Moore Threads and Hygon project 135.1%-149.1% and 55.6%-70.2% revenue growth, respectively, in H1 2026, driven by China's surging demand for AI computing power amid US export controls.
Chinese AI startup DeepSeek is reportedly developing its own AI inference chip, aiming to reduce reliance on Nvidia and potentially challenge Huawei. This move aligns with Beijing's push for domestic alternatives amid US export controls.
Police have issued a prohibition of disposal order against GCB and seized bank funds as part of an ongoing server fraud investigation. Three men, including Chinese national Li Ming, face additional charges for alleged fraud related to server purchases.
JPMorgan Chase and Goldman Sachs have restricted access to Anthropic's AI models in Hong Kong due to US export controls. This move could impact the city's financial sector competitiveness, potentially benefiting China's domestic AI industry.
China has imposed export controls on 10 US defense and rare earths companies and banned government procurement of products from 46 other US firms, escalating economic tensions. This move is a direct response to the US expanding its blacklist of Chinese companies.
China has imposed export controls on 10 US defense and rare earths companies and banned government procurement of products from 46 US firms, escalating economic tensions. This move is a direct response to the US expanding its blacklist of Chinese companies.
AI firm Anthropic faces a US export ban on its advanced AI models, Fable 5 and Mythos 5, citing national security. This echoes Steve Jobs' 1999 challenge with the Power Mac G4, which was also restricted due to its power. Analysts suggest Anthropic's communication issues and perceived disregard for cyber regulations played a role in the ban, beyond Amazon's initial warning.
The US Commerce Secretary has warned ASML that one of its advanced EUV chipmaking machines may have been shipped to China, a move that would violate export controls. ASML denies any such shipment, stating they track all machines and have internal firewalls to prevent China-based staff from accessing EUV technology.
The US imposed strict export controls on Anthropic's AI tools, citing national security risks. This move has led to global access suspension, criticism from tech executives and policymakers, and concerns about US AI leadership and regulatory gaps.
Chinese AI developers are rapidly advancing to trillion-parameter foundation models, aiming to close the gap with US rivals like OpenAI and Anthropic. This push occurs as the US implements export controls restricting access to leading AI software, impacting global availability of top-tier models.
India's AI strategy of building applications on foreign foundational models is challenged by US export controls. Experts urge sovereign AI development due to reliance on foreign tech and lack of domestic computing power and deep-tech investment.
Zhipu AI's stock price jumped 32.8% after launching its open-source GLM-5.2 model, coinciding with US restrictions on AI model exports. The move targets users seeking alternatives to Western AI, with Zhipu's offering priced significantly lower than competitors.
US export controls have restricted Indian access to Anthropic's advanced AI models, Claude Fable 5 and Mythos 5, just after the company hailed India as its second-largest market. Experts warn this could hinder defensive security efforts and fuel calls for sovereign AI.
米新興企業アンソロピックは、米政府の輸出管理措置を受け、最先端AIモデル「クロード・ミュトス5」と「クロード・フェイブル5」の提供を停止すると発表した。安全保障上の懸念が理由とみられるが、同社は措置の透明性や公平性に疑問を呈している。
A US-China Business Council survey reveals that US export controls and sanctions are negatively impacting American companies, with nearly half affected and many losing sales to Chinese competitors. Tit-for-tat tariffs also hit over 72% of surveyed firms.
China's Commerce Ministry spokesperson He Yongqian stated that the US's repeated abuse of export controls under the guise of national security has harmed Chinese enterprises, disrupted international trade order, and impacted the global semiconductor supply chain. China urges the US to correct its actions and cease discriminatory measures.
China's AI chipmakers are striving for self-reliance against US export controls, debating between versatile GPUs and specialized ASICs to challenge Nvidia's dominance. Key players like Huawei, Cambricon, and Moore Threads are central to this design debate.
Nvidia's CFO expressed uncertainty about generating revenue from China despite US license approvals for H200 shipments, as the company excludes China data center compute revenue from its outlook.
SMIC and Hua Hong Semiconductor anticipate increased Q2 sales driven by AI demand and memory supply shortages, despite US export controls, with potential easing hoped from Xi-Trump meetings.
China has unveiled a new supercomputer built from entirely home-grown CPUs, with the aim of beating the world’s fastest machine while sidestepping US export controls. Known as Lingsheng or LineShine, it is designed to reach 2 exaflops – or two quintillion calculations per second – edging past the 1.8-exaflop El Capitan, the current record holder at the Lawrence Livermore National Laboratory in California. Unlike other exascale supercomputers, which rely on graphics processing units (GPUs),...
China has unveiled a new supercomputer built from entirely home-grown CPUs, with the aim of beating the world’s fastest machine while sidestepping US export controls. Known as Lingsheng or LineShine, it is designed to reach 2 exaflops – or two quintillion calculations per second – edging past the 1.8-exaflop El Capitan, the current record holder at the Lawrence Livermore National Laboratory in California. Unlike other exascale supercomputers, which rely on graphics processing units (GPUs),...
