61 h. ago Gone in 40 days: US drops ban on export of chip design tools to China

Gone in 40 days: US drops ban on export of chip design tools to China  theregister.com

Politics

62 h. ago White House lifts chip design export ban on China in exchange for rare earth materials compromise — export licences for EDA software sales no longer required

White House lifts chip design export ban on China in exchange for rare earth materials compromise — export licences for EDA software sales no longer required  Tom's Hardware

Events

2 d. ago Tech war: US lifts export control of chip design software to China

The US said on Thursday it had lifted export controls on certain chip design software to China, according to statements from Siemens, Synopsys and Cadence Design Systems. Three of the world’s largest electronic design automation (EDA) software developers have been informed by the US government that sales of their products to China would no longer require special approval, signalling a further easing of bilateral tensions. San Jose, California-based Cadence said in an email that the US Bureau of...

Events

2 d. ago Developing | Tech war: US lifts export control of chip design software to China

Developing | Tech war: US lifts export control of chip design software to China  South China Morning Post

Events

2 d. ago US lifts chip design export curbs on China; Cadence, Synopsys shares surge

US lifts chip design export curbs on China; Cadence, Synopsys shares surge  Investing.com

Politics

4 d. ago Two Chinese chip firms plan $1.7 billion IPOs, bet US export curbs to spur growth

Two Chinese chip firms plan $1.7 billion IPOs, bet US export curbs to spur growth  Reuters

Economics

4 d. ago Why China’s yuan is forecast to keep strengthening against the US dollar

Market optimism for the Chinese currency continues to rise, with analysts projecting the yuan to appreciate further against the US dollar amid a stronger-than-expected domestic economy and growing concerns over US debt sustainability. On Tuesday, the People’s Bank of China set its daily reference rate at 7.1534 per US dollar – strengthening from Monday’s 7.1656, and the strongest level since early November. In June, the onshore yuan appreciated by 0.41 per cent against the greenback, bringing...

Politics

6 d. ago Japanese Yen and Aussie Dollar Forecasts: Trade News, China PMIs, and the Fed in Focus

Japanese Yen and Aussie Dollar Forecasts: Trade News, China PMIs, and the Fed in Focus  FXEmpire

Politics

9 d. ago Six Dead in Destructive China Floods as More Heavy Rain Forecast

Six Dead in Destructive China Floods as More Heavy Rain Forecast  Bloomberg.com

Events

1 week ago China’s AI capital spending set to reach up to US$98 billion in 2025: BofA

Capital expenditure on artificial intelligence (AI) in China is forecast to reach 600 billion yuan to 700 billion yuan (US$84 billion to US$98 billion) this year, according to a Bank of America (BofA) report, as the mainland and the United States race for primacy in the vital technology. That would represent as much as a 48 per cent overall growth this year for China’s AI capex from 2024, BofA Securities’ co-head of China equity research Matty Zhao, who also heads Asia-Pacific basic materials,...

Economics

1 week ago China Hongqiao shares hit record high on upbeat profit forecast

China Hongqiao shares hit record high on upbeat profit forecast  Investing.com

Events

1 week ago US accuses Chinese AI firm DeepSeek of aiding Beijing's military and dodging chip export rules

US accuses Chinese AI firm DeepSeek of aiding Beijing's military and dodging chip export rules  Mint

Events

2 w. ago China’s robotics market set to double in four years: Morgan Stanley

China’s robotics market is set to grow at an annual rate of 23 per cent to US$108 billion by 2028 from US$47 billion in 2024, solidifying the country’s dominant position in the fast-developing sector, according to a research note published by Morgan Stanley on Monday. China’s share of the global robotics market was about 40 per cent last year, according to the report by Hong Kong-based analysts Sheng Zhong and Chelsea Wang. A specific forecast for China’s market share by 2028 was not...

Politics

2 w. ago Taiwan export control: Adds Huawei and SMIC to list; Beijing’s chip ambitions hit another wall

Taiwan export control: Adds Huawei and SMIC to list; Beijing’s chip ambitions hit another wall  Times of India

Events

3 w. ago Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says

Nvidia is nixing China from its financial forecasts because U.S. restrictions on chip sales have tightened so much, Jensen Huang says  Fortune

Economics

3 w. ago Nvidia to exclude China from its revenue and profit forecasts

Nvidia to exclude China from its revenue and profit forecasts  TechCrunch

Politics

3 w. ago Nvidia to exclude China from forecasts amid US chip export controls

Nvidia to exclude China from forecasts amid US chip export controls  South China Morning Post

Politics

3 w. ago Nvidia to stop including China in forecasts amid US chip export controls, CNN reports

Nvidia to stop including China in forecasts amid US chip export controls, CNN reports  Reuters

Politics

3 w. ago Nvidia will stop including China in its forecasts amid US chip export controls, CEO says

Nvidia will stop including China in its forecasts amid US chip export controls, CEO says  CNN

Politics

3 w. ago Nvidia CEO says Huawei has everyone ‘covered’ if US chip ban on China stays

Nvidia founder and CEO Jensen Huang said his company’s technology remained a generation ahead of those developed by China, but warned that Huawei Technologies was in a position to expand its semiconductor business should US chip export curbs stay in place. In an interview with US broadcaster CNBC on Thursday, Huang appeared to echo recent published remarks made by Huawei founder and CEO Ren Zhengfei, who said the Chinese company’s Ascend artificial intelligence (AI) processors lagged behind...

Politics