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The Latest Breaking News from Paul Triolo

A machine made by China sends shockwaves in the chip industry

China has begun mass-producing its own lithography machines, challenging ASML's global dominance. This development marks a significant step towards Beijing's technological self-sufficiency goals. The move comes after years of US-led export controls on advanced chip technology. This breakthrough represents a milestone in China's semiconductor manufacturing capabilities.

The Economic Times

China's Moonshot, Z.AI, and DeepSeek are challenging U.S. AI labs—and beating them on cost

“The AI ecosystem in China is probably much better than people thought."

Fortune

Markets may have just experienced their second DeepSeek shock, this time thanks to a Chinese AI lab named after a Pink Floyd album

K3 might undermine the conventional wisdom that U.S. firms can maintain their extended lead by simply outspending Chinese competitors on computing power.

Fortune

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Nvidia and AMD’s ‘special treatment’ from Trump shakes up an already tangled global chip supply chain

“If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Fortune

How DeepSeek erased Silicon Valley's AI lead and wiped $1 trillion from U.S. markets

Wall Street and Silicon Valley crowed that China would always be years behind the U.S. Here's why they were wrong.

Fortune

US Clean Energy, Defense To Be Impacted By China Export Curbs

China's retaliatory export controls could take a toll on the growing US clean energy sector and its defense industry, analysts say, as a trade tussle escalates between the world's two biggest economies.

International Business Times

China's Huawei To Launch 'Milestone' Smartphone With Homegrown OS

Chinese tech giant Huawei will on Tuesday launch its first smartphone equipped with a fully homegrown operating system, a key test in the firm's fight to challenge the dominance of Western juggernauts.

International Business Times

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US To Raise Tariffs On $18 Bn Of China Imports Including Chips

The United States is hiking tariffs on $18 billion worth of Chinese imports, targeting strategic sectors like electric vehicles, batteries, steel and critical minerals, the White House said Tuesday.

International Business Times

Biden Or Trump, Hawkish Economic Approach On China To Intensify

In a shift from tit-for-tat tariffs and strong-arm tactics to tech restrictions and investment curbs, US policy towards China has become more targeted under President Joe Biden -- though still hardline.

International Business Times

China’s Xi to meet Biden in San Francisco: What’s on the agenda?

Security and trade to dominate the agenda of the first meeting between US President Biden and China’s Xi in six years.

Al Jazeera

What the ChatGPT Moment Means for U.S.-China Tech Competition

The rise of American-made chatbots has kicked off a flurry of Chinese activity.

Foreign Policy

Alibaba And Other Chinese Chip Designers Ease Processor Speed To Bypass US Sanctions

Alibaba Group Holding Limited (NYSE: BABA) and start-up Biren Technology tweaked their most advanced chip designs to reduce processing speeds and bypass U.S.-imposed sanctions, the Financial Times

Benzinga

Semiconductor Stocks Lag On Export Uncertainty As Investors Await China's Response

Two weeks after the Biden administration announced new restrictions on semiconductor exports to China, investors and analysts are still trying to understand how much of a long-term impact the new rules will have on the industry.

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