in manufacturing (www.ft.com)
17 days ago China Manufacturing

China-Linked Hackers Used AI To Run First-Ever 'Autonomous' Cyberattack On Taiwan (it.slashdot.org)
17 days ago China Taiwan AI

Chinese rocket explodes shortly after take-off as Beijing races to compete with SpaceX (www.dailymail.co.uk)
18 days ago China SpaceX

Why the FBI is working with China and Russia, despite everything (www.rt.com)
18 days ago Russia China FBI

Researchers say suspected Chinese hackers used open-source AI agents to build an autonomous hacking tool that compromised Taiwanese government websites in July (www.ft.com)
18 days ago China Taiwan AI

Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models (www.theinformation.com)
19 days ago China Nvidia

Cyber Vulnerability Sweep Picks Up Royal Navy Drones Sending Data To China (tech.slashdot.org)
19 days ago China Drone

Bookshelf: How Xi Jinping broke the China dream (www.aspistrategist.org.au)
19 days ago China

With his long essay, Zuckerberg returns to his “open” AI arguments at an opportune time, as Chinese open models narrow the performance gap at much lower cost (spyglass.org)
19 days ago China AI Zuckerberg

Sources: the AI-driven memory chip shortage has kicked off a rush of DC lobbying; many US officials appear unsympathetic to Apple's desire to buy Chinese chips (www.nytimes.com)
20 days ago China AI Apple

Australia must not be distracted as China ramps up in the South China Sea (www.aspistrategist.org.au)
20 days ago China Australia South China Sea

Sources: the AI-driven memory chip shortage kicks off a rush of DC lobbying; many US officials appear unsympathetic to Apple's desire to buy Chinese chips (www.nytimes.com)
20 days ago China AI Apple

Smart Analytics: Chinese humanoid robot makers were 97%+ of global shipments in H1 2026, reaching ~19,100 unit shipments globally, up from 5,100 in H1 2025 (www.bloomberg.com)
20 days ago China Robot

Sources: Nvidia chips remain the norm for Chinese AI labs training LLMs, as switching from its CUDA platform to Huawei's CANN requires major code rewriting (www.scmp.com)
20 days ago China AI Nvidia

China to launch regular shipping to Europe via Russia's Northern Sea Route – Rosatom (www.rt.com)
20 days ago Russia China Europe

Chinese AI labs account for nine of Artificial Analysis' top 10 text-to-video models, gaining global adoption and potentially an edge in building world models (www.bloomberg.com)
20 days ago China AI

Sources: the UK Royal Navy removed internet connectivity from its drones' cameras, after finding they sent “heartbeat communications” to an IP address in China (www.telegraph.co.uk)
20 days ago China Drone

Sources: Chinese regulators have told banks to back tech companies, but lenders still prefer stable cash flows and profitability over loss-making tech startups (www.bloomberg.com)
20 days ago China Startup

A look at Chinese state-owned investment bank CICC, which sponsored multibillion-dollar listings of China's tech champions, including CXMT and Zhongji Innolight (www.ft.com)
21 days ago China

Beggars In Disguise: United States Returns To China For An Encore (newmatilda.com)
22 days ago China

China's Peaceful Rise to Green Dominance leaves Trump in the (Carbon) Dust (www.juancole.com)
22 days ago Trump China

Trump orders 15% tariff on key chip material to challenge China (www.rt.com)
22 days ago Trump China

Filings: Moonshot restructured its China-based entity from a limited liability company to a joint stock company in its first visible step toward a Hong Kong IPO (www.ft.com)
22 days ago China Hong Kong IPO

Is Trump Covering for Xi as China Supplies Weapons to Iran? (www.gatestoneinstitute.org)
23 days ago Trump China Iran

Sources: the US Commerce Department's BIS is reviewing how Chinese AI companies access Nvidia chips overseas, including by legally renting foreign data centers (www.bloomberg.com)
23 days ago China AI Nvidia

The White House imposes a series of price floors and a 15% tariff on products made from polysilicon, a chip raw material primarily produced by China (www.reuters.com)
23 days ago China

Docs: US data labeling companies, like Surge AI and Mercor, that sell training datasets to US AI labs and the government are also selling them to Chinese labs (www.forbes.com)
23 days ago China AI

China launches a formal national security review of Palo Alto Networks products sold in the Chinese market, citing a need to protect critical infrastructure (www.bloomberg.com)
24 days ago China

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