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Chips & Compute

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Friday, April 3, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    US Senate Introduces MATCH Act to Block AI Chipmaking Equipment Sales to China

    The technology conflict between the United States and China escalated further on April 2, 2026, with the introduction of the Multilateral Alignment of Technology Controls on Hardware (MATCH) Act.

Thursday, April 2, 2026

  1. China’s First Automated Humanoid Robot Factory Goes Live in Guangdong, Producing One Unit Every 30 Minutes

    China’s humanoid robotics industry has been talking about mass production for years. This week, it delivered the first concrete evidence that the transition from prototype to production line is real.

  2. CHIPS & COMPUTEGEOPOLITICS

    China Sets Its Sights on 80% Chip Self-Sufficiency by 2030 — But the Technology Gap Is Still Real

    China’s semiconductor industry has set itself a target that would have seemed fantastical just a few years ago: 80% domestic self-sufficiency in chips by 2030.

  3. CHIPS & COMPUTEGEOPOLITICS

    China’s Domestic Chipmakers Seize 41% of the Local AI Market as Nvidia’s Grip Loosens

    The numbers that emerged this week from IDC’s latest market analysis mark a watershed moment in the global AI chip race.