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NEWS TAGGED CHINA
Monday 25 May 2026
Analysis: Lisa Su moves on China — and Nvidia's CUDA moat
For AMD CEO Lisa Su, the current moment presents an opening that Nvidia does not have. Nvidia's high-end chips have repeatedly faced scrutiny and export restrictions in China, and...
Monday 25 May 2026
Huawei targets AI optical networking with InP chip startup investment
Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...
Monday 25 May 2026
Manus eyes US$1 billion buyback after Beijing blocks Meta deal
Chinese artificial intelligence (AI) startup Manus is reportedly evaluating a US$1 billion fundraising round to buy back control of the company from Meta Platforms, in response to...
Monday 25 May 2026
China's EV price war gives way to rising costs
China's electric-vehicle market is entering an unfamiliar phase: cars are getting more expensive.
Monday 25 May 2026
Samsung's China exit shows Korean brands under pressure

Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese...

Monday 25 May 2026
AI server boom lifts memory interface chip leader, but DDR5 risks linger
Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
Sunday 24 May 2026
China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...
Saturday 23 May 2026
Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show
The 2026 Beijing Auto Show, which concluded on May 3, offered a glimpse into what may become the next defining chapter of China's automotive industry: not simply electric vehicles,...
Saturday 23 May 2026
CXMT IPO puts China's DRAM supply-chain push in focus

CXMT's planned Shanghai listing is becoming more than a test of investor appetite for China's top DRAM maker. It is also putting a spotlight...

Saturday 23 May 2026
Huawei continues to erode Nvidia's market share as China remains closed despite hopes of reopening
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still,...
Friday 22 May 2026
AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

Friday 22 May 2026
China's tech grip forces India's renewable energy ambitions into structural dependence on Beijing's battery supply chains
Reliance's pivot from domestic manufacturing to component procurement reveals the geopolitical constraints reshaping India's clean energy transition and raising questions about supply...
Friday 22 May 2026
AMD deepens China packaging alliance with TF-AMD expansion in Suzhou
AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics),...
Friday 22 May 2026
Tesla ramps up hiring for self-driving team in China
Tesla has begun recruiting for driver-assistance roles in China as it pushes ahead to bring its full self-driving (FSD) system to market. The move comes after repeated delays and amid...
Friday 22 May 2026
Xiaomi expands YU7 lineup with new GT model and entry-level variant
On May 21 in Beijing, Xiaomi held its "Human–Car–Home" ecosystem product launch event, where founder, chairman, and CEO Lei Jun unveiled the updated Xiaomi YU7 family,...