Talks between China and the Netherlands over Nexperia have made notable progress, attracting scrutiny from the European Union. EU Trade Commissioner Maros Sefcovic said on November 3 that Brussels is closely following negotiations concerning the Chinese-owned semiconductor maker
US Treasury Secretary Scott Bessent has suggested that the government may eventually permit Nvidia's high-end Blackwell-architecture chips to be sold to Chinese companies, while also hinting at a possible 2026 meeting between President Donald Trump and Chinese President Xi Jinping
"Electricity is computing power," said Taiwan's Industrial Technology Research Institute (ITRI), predicting that global data center power demand will more than double by 2030. The trend toward hyperscale facilities is accelerating, with each data center in the Americas averaging 100MW of IT capacity, about twice the global average of 50MW. Malaysia has become a key hotspot for US and Chinese tech giants expanding their AI and cloud infrastructure, while Taiwan's average load of just 7MW underscores its lag in large-scale AI development
China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor and RichWave Technology noting that Beijing's localization of network infrastructure chips is accelerating rapidly
As China completes the global deployment of its BeiDou-3 Navigation Satellite System, officials are now focused on exporting the technology under Beijing's "Belt and Road" initiative, signaling a shift from building the constellation to driving widespread international adoption. The move also opens a new frontier for China's navigation chipmakers, which see rising opportunities to challenge Western dominance in positioning and timing technologies
