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ByteDance, Alibaba and Tencent Order Over $35 Billion of Nvidia Graphics Cards, Supply Hard to Guarantee

10.20 ·Reported ·Importance IV ·Sources 1 ·China

On October 20, Reuters reported, citing people familiar with the matter, that ByteDance, Alibaba and Tencent have collectively ordered more than 3 million Nvidia RTX PRO 5500 graphics cards, with potential orders worth over $35 billion. Because U.S. restrictions limit exports of high-end AI chips to China, the three companies have turned to this workstation graphics card for AI inference, but Nvidia cannot guarantee supply, and some partners may receive only 5%–10% of the quantity they need.

Trump Calls for Tighter Export Controls on AI Chips to China

10.18 ·Verified ·Importance III ·Sources 1

On October 18, 2026, former U.S. President Trump publicly stated that the United States must take the lead in artificial intelligence and advocated strengthening export controls to prevent the Chinese Communist Party from obtaining advanced AI chips. Trump believes that unrestricted access to U.S. AI technology would accelerate the improvement of China's military capabilities and pose security risks.

Italian Defense Minister Crosetto Says China Is Trump's Only Enemy

10.18 ·Verified ·Importance III ·Sources 1

On October 18, 2026, Italian Defense Minister Guido Crosetto stated in public comments that, in his view, China is currently the only enemy of former U.S. President Trump in the world. Crosetto believes that everything other than China is merely a distraction for Trump, and that Trump's core goal is the competition between the United States and China over technology and global dominance.

U.S. Lawmakers Push MATCH Act to Restrict Chip Manufacturing Equipment Exports to CXMT

10.16 ·Verified ·Importance III ·Sources 1

The U.S. account @ChinaSelect pointed out that CXMT (ChangXin Memory Technologies), identified by the Pentagon as a Chinese military-industrial enterprise, relies on CCP subsidies and advanced Western chip manufacturing equipment to maintain its competitiveness. The account called on the U.S. Congress to pass the MATCH Act, which aims to ban the sale of advanced chip manufacturing equipment to Chinese military-industrial enterprises such as CXMT, in order to curb their technological development and protect the market competitiveness of U.S. and allied companies.

China warns Taiwan coast guard over use of water cannons and dispatches military aircraft and vessels for combat readiness patrols in the Taiwan Strait

10.15 ·Reported ·Importance IV ·Sources 1 ·台湾海峡

The Chinese government warned on Wednesday that Taiwan's coast guard must bear the consequences for using high-pressure water cannons against Chinese fishing boats. On the same day, the People's Liberation Army (PLA) conducted joint combat readiness patrols around Taiwan, while the U.S. State Department urged Beijing to cease its pressure.

South Korea's SK Hynix Seeks U.S. Permission to Export Chip Equipment to China

10.15 ·Developing ·Importance III ·Sources 1

According to Twitter user @__Inty__, South Korean chipmaker SK Hynix is seeking permission from the U.S. government to export U.S.-made chip manufacturing equipment to China in order to expand local production capacity. SK Hynix has linked the approval of this condition to its investment plan to build a plant on U.S. soil. This move touches the bottom line of U.S. semiconductor export controls, sparking concerns that if Washington approves the deal, it would create a gap in the semiconductor technology blockade against China.

Musk Says China's Magnet Export Restrictions Delayed Tesla's Robot Project

10.15 ·Verified ·Importance III ·Sources 1

Tesla CEO Musk said that China's restrictions last year on exports of magnets used in electric motors delayed Tesla's Optimus robot project by about two to three months. Musk noted that Tesla currently faces a shortage of robot arms, and stressed that the company must ensure it can build robots domestically in the United States even if supply chains are cut off, to guard against potential supply risks.

House Republicans Write Letter Demanding Review of COSCO Shipping Privileges

10.14 ·Reported ·Importance III ·Sources 1 ·Washington, United States

Three Republican chairmen of special committees in the U.S. House of Representatives jointly wrote to the Secretary of Homeland Security in mid-October, demanding that the list of privileges for COSCO Shipping at U.S. ports be revoked and a review be launched.

US House Select Committee Urges Pentagon to Add CAS and CSC to 1286 Blacklist

10.14 ·Verified ·Importance IV ·Sources 2 ·Washington

On October 14, 2026, John Moolenaar, Chairman of the House Select Committee on the Strategic Competition between the United States and the Chinese Communist Party, sent a letter to the Pentagon urging the expansion of the list of military-linked entities under Section 1286 of the National Defense Authorization Act. The letter calls for the inclusion of 14 Chinese Academy of Sciences institutes, 62 key Chinese and defense laboratories, 58 universities co-built or supported by the State Administration of Science, Technology and Industry for National Defense, 22 foreign malicious talent programs, and the China Scholarship Council (CSC) along with its scholars. The committee also demands a comprehensive ban on any scholars receiving CSC funding from participating in Pentagon-funded research projects.

US Suspends Recruitment of Participants for Exchange Programs in Mainland China, Hong Kong and Macau

10.09 ·Reported ·Importance III ·Sources 1 ·United States

According to an internal US memorandum from August cited by Kyodo News, some participants in Chinese exchange programs to the US were interfered with by Chinese authorities; some were forced to withdraw, were harassed and threatened, and were even arrested. The US government has suspended recruiting participants for the International Visitor Leadership Program and the Professional Fellows Program in mainland China, Hong Kong and Macau since late July, while American Institute in Taiwan programs are unaffected.

US FCC Plans Vote to Ban Chinese Labs from Testing Electronics Bound for US

10.08 ·Official claim ·Importance IV ·Sources 1 ·美國華盛頓

The US Federal Communications Commission announced that it will hold a vote on October 29 on a proposal to prohibit laboratories in China from conducting conformity testing for electronic products sold to the United States. The new rules are expected to take effect by the end of 2028.

F-35 Fighter Jet Parts Go Missing in Hong Kong While Being Shipped to the United States

2026.10 ·Reported ·Importance IV ·Sources 3 ·Hong Kong

A batch of F-35 stealth fighter jet parts being shipped from Australia to the United States for maintenance went missing after being rerouted through South Korea to Hong Kong. Bloomberg reported that the Chinese government has obtained these parts, drawing the attention of the U.S. Congress.

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