China's Leading Chip Foundries Project Q2 Growth Amid AI Surge
China’s top chip foundries forecast second-quarter growth amid AI boom Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans https://t.co/mXQcLS1Aig via @scmpnews
China Targets Clean-Energy AI Compute by 2030
NEA with NDRC, MIIT, and the National Data Administration issue plan: sets 29 tasks around reliable energy supply for AI compute, green/low-carbon data centers, compute-power coordination, energy-sector AI scenarios, data value, and model innovation, with a 2030 goal of substantially...
Tencent Misses Q1 Forecast, Turns to AI Growth
Tencent misses first-quarter revenue estimates, bets on AI for new growth Last month, Tencent launched “Hy3 preview”, the first flagship model since former OpenAI researcher Yao Shunyu joined the firm to lead its foundational AI development efforts. Hy3 preview, a relatively...
Anthropic Eyes Acquisition of AI Developer Tools Startup
Anthropic in Talks to Buy Developer Tools Startup Used by OpenAI, Google — The Information https://t.co/gBxxZD7zA5
Chinese AI Engineers Become Silicon Valley’s New Power Players
Chinese AI engineers are Silicon Valley’s new power players Chinese-born tech workers have fueled Silicon Valley for decades. In the AI era, they’re superstars. https://t.co/SYZkeTSFjf
Bipartisan Senators Press Trump for Taiwan Arms Sales
Ahead of Beijing Summit, Shaheen, Tillis, Bipartisan Colleagues Urge President Trump to Permit Taiwan Arms Sales https://t.co/0rXeGvjerL
AI, Not Data Centers, Drives Water Consumption
Water Use Isn’t a Data Center Problem, It’s an AI Problem — The Information https://t.co/G5VKo1jQ9Z
US Sanctions Nine Chinese Firms over Iran Ties
US sanctions 9 mainland China and Hong Kong entities over ‘Iran military links’ Treasury and State Department announcements come days ahead of US President Donald Trump’s expected China visit and summit with Xi Jinping https://t.co/38VPBjgWgN via @scmpnews
China Ranks Third Globally in AI-Driven Life Sciences
China ranks third in global index for AI competitiveness in life sciences China listed behind only the US and UK, reflecting the country’s ‘major scale’ in AI, biotechnology and talent, says data consortium https://t.co/IqiWdO5hea via @scmpnews
Huawei's Secret Chip Lab Showcased on Prime‑time TV
Huawei’s secretive chip lab featured on prime-time TV ahead of Trump’s trip to China The Chip Fundamental Technology Research Laboratory was featured for the first time on national television on Friday, when Huawei founder and CEO Ren Zhengfei hosted Vice-Premier...
Silicon Valley's AI Race Narrative Misrepresents China's Priorities
(23) How Silicon Valley sold Washington an AI race Have been saying this for some time...great piece No doubt some advocates of this story are true believers with legitimate concerns. There are also others chasing government contracts, looser regulation and investment...
US Sanctions Chinese Firms for Supplying Iran Satellite Imagery
US imposes sanctions on Chinese companies for allegedly helping Iran State department says groups provided satellite imagery that enabled Tehran to strike American forces in Middle East https://t.co/c8jjE8jwP8 via @ft
China Unveils Comprehensive AI Agent Regulatory Framework
Critical new policy framework around AI agents released by CAC, NDRC, MIIT. A short thread. 🧵 https://t.co/gGNMwIesNM
US and China Poised for First Official AI Talks
Reuters: The Wall Street Journal has reported that Washington and Beijing are weighing starting official discussions about artificial intelligence between the two sides during next week’s summit in Beijing, and that Treasury Secretary Scott Bessent is going to lead the...
AI-Driven Memory Shortage Spikes Console Prices
Sony, Nintendo grapple with memory price surge as AI boom constrains supply More collateral damage from US controls on memory... https://t.co/zUdAvKWJsv
China Sees U.S. Iran Arms Sales Eroding Taiwan Deterrence
China Sees a ‘Giant With a Limp’ as U.S. Drains Weapons on Iran War US ability to deter China in a war over Taiwan is weakened, Chinese analysts say, giving Beijing leverage in an upcoming summit No, not the way Beijing views...
