China

China's military AI logistics: peacetime gains, wartime vulnerabilities (www.aspistrategist.org.au)
2026-7-2 China AI Logistics

Sources: Apple is in negotiations to buy chips from CXMT and YMTC, two Chinese semiconductor makers on a Pentagon blacklist, for use in devices sold in China (www.bloomberg.com)
2026-7-2 China Apple Pentagon

Taiwanese authorities detain two Super Micro staff and an Albatron manager after a raid of Super Micro's local offices this week over Nvidia shipments to China (www.bloomberg.com)
2026-7-1 China Taiwan Nvidia

How the rapid rise in US- and China-made AI abilities is leading to both a transformation in AI use at work, and sudden lurches in policies and markets (www.oneusefulthing.org)
2026-7-1 China AI

Anthropic says it is rolling back a covert Claude Code tracking feature to identify users based in China or affiliated with Chinese AI labs, after backlash (www.theinformation.com)
2026-7-1 China AI

ByteDance is building a $39B data center complex in a free-trade zone in Brazil's Ceará, set to be its largest facility outside of China with a 1GW capacity (www.bloomberg.com)
2026-7-1 China Brazil

The US sentences Guo Wengui, a self-exiled billionaire Chinese tycoon who defrauded his online followers out of hundreds of millions, to 30 years in prison (apnews.com)
2026-7-1 China

[Thread] The US' now-lifted export controls on Anthropic models created uncertainty, are an own goal, and will push service providers towards Chinese AI models (x.com)
2026-7-1 China AI

BYD, Nio, and other Chinese carmakers are rushing to design and increase the use of locally developed chips with AI functions in a bid for chip self-sufficiency (www.ft.com)
2026-7-1 China AI

Chinese robot maker UBTech launches U1, a line of humanoid robots for personal companionship with lifelike silicone skin and emotional AI, priced from $17,650 (www.scmp.com)
2026-7-1 China AI Robot

Meituan open-sources LongCat-2.0, a 1.6T-parameter model that it says was trained on a 50K-chip cluster of domestic Chinese processors, without giving details (www.reuters.com)
2026-6-30 China

Sources: Chinese smartphone makers like Xiaomi, Oppo, and Vivo told suppliers they will again cut 2026 shipment targets, with Xiaomi cutting 30% to ~95M units (asia.nikkei.com)
2026-6-30 China Xiaomi OPPO Vivo

Five Chinese tech and advanced manufacturing companies launched Hong Kong listings today to raise up to $5.6B, led by Apple supplier Luxshare's $3.15B offering (www.reuters.com)
2026-6-30 China Hong Kong Apple Manufacturing

If China recovers Russian Far East coast, it will suddenly outflank island chain (www.aspistrategist.org.au)
2026-6-30 Russia China

Source: Taiwanese authorities raided Super Micro's Taiwan office as part of a probe into the alleged smuggling of Nvidia chips to China; SMCI closed down 8.1% (www.bloomberg.com)
2026-6-30 China Taiwan Nvidia

Chinese robotics startup AI² Robotics raised ~$736M at a ~$2.9B valuation; Alibaba-backed X Square Robot raised an undisclosed amount at a ~$2.9B valuation (www.bloomberg.com)
2026-6-29 China Alibaba Startup AI Robot

Sources: CXMT and Tencent sign a ~$3B, three-year DRAM supply agreement for servers ahead of CXMT's IPO; CXMT is in talks with other major Chinese companies (www.reuters.com)
2026-6-29 China IPO Tencent

Academic papers and conference materials offer a deep dive into China's all-CPU LineShine, which pairs custom 304-core Arm CPUs with HBM to top the Top500 (www.nextplatform.com)
2026-6-29 China

Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (www.reuters.com)
2026-6-29 China Hong Kong IPO Toyota Shanghai

Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (wccftech.com)
2026-6-29 China 4Q

China's AI Matches Anthropic in Cybersecurity, Causing Worry Over US Restrictions (slashdot.org)
2026-6-29 China AI

Letter: Austria is pushing the EU to consider hosting Anthropic within its borders, highlighting EU efforts to boost bloc independence from US and Chinese tech (www.bloomberg.com)
2026-6-29 China Austria

A look at a thriving underground economy for Claude access in China, including “transfer station” sites that buy API tokens abroad and distribute them to users (www.wired.com)
2026-6-28 China

Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models (www.wsj.com)
2026-6-28 China AI

LSEG: tech companies have raised $3.1B from mainland China stock market listings YTD, up 5x+ from a year earlier, as AI and chip companies drive onshore IPOs (www.reuters.com)
2026-6-28 China IPO AI

Sources: Meituan, Baidu, Xiaomi, and other Chinese tech giants have been trimming their workforces, fueling Chinese workers' concerns of being replaced by AI (www.scmp.com)
2026-6-27 China AI Xiaomi

Sources: Apple is lobbying the Trump admin for clearance to buy memory chips from US-blacklisted Chinese company CXMT to ease pressure from rising chip prices (www.ft.com)
2026-6-27 Trump China Apple

Aircraft crashes into Beijing's tallest skyscraper, triggering evacuations (www.dailymail.co.uk)
2026-6-27 China

Moment irate Western tourist reprimands deaf Chinese holidaymakers for hogging prime selfie spot at Parisian palace - before fight breaks out (www.dailymail.co.uk)
2026-6-26 China

Exponential View: global AI sales, excluding China, hit $25B in Q1, exceeding an estimated $21B in data center and chip depreciation costs; margins remain thin (www.bloomberg.com)
2026-6-25 China AI

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