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Export Controls
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The US–China AI Line: a Smoke Detector, Not a Building Code
The US has proposed a “notification mechanism” with China for artificial intelligence incidents that could affect national security ahead of today’s Trump–Xi summit, Treasury Secretary Scott Bessent said Sunday. The mechanism is essentially an open line between Bessent and Chinese Vice Premier He Lifeng, and Beijing has not publicly agreed, Politico reported, citing four people…
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Huawei Claims Its New Kirin Chip Solves the Overheating Problem — But the Verdict Isn’t In
Huawei claims its new Kirin 2026 chip solves the overheating problem plaguing 3D-stacked processors, packing 55% more transistors while cutting power use by up to 66%. Huawei claims its new Kirin 2026 chip solves the overheating problem plaguing 3D-stacked processors, packing 55% more transistors while cutting power use by up to 66%.
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From Chatbots to Robots: Three Storylines, One Shortage
Three separately reported milestones converged on China’s AI-hardware sector this month: a record-breaking robotics IPO, a memory chipmaker’s breakout into NAND’s global top three, and an open-sourced alternative to Nvidia’s software ecosystem.
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Chinese Chips Rose, Chinese Optics Fell, Same Headline
Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers. Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers.
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China’s Memory Makers Set the Price Now
China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny. China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny.