2026-11-12
According to Reuters and The Information, the U.S. Department of Commerce is finalizing new rules that would restrict Chinese AI companies from using high-end Nvidia chips to train models remotely via data centers in Singapore, Malaysia, Thailand, and other locations. The new rules could be announced as early as this month.
2026-11-12
Worried about further tightening of US chip controls, some Chinese AI companies have contacted overseas data centers to reserve high-end Nvidia chip computing power in advance. A large cloud service provider is internally discussing locking in computing power early, and some domestic gray market merchants have begun hoarding restricted chips.
2026-11-11
Megaspeed, a Singaporean company co-founded by Kang Wei and his wife, has become an Nvidia cloud partner and is suspected of shipping servers equipped with Nvidia chips to China. The US and Singapore are investigating its related business, while the company denies violating export controls.
2026-11-11
On November 11, Reuters reported that Northwestern Polytechnical University purchased two Nvidia H200 chips, which are restricted by the U.S., through a supplier in October for 874,700 yuan and leased computing power, exposing loopholes in export controls.
2026-11-10
A residential committee in a Shenzhen community suggested in a group chat that residents go out for trips from November 17 to 19, stating that those who remain at home will be visited by party and government personnel during specific periods. Empty apartments will have electronic seals with chips placed on their doors, which will trigger an alarm upon opening, and residents must be accompanied by staff to return home. The APEC meeting is being held in Shenzhen from November 18 to 19.
2026-11-09
On November 9, after Jensen Huang admitted to an extramarital affair, former Global Times editor-in-chief Hu Xijin posted that he has a background in intelligence studies and, to his knowledge, the Chinese intelligence community never specifically uses honey traps, nor does it ever require female intelligence officers to complete missions by sleeping with targets.
2026-11-06
A report released by Bloomberg Economics on November 6 stated that if the Democratic Party slows down AI investment and data center construction after a major victory in the U.S. midterm elections, China's growth, which relies on AI hardware exports, will be hit. Net exports contributed nearly 40% of China's economic growth in the third quarter, and chips and computer products accounted for 40% of the year-on-year increase in exports in the first nine months.
2026-11-05
A Reuters exclusive report states that about 600,000 NVIDIA H200 AI chips are stored in Hong Kong waiting to be shipped into mainland China, with prices surging due to Beijing's delayed approval for large-scale imports.
2026-11-05
According to the Financial Times, as the U.S.-China trade truce continues and high-end AI chips remain a point of friction, Oracle has canceled a $7 billion chip leasing contract with Tencent under pressure from the Trump administration.
2026-11-04
According to a report by the Financial Times on November 4, Oracle canceled a five-year, approximately $7 billion chip leasing agreement with Tencent under pressure from the Trump administration. The original agreement allowed Tencent to use about 100,000 advanced AI chips in Southeast Asian data centers. During the same period, senior officials from Guangdong visited Tencent and demanded that it switch to domestic chips.
2026-11
Jensen Huang recently announced his formal resignation. His involvement in chip sales and his connection to Chinese spy Huang Le have sparked widespread attention and discussion both inside and outside the Great Firewall.
2026-11
A desktop computer launched by Huawei, equipped with its proprietary chip and operating system, took over five minutes to boot during testing and frequently failed with endless loading icons. Its system compatibility and performance have sparked heated discussion and ridicule among netizens.
2026-10-30
In response to foreign media reports alleging that Chinese businesswoman Huang Le contacted Nvidia CEO Jensen Huang to assist in bypassing chip sanctions, Chinese Foreign Ministry spokesperson Guo Jiakun stated that the claims are purely slanderous and smear tactics.
2026-10-28
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.
2026-10-20
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.
2026-10-18
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.
2026-10-16
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.
2026-10-15
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.
2026-10-14
On October 14, 2026, the U.S. House Select Committee on the CCP issued a formal statement noting that recent espionage cases across the U.S. highlight the threat posed by the Chinese Communist Party (CCP) and its brazen transnational repression, reaffirming its commitment to exposing the CCP's schemes to suppress dissidents and infiltrate institutions. On the same day, Bill Essayli, First Assistant United States Attorney for the Central District of California, warned in an interview with Fox News that CCP espionage activities are "extremely rampant and playing the long game" across the U.S. He cited major cases including the interstate stalking of Lai Ching-te's family, a former mayor acting as an unregistered foreign agent, and the smuggling of $300 million in chips, emphasizing that federal agencies are working to dismantle domestic spy networks.
