China

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)
22 days ago China 4Q

China's AI Matches Anthropic in Cybersecurity, Causing Worry Over US Restrictions (slashdot.org)
22 days ago 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)
22 days ago 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)
23 days ago 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)
23 days ago 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)
23 days ago 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)
24 days ago 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)
24 days ago Trump China Apple

Aircraft crashes into Beijing's tallest skyscraper, triggering evacuations (www.dailymail.co.uk)
24 days ago 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)
25 days ago 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)
26 days ago 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)
26 days ago 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)
26 days ago China AI Robot

China Rides a Global Green Wave (www.juancole.com)
26 days ago 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)
26 days ago China Netherlands

China Taking Scarborough Shoal to Control Entire South China Sea (www.gatestoneinstitute.org)
26 days ago China South China Sea

Dettol faces boycott in China over advert showing 'toxic' man seeking a 'clean' virgin to marry (www.dailymail.co.uk)
26 days ago 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)
27 days ago 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)
27 days ago 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)
27 days ago China AI Nvidia

China Reclaims Fastest Supercomputer At 2 Exaflops (tech.slashdot.org)
27 days ago 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)
27 days ago 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)
27 days ago 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)
27 days ago 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)
27 days ago 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)
28 days ago 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)
28 days ago China

Hormuz Effect: EVS = Record 2/3s of Chinese New Car Sales (www.juancole.com)
29 days ago 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)
29 days ago 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)
29 days ago China IPO

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