China Tightens Offshore Scrutiny, Dampening Tech Biotech IPOs
Stricter Chinese scrutiny of offshore vehicles a blow for tech and biotech IPO candidates Mainland’s stock market watchdog is discouraging establishment of ‘red-chip-structured’ companies in sensitive industries https://t.co/Pj3ZJqdAAm
Congress Targets Rare‑Earth Magnets, Threatening US‑China Ties
#MATCHAct very real danger to bilateral relationship, + for US firms facing REE/magnet-related issues. Beijing would respond harshly if some version moves forward. From Coordination to Constraint: Congress Eyes a Memory Squeeze on China—and the World https://t.co/y1sG4ZDOZo https://t.co/oZ3fvm8npl
Broadcom Expands AI Chip Deal with Google, Anthropic
Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration https://t.co/yHCXipodGy
China’s CXMT IPO Casts Doubt on Memory Upcycle
China’s CXMT IPO clouds memory upcycle outlook Rising supply risks threaten pricing power of Samsung, SK hynix, Micron Clouds? Shortages everywhere you look.... https://t.co/VfzNQDNgtZ
AI Models Can Retain Prohibited Data—Can We Make Them Forget?
AIs can ‘memorize’ data they shouldn’t. Can they be forced to forget? | Science | AAAS https://t.co/UMBQMMOxB2
Apple’s Accidental AI Rollout in China Sparks Regulatory Risk
ICYMI Apple’s accidental AI feature roll-out in China risks regulatory backlash, expert says | South China Morning Post https://t.co/UNLH7A2Dez
Meta Hires Ex‑ByteDance Exec Xu Rui to Lead AI Hardware
Who is Xu Rui, the ex-ByteDance executive tapped by Meta to lead AI hardware? Xu, a graduate of Harbin Institute of Technology.... https://t.co/hAA1jCYNZG
Chinese Firms Lag US AI Adoption Due to Cultural Gaps
Chinese firms trail US peers in AI adoption due to corporate culture: ex-OpenAI executive “The American consumer is far more cynical about technology and big tech,” said Kass, citing anxieties over social media’s impact on children and declining public trust. This...
Chinese AI Firms Battle over Anthropic’s OpenClaw Exit
Chinese AI rivals clash over Anthropic’s OpenClaw exit amid global token crunch https://t.co/LXNOANMdV8 via @scmpnews
China IPOs Surge 56% After Regulatory Easing
China IPOs jump 56% as regulator eases restrictions to drive tech innovation Funds raised on the mainland’s three exchanges in the first quarter topped 25.7 billion yuan, compared with 16.5 billion yuan a year earlier https://t.co/yJkQKKH5LK
Meta Staff Race for AI Token Status, Sparking Tokenmaxxing Trend
Meta Employees Vie for AI ‘Token Legend’ Status ...emblematic of Silicon Valley’s newest form of conspicuous consumption, known as “tokenmaxxing,” which has turned token usage into a benchmark for productivity and a competitive measure of who is most AI native. https://t.co/nJSptQpRND
Trump Treads Carefully on Fragile China Trade Truce
'Walking on eggshells’: How Trump is managing his delicate China truce “We don’t unwind a generation of outsourcing and product dependency quickly. I mean, you just can’t without such massive disruptions that it’s really not worth it. You’re killing the...
Foreign Carmakers Face Collapse as Chinese Ditch Petrol
More foreign marques face a do-or-die moment as Chinese buyers shun petrol cars Following Skoda’s exit from China, other carmakers with falling sales are also likely to close shop this year, analysts say "Overcapacity"? only for ICE cars.. https://t.co/qkeG9VyQIL via @scmpnews
China's Electric Trucks Boom Amid Rising Oil Prices
China’s electric truck revolution: powerful painkiller for the Iran war? Sales of electric heavy-duty cargo trucks surged by 182 per cent in 2025, with more growth forecast as oil and gas prices soar https://t.co/vbLCYckpH0 via @scmpnews
AI and Tech Boost Hong Kong Listings to Five-Year High
AI and tech companies drive Hong Kong listings to 5-year high Primary and secondary offerings raise more than $13bn in first quarter of 2026 https://t.co/zFhtBX9P3d via @ft
Sarvam AI Nears $350M Fundraise to Challenge US, China
ICYMI -0India’s homegrown AI startup, Sarvam AI, is close to raising $300 million to $350 million as it seeks to build a domestic player that can compete with leaders from the US and China. https://t.co/7h7U8WoDWI
Microsoft, Google Chase Long‑term DRAM Deals with SK Hynix
SK Hynix in talks with Microsoft, Google for long-term DRAM supply Microsoft, Google are also seeking long-term memory supply deals with Samsung; South Korean chipmakers are ramping up capacity https://t.co/qsHPPPLXm1
AI IPOs Face Unprecedented $100B+ Computing Losses
Taking a look at OpenAI and Anthropic’s finances ahead of their IPOs OpenAI expects to spend $121 billion on computing power for AI research in 2028...anticipates burning $85 billion that year even after almost doubling sales from the prior year....
