Hong Kong’s export surge will extend into the coming months, driven by the global AI boom, economists have told the South China Morning Post, adding that GDP growth could surpass official forecasts. Billy Mak Sui-choi, an associate professor at Baptist University’s department of accountancy, economics and finance, said global demand for artificial intelligence (AI) remained…
Taiwanese prosecutors on Monday indicted a former deputy manager at Taiwan Semiconductor Manufacturing Company (TSMC) for allegedly stealing trade secrets involving technologies designated as national core technologies, with the intent to use them in China. The defendant, identified by the surname Chen, faces charges under Taiwan’s National Security Act and the Trade Secrets Act. Prosecutors…
Smaller, family-run businesses in mainland China are embracing advanced artificial intelligence (AI) more readily than large enterprises, while market agility and steady power supplies will determine the winners of the global AI race, industry leaders have said at a forum in Indonesia. Panel speakers at the inaugural Nusa Dua Forum in Bali, organised on Friday…
Quick Read Jim Farley warned China holds enough existing factory capacity to serve the entire North American auto market and eliminate Ford. Rockwell Automation (ROK) and NVIDIA (NVDA) are already booking orders as the supply chain feeding America’s dark factory race grows now. No dark factory exists in the US yet, but analysts predict at…
The market realignment over the past week starkly captures the self-defeating logic of America’s technology containment strategy. The momentum began on June 15, when the shares of Chinese artificial intelligence pioneer Zhipu AI, which trade in Hong Kong under Knowledge Atlas Technology, surged by 48 per cent intraday after it announced the open-source release of…
Quick Read IperionX (IPX) Titan project in Tennessee projects $813M NPV and 39.4% IRR, yet single projects can’t replace China’s multi-decade processing ecosystem. The Pentagon’s FY2027 budget commits $48.8 billion to close the rare earth processing gap China built over decades of institutional know-how. Act now: the analyst who called NVIDIA in 2010 just named…
Nvidia CEO Jensen Huang has reportedly joined a prominent advisory board of a top university in Beijing – his latest step to cultivate close ties with China despite the country’s tense relationship with the Trump administration. Huang, 63, will serve on the advisory board of Tsinghua University’s School of Economics and Management, the Financial Times…
Nvidia CEO Jensen Huang has now acknowledged that the company has ‘largely conceded’ China’s artificial intelligence chip market to Huawei as US export restrictions continue to reshape the global semiconductor landscape, as reported by CNBC. Recently, Nvidia CEO Jensen Huang revealed that the company’s market share in China has dropped to ‘zero’. Huang made the…
China has reportedly banned on the specialised graphics chip from American tech giant Nvidia. According to a report by the Financial Times, Beijing blacklisted Nvidia’s RTX 5090D V2 graphics card, which is an export-friendly version of its top-end RTX 5090 GPU. While the strict customs ban is a big development itself, this came on Friday…
Nvidia founder and CEO Jensen Huang arrives ahead of a state banquet for US President Donald Trump and China’s President Xi Jinping at the Great Hall of the People Beijing on May 14, 2026 (Brendan SMIALOWSKI) · Brendan SMIALOWSKI/AFP/AFP Nvidia boss Jensen Huang expects China to eventually open its market to high-end US chips that…