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Key Facts

Key PlayersBaidu, Alibaba, DeepSeek, ByteDance, Tencent

Top InstitutionsTsinghua, Peking University, CAS

AI Policy StanceState-directed, strategic priority

Notable LegislationGenerative AI Regulations (2023)

Top News

Montage Technology soars 50% in Hong Kong debut after $902 million AI chip IPO

Chinese chip designer Montage Technology surged over 50% in its Hong Kong stock market debut after raising $902 million at the top of its pricing range. The world's largest memory interconnect chip supplier attracted strong investor interest, with retail orders oversubscribed more than 700 times, signaling renewed appetite for AI-related IPOs despite broader market volatility.

Business2 sources

Montage Technology soars 50% in Hong Kong debut after $902 million AI chip IPO

Business2 sources

Tesla launches AI training center in China, a critical breakthrough for Full Self-Driving

Tesla has established an AI training center in China to develop Full Self-Driving capabilities using local data. The facility addresses China's strict data localization laws that previously prevented Tesla from transferring Chinese driving data to its US infrastructure, putting it at a disadvantage against local competitors like Huawei and Xpeng.

Technology2 sources

Tesla launches AI training center in China, a critical breakthrough for Full Self-Driving

Technology2 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Intel and AMD are warning Chinese customers of major server CPU supply constraints, with delivery delays stretching up to six months. The AI infrastructure boom is driving unprecedented demand for traditional computing components, pushing Intel's server chip prices up more than 10% in China. Supply constraints stem from manufacturing challenges and TSMC's prioritization of AI chips.

Business5 sources

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Business5 sources

US China skip AI declaration as 35 nations commit to governing military AI use in warfare

At a military AI summit in Spain, only 35 of 85 attending nations signed a declaration on governing AI use in warfare, with the US and China notably absent. The non-binding agreement outlines 20 principles including human oversight over AI-powered weapons, but global tensions and a strategic prisoner's dilemma kept major powers from committing.

Policy3 sources

US China skip AI declaration as 35 nations commit to governing military AI use in warfare

Policy3 sources

China warns OpenClaw deployments pose serious security risks from poor configuration

China's industry ministry issued a security alert warning that the open-source AI agent OpenClaw can expose systems to cyberattacks and data leaks when improperly deployed. The warning highlights risks from default or poorly configured settings in deployments of the AI agent, which integrates large language models with multi-channel communication capabilities.

Policy2 sources

China warns OpenClaw deployments pose serious security risks from poor configuration

Policy2 sources

Larry Fink warns China will win without continued AI investment, dismisses bubble fears

BlackRock CEO Larry Fink and Reliance Industries chairman Mukesh Ambani pushed back against AI bubble fears at the Jio-BlackRock event in Mumbai. Fink argued the real danger is underinvestment in AI as global competition with China intensifies, while Ambani positioned artificial intelligence as essential to solving India's development challenges at scale.

Business2 sources

Larry Fink warns China will win without continued AI investment, dismisses bubble fears

Business2 sources

Moya AI robot walks with 92% human accuracy, has warm skin, and makes eye contact like a person

Shanghai startup DroidUp unveiled Moya, a biomimetic AI robot that maintains human body temperature, walks with 92% accuracy, and expresses emotions through subtle facial movements. Priced at $173,000, the humanoid robot is designed for healthcare and education roles, though its lifelike qualities have sparked both fascination and uncanny valley concerns among observers.

Technology3 sources

Moya AI robot walks with 92% human accuracy, has warm skin, and makes eye contact like a person

Technology3 sources

Nvidia Must Accept Strict Licensing Terms for H200 AI Chip Sales to China, Lutnick Says

Commerce Secretary Howard Lutnick stated that Nvidia must comply with non-negotiable licensing terms for selling H200 AI chips to China, including Know-Your-Customer requirements to prevent military access. The chipmaker has not yet agreed to all proposed conditions, delaying shipments despite Trump administration approval. Chinese firms are turning to black-market hardware and domestic alternatives amid the uncertainty.

