10 h. ago Huawei’s AI chip output limited to 200,000 in 2025, US commerce official says

Huawei Technologies is expected to ship no more than 200,000 of its advanced artificial intelligence (AI) semiconductors this year, according to a senior Trump administration official overseeing US export controls, who estimated that “most or all of” those chips would be supplied to enterprises within China. That figure would pale in comparison to the more than 1 million China-specific H20 graphics processing units (GPUs) produced by Nvidia in the last nine months of 2024, according to a January...

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25 h. 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

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26 h. 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

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26 h. 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

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37 h. ago Nvidia bets on European AI push amid shrinking China revenue

Nvidia is trying to woo European markets with new partnerships and a pledge to build 20 new artificial intelligence (AI) factories across the continent, as the US chip giant grapples with declining sales in China amid Washington’s tightening export controls. CEO Jensen Huang, speaking at the annual VivaTech conference in Paris on Wednesday, said the company was building the world’s first “industrial artificial intelligence cloud” for European manufacturers. The Germany-based facility, a key part...

Politics

57 h. ago China grants export permits to rare earth giant for US, Europe shipments

A top Chinese rare earth exporter, which hosted President Xi Jinping during a 2019 inspection, said it had obtained export permits for several destinations, including the United States. Investors welcomed the news, sending the company’s shares higher. JL MAG Rare-Earth said on Wednesday that it had also been granted licenses for Europe and Southeast Asia, and that it would export magnetic materials, components and motor rotors. “After the export controls imposed on medium and heavy rare earth...

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66 h. ago US and China agree on plan to ease export controls after trade talks in London

US and China agree on plan to ease export controls after trade talks in London  CNN

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2 d. ago ‘Making a dent’: race is on to reap rare earths elsewhere amid China’s dominance

Beijing’s imposition of rare earth export restrictions from April – playing its trump card in the face of Washington’s intensifying tariffs and tech curbs – helped send a message to Washington ahead of this week’s discussions over bilateral export-control issues. Considered a trump card because rare earths have an outsized impact on auto, electronics and defence industries, and China dominates the supply chain, the trade in such critical minerals is widely expected to be among the key topics...

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3 d. ago A quantum leap: Chinese institute begins photonic chip production

An institute affiliated with Shanghai Jiao Tong University has commenced production of photonic chips, marking a milestone in China’s semiconductor sector and providing a boost to the country’s quantum computing capabilities in spite of increased US export controls. The Chip Hub for Integrated Photonics Xplore (CHIPX), located in Wuxi in eastern Jiangsu province, now produces 6-inch thin-film lithium niobate photonic chip wafers, according to local authorities. The development underscores...

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3 d. ago Chinese premier urges faster tech applications amid US export controls

Chinese Premier Li Qiang has called for a push to speed up the application of new advances in science and technology, as the country accelerates efforts to break its dependence on US tech and develop a world-leading industrial base. In a State Council meeting on Monday, Li called the application of new technologies the “last mile” of innovation, as it links innovation and industry and is important in driving new products and services, state-run news agency Xinhua reported. The premier’s comments...

Politics

4 d. ago Why Trump’s nuclear export controls won’t stop China, may hurt US firms: analysts

China’s nuclear ambitions may face a slight setback from Washington’s reported export restrictions on power plant components, but Beijing will press ahead with its construction drive and intensify efforts to develop home-grown technologies as its domestic reactors mature, analysts said. The Trump administration has reportedly suspended licenses for the export of some nuclear power generation equipment to China. The US Department of Commerce issued the ruling in recent weeks, according to...

Politics

4 d. ago Ahead of US trade talks, China’s rare earth trade data from May sends a message

In a reflection of Beijing’s ability to quickly leverage its dominance over the critical-mineral supply chain, the value of rare earth elements exported by China last month plunged by nearly half compared with a year prior. The official data came as analysts have been saying that China’s export controls over large quantities of critical minerals are like the ultimate trump card in trade negotiations with the United States. The world’s second-largest economy exported rare earth elements worth...

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4 d. ago Trump Gives U.S. Negotiators Room to Lift Export Controls on China

Trump Gives U.S. Negotiators Room to Lift Export Controls on China  WSJ

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5 d. ago China signals readiness on rare earth talks, approves more exports

China has approved some qualified rare earth export applications and is ready to deepen dialogue with nations over export controls, the Ministry of Commerce said as the strategic resource continued to take centre stage in Beijing’s trade negotiations with the United States. “We’ve observed growing global demand for medium and heavy rare earths in civilian sectors such as robotics and new energy vehicles, as these industries continue to expand,” the ministry said in a statement posted on its...

Politics

7 d. ago Tesla’s India entry appears in doubt after minister questions intent

Tesla’s long-anticipated push to manufacture cars in India appears to be stalling, after a senior minister cast doubt on the company’s intent – raising fresh questions about whether the electric vehicle giant is ready to commit to one of the world’s fastest-growing car markets. The remarks have highlighted a mismatch between India’s policy efforts to attract global carmakers and Tesla’s hesitant approach to committing new manufacturing investment – even as analysts believe the firm is still...

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7 d. ago Trade to tech war: why Trump picked his export control head for next China talks

Trade to tech war: why Trump picked his export control head for next China talks  South China Morning Post

Politics

7 d. ago How China’s embrace of rare earth export controls is hitting the global car industry

How China’s embrace of rare earth export controls is hitting the global car industry  Fortune

Events

8 d. ago EU to China: your ‘impressive rise’ must not crush our industries

The European Union’s trade chief Maros Sefcovic has warned China that its “impressive rise must not come at the expense of the European economy” as the bloc continues to push for Beijing to loosen export controls on rare earths and act on trade diversion. Speaking in Brussels on Thursday, two days after meeting Chinese Commerce Minister Wang Wentao, Sefcovic stated that “China has a responsibility to match its support for multilateralism with full respect for the rules meant to ensure fairness...

Politics

9 d. ago EU pushes China to address ‘alarming’ rare earth export controls

The EU has urged China to stop restricting the export of rare earth minerals and magnets, with the bloc’s trade chief saying its industries are in an “alarming situation”. The request was made during a meeting between the sides’ top commerce officials in Paris on Tuesday. It comes as sectors across Europe raise the alarm about a shortage of rare earths, which are used to manufacture hi-tech goods ranging from electric cars and smartphones to military tanks and aircraft. “I informed my Chinese...

Events

9 d. ago China Rare Earth Crackdown: Beijing Tightens Export Control Amid Global Shortages

China Rare Earth Crackdown: Beijing Tightens Export Control Amid Global Shortages  Deccan Herald

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