Chinese Memory Makers Gain Share with Cheaper, Higher‑capacity Chips
Chinese memory giants seen grabbing market share on lower prices, more capacity Leading Chinese memory producers Yangtze Memory Technologies Co (YMTC) and ChangXin Memory Technologies (CXMT) are working on boosting capacity this year. https://t.co/erh2vmYWgO
Alibaba Deploys 10,000-Node AI Cluster with Zhenwu Chips
As AI race with US intensifies, Alibaba launches 10,000-card computing cluster powered by the Zhenwu AI chips developed by its T-Head semiconductor design arm. https://t.co/XHmAX5hhjW
US Chip Curbs Threaten Supply Chain, Timeline Unrealistic
Proposed US chip curbs on China risk deeper supply chain disruption ...whether the proposed 150-day timeline was sufficient to achieve meaningful policy coordination remained uncertain.... Clearly not feasible. It has been nearly 4 years already... https://t.co/RLwyFRVVUe
Alibaba Creates AI‑focused Tech Committee Amid Competition
Chinese e-commerce and AI giant Alibaba Group Holding has set up a high-level technology committee led by CEO Eddie Wu Yongming, as part of a broader restructuring to sharpen its focus on artificial intelligence amid intensifying competition. https://t.co/AJJ1tEnfW1
AI Cyber Arms Race Risks Global Internet Stability
It is naive in the extreme to think that a Chinese firm does not already or soon will have this capability. Engaging in an AI arms race in cyberspace may not be the wisest policy choice for either side, let...
Hacker Claims Breach of China's Supercomputer, Offers Data
A hacker has allegedly breached one of China’s supercomputers and is attempting to sell a trove of stolen data https://t.co/IR3JGutX9t
Tech Giants Form Patent Licensing Group to Mitigate AI Risks
Article: Anthropic, IBM, Meta, Microsoft launch patent licensing group in response to AI legal risk - IAM https://t.co/uOqVcOVoPy?
Rokid Targets Hong Kong IPO for AI Glasses
Chinese AI glasses maker Rokid planning Hong Kong IPO: sources | South China Morning Post https://t.co/rl1YQ27ki8
Export Controls Separate H200 From Vera Rubin Supply Chains
Export Controls: National Security Tool or Industrial Policy Lever? H200 exports do not pose a meaningfully trade off against newer Vera Rubin due to distinct supply chains. Yes, have been saying this for some time, fully debunks this TP.... https://t.co/WJlqCYF9zG
Hesai, Taikang Life Anchor Manycore Tech IPO
Hesai and Taikang Life are planning to participate as cornerstone investors in spatial-design software maker Manycore Tech’s IPO https://t.co/sbttMcIR6v
USTR Greer Backs US‑China Trade Board, Rejects Investment Forum
US Trade Representative Jamieson Greer promoted the creation of a US-China board of trade, while downplaying the possibility of a group focused on bilateral investment https://t.co/nnhzZxCmN4
ByteDance Valuation Tops $600B After Equity Sale Push
ByteDance valuation exceeds US$600 billion after proposed equity sale: sources The seller originally had the valuation at US$550 billion, but raised the amount after multiple parties expressed interest. https://t.co/pL87pI2YJV via @scmpnews
China Nudges Iran Toward US Cease‑fire, Boosting Its Influence
China Pressed Iran Toward Cease-fire, Iranian Officials Say Beijing appeared to have helped push Tehran to accept the two-week deal with the United States, reflecting China’s growing influence and its stake in avoiding a wider war. https://t.co/RbTFlfAyCP
Anthropic's Caution Signals Need US‑China AI Cooperation
Anthropic’s Restraint Is a Terrifying Warning Sign The U.S. and China need to work together to protect themselves, as well the rest of the world, from humans and autonomous A.I.s using this technology... Like I said.... https://t.co/PC9jTwhBs6 via @NYTOpinion
China Empowers State Council to Probe Foreign Supply‑chain Threats
Regulations of the State Council on the security of industrial and supply chains Article 15 If a foreign organization or individual violates normal market transaction principles, interrupts normal transactions with Chinese citizens or organizations, takes discriminatory measures against Chinese citizens or organizations,...
China Launches Sweeping Supply‑chain Security Mechanism
China will set up a sweeping new mechanism to ensure the security of its supply chains https://t.co/c69SVYs86R
China Claims 99% Cost Cut for Military‑grade Infrared Chips
China reports 99% cost cut on military-grade infrared chips Researchers have developed a new way to make high-end infrared chips that could slash their cost and boost smartphone cameras, self-driving cars https://t.co/t52LLpN3xK via @scmpnews
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...