Tesla's China-Made EV Sales Surge
Tesla's China-made EV sales jump 36% in April, extending rebound Yes, adding to the millions of connected vehicles on the road in China, chocked full of sensors. China can deal with this, while US discussion on issue at low level. https://t.co/mDvHnmjt1o
Chinese EV Battery Firms Profit as Car Margins Plunge
China’s EV battery giants thrive while carmakers’ profits shrink amid price wars Carmakers’ profit margin stood at 3.2 per cent in the first quarter, versus 6 per cent for downstream industrial firms, according to CPCA https://t.co/I0VDlo0wf1 via @scmpnews
Samsung Exits Chinese TV, Appliance Market, Keeps Phones, Chips
Samsung Pulling TVs, Home Appliances From China The company will continue to sell smartphones and computer chips in China https://t.co/tcezc9xfqZ
Anthropic Secures Full Access to xAI's Colossus Super‑Compute
Anthropic Says It’s Buying 100% of Compute From xAI’s Colossus Data Center The data center, known as Colossus 1, has 300 megawatts of capacity and more than 220,000 Nvidia chips. https://t.co/iDeMXbeqF2
Senator Daines Leads Long‑Overdue Senate Delegation to China
Daines Leads Delegation of U.S. Senators to China - Senator Steve Daines Long overdue....will marginally improve understanding of China within the Beltway.... https://t.co/m8sIEfO7ay
Trump’s Trade Deal Signals U.S. Relinquishes China Strategy
Trump’s Board of Trade Move Signals the U.S. has Given Up on Changing China The U.S. president is set to agree on a new framework for U.S.-China commerce at his summit with Xi Jinping, but the details could prove tricky. Keep expectations...
US, China Seek AI Guardrails to Prevent Rivalry Crisis
U.S. and China Pursue Guardrails to Stop AI Rivalry From Spiraling Into Crisis "Nobody needs nuclear weapons, everyone needs AI." Admitting this is crucial, and casts proper light on export controls designed to slow China in this critical economic space.... https://t.co/HtqrbGHy8B
Musk's xAI Shifts Toward Cloud, Threatens Harmful AI Clients
Elon Musk’s xAI Is Becoming a Cloud Firm In this post on X on Wednesday, Musk warned he would kick Anthropic or other cloud clients out of xAI’s data centers “if their AI engages in actions that harm humanity”—whatever that...
G42 Secures Minneapolis Office-to-Data Center Lease
A unit of G42, the Abu Dhabi tech conglomerate backed by Emirati royal Sheikh Tahnoon bin Zayed al Nahyan, has signed on as the primary tenant for an office-to-data center conversion in Minneapolis https://t.co/jgG7C2gsvM
ChatGPT Loses Early Lead as AI Race Intensifies
Three-Way AI Race Emerges as ChatGPT Loses Early Lead Among Readers — The Information https://t.co/YpM8FBydov
China’s Subsidies Drive Wind Power Dominance
China’s Big Bet on Wind Power Is Paying Off An industrial policy of subsidies and import restrictions laid the foundations for China to become almost as dominant in wind turbines as in solar panels. https://t.co/k9kQUYjyg0
China Scapegoated for US AI Data Center Backlash
China becomes a scapegoat for US data center backlash The idea that China is meaningfully driving populist pushback to the American AI buildout is far-fetched, experts said. more than far-fetched, downright ludicrous... https://t.co/zF3aibqUcl
U.S. Pushes AI Dominance Amid Calls for Cooperation
Bessent: “What we had in the past month was a step change in the power of one large language model, but we're going to see it from the other AI companies, and it's important, Maria, that the U.S. stays ahead...
Trump Eager for Xi Summit Amid Ongoing US‑China Tensions
Trump Says He Looks Forward to Xi Summit as US-China Tensions Persist - Bloomberg https://t.co/QmkfBpfXwd
Huang Urges US AI Lead, Blocks China From Top Chips
Nvidia's Jensen Huang says China should not have its most advanced chips CEO backs US lead in AI while pushing for ability to sell older chips in China https://t.co/5ZqkduCG9u via @NikkeiAsia
China Gains Soft Power as Trump Undermines US Image
China is building soft power as Trump burns bridges After years of struggling to match the global popularity of the US, Japan and South Korea, Beijing’s image is improving https://t.co/uW4Qwj47rV
EU Funding Block Threatens Solar Supply, Risks Blackouts
EU blocks funds for key Chinese solar energy parts “In practice, this could mean a remote shutdown of member states’ networks leading to countrywide blackouts." Anything is possible...but.... https://t.co/FDkl759Yjg via @ft
China Aims 70% Domestic Advanced Wafers by 2026
Exclusive: China targets 70% advanced domestic silicon wafer use by 2026 Local leaders led by Eswin drive major expansion for self-sufficiency milestone https://t.co/GCoRLhlgwu via @NikkeiAsia
CoWoS Evolves Into TSMC’s High‑Value Ecosystem Engine
CoWoS Is No Longer Just Packaging: It Is TSMC’s New Value-Creation Engine If CoWoS really has a value-added rate close to 50%, it reflects one thing: TSMC is not simply selling capacity. It is selling a closed high-value manufacturing ecosystem. https://t.co/7w2GYbvF7t
Omer Adam's Data Center Secures Massive Deal with Crusoe
Billion-Dollar Baby: Omer Adam's Data Center Company Strikes Massive Deal With American Cloud Infrastructure Giant Crusoe - Forbes Israel https://t.co/HkhT9kTc7C
DeepSeek Advances HC with mHC, Muon Optimizer on TileLang
-ByteDance Seed proposed HC. DeepSeek took it further with mHC. Kimi developed Attention Residuals from a related direction. -Both Kimi and DeepSeek are pushing the Muon optimizer. -DeepSeek is now running deep on TileLang, an open-source kernel language started by...