2026-10-14
On October 14, according to a Financial Times report, data from the General Administration of Customs showed that exports in September grew 36.3% year-on-year in dollar terms, far exceeding the expected 25.7%; the month's trade surplus reached a record $133.5 billion, with the cumulative surplus for the first nine months at $938.1 billion. Chips and data processing equipment accounted for 17.9% of exports, exports to the US rose 39.6%, and exports to Europe rose 25.3%.
2026-10-14
According to a post by the X account @__Inty__, former U.S. President Trump publicly accused Taiwan of "stealing" America's chip business years ago.
2026-10-13
On October 13, the IMF released its latest World Economic Outlook, raising Taiwan's 2026 growth forecast from 5.2% in April to 10.7%, while lowering the mainland's forecast by 0.1 percentage points to 4.5%; Taiwan's growth is mainly driven by demand for AI and advanced chips.
2026-10-01
According to a Bloomberg report on October 1, Xinxin Financing Lease, led by the China Integrated Circuit Industry Investment Fund and with shareholding by local state-owned assets, provided financing over the past year for Hongjing Technology to purchase more than 700 servers, totaling over 3 billion yuan, of which at least one deal involved 32 servers equipped with NVIDIA B300 Blackwell chips subject to U.S. export controls, most of them deployed at China Mobile's Ningxia Zhongwei data center. Xinxin subsequently revised its filing documents to delete server model information.
2026-10-01
On October 1, Reuters relayed a Financial Times report that Tencent signed a five-year lease with US cloud service provider Oracle, using approximately 100,000 advanced AI chips — which cannot be obtained domestically in China — through several of its data centers in Southeast Asia. The contract is worth about $7 billion, with an advance payment of roughly 30%, making it Tencent's largest overseas leasing agreement to date.
2026-09-28
Beijing has further extended exit controls on artificial intelligence experts and core chip R&D personnel to cover their spouses, minor children, and other immediate family members.
2026-09-28
Bloomberg reported on September 28, citing people with knowledge of the matter, that China has expanded exit restrictions on top AI talent at private companies to include some family members: spouses and children of executives at AI and chip firms must obtain official approval in advance even for short trips abroad, in an effort to prevent key technologies and information from flowing to the United States. The Ministry of Industry and Information Technology did not respond to a request for comment.
2026-09-20
On September 20, China and the US held 8-hour economic and trade talks in New York. The two sides announced the establishment of an AI dialogue mechanism and a new bilateral trade mechanism, but the US side made it clear that export controls on advanced AI chips and semiconductor equipment are not on the negotiating agenda.
2026-09-17
An NPR interview with US and Chinese officials on September 17 disclosed that ahead of the Trump-Xi meeting, the two sides were still jockeying over issues such as state banquet seating (about 100 tables versus about 200 people in 2015), rare earth export controls and the delay of chip restrictions (expiring on November 10), and an order for 200 Boeing aircraft. China once proposed extending the suspension of rare earth controls until January 2029, but the US side rejected it.
2026-09-13
On September 13, a netizen in Chongqing posted that they discovered a hard glass-encapsulated foreign object containing the IDs of 15 pet chips in takeout zhajiang noodles. After failing to contact the vendor, the netizen has lodged complaints through the food delivery platform and 12315, and the market regulatory authorities are now intervening to investigate.
2026-09-14
On September 14, at the All-In Summit in Los Angeles (hosted by Chamath Palihapitiya, Jason Calacanis, David Friedberg, and David Sacks), Trump called Nvidia CEO Jensen Huang, who was on stage, and Huang answered on speakerphone. Trump first teased Huang for being able to build the most complex chips but failing to manage the speakerphone, then addressed the recent opposition surrounding data center construction and AI safety, calling it all a 'scam.' He accused the opponents of 'playing right into someone's hands' and hinted that the opposition might be linked to political forces or China, stating, 'We won't let that happen.' Huang replied, 'You're right, sir, we won't let that happen,' and expressed his commitment to ensuring everyone in the U.S. wins in the AI race. Trump emphasized that the U.S. must beat China in AI innovation, calling data centers 'the oil of the next 20 to 25 years.'
