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CXMT Plans to Start Limited Production of HBM3E Within Two Months, Yield Only 20%-30%

10.28 ·Reported ·Importance III ·Sources 1 ·China

According to an exclusive Reuters report on October 28, ChangXin Memory Technologies (CXMT), China's largest DRAM manufacturer, plans to start limited production of HBM3E high-bandwidth memory chips within the next two months. The yield is only about 20%-30%, far lower than the approximately 70% level of SK Hynix, reflecting the shortage dilemma in China's AI chip industry. Huawei, Cambricon, and others have already raised prices by 20% to 50% due to rising storage costs.

Gangu Rongmei accused of plagiarizing a Taiwanese latte artist's work with an AI-altered robot latte art video

10.15 ·Reported ·Importance II ·Sources 1 ·Gangu County

On October 15, Chinese media outlet Gangu Rongmei posted a video titled "Coffee Robot Goes Live," showing a robot creating latte art. Taiwanese netizens compared the footage and found that it appeared to be a stolen original work by a Taiwanese latte artist that had been altered with AI, with obvious suspicious details such as no reflection on the metal on the robot's chest. The Taiwanese latte artist has come forward to accuse the outlet of unauthorized theft and alteration of her work.

Anthropic releases report stating Chinese AI companies including DeepSeek and Moonshot used third-party API proxies to bypass restrictions and access Claude

09.10 ·Reported ·Importance IV ·Sources 2 ·United States

On September 10, Anthropic released a threat intelligence report stating that Chinese AI companies, including DeepSeek and Moonshot, used third-party API proxy services to bypass regional restrictions and call Claude. The report also noted that these relay services may obtain model access through methods such as fake accounts and stolen API keys.

NSA and FBI Issue Warning on Chinese AI Distillation Activities

09.08 ·Official claim ·Importance IV ·Sources 1 ·United States

The U.S. National Security Agency (NSA), FBI, and other agencies jointly released a formal report on September 8, 2026, stating that Chinese AI companies are conducting industrial-scale distillation activities against leading U.S. AI models.

Shanghai World Artificial Intelligence Convention exhibition hall leaderboard hides names of overseas large models behind generic labels

2026.08 ·Reported ·Importance II ·Sources 1 ·Shanghai

In August 2026, the AI model invocation volume leaderboard at the Tiangang Intelligent Computing exhibition area of the Shanghai World Artificial Intelligence Convention drew attention: domestic models such as DeepSeek were displayed with their names directly, while some mainstream overseas models were replaced with generic labels such as "general reasoning model."

Huawei Briefs Ding Xuexiang on Achieving Autonomy in AI Within Three Years

2026.07 ·Reported ·Importance IV ·Sources 1 ·China

The Wall Street Journal reported that last summer, Ding Xuexiang received a closed-door briefing from Huawei on AI, in which Huawei claimed it could achieve Chinese autonomy in key AI fields within three years. Ding was leading the effort to consolidate resources in the chip industry at the time and warned that those who refused to use domestic chips were traitors.

U.S. Government Postpones Adding Over 100 Chinese Tech Firms Including DeepSeek and CXMT to the Entity List

06.17 ·Reported ·Importance IV ·Sources 2 ·Washington, United States

Reuters reported on June 17, 2026 that, out of consideration for avoiding escalating U.S.-China relations, the U.S. government has delayed formally adding more than 100 Chinese entities — including AI company DeepSeek and chipmaker ChangXin Memory Technologies — that had already received interagency approval to the export control Entity List.

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