China

Shares of Hong Kong-listed Chinese chipmaker InnoScience closed up 31% on August 1, after Nvidia named the company as a supplier for its 800V HVDC architecture (www.bloomberg.com)
17 days ago China Hong Kong Nvidia

Hugging Face CEO Clément Delangue says open-source AI is vital for US innovation and the US risks losing the AI race to China if it falls behind in open source (venturebeat.com)
17 days ago China AI

Microsoft relied on China-based engineers to maintain SharePoint On-Premises, which Microsoft said in July was exploited by Chinese hackers to breach US systems (www.propublica.org)
17 days ago China Microsoft

DRAM prices remain high after doubling from May 2025 to June 2025, amid speculation that China's CXMT may have halted DDR4 production to focus on DDR5 and HBM (asia.nikkei.com)
17 days ago China

Source: Alibaba's supermarket chain Hema plans to gradually wind down the last of its Costco-like members-only stores in China in a bid to improve profitability (www.bloomberg.com)
17 days ago China Alibaba

The US DOJ says two Chinese nationals were arrested in California and charged with illegally shipping AI chips, like Nvidia H100s, to China from 2022 to 2025 (www.reuters.com)
17 days ago China AI Nvidia California

Sources: China held talks about merging a group of chip equipment makers into a national champion but faced pushback over ownership structure and valuation (t.co)
17 days ago China

AMD reports Q2 data center revenue up 14% YoY to $3.2B, as CEO Lisa Su says AI chip revenue fell YoY due to the US' China export curbs and the MI350 transition (www.reuters.com)
17 days ago China AI AMD

China plans to allow its first stablecoins in a bid to internationalize the CNY, as policymakers warn that dollar-backed tokens cement USD's global dominance (t.co)
17 days ago China Chinese Yuan

Analyst: China summoning Nvidia over alleged H20 security risks shows it “wants to use the Nvidia case to show China is a buyer, but it won't be a blind buyer” (www.bloomberg.com)
17 days ago China Nvidia

The Race Against China for Fusion Power to Generate Electricity: Whoever Controls It, Controls the Century (www.gatestoneinstitute.org)
17 days ago China

Breaking China's Rare Earth Dominance (dailyreckoning.com)
17 days ago China

Facing US Chip Restrictions, China Pitches Global Cooperation on AI (news.slashdot.org)
22 days ago China AI

China's World AI Conference struck a stark contrast to Trump's America-first, regulation-light vision, focusing instead on global cooperation for AI safety (www.wired.com)
22 days ago Trump China U.S. AI

The Race Against China for Fusion Power: Whoever Controls It, Controls the Century (www.gatestoneinstitute.org)
22 days ago China

China urges US to ‘stop shifting blame' over Ukraine conflict (www.rt.com)
22 days ago China Ukraine

Signatories to the EU's voluntary AI Code of Practice include Amazon, Anthropic, Google, Microsoft, and OpenAI, while Chinese AI companies remain absent (www.euractiv.com)
22 days ago China Google Amazon Microsoft AI

Sources: thousands of US export license applications, including for Nvidia's shipments of AI chips to China, are stalled due to US Commerce Department turmoil (www.reuters.com)
23 days ago China AI Nvidia

China accuses the US of exploiting an old Microsoft Exchange flaw to control a key Chinese defense company's servers for nearly a year and steal military data (www.bloomberg.com)
23 days ago China Microsoft

Meituan, Alibaba, and JD.com vow to curb “disorderly competition” and limit their price wars in China's food delivery space after warning from Chinese regulator (www.bloomberg.com)
23 days ago China Alibaba

Trump may be Abandoning Climate Fight, but New Leaders, including China, are Emerging (www.juancole.com)
23 days ago Trump China Climate

Bookshelf: surviving China's secret prisons (www.aspistrategist.org.au)
24 days ago China

Apple reports Q3 revenue up 10% YoY to $94B, its largest quarterly growth since December 2021, net income up 9% to $23.4B, and China net sales up 4% to $15.4B (www.cnbc.com)
24 days ago China Apple

China Claims Nvidia Built Backdoor Into H20 Chip Designed For Chinese Market (slashdot.org)
24 days ago China Nvidia

Sources: Trump administration is reconsidering plans to replace the Biden-era AI export rules as part of a broader softening on chip controls targeting China (www.semafor.com)
24 days ago Trump China AI

Trump signs an EO ending the de minimis exemption for packages worth $800 or less from all countries, after shuttering the loophole for goods from China in May (www.cnbc.com)
24 days ago Trump China

The Cyberspace Administration of China questioned Nvidia over H20 chip security concerns after US lawmakers urged adding tracking features to exported AI chips (www.reuters.com)
24 days ago China AI Nvidia

Trump's 25% India tariffs could backfire and strengthen China-India ties (www.lowyinstitute.org)
24 days ago Trump China India

Report: Douyin is merging its online shopping and instant delivery platforms, as ByteDance takes on Alibaba, JD.com, and Meituan in China's quick delivery race (www.scmp.com)
24 days ago China Alibaba

Food Delivery: The Filipino documentary film that exposes China (www.lowyinstitute.org)
25 days ago China

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