China Signals Limited Reopening for Nvidia H200 AI Chips

China has given an early signal that it may allow select domestic technology companies to resume purchases of Nvidia’s most advanced artificial intelligence processors, easing uncertainty around access to high end computing power. Authorities have granted preliminary clearance for a small group of

China Trains Advanced AI Models Fully on Domestic Chips

China has taken a notable step in its push toward technological self reliance as China Telecom announced the successful development of advanced artificial intelligence models trained entirely on domestically produced hardware. The state owned operator confirmed that its latest TeleChat3 models were built

Taiwan-US Tariff Deal Triggers Industry Fears and Beijing Backlash

Taiwan’s government has welcomed a new trade arrangement with the United States that lowers export tariffs to 15 percent, presenting the outcome as a strategic breakthrough that strengthens the island’s global competitiveness and deepens high technology cooperation with Washington. After months of negotiations,

GigaDevice Shares Surge in Hong Kong Debut as China’s Chip Self-Reliance Drive Gains Momentum

Shares of mainland Chinese chip designer GigaDevice Semiconductor jumped sharply on their first day of trading in Hong Kong, reflecting strong investor appetite for technology firms aligned with China’s push for semiconductor self-reliance. The Beijing-based company’s debut on Tuesday marked one of the

China Opens Anti-Dumping Probe Into Japanese Chipmaking Chemical

A fresh flashpoint in East Asia trade relations China has launched a new anti-dumping investigation against Japan, targeting a key chemical used in semiconductor manufacturing. The move marks a further escalation in economic tensions between Beijing and Tokyo at a time when global

China’s Memory Chip Market Struggles as Prices Rise and Buyers Pull Back

China’s secondary memory chip market is entering a strained period marked by rising prices and fading demand, creating an uneasy environment for traders and manufacturers alike. While global supply constraints are pushing costs higher, the lack of buyer appetite is exposing deeper weaknesses

Samsung set to report sharp profit surge as AI demand drives chip prices higher

AI boom reshapes the semiconductor profit cycle Samsung Electronics is expected to report a dramatic jump in fourth quarter operating profit, with estimates pointing to an increase of around 160 percent compared with the same period a year earlier. The surge reflects a

Nexperia China seeks new wafer suppliers as legal dispute disrupts semiconductor operations

Supply pressure builds at Nexperia China plant Nexperia China is accelerating efforts to secure alternative wafer suppliers within the next six months as a legal and financial dispute with its Dutch parent company continues to weigh on operations. The move comes as discussions

US Flags Chinese Semiconductor Push as Economic Risk While Delaying Tariff Impact Until 2027

The United States has formally identified China’s semiconductor industry strategy as a significant economic risk, while postponing the full impact of new tariffs on Chinese chips until mid 2027. The decision reflects Washington’s growing concern over Beijing’s industrial policies, even as it leaves

China Pushes Toward EUV Lithography as It Accelerates AI Chip Development

China is intensifying efforts to develop its own extreme ultraviolet lithography technology, a move that could significantly strengthen the country’s ambitions in advanced semiconductor manufacturing and artificial intelligence hardware. Reports that Chinese researchers and engineers are making progress toward building a domestic EUV