Market Outlook: AI Selloff, Jobs Data, Fed Policy, and Tariffs – News and Statistics

Aug 31, 2025 Markets face a critical four-day trading week following Friday’s volatility in technology stocks, which saw AI-related shares retreat despite the S&P 500 ($SPX) reaching new highs earlier in the week. According to a Yahoo Finance report, the selloff was triggered by concerns over China’s semiconductor ambitions, particularly reports that Alibaba is developing…

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Luo Weiwei: the former Nasa scientist who became China’s semiconductor trump card

Luo Weiwei: the former Nasa scientist who became China’s semiconductor trump card

At a time when the United States is decoupling from China on cutting-edge chip technology, Nvidia has unveiled its list of suppliers for the advanced 800 VDC power architecture powering next-generation AI data centres. Among American and European giants was an unexpected name: Innoscience, a Chinese company specialising in gallium nitride (GaN) technology. Innoscience marks…

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China’s tech industry hails Beijing’s AI blueprint as local chip, server makers set to gain

China’s tech industry hails Beijing’s AI blueprint as local chip, server makers set to gain

China’s tech industry has hailed Beijing’s latest strategy to widely apply artificial intelligence to economic and social enterprises amid hopes the move could boost market prospects for local suppliers of chips, servers and AI solutions. Beijing’s decision to implement AI in research, industry and consumption has further boosted confidence in the sector, particularly in computing…

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Tech war: which Chinese firm is supplying next-generation AI chips to DeepSeek?

Tech war: which Chinese firm is supplying next-generation AI chips to DeepSeek?

The Hangzhou-based start-up’s cryptic one-line post on WeChat triggered online discussions about which AI chip supplier, or suppliers, would unveil this breakthrough, even as US tech restrictions remain in place. DeepSeek’s post on Thursday said the “UE8M0 FP8 scale” of its V3.1 AI model was particularly designed “for home-grown chips to be released soon”. Apart…

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Huawei’s Ren Zhengfei, Changan Automobile’s Zhu Huarong discuss state of China EV sector

Huawei’s Ren Zhengfei, Changan Automobile’s Zhu Huarong discuss state of China EV sector

According to his post on Chinese microblogging site Weibo, Changan chairman Zhu Huarong said he visited Ren, 80, at Huawei’s headquarters in Shenzhen last Friday to discuss the state of development and competition in China’s electric vehicle (EV) industry. While Zhu did not provide details of their discussion, he praised the “wisdom” shared and “passion”…

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Taiwan Vice President Hsiao Bi-khim during a media briefing with foreign correspondents in Taipei on July 18, 2025.

‘We will not provoke confrontation’: Taiwan slams China’s ‘aggressive’ military posturing, calls for talks

Taiwan’s Vice President Hsiao Bi-khim on Friday said Taipei does not want a conflict with China and will not provoke confrontation, but warned that Beijing’s “aggressive” military posturing is counterproductive. Chinese pressure on Taiwan had escalated over the past few years, but the island’s people were peace-loving, Hsiao said while talking to the media at…

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Tech war: Stanford-educated expert leads China’s new semiconductor school with YMTC support

Tech war: Stanford-educated expert leads China’s new semiconductor school with YMTC support

Wuhan University has become the latest institution to join China’s push for self-reliance in semiconductors by establishing the School of Integrated Circuits, led by a scientist educated at Stanford University. Liu Sheng, a member of the Chinese Academy of Sciences who earned a doctorate in mechanical engineering from Stanford in 1992, has been appointed as…

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