US Finds Massive Lithium Reserves, Still Needs Processing
China dominates the world's lithium supply. The U.S. just found 328 years' worth in its own backyard Yeah, lithium is not rare, like rare earths. But scaling processing is, and you need an actual battery industry also.... https://t.co/8lbDAr7lMZ
Foreign Automakers Race to Match China’s EV Surge
Shifting gears: how foreign giants aim to catch up in China’s EV era International carmakers launch tailored models and accelerate R&D as they scramble to match the speed and sophistication of domestic rivals https://t.co/fO88qXFkEy via @scmpnews
China's Supply Chain Pivots From Phones to Robots
From phones to humanoid robots: China’s supply chain eyes next growth curve https://t.co/p1Xpt0tECZ via @scmpnews
China Blocks US Sanctions on Five Iranian‑oil Firms
The Ministry of Commerce issued Announcement No. 21 of 2026, announcing a blocking order against the United States' sanctions on five Chinese companies related to Iranian oil. https://t.co/xIHxp0dzEa
ByteDance's AI-Designed Therapies Spotlight Global Progress
ByteDance’s drug unit presents AI-designed therapies at global conferences Yes this is reality of AI applications, but we are "winning" by slowng Chinese company progress on AI? https://t.co/G3lIeOAddU
Project Vault Aims to Safeguard U.S. Manufacturing From Mineral Shocks
Remarks by Secretary of the Treasury Scott Bessent Before the EXIM Annual Conference The Project Vault strategic reserve will allow U.S. manufacturers to continue production even in the face of shocks to our supply of critical minerals. That will benefit...
MATCH Act: Ineffective Export Controls Masquerading as Security
The MATCH Act Is Industrial Policy Dressed as National Security Is existing export control regime producing intended outcomes? The overwhelming evidence says no, the MATCH Act’s core mechanism does nothing to succeed where previous efforts have failed. https://t.co/CWNw48fN6Y
Xi Urges Basic Research to Boost China's Scientific Strength
Xi stresses advancing basic research to solidify foundation for building China's strength in science, technology https://t.co/42Xz7m7t1s
He
He Lifeng Holds Video Call with U.S. Treasury Secretary Bessenter and Trade Representative Greer State Council Orders 834, 835 clearly came up. VP He likely brought up Hua Hong.... https://t.co/oybTjvkyV2 https://t.co/GlnLDGIg8i
Public Invited to Comment on Draft Rare Earth Penalty Table
Public comments are being solicited on the "Standard Table for Discretionary Power of Administrative Penalties Set forth in the Rare Earth Management Regulations (Draft for Solicitation of Comments)". https://t.co/7k9V1219DS https://t.co/RRTxPwqg7J
Starcloud Eyes $2.2B Valuation Amid SpaceX Interest
Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest — The Information https://t.co/x8wmuzDcmW
US, China Economic Chiefs Air Grievances Before Trump‑Xi Summit
China, US economic chiefs raise complaints in 'candid' call ahead of Trump-Xi summit - https://t.co/6dolrnOyj0
DeepSeek‑V4 Preview Offers Million‑token Context, Low‑cost Inference
Recently, DeepSeek released a preview version of DeepSeek-V4 and simultaneously open-sourced its model weights. This marks a significant technological upgrade: two model variants, million-token context length, and ultra-low inference cost, which all draw strong industry attention https://t.co/nrEeCwxkxU