China-US technology competition intensifies over chips and exports

Sources

• Huawei seeks to match best chips without best chipmaking gear South China Morning Post · China
• Another ‘DeepSeek moment’? Huawei milestone alters China trajectory in chip race: analysts South China Morning Post · China
• The Shanghai Stock Exchange says memory maker CXMT cleared a listing review for the exchange's Nasdaq-like STAR Board, in what could be China's top IPO in 2026 (Wall Street Journal) Techmeme · Global
• Sources: Taiwan suspects three people smuggled at least one Nvidia chip shipment to China after first exporting them to Japan; Taiwan detained them last week (Bloomberg) Techmeme · Global
• Taiwan said to suspect Nvidia chips smuggled to China via Japan The Straits Times Asia · Southeast Asia
• Sources: Germany and Spain are leading opposition to EU plans to ban Chinese suppliers like Huawei from telecom networks as part of new cybersecurity rules (Bloomberg) Techmeme · Global
• China adds AI chips to secure technology assessment list amid US curbs South China Morning Post · China
• AI is massively increasing China’s new weapon development speed: scientists South China Morning Post · China