China

Sources: China's export curbs on critical metals have disrupted supplies of micro drill bits made mainly from tungsten carbide, used in PCBs and chip substrates (asia.nikkei.com)
1 hour ago China

Chinese chipmakers' aggressive hiring of experienced engineers is increasingly at odds with efforts to protect trade secrets in Taiwan and South Korea (www.cnbc.com)
1 hour ago China Korea Taiwan

Sources and company memo: Chinese NAND flash maker YMTC has put its Shanghai IPO on hold as China tightens share sale approvals; YMTC sought to raise ~$4.9B (www.reuters.com)
1 hour ago China IPO Shanghai

Sources: China has told SoftBank it will not allow the $5.4B acquisition of ABB's robotics division to go ahead; China is the division's biggest market (www.ft.com)
3 hours ago China Robot

Sources: Singapore-based, Nigeria-focused payments company OPay halts its $300M US IPO hours after pricing it due to 11th-hour inquiries from Chinese regulators (www.bloomberg.com)
16 hours ago China IPO Singapore Nigeria

Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive (stratechery.com)
19 hours ago China AI Democrat Nvidia

Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version (www.bloomberg.com)
20 hours ago China AI Tencent

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster (www.ft.com)
23 hours ago China AI

ITjuzi: Chinese embodied AI companies raised ~$13B across 322 deals in H1 2026, up 5x YoY, as robot makers shift focus from hardware to AI (www.reuters.com)
1 day ago China AI Robot

Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M Nvidia RTX Pro 5500 chips worth $70B, but expect only ~1% within four months (www.bloomberg.com)
1 day ago China Alibaba AI Tencent Nvidia

How Nvidia uses soft power to influence customers and shape US chip policy; sources: OpenAI took no public stance on China chip exports to avoid angering Nvidia (www.theinformation.com)
1 day ago China Nvidia

Amid official and uni discretion, Australia needs hubs that will critique China (www.aspistrategist.org.au)
1 day ago China Australia

Sources: US has held up approval for American chipmaking equipment needed by SK Hynix to expand in China, complicating its plans for new plants in New York (www.reuters.com)
1 day ago China U.S. New York

Apple launches iOS 27.3 beta, adding Apple Intelligence in China with an Alibaba-powered content filter, and watchOS 27.3 beta, with Siri Recap and Live Rewind (www.bloomberg.com)
1 day ago IOS China Alibaba Apple Intelligence

10,000 strangers flock to Chinese wedding after groom makes online plea for people to attend (www.dailymail.co.uk)
1 day ago China

China plans to roll out broad AI safety standards covering development through deployment, targeting domestic AI model makers, after global security incidents (www.bloomberg.com)
1 day ago China AI

The UK NCSC says AI is “transforming cyber operations” and expects China and Russia to “routinely use AI cyber to achieve their geopolitical goals” by 2028 (www.ft.com)
1 day ago Russia China AI

China Publicly Discloses Plan For a Lunar Landing Within Three Years (science.slashdot.org)
1 day ago China

Sources: Nvidia verbally told cloud compute clients to sell 51%+ of their services to non-Chinese companies, imposing new limits on China's access to AI chips (www.ft.com)
2 days ago China AI Nvidia

Chinese hackers use ARTEX AI in automated attacks against 200 orgs (www.bleepingcomputer.com)
2 days ago China AI

Jeffry Sachs explains why India should not fear China (www.rt.com)
2 days ago China India

Hirundo, Lazarus, and others are applying machine unlearning and weight edits to Chinese models to remove censorship and harden security for Western companies (restofworld.org)
2 days ago China

Investigation: a network of 400+ domains and apps linked to Chinese-language developers bypasses app store reviews to generate nonconsensual deepfakes and CSAM (www.wired.com)
2 days ago China

Toyota's EV Sales More Than Doubled In a Year, While Its Gas Car Sales Dropped 20% In China (tech.slashdot.org)
3 days ago China Toyota

Sources: Meta built a prototype humanoid robot with Chinese firm Fourier in three months and is building a second; Meta says it has no plans to sell these units (www.theinformation.com)
4 days ago China Robot

India pulls half a billion people out of poverty – faster than China (www.rt.com)
4 days ago China India

Do Not Let China Cow Us on AI (www.gatestoneinstitute.org)
5 days ago China AI

CrowdStrike: China-linked hackers used AI tool ARTEX with a DeepSeek LLM and another model to target 200+ organizations in 11 days, compromising at least nine (www.nbcnews.com)
6 days ago China AI

Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27% (www.theinformation.com)
6 days ago China Nvidia

S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan and warns of risks from “potential disruption” amid geopolitical tensions with China (www.wsj.com)
6 days ago China Taiwan

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