Taiwan Cracks Down on Mainland AI Talent Poaching
Chip, AI talent race heats up as Taiwan tightens crackdown on alleged poaching The latest probes are part of Taiwan’s crackdown on mainland Chinese talent poaching, with 100 cases handled since 2020, according to MJIB https://t.co/EhFrofEOTh via @scmpnews
Meta Halts AI Training After Data Breach Exposes Secrets
Meta freezes AI data work after breach puts training secrets at risk https://t.co/WtjqyiuUAu via @thenextweb
Moonshot's Kimi K2.5 Trained On
In his GTC presentation, Yang outlined how Moonshot’s latest flagship model, Kimi K2.5, was trained using Nvidia’s H800 graphics processing units (GPUs), a chip Nvidia customised to comply with US export controls. https://t.co/A2wLRFn2wG
China Releases Draft Ethical Review Guidelines for AI
Notice from the Ministry of Industry and Information Technology and eight other departments on Issuing the "Trial Measures for Ethical Review and Service of Artificial Intelligence Technology" https://t.co/S6lAEoicuu https://t.co/rf6ZaQxqZY
Chinese Developers Scramble for Anthropic AI Code Leak
This....Anthropic’s AI code leak ignites frenzy among Chinese developers Chinese developers have been having a field day, scrambling to download copies of the leaked code and poring over files to learn detail Forget about distillation.... https://t.co/LhRBnGNaEW via @scmpnews
Xiaomi Hikes Phone Prices as Memory Costs Soar
Memory crunch bites: Xiaomi lifts handset prices amid supply chain squeeze Price rises of nearly US$30 reflect surging memory costs, with analysts pointing to AI-driven demand and tight supply across the chip sector. https://t.co/ruGtpcExSX via @scmpnews
UBTech Offers $18 M Chief Scientist Salary, Defying Chinese AI Norms
Chinese Humanoid Robot Maker UBTech Offers $18 Million to Hire Chief Scientist The advertised salary is unusual for a Chinese AI industry that’s eschewed the mega pay packages that the likes of Meta Platforms Inc. have put together for elite...
Japanese Firms Adopt Chinese Hospitality Robots Despite Security Concerns
AI startup trains Chinese humanoid robots in Japanese hospitality Japan companies eye tech from China despite security risks due to lack of options https://t.co/bWAquSZSTu via @NikkeiAsia
China Challenges Iran at UN over Hormuz Closure
China, Europe and why Beijing took a swing at Iran over the Strait of Hormuz Beijing takes a stand at the United Nations at the closure of shipping lanes Despite all the blather about how China benefits from the conflict... https://t.co/dhDbWjo4ip via...
Xi Removes Third Politburo Member in Six Months
Chinese leader Xi Jinping has ousted a third member of the Communist Party’s elite Politburo in less than six months https://t.co/qfl3fLbDhU via @WSJ
Chinese Cars Thrive in Europe Amid Limited Alternatives
Don’t Stop Me Now: Chinese Cars Are Having a Good Time in Europe Yup demand is a magical thing, and alternatives limited....and no, no "floording markets with cheap EVs" here... https://t.co/hAYiVI2G9I
China's Shadow Firm Challenges BHP's Iron Ore Pricing Power
A standoff with BHP shows how China is using a powerful but opaque entity to challenge the pricing clout of the world’s top iron ore producers https://t.co/HCF3mt12DC
Blackstone CEO Calls Data Center Investments Conservative, Not Bubble
“This is not bubble-type work,” Blackstone CEO Schwarzman said in an interview with CNBC last December, brushing off concerns about data center investments. “This is extremely conservative.” https://t.co/nnGkJCdSMZ
Export Controls Sparked YMTC's Rapid Innovation Surge
US export controls slowed YMTC for about 6 weeks, then fuelled massive innovation and expanasion....