Policy9 sources

Nvidia Must Accept Strict Licensing Terms for H200 AI Chip Sales to China, Lutnick Says

Policy9 sources

South Korea exports surge 33.9% in January as AI chips fuel record growth amid tariff tensions

South Korea posted record January exports of $65.8 billion, marking a 33.9% year-on-year increase driven by booming demand for AI chips. Semiconductor exports more than doubled at 102.7%, reaching $20.5 billion as memory prices climbed on AI server demand. The milestone comes as Seoul navigates rising trade tensions with the U.S. over tariffs and ratification disputes.

Business2 sources

South Korea exports surge 33.9% in January as AI chips fuel record growth amid tariff tensions

Business2 sources

Axera Semiconductor targets $379 million Hong Kong IPO to fuel AI chip development

Chinese AI chipmaker Axera Semiconductor is seeking to raise $379.2 million through a Hong Kong IPO, offering 104.9 million shares at HK$28.20 each. The company, backed by Tencent and Qiming Venture Partners, claims to be the largest provider of mid-to-high-end visual on-device AI inference chips globally. The move reflects a broader trend of Chinese semiconductor firms turning to Hong Kong for capital-intensive chip development.

Startups2 sources

Axera Semiconductor targets $379 million Hong Kong IPO to fuel AI chip development

Startups2 sources

KLA Corp beats Q2 estimates as AI semiconductors drive chipmaking tool demand to new highs

KLA Corp reported second-quarter revenue of $3.3 billion, surpassing Wall Street expectations as AI infrastructure demand accelerates investment in advanced logic chips and high-bandwidth memory. The semiconductor equipment maker saw net profit climb 39% to $1.15 billion, though supply constraints and rising DRAM costs present near-term challenges. Despite strong results, shares fell 7% as investors questioned whether growth momentum can sustain amid U.S. export restrictions on China.

Business2 sources

KLA Corp beats Q2 estimates as AI semiconductors drive chipmaking tool demand to new highs

Business2 sources

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Taiwan's economy expanded 8.6% in 2025, marking its fastest economic growth in 15 years as the global artificial intelligence boom powered record tech exports. The island's Q4 GDP surged 12.68%, far exceeding forecasts, driven by robust global demand for AI chips and semiconductors from companies like Nvidia and Apple.

Business2 sources

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Business2 sources

Google engineer convicted of stealing AI trade secrets for Chinese interests in landmark case

A federal jury convicted former Google engineer Linwei Ding on 14 counts of economic espionage and theft of trade secrets. Between May 2022 and April 2023, he stole over 2,000 pages of confidential data about Google's AI infrastructure, including TPU and GPU specifications, while secretly founding AI startups in China. The case marks the first AI-related economic espionage conviction in U.S. history.

Policy15 sources

Google engineer convicted of stealing AI trade secrets for Chinese interests in landmark case

Policy15 sources

SpaceX files to launch 1 million satellites as orbital data centers for AI computing power

SpaceX has submitted an FCC filing requesting approval to launch up to one million solar-powered satellites that would function as orbital data centers for artificial intelligence. The proposal dwarfs the company's existing Starlink constellation of over 9,600 satellites and would dramatically increase the roughly 15,000 satellites currently orbiting Earth, raising concerns about space debris and orbital monopolization.

Technology30 sources

SpaceX files to launch 1 million satellites as orbital data centers for AI computing power

Technology30 sources

Nvidia DeepSeek controversy erupts as US lawmaker links technical support to China military AI

A US House committee chair alleges Nvidia provided extensive technical assistance to Chinese AI startup DeepSeek, helping achieve breakthrough training efficiency with just 2.788M H800 GPU hours. Documents suggest the AI models were later used by China's military, intensifying debate over US export controls and national security risks in the AI race with Beijing.

Policy6 sources

Nvidia DeepSeek controversy erupts as US lawmaker links technical support to China military AI

Policy6 sources

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