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Chips & Compute

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Wednesday, July 15, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    Nvidia H200 Shipments to China Confirmed as US Halves Asian Buyer Whitelist

    The United States Department of Commerce has confirmed that a limited number of Nvidia’s advanced H200 artificial intelligence chips have been shipped to customers in China and Hong Kong.

  2. CHIPS & COMPUTEGEOPOLITICS

    Chinese Startup DFSX Unveils DF1000 AI Chip, Bypassing US Export Controls with 14nm Process

    Shanghai-based artificial intelligence chip startup Dongfang Suanxin (DFSX), also known as Oriental Compute Core, has officially unveiled the DF1000, a novel AI processor designed to completely bypass United States export controls.

  3. FUNDINGCHIPS & COMPUTE

    DeepSeek Prepares for IPO and Targets $71 Billion Valuation in New Funding Round

    Chinese artificial intelligence startup DeepSeek is accelerating its capital expansion at an unprecedented pace.

Monday, July 13, 2026

  1. CHIPS & COMPUTEAPPLIED AI

    Huawei Unveils Atlas 950 SuperPoD at WAIC 2026, Bolstering AI Infrastructure

    Huawei is poised to make a significant statement at the upcoming World Artificial Intelligence Conference (WAIC 2026) in Shanghai with the physical debut of its Atlas 950 SuperPoD.

  2. CHIPS & COMPUTEGEOPOLITICS

    Starved of Silicon: How Washington’s Chip Blockade Backfired and Built a Rival Chinese Ecosystem

    The United States’ concerted effort to stifle China’s artificial intelligence and semiconductor capabilities through stringent export controls has yielded an unintended and profound consequence: the rapid acceleration of a self-sufficient, rival Chinese tech ecosystem.

Sunday, July 12, 2026

  1. CHIPS & COMPUTEMARKETS

    China’s AI Token Economy Undergoes Significant Shift Amidst Surging Demand and Rising Costs

    China’s burgeoning artificial intelligence sector is currently navigating a pivotal shift, with the humble ‘token’ emerging as a critical indicator of competitiveness and a foundational unit for large language models.

  2. CHIPS & COMPUTEMARKETS

    China’s AI-Driven Economy Fuels Record Power Demand Amidst Scorching Summer

    China’s relentless economic expansion, particularly in its high-tech manufacturing and artificial intelligence sectors, has driven electricity demand to an all-time high. On Friday, July 10, 2026, the country’s power load surged to a staggering 1.518 billion kilowatts, eclipsing the previous peak by a significant 10 million kilowatts.

  3. CHIPS & COMPUTEMARKETS

    China Intensifies Digital Push in Energy Sector Amid AI Boom

    A New Era of Energy Intelligence China’s National Energy Administration has recently unveiled a comprehensive set of policy measures to foster deeper integration between artificial intelligence and the nation’s energy infrastructure, as reported by Xinhua notes.

Saturday, July 11, 2026

  1. CHIPS & COMPUTEMARKETS

    Nexchip Semiconductor Makes Strong Hong Kong Debut Amidst AI-Driven Expansion

    Nexchip Semiconductor, a prominent Chinese pure-play foundry, has successfully completed its initial public offering (IPO) on the Hong Kong Stock Exchange, raising approximately $891 million (HK$6.9 billion).

Friday, July 10, 2026

  1. CHIPS & COMPUTEGEOPOLITICS

    Opinion: The U.S. Must Rally Allies on Semiconductor Equipment Export Controls as China Surges

    The global semiconductor landscape is undergoing a seismic shift, and the United States is racing against time to maintain its strategic advantage. According to a recent analysis citing Taiwan’s DSET, China is on track to surpass Taiwan as the world’s leading producer of foundational chips by 2027.

  2. CHIPS & COMPUTEGEOPOLITICS

    US Sanctions Backfire: Fueling China’s Chip Independence and a Sino-Russian Alliance

    The Irony of Export Controls: A Self-Inflicted Wound? In an increasingly fractured global technological landscape, the United States has wielded export controls as a primary weapon to slow China’s advancements in critical sectors, particularly semiconductors.

  3. CHIPS & COMPUTEGEOPOLITICS

    China Reverses Course, Greenlights Limited Nvidia H200 Chip Purchases

    Beijing’s Strategic Reversal: A Nuanced Approach to AI Hardware In a significant development that underscores the intricate dance between geopolitical tensions and technological imperatives, China has reportedly reversed its earlier stance on the import of Nvidia H200 artificial intelligence chips.

Thursday, July 9, 2026

  1. CHIPS & COMPUTEBIG TECH

    Apple’s CXMT Gambit: Navigating the US-China Tech Divide in Memory Chips

    In a move that underscores the intricate and often fraught relationship between global technology giants and national industrial policies, Apple has reportedly commenced testing DRAM chips manufactured by ChangXin Memory Technologies (CXMT) for devices destined for the Chinese market.

  2. CHIPS & COMPUTEMARKETS

    China’s AI Chip Ascent Threatens to Displace Taiwan From Its #2 Revenue Ranking

    The global artificial intelligence boom is simultaneously reshaping the semiconductor industry, potentially altering established hierarchies. For decades, Taiwan has stood as an undisputed titan in chip manufacturing, with TSMC at its apex commanding a dominant share of the global foundry market.

  3. CHIPS & COMPUTEGEOPOLITICS

    China’s Domestic CPU Makers Gain Ground as the AI Race Shifts Beyond GPUs

    The global artificial intelligence boom, once predominantly characterized by a relentless pursuit of GPU dominance, is now witnessing a significant recalibration of its hardware priorities. A new front has opened in this technological arms race, with central processing units emerging as a critical battleground.

  4. MARKETSCHIPS & COMPUTE

    Asia’s AI Stock Sell-Off Wipes Hundreds of Billions in a Single Day

    The global artificial intelligence revolution has fueled one of the most spectacular market rallies in recent history, but a sudden and severe sell-off across Asian equities is forcing investors to confront uncomfortable questions about the sustainability of the AI boom.

  5. Zhipu AI Targets $4 Billion in Secondary Share Sale Amid Soaring Valuation and Chip Ambitions

    Zhipu AI, a prominent player in China’s burgeoning artificial intelligence sector, is embarking on a significant capital raise, targeting approximately $4 billion from a secondary share sale in Hong Kong.

Wednesday, July 8, 2026

  1. CHIPS & COMPUTEBIG TECH

    DeepSeek Is Building Its Own AI Inference Chip — and Nvidia Is Watching

    DeepSeek, the Chinese AI lab whose R1 model triggered a rout in US technology stocks in January 2025, is now developing its own artificial intelligence chip designed for inference, the process of running trained models rather than building them.

  2. CHIPS & COMPUTEMARKETS

    Chinese Firms Plan to Route Nearly Half Their AI Chip Budgets Away From Nvidia

    A Bloomberg Intelligence survey released on July 7 has put a precise number on a trend that chip industry analysts have been tracking for months: Chinese technology executives plan to allocate 46 percent of their AI accelerator budgets to domestic chip suppliers over the next twelve months, up from 30 percent today.

Tuesday, July 7, 2026

  1. CHIPS & COMPUTEFUNDING

    Biren Technology Seeks $900 Million to Challenge Nvidia in China’s AI GPU Market

    Shanghai-based Biren Technology is moving to secure HK$7 billion (approximately $900 million) through a new share sale, aiming to accelerate the commercialization of its next-generation graphics processing units (GPUs).