China

Mistral, which once aimed for top open models, now leans on being an alternative to Chinese and US labs, says it's on track for $80M in monthly revenue by Dec. (www.forbes.com)
2026-4-19 China

Chinese lidar maker Hesai, a primary supplier for Nvidia's ADAS, announces EXT lidar, calling it the industry's first to integrate spatial and color detection (www.reuters.com)
2026-4-18 China Nvidia

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (thezvi.substack.com)
2026-4-18 China Interview Nvidia

China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share (counterpointresearch.com)
2026-4-18 China iPhone

China fines leading food delivery apps, including Alibaba and Meituan, a combined ~$528M, the largest fine for the sector since the 2015 food safety law (www.bloomberg.com)
2026-4-17 China Alibaba

How Sudan's Economic Collapse Creates an Opening for China (www.heritage.org)
2026-4-17 China

Sources: China mobilizes multiple agencies to probe Meta's $2B Manus deal; some officials worry aggressive measures may send chilling signals to the tech sector (www.ft.com)
2026-4-17 China

The US and the Philippines agree to launch a high-tech industrial hub on the island of Luzon to counter China's supply chains; the US will run it as an SEZ (www.wsj.com)
2026-4-17 China Philippines

Analysis: China's chipmaking tool imports from Singapore rose 17% YoY to $5.7B in 2025, from Malaysia rose 2x+ to $3.4B; direct US imports fell 34% YoY to ~$2B (asia.nikkei.com)
2026-4-16 China Singapore Malaysia

US Jobs Too Important To Risk Chinese Car Imports, Says Ford CEO (news.slashdot.org)
2026-4-16 China Ford

Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more (www.dwarkesh.com)
2026-4-16 China Google AI Nvidia

Trump ‘permanently opening' Strait of Hormuz ‘for China' (www.rt.com)
2026-4-16 Trump China

Will Trump's Blockade of Hormuz spark Conflict with China? (www.juancole.com)
2026-4-15 Trump China

ASML says South Korea surpassed China as its largest market in Q1 2026, with shipments hitting 45% of net system sales, or €2.84B, up from 22% in Q4 2025 (www.bloomberg.com)
2026-4-15 China Korea 4Q

LIVEChina's President Xi warns world order is 'crumbling into disarray' as Iran threatens to block Red Sea if Trump does not end Hormuz navy blockade amid claims Beijing aided Tehran attack on US base (www.dailymail.co.uk)
2026-4-15 Trump China Iran Tehran

Lavrov boosts ‘no limits' Russia-China partnership: The latest on Western effort to ‘contain' the BRICS powers (www.rt.com)
2026-4-15 Russia China

ByteDance launches its Seedance 2.0 video model to enterprise clients in 100+ countries, excluding the US amid legal disputes, after a February launch in China (www.theinformation.com)
2026-4-15 China

Asia's startup funding rose 93% YoY to $27.4B in Q1, the highest quarterly total in 3+ years, with Chinese startups raising $16.5B and Indian startups $3.8B (news.crunchbase.com)
2026-4-15 China India Asia Startup

China defies Trump: Chinese tanker travels through Strait of Hormuz after Beijing declares US blockade 'dangerous and irresponsible' - Live updates (www.dailymail.co.uk)
2026-4-15 Trump China

Sources: Chinese chipmaker YMTC plans to build two more factories in addition to one that will be completed in 2026, more than doubling its production capacity (www.reuters.com)
2026-4-14 China

The blind spot in Australia's approach to Chinese platforms (www.lowyinstitute.org)
2026-4-14 China Australia

In China's media, self-reliance is the biggest lesson from Iran War (www.aspistrategist.org.au)
2026-4-14 China Iran

New study reveals why some Chinese immigrants in the US may turn to China-based telehealth apps (www.eurekalert.org)
2026-4-14 China Immigration

Marcos's overture to China masks anxiety about US reliability (www.lowyinstitute.org)
2026-4-14 China

Stanford HAI 2026 AI Index Report: AI capability is accelerating, not plateauing, the US-China gap closed, the US leads in data centers and investment, and more (hai.stanford.edu)
2026-4-13 China AI

A look at the escalating global AI arms race, as the US, China, Russia, and others rush to build AI-backed autonomous weapons and defense systems (www.nytimes.com)
2026-4-13 Russia China AI

Takeaways from HumanX, one of the AI industry's main events: Claude Code dominated the conversation, while some execs noted China's lead in open-weight models (www.cnbc.com)
2026-4-12 China AI

Survey of 6,698 people across six EU countries: around 84% said they don't trust US tech companies with their personal data; 93% don't trust Chinese companies (www.politico.eu)
2026-4-12 China

A wave of top AI researchers returned from the US to China in the past year, driven by better pay, quality of life, and a more restrictive US immigration system (www.ft.com)
2026-4-12 China AI Immigration

China's Xi touts ‘great rejuvenation' during Taiwanese opposition leader's visit (www.rt.com)
2026-4-11 China Taiwan

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