China’s AI Regulation 2026 Reshapes How Multinationals Operate
New rules on algorithm registration, data localization, and explainability take effect China’s Cyberspace Administration (CAC) released sweeping AI regulatory guidelines on June 2, 2026, that immediately affect how companies build, deploy, and…
China Commits $295 Billion to Nationwide AI Data Center Network
Beijing’s biggest bet on AI infrastructure yet On June 9, 2026, Bloomberg reported that China is preparing to spend approximately 2 trillion yuan ($295 billion) over the next five years building a nationwide network of interconnected AI data…
DeepSeek and the Open-Source Strategy Reshaping China’s AI Industry
Chinese AI labs are betting that open models win the long game In January 2026, DeepSeek released DeepSeek-V3, an open-source large language model that matched or exceeded GPT-4o on most benchmarks while costing a fraction to train. The release sent…
Samsung, SK Hynix Race to Solve HBM5 Thermal Crisis for AI Chips
Memory makers are spending billions on cooling solutions as AI accelerators push power limits At COMPUTEX 2026 in Taipei (June 2-5), Samsung unveiled its HBM5 mock-up alongside a new thermal architecture called HPB (Heat Path Block). The technology…
China’s AI Regulation 2026 Reshapes How Multinationals Operate
New rules on algorithm registration, data localization, and explainability take effect China’s Cyberspace Administration (CAC) released sweeping AI regulatory guidelines on June 2, 2026, that immediately affect how companies build, deploy, and…
China Commits $295 Billion to Nationwide AI Data Center Network
Beijing’s biggest bet on AI infrastructure yet On June 9, 2026, Bloomberg reported that China is preparing to spend approximately 2 trillion yuan ($295 billion) over the next five years building a nationwide network of interconnected AI data…
Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
Morgan Stanley’s semiconductor team made a striking call in its mid-2026 outlook In a report published on June 5, 2026, Morgan Stanley’s Asia semiconductor analysts upgraded their stance on Chinese chip packaging and testing firms,…
Samsung, SK Hynix Race to Solve HBM5 Thermal Crisis for AI Chips
Memory makers are spending billions on cooling solutions as AI accelerators push power limits At COMPUTEX 2026 in Taipei (June 2-5), Samsung unveiled its HBM5 mock-up alongside a new thermal architecture called HPB (Heat Path Block). The technology…
Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
Morgan Stanley’s semiconductor team made a striking call in its mid-2026 outlook In a report published on June 5, 2026, Morgan Stanley’s Asia semiconductor analysts upgraded their stance on Chinese chip packaging and testing firms,…
China Opens First Photonic Computing Lab to Sidestep US Chip Curbs
On June 11, 2026, Shanghai Jiao Tong University inaugurated the Shanghai Key Laboratory of Integrated Photonic Computing Chips and Systems — China’s first dedicated industry-academia platform for photonic computing. The lab’s director,…