Topic
Explore English articles about Tech Geopolitics.
The US critical and emerging technologies list has been reorganized from 18 domains to 14. While explicit references to data centers and battery storage have disappeared, federal R&D funding allocation is now tied to basic research and national security applications.
Google is reportedly planning to manufacture all Pixel products outside China starting in 2027. The shift would center on India's mass-production track record and Vietnam's new product introduction capabilities, though component-level reliance on China may not disappear.
Examining materials claiming Qwen3.8-27B inference at 30+ tokens/s on a hypothetical 64-core XuanTie C950 configuration. We unpack the SHL optimizations behind the performance, the undisclosed test conditions, and the distance to mass production.
China's leading semiconductor foundries, SMIC and Hua Hong Semiconductor, are hitting utilization limits as AI-related and consumer/industrial demand surges. Both companies are racing to boost supply capacity through expanding existing facilities and acquisitions, but since full-scale operation takes time, the supply crunch is expected to persist.
The US State Department has reportedly prepared a draft letter warning AI partner countries against dual participation in a China-led framework. Though unsent, it hints that Pax Silica could shift toward an exclusive supply-chain alliance.
A YMTC-linked fund has invested in a Guangzhou-based FD-SOI company. The move targets mass production of 28nm-class logic without EUV, but with no confirmed track record yet, yield and customer adoption will determine success.
While China imposes sweeping controls on the export of rare earth processing technology, it has for the first time incorporated the field into academic cooperation with Iran. A small-scale workshop worth 30,000 yuan has become a geopolitical touchpoint connecting the structure of US-China resource rivalry with Iran's undeveloped deposits.
A plan has surfaced for SK hynix to raise NAND production in Dalian, China, to 150,000 wafers per month by 2027. The timing depends on FG product yields and equipment import conditions.
18 listed Chinese companies are lining up along the glass-core substrate supply chain, with equipment orders for pilot production lines arriving ahead of mass production. Whether this becomes commercially viable hinges on yield, reliability, and customer qualification.
Alibaba has announced its latest AI model, "Qwen3.8-Max," boasting 2.4 trillion parameters. By adopting a MoE architecture, it achieves high computational efficiency, and through a self-evolving loop that leverages visual feedback, it possesses a high degree of autonomy capable of completing complex development work and practical tasks over the course of several days without human intervention.
