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

Qualcomm CEO Cristiano Amon says the company is designing data center chips specifically for Chinese customers that are in compliance with US export controls (asia.nikkei.com)
2026-6-25 China

As China's working-age population shrinks, a consensus is emerging that it must deploy embodied AI robots into as many tasks as possible, as soon as possible (www.ft.com)
2026-6-25 China AI Robot

China Rides a Global Green Wave (www.juancole.com)
2026-6-25 China

The Netherlands is lobbying the US not to expand chip equipment export controls that would constrain ASML's ability to sell immersion DUV machines to China (www.bloomberg.com)
2026-6-25 China Netherlands

China Taking Scarborough Shoal to Control Entire South China Sea (www.gatestoneinstitute.org)
2026-6-25 China South China Sea

Dettol faces boycott in China over advert showing 'toxic' man seeking a 'clean' virgin to marry (www.dailymail.co.uk)
2026-6-25 China

Chinese cybersecurity company 360 unveils new AI tools: Tulongfeng, which it claims is “China's version of Mythos”, and Yitianzhen, to automate cyber defense (www.reuters.com)
2026-6-24 China AI

Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its DGX B300 server went from ~$550K to ~$1.1M (www.ft.com)
2026-6-24 China AI Nvidia

Sources: prices for Nvidia's AI chips on China's black market have more than doubled amid a US export crackdown; its flagship DGX B300 server has risen to $1.1M (www.ft.com)
2026-6-24 China AI Nvidia

China Reclaims Fastest Supercomputer At 2 Exaflops (tech.slashdot.org)
2026-6-24 China

The FCC says an auction of wireless mid-band spectrum raised $3.5B+, which will largely be used to fund the replacement of Chinese telecom equipment in the US (www.reuters.com)
2026-6-24 China

Top500: China's Arm-based LineShine passes the US' El Capitan by 20%+ as the world's fastest supercomputer, the first time China has taken the crown since 2017 (www.nytimes.com)
2026-6-24 China

Alibaba sues the DOD, seeking removal from a blacklist of companies supporting China's military, says the decision is a violation of constitutional due process (www.bloomberg.com)
2026-6-24 China Alibaba

SCOTUS ends a suit alleging Cisco aided China's Falun Gong persecution, further limiting a law used to hold corporations liable for overseas human rights abuses (www.reuters.com)
2026-6-24 China Cisco

Top500: China's Arm-based LineShine surpasses the US' El Capitan by 20% to be the world's fastest supercomputer, the first time China takes the crown since 2017 (www.nytimes.com)
2026-6-23 China

Syntun: online sales during China's 618 shopping festival grew 4% YoY, a sharp drop from 15.2% growth last year, amid a persistent consumer spending slowdown (www.cnbc.com)
2026-6-23 China

Hormuz Effect: EVS = Record 2/3s of Chinese New Car Sales (www.juancole.com)
2026-6-22 China

Tencent starts testing the new Xiaowei AI assistant powered by WeLM and DeepSeek models in its WeChat app in China, in an effort to catch up in the AI race (www.bloomberg.com)
2026-6-22 China AI WeChat Tencent

Sources: ByteDance shares are trading at a $600B+ valuation in gray markets; an IPO is unlikely and its growth continues to benefit its Chinese and US backers (asia.nikkei.com)
2026-6-22 China IPO

China adds ten US companies, including MP Materials and Teal Drones, to export controls and bars government purchases from 46 US companies, including Anduril (asia.nikkei.com)
2026-6-22 China Drone

Japan's top five chip equipment makers posted their first-ever fall in combined China sales, down 10% in the year ended March 31, as China boosts local players (asia.nikkei.com)
2026-6-22 China Japan

As Europe falls behind the US and China in consumer AI, its engineering companies and AI startups are turning to industrial AI applications to boost efficiency (www.bloomberg.com)
2026-6-22 China Europe Startup AI

US Bill Would Mandate AI Chip Location Tracking to Thwart China and Other Adversaries (yro.slashdot.org)
2026-6-22 China AI

A speculative scenario titled “Europe 2031” projects economic and political instability in the EU if it fails to keep pace with the US and China in the AI race (www.theguardian.com)
2026-6-21 China Europe AI

ASML says claims that one of its EUV lithography systems has ended up in China are inaccurate, after a report on Howard Lutnick's questions to ASML's leadership (www.tomshardware.com)
2026-6-20 China

China's demographic implosion has begun and will unfold rapidly (www.rt.com)
2026-6-20 China

Sources: Chinese autonomous driving company Momenta has reached a ~$9B valuation as it gears up to raise ~$1B in an upcoming Hong Kong IPO (www.wsj.com)
2026-6-19 China Hong Kong IPO

Sources: Commerce Secretary Howard Lutnick questioned ASML leaders on concerns China acquired one of its EUV machines, violating US-led export restrictions (www.bloomberg.com)
2026-6-19 China

Sources: the early Chinese backers of Manus, including HSG and Tencent, plan to buy the AI startup back from Meta at the $2B price Meta paid (www.theinformation.com)
2026-6-18 China Startup AI Tencent

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