Location: Los Angeles, United States ·
Importance IV ·
Verification: Verified ·
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2026-09-13
Anthropic co-founder Amodei published a long article arguing that China's lead in artificial intelligence poses a serious threat to the United States and the world, and backing Washington's restrictions on selling powerful AI chips to China; Chinese state media Global Times said his claims of containing China are an unrealizable delusion, and China's Foreign Ministry said it has noted the relevant remarks.
2026-09-11
On September 11, Enflame Technology, referred to by the media as the Chinese version of Nvidia, was listed on the STAR Market, closing 179.22% higher than the issuance price with a market value exceeding 170 billion. Prospectus materials show its 2025 revenue was 990 million yuan, with a net loss of 1.16 billion yuan, and the largest shareholder Tencent contributed 83.79% of the total revenue. Analysis suggests the surge was primarily driven by short-term IPO subscription funds.
2026-09-06
On September 6, 2026, an investigative report by The New York Times revealed that Inspur Group, a Chinese company under U.S. sanctions, purchased tens of billions of dollars' worth of advanced-process chips and evaded export controls by renaming its Silicon Valley subsidiary and using a transshipment network in Southeast Asia.
2026-09
Anthropic CEO Amodei's advocacy for further restricting China's access to advanced chips has sparked a strong backlash in China, making it even harder for those concerned about AI safety within the country to speak out.
2026-09
In September 2026, a digital repair blogger transplanted and tested the memory chip of a Huawei Pura 70 Pro, finding it was actually manufactured by Samsung, raising questions about the labeling. The original test video subsequently disappeared and the account was switched to private.
2026-08-24
The Taiwan Keelung District Prosecutors Office announced the indictment of 9 criminal suspects involved in smuggling servers manufactured by Supermicro and embedded with NVIDIA high-end AI chips to China via Indonesia and Japan.
2026-08-19
On August 19, 2026, the Financial Times reported that, months after Beijing restricted imports of Nvidia H200 chips, officials have approved ByteDance and Tencent to each purchase 10,000 H200 units, driven by urgent computing power demands for frontier large models.
2026-08-11
CME Group announced that it will list the world's first computing power futures on October 5, tracking the rental indices of H100 and B200 chip generations to enable cash settlement of computing power.
2026-08-10
John Moolenaar, chairman of the U.S. House Select Committee on China, released a letter to Commerce Department officials calling for action to prevent advanced AI chips from flowing to Chinese companies.
Location: Washington, United States ·
Importance III ·
Verification: Reported ·
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2026-08-09
On August 9, 2026, US media reported that Apple has tested memory chips from China's ChangXin Memory Technologies (CXMT) on iPhones and MacBooks, and has held preliminary negotiations with CXMT on procurement, planning to use them in some devices sold in China while seeking the White House's approval.
2026-08-05
The Taiwan Investigation Bureau stated that from July 13 to August 4, it simultaneously investigated cases involving 17 Chinese enterprises illegally poaching high-tech talent in Taiwan, covering fields such as semiconductors, chips, composite materials, and batteries.
2026-08
In August 2026, remarks allegedly made by DeepSeek founder Liang Wenfeng at a closed-door meeting circulated online, in which he said that the core bottleneck currently limiting corporate development lies in computing power cards and chip supply.
2026-07-30
Senators from both U.S. parties have sent a letter to Apple CEO Tim Cook, asking Apple to stop purchasing chips from ChangXin Memory Technologies and Yangtze Memory Technologies, and to explain its cooperation with the two companies by August 21.
2026-07-28
Taiwan's Keelung District Prosecutors Office announced the detention of Nvidia senior business development manager Zhang Denglong, accusing him of allegedly smuggling controlled AI chips to mainland China.
2026-07-27
On July 27, 2026, CXMT, China's largest memory chip manufacturer, was listed on the Shanghai Stock Exchange, raising 57.9 billion yuan in its IPO, the largest IPO in China in over 15 years.
2026-07-23
On July 23, 2026, The Wall Street Journal reported that Ding Xuexiang, a member of the Standing Committee of the CCP Central Committee Politburo, has led the launch of a nationwide system for chip breakthroughs, integrating top laboratories to promote domestic substitution in response to U.S. export controls on advanced process chips to China.