US Semiconductor Gas Depends on China’s Tungsten Monopoly
WF6 manufacturers import Chinese tungsten powder, react it with fluorine gas at high temperatures, then distill and purify it into high-purity gas for semiconductor use. China accounts for 80% of global tungsten powder supply. Yet another one no one within the...
OpenAI Abandons Traditional Playbook Amid Tech Revolution
“As I’ve been thinking about the future of how we communicate at OpenAI, one thing that’s become clear is that the standard communications playbook just doesn’t apply to us...We’re not a typical company. We’re driving a really big technological shift.”...
Trump Increases Tariffs on Steel, Aluminum, Copper
Fact Sheet: President Donald J. Trump Strengthens Tariffs on Steel, Aluminum, and Copper Imports – The White House https://t.co/IXDEgVOFVH
White House Tightens Controls on Aluminum, Steel, Copper Imports
Strengthening Actions Taken to Adjust Imports of Aluminum, Steel, and Copper Into the United States – The White House https://t.co/K1KguBjwkT
House Introduces Bill Banning AI Chip Equipment Sales to China
Bill to ban sale of key AI chipmaking equipment to China introduced in House https://t.co/ORH3vVpFeH via @nbcnews
Atlanta Man Arrested for Smuggling AI Chips to China
Atlanta man arrested in scheme to smuggle sensitive AI chips into China, officials say Tiny numbers. Waiting for export control proponents to note that these numbers are small, and GPUs now legal for export... https://t.co/oyOQFBkWWR
Detroit Fears Chinese Low‑cost High‑tech Cars Entering US
Detroit automakers fear an onslaught of low-cost, high-tech Chinese cars if Trump allows them to be built in the US. Not/not "cheap"....affordable... https://t.co/RL6s942EcW
Apple Denies Claim that Asian Supply Chain Drove Success
Apple at 50: how Asia fuelled its rise to the top In a statement, Apple took issue with this account of its rise. “The entire premise of this story is false and doesn’t reflect how we work with our supply chain...
Japanese Glassmakers Pivot to AI Chip Substrates
Japan glassmakers Asahi Kasei, AGC retool to ride surging AI chip demand Glass cloth, high-end substrates replace conventional products https://t.co/zHaNaxaWTa via @NikkeiAsia
Meta Launches Elite AI Lab for Recommendation Engine
Meta is assembling an elite new AI lab for its recommendations division https://t.co/iJ8vBnh5Or via @businessinsider
Japan’s Rapidus Targets 1nm Mass Production by 2029
Race to 1nm heats up as chipmakers vie for next frontier Japan’s Rapidus — a state-backed newcomer with no established presence in advanced foundry — is aiming for mass production of 1nm-class technology around 2029. https://t.co/QrlTNnWiOw
Nexchip Seeks Hong Kong IPO to Boost Chip Output
China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews
Intel Plans Additional Millions for SambaNova Startup
Exclusive: Intel looks to put millions more into SambaNova startup chaired by CEO Tan https://t.co/nAG4vveO85
Arm to Launch AGI CPU in China, Expects Strong Demand
Arm to sell its new AGI CPU in China — 'we would expect the demand for this product to be just as strong in China as it is in the rest of the world' https://t.co/fAW7d3IlBM
Maine to Freeze New Data Centers Amid AI Boom
Maine is poised to freeze large data-center construction, which would make it the first state to enact such a measure as communities across the U.S. grapple with fallout from the AI boom https://t.co/aRHZa3rcqL via @WSJ
Chinese Chipmakers Seize Half of Market as Nvidia Wanes
Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinks Nvidia's share has gone from 95 to basically 0 in the data center, except for legacy GPUs. With H200s on the way, this could change.... https://t.co/KeYmyyAu7C
Missing Trump‑Xi Meeting Fuels Growing Economic Tensions
Every week that passes without a face-to-face meeting between Donald Trump and Xi Jinping gives fresh grievances time to accumulate. That growing list is testing both sides’ ability to keep ties steady between the world’s top economies. https://t.co/o2VydKr70h
China Poised to Weather Hormuz Oil Shutdown
How China can survive without the Strait of Hormuz The world’s largest importer of oil through the Strait of Hormuz is, paradoxically, also one of the best placed to weather the waterway’s closure. https://t.co/YczOlt8T4v