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Explore English articles about Tech Geopolitics.
TechInsights' physical analysis confirms that China's CXMT has adopted High-k Metal Gate (HKMG) technology in its G4 DRAM process and LPDDR5X products. Drawing on patents and comparisons with rivals, this piece examines what the finding actually proves—and the multi-patterning, yield, and equipment hurdles still standing between CXMT and mass production of its next-generation G5 node.
The US administration is considering an expansion of semiconductor tariffs that could raise investment costs for AI infrastructure if the data center exemption is narrowed. The real impact hinges on duty-free quotas, how servers are treated, and safeguards against double taxation.
YMTC has reportedly set a goal of becoming the world's largest NAND maker by the end of 2027. Drawing on its IPO filing's 33 billion yuan plan, 14% shipment share, and 76.77% gross margin, this piece examines both the scale-up and the risk of a market downturn.
TeamT5 reports that attack volume from a Chinese state-linked group it tracks more than doubled after adopting AI. Drawing on public case studies, this piece examines how AI now links reconnaissance, code generation, and lateral movement to speed up attack workflows—and what conditions defenders need to monitor.
The anonymous model Ox Alpha turns out to be Z.ai's GLM-5.3-Flash. Here's how its inference was designed to run on tens of thousands of Chinese-made AI chips, and why the claimed 100 trillion tokens-per-day capacity figure needs context.
Taiwanese prosecutors allege that NVIDIA and Supermicro staff bypassed internal sales screening from within, funneling 74 B300-equipped servers to China. The case exposes how whitelists and on-site checks alone cannot stop internal collusion.
Geely has begun real-world testing of its solid-state batteries and plans to scale up to a 1,000-vehicle trial by 2027. Whether the measurement basis for its 500Wh/kg claim and manufacturing costs hold up will determine the fate of its 2030 mass-production plan.
Bilibili has relaunched its international Android app. While it can leverage its massive existing video library for overseas expansion, success will depend on monetization, rights management, and multilingual moderation.
China's semiconductor equipment makers are growing sales, but their reported profit increases of over 400% mix in fair-value gains and swings from losses to profits. This article examines, through their financial results, what it would take to turn the current global equipment shortage into a lasting market share gain.
China is moving forward with limited imports of NVIDIA H200 chips, with roughly 10,000 units each arriving at ByteDance and Tencent. A large gap remains between the 400,000-plus approved units and actual supply, since both US and Chinese approval are required.
