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Chinese handset rival cited as already selling phones with AI features while Apple's rollout was delayed.
Export controls walled off China's AI demand from TSMC and Samsung. SMIC, the only domestic route to 7nm-class logic, is now repricing the captive pool it inherited.
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Dominic Barton says the diplomats who used to telegraph trade shocks have been replaced by social media posts, and that companies should be re-planning debt, data and incorporation around it.
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Ajinomoto has reportedly told mainland customers it will cut supply of high-end packaging film by 30 percent. It holds about 95 percent of that market; China supplies under 5 percent of its own.
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China's Ministry of State Security told state-linked entities to uninstall a customised Windows 10 ahead of schedule, Bloomberg reported. Microsoft says it is aware of no security incident.
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TrendForce now expects domestic silicon to take about 90% of China's AI accelerator market in 2026, up from 45%. The arithmetic says the constraint is fab and packaging output, not Washington.
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Z.ai says its new open-weight model nears Anthropic and OpenAI on cybersecurity benchmarks. Full download access is two weeks out, which makes patch cadence the variable that matters.
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Alipay's Hangzhou launch pairs merchant adaptation tooling with the AHA interconnection protocol, 20-plus device and model partners, and subsidies aimed at buying early volume.
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China's chip directive is a procurement decision the domestic hardware cannot yet honor. The constraint is not silicon supply, it is nearly two decades of software nobody has rebuilt.
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The Dongfeng brand's new electric SUV pairs an 800V platform and Huawei's ADS 5.0 with a $33,800 entry price, and Stellantis has already agreed a joint venture to sell the brand in Europe.
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