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Wednesday 10 December 2025
Huawei's chip breakthrough prompts US to relax AI export controls
Recent reports suggest one big reason US President Donald Trump has allowed exports of Nvidia's H200 AI chips to China is Huawei's rapid rise in AI computing. Bloomberg cites multiple sources, stating that after White House officials reviewed Huawei's Ascend series chips and its CloudMatrix 384 AI-native cloud infrastructure platform, they concluded that Huawei's overall performance is now approaching Nvidia's advanced Blackwell-based NVL72 platform. This significantly reduces the need for a total ban on AI chip exports to China
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Thursday 11 December 2025
Commentary: China's PCB edge survives G2 decoupling
As the US–China tech confrontation drags on, discussions consistently return to chips, semiconductors, rare earths, and tariffs. Despite accelerating supply-chain decoupling and overseas clients pushing for "Out-of-China" capacity, China remains the world's largest PCB manufacturing base and has fully captured both the volume and value gains from the AI server cycle. The country continues to demonstrate cost and efficiency advantages over production in Taiwan and Southeast Asia
Thursday 11 December 2025
Commentary: China's tech M&A unravels from EDA to compute
China's tech capital markets have slipped into a drawn-out, messy stretch, with multiple high-profile mergers either collapsing or failing to advance beyond early talks
Thursday 11 December 2025
SK Hynix reaps largest benefits from H200 export approval
US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting Samsung Electronics and SK Hynix. iNews24 and IT Chosun reported that with the high likelihood that Chinese AI companies will see increased chip demand, the US easing of restrictions is expected to boost H200 shipments. SK Hynix is reportedly the primary supplier of the fifth-generation high-bandwidth memory (HBM3E) used in the H200, meaning its supply volume will inevitably rise, making it the biggest beneficiary
Thursday 11 December 2025
Synopsys confronts a split China market as it pivots to next-gen IP and Nvidia-led AI design
Synopsys is confronting intensified geopolitical and competitive pressure in China while affirming its long-term IP roadmap and deepening ties with Nvidia. The company outlined how US–China tensions, regulatory barriers and execution challenges are weighing on growth, even as it accelerates a strategic pivot toward physics-driven AI design with strong external support
Thursday 11 December 2025
US reportedly reviews TSMC-made Nvidia H200 shipments, weighs 25% duty
US regulators have introduced a new inspection protocol for Nvidia's H200 accelerators destined for China, requiring chips manufactured by TSMC to be shipped to the US for national security review before they can be re-exported. The unusual routing underscores Washington's effort to maintain visibility over advanced computing hardware as global memory shortages threaten to slow new data center deployments through 2027
Thursday 11 December 2025
Canon and DNP push 1.4nm nanoimprint tech, target 2027 production
Dai Nippon Printing (DNP) said it has developed a nanoimprint template capable of producing 1.4nm chips using only one-tenth of the power required by extreme ultraviolet lithography tools
Thursday 11 December 2025
FarEasTone taps satellite tech to bridge Indonesia's healthcare divide

FarEasTone (FET) has taken a major step in exporting its telemedicine capabilities abroad, announcing on Dec. 8 that it has signed a memorandum of understanding with Taiwan's Teleport Access Services and Indonesia's state-owned satellite operator Telkomsat. The three parties will jointly develop satellite-based telemedicine services aimed at remote and underserved communities across Indonesia's far-flung islands

Thursday 11 December 2025
ASML faces scrutiny after report ties customers to China's military suppliers
A Dutch television investigation has raised fresh questions about the reach of ASML's technology inside China. According to a December 9, 2025, report by Nieuwsuur, at least one of ASML's customers is linked to the Chinese military
Wednesday 10 December 2025
Nvidia H200 clearance paves the way for HBM3E in China
The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted chip sales while still blocking Chinese access to Nvidia's upcoming Blackwell line
Wednesday 10 December 2025
Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters report, as US authorities simultaneously dismantled a China-linked network accused of smuggling more than US$160 million worth of GPUs to restricted markets, CNBC reported, citing newly unsealed court documents and a statement from the US Attorney’s Office for the Southern District of Texas

Wednesday 10 December 2025
HTC's AI glasses expand to Hong Kong and target Greater China
After launching its first smart glasses, the Vive Eagle, HTC has been selling the device in Taiwan through partners such as Taiwan Mobile and 2020EYEhaus. It has announced on its official social media channels that Vive Eagle will debut in Hong Kong on December 10, 2025. Expanding the sales regions is expected to boost HTC's overall business performance
Wednesday 10 December 2025
Trump greenlights Nvidia's H200 for China, reshaping AI arms race
The Trump Administration has cleared Nvidia's H200 chips for export to China, imposing a 25% revenue share and restricting sales to "approved customers". Even with those limits, the move marks the most significant loosening of US semiconductor export controls since 2022
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on their use as part of China's ongoing strategy to boost domestic semiconductor self-sufficiency. Chinese authorities remain cautious while evaluating how these imports fit within national technology goals
Wednesday 10 December 2025
South Korea's EV charging industry seeks localization to overcome market challenges
South Korea's electric-vehicle (EV) charging industry has long held a technological edge, with world-class hardware and contributions to international standards. Yet its domestic market remains small, and its reliance on imported core components has pushed major players into a difficult corner
Wednesday 10 December 2025
US clears Nvidia H200 shipments, challenging China's tech ambitions
Washington's decision to authorize Nvidia H200 chip exports to China has triggered a strategic debate within Beijing's technology sector. Chinese companies must now balance immediate infrastructure performance against the national mandate for semiconductor self-sufficiency. Analysts suggest the move tests China's resolve to build an independent supply chain while simultaneously allowing the US to clear aging inventory