AI Research Is Getting Harder to Separate From Geopolitics
… This is an edition of Zeyi Yang and Louise Matsakis’ Made in China newsletter. …
Search
All sources
wccftech.com
46
restofworld.org
23
wired.com
11
fudzilla.com
5
newsroom.intel.com
5
techcrunch.com
4
theregister.com
3
tomshardware.com
3
techpowerup.com
3
pcgamer.com
3
igorslab.de
3
neowin.net
2
Top stories
What to read: A summer book list
… The world’s dependence on chips from TSMC gives China enormous leverage over the U.S., which has no plan to manage the fallout if China disrupts the flow of chips. …
China’s Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It
… US Lawmakers Are Looking To Ban the Export of ASML's DUV Technology to China, Targeting Huawei, SMIC & Many Others China has been battling US export restrictions, particularly on the semiconductor front, for quite some time now, and the industry saw a massive downturn when the US administration imp… …
What AI race? China and U.S. AI worlds are tightly connected
… The tech race between the U.S. and China seems to heat up daily. Headlines center on how America seeks to lead global AI with its capital and chips, while China tries to catch up through government subsidies and engineering ingenuity. …
Discussions and forums
Red Hat RHELocates its Chinese engineering team to India
OSes Red Hat RHELocates its Chinese engineering team to India Hundreds of layoffs, but this smells of geopolitics, not downsizing Red Hat appears to have fired its entire engineering team in China, which it no longer thinks is a country it needs to prioritize. …
U.S. delegation throws away all burner phones and gifts from China before takeoff
… Nothing from China allowed on the plane. …
TikTok owner ByteDance is reportedly developing its own custom AI CPUs — company looks to ease China's dependence on US chipmakers
… The Chinese startup got investments from ByteDance and Alibaba, China's cloud and e-commerce giant. …
NVIDIA & AMD Are Back in China Once Again —This Time With Far More Powerful AI Chips, But Regulatory Guardrails Have Tightened Significantly
… At the moment, we are 100% out of China, and so China is 0%. We went from a 95% market share to 0%, and so I can't imagine any policymaker thinking this is a good idea. In all our forecasts, we assume zero for China. If anything happens in China, it will be a bonus. …
China may ease Nvidia H200 ban – Fudzilla.com
News PC Hardware Jul 9, 2026 by Nick Farrell China may ease Nvidia H200 ban US-China geopolitical tensions prompted Beijing to ban local firms from buying Nvidia’s China-specific H200 GPUs. …
Chile turned to China for an undersea cable. The U.S. said no
… Chile’s telecom ministry had initially approved China Mobile’s proposal for the 20,000-kilometer 12,000-mile Chile-China Express cable in January 2026. …