2026-07-22
On July 22, White House officials accused Chinese artificial intelligence company Moonshot AI of illegally distilling Anthropic's Fable model to develop the K3 system, and of obtaining banned Nvidia chips.
Location: Washington, United States ·
Importance IV ·
Verification: Reported ·
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2026-07-16
Chip stocks dragged down US equities, with the S&P 500 index falling 0.51%, the Nasdaq index falling 1.47%, and the semiconductor sector falling 4.3%.
2026-07-14
The U.S. House Foreign Affairs Committee held a hearing on the Bureau of Industry and Security's fiscal year 2027 budget, during which lawmakers discussed the issue of Chinese companies evading U.S. export controls on chips and related technologies.
2026-07-09
On July 9, 2026, France's Le Monde and several other foreign media outlets jointly disclosed leaked documents in an investigation, claiming that China and Russia hold a secret military technology forum every year, with the Chinese side exchanging AI, chip, and drone technology for the Russian military's combat experience in Ukraine and defense cooperation.
2026-07
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.
2026-07
Chinese officials have reportedly told companies such as Alibaba, ByteDance and DeepSeek that they may soon be permitted to purchase some H200 chips, with the quantities still being determined.
2026-07
TSMC, a bellwether for global chip demand, reported quarterly earnings up 77% year-on-year, but its US-listed shares still fell 2.3%.
2026-06-26
A bipartisan group of US House lawmakers has introduced the "Cloud Security Act," aiming to close loopholes in US export controls and prevent adversaries like China from acquiring advanced AI chips through cloud service providers.
2026-06-17
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.
Location: Washington, United States ·
Importance IV ·
Verification: Reported ·
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2026-06-09
On June 9, 2026, TSMC executives stated clearly in an interview with the BBC that, despite expanding capacity in the US, Europe, and Japan, the world's most advanced cutting-edge semiconductor chip manufacturing will be firmly maintained and retained in Taiwan for the long term.
2026-06
Apple has raised prices on several products, attributing the increases to tight supply of memory chips.
2026-05-20
Taiwanese prosecutors and investigators raided and detained three people, marking Taiwan's first law enforcement action against AI chip smuggling.
2026-03-26
The US House Foreign Affairs Committee has passed a bipartisan chip security bill aimed at curbing the smuggling of American semiconductors to foreign adversaries like China.
Location: Washington, United States ·
Importance IV ·
Verification: Verified ·
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2026-01-13
In January 2026, the U.S. Department of Commerce revised its rules, changing exports of Nvidia H200 chips to China to case-by-case review; the Chinese side subsequently still has not approved the purchase.
2026
According to reports, AI giants such as Amazon, Microsoft, Google, and Meta have committed to combined capital expenditures of up to $725 billion in 2026, mainly for data center construction and the purchase of Nvidia chips.
2025-05
In an interview on the eve of Computex Taipei, Jensen Huang stated that there is no evidence that chips have been diverted to China, and that servers are too heavy to fit into a pocket.
2025-02
Singapore has charged three men, accusing them of deceiving Dell and Supermicro regarding the final destination of servers containing Nvidia chips.
2025-01-20
On January 20, 2025, Chinese AI startup DeepSeek officially released the open-source inference model DeepSeek-R1, shaking the global tech community and sparking discussion of chip export controls due to its low cost and high performance.
2024-09
Online reports claim that China has begun implanting chips into student school uniforms for location tracking and surveillance.
2023-09-03
On September 3, 2023, the Huawei Mate 60 Pro went on sale through all channels, with customers who had paid deposits picking up devices at stores, and queues appeared at stores in various places; Huawei did not release chip details, and the outside world interpreted this as a breakthrough of the US blockade.
2023
The Huawei Nova11 SE went on sale at a starting price of 1999 yuan; the video claims that the Qualcomm Snapdragon 6000 4G chip it carries had previously been used in the OPPO360, which sells for about 700 yuan.
2022
Since 2022, the United States has gradually implemented export restrictions on China covering advanced AI chips, semiconductor equipment and high-bandwidth memory.
2003
Chen Jin's team ground off the markings on purchased Motorola chips and reprinted them as "Hanxin No. 1", announced it in February 2003, defrauding about 110 million yuan in research funding (over 60 million yuan received), and was exposed in early 2006.