China
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Taiwan Security Chief Says China's 'Hybrid Warfare' Tests Whole Region
Joseph Wu, Secretary-General of Taiwan’s National Security Council, stated that China's "hybrid warfare" presents a fresh challenge to the entire region. He specifically highlighted China's mass deplo
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HSBC: AI Overspending Concerns Dominate Market Sentiment, 'Hyperscaler Overspend' Scenario Most Likely at 37%
HSBC states that concerns over major technology companies' aggressive spending on artificial intelligence (AI) infrastructure have become the dominant theme influencing AI-related equities. According
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China Rapidly Expands Satellite Capabilities, Narrows Tech Gap with U.S.; U.S. Officials Warn of Challenge to Military Superiority
China is rapidly expanding its satellite capabilities, significantly narrowing the technology gap with the United States. These advancements include sophisticated surveillance, AI-powered imagery, the
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Nikkei Asia analysis: NATO's Indo-Pacific era over as summit declarations omit China
An analysis by Nikkei Asia suggests that NATO's Indo-Pacific era is over. This conclusion is drawn from the absence of any mention of China in the declarations from the recent NATO leaders' summit hel
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Apple Reports Record June Quarter Revenue, Driven by China Sales Growth
Apple announced record revenue for its June quarter, with sales growth in China identified as a key driver of this performance.
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China's Crude Oil Imports Fell in Q2 2026 Amid Higher Prices from Hormuz Disruptions
China, the world's largest importer of crude oil, saw its crude oil imports decline in the second quarter of 2026. This reduction was a result of higher crude oil prices, which were caused by disrupte
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The U.S. Senate Passes a Sanctions Bill Against Russia, Which May Impose Tariffs of Up to 100 Percent on Russian Energy Buyers Such as China and India
The U.S. Senate has passed legislation titled the “Lindsey O. Graham Sanctions Against Russia Act of 2026,” which aims to impose comprehensive sanctions on Russia.The bill passed the Senate by a vote
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North Korea's Economy Expands for Third Straight Year in 2025, Driven by Russia Arms Deals and China Trade
North Korea's economy expanded for a third consecutive year in 2025, according to estimates by South Korea's central bank. This growth was primarily boosted by arms exports to Russia, stronger trade w
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Iran to Receive Chinese Shoulder-Launched Missile Systems in Weeks, Sources Say
Iran to Receive Chinese Shoulder-Launched Missile Systems in Weeks, Sources Say
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Despite the U.S. embargo, Iranian oil continues to be sold in waters near Malaysia
Al Jazeera reported that despite the U.S. naval blockade against Iran, Iranian oil sales continue in the Eastern Outer Port Limit (EOPL) off the coast of eastern Malaysia. Satellite data shows that ov
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US Faces Uphill Battle Promoting Its AI in Asia as China's Cheaper Models Gain Edge
The U.S. and China are intensifying their competition for AI dominance in Asia. While the U.S. promotes its "complete solution" and "American AI Exports Program," it faces challenges with limited enga
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Mark Zuckerberg Says US Should Not Ban Chinese AI
Meta CEO Mark Zuckerberg has warned that the United States should not ban Chinese artificial intelligence. He cautioned against "regulatory capture," arguing that such a ban could lead to American rul
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Trump Administration to Ban Imports of Chinese Robots and Power Inverters
The Trump administration is set to ban imports of new Chinese humanoid robots, quadruped robots, and connected power inverters. The measure aims to protect the U.S. AI supply chain from cybersecurity
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Trump Administration Plans Bans on Imports of New Robots, Inverters from China
U.S. officials state that the Trump administration plans to roll out bans on foreign imports of new models of robots and inverters on Tuesday, specifically targeting China.
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Micron's stock sinks toward worst monthly drop in 11 years amid escalating China supply fears
Micron Technology Inc. (US:MU) shares are heading for their worst monthly decline in 11 years. Analysts note that investors are increasingly concerned about China's domestic supply of chips and manufa
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Taiwan detains Nvidia employee in AI chip smuggling probe to China
Taiwanese prosecutors have detained an Nvidia employee as part of an ongoing investigation into the alleged smuggling of AI servers equipped with restricted Nvidia chips to China. This marks the third
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China's Reported Chip Advancements Weigh on Chip Stocks
Reports of China's advancements in chip technology are contributing to downward pressure on chip stocks.
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AI hardware stocks plunge amid reports of China's DUV lithography machine manufacturing capability
AI hardware stocks plunged on Tuesday, with Asian stocks also selling off sharply, following reports that China is now capable of manufacturing DUV (Deep Ultraviolet) lithography machines. This develo
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US Tech Stocks Set to Slide as Global Chip Selloff Deepens
US technology stocks are poised to fall, tracking a global rout in semiconductor shares. This downturn is driven by increasing concerns over artificial intelligence spending and heightened competition
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Macquarie Predicts China to Tap Commercial Oil Reserves from Q3 2026
Macquarie predicts China's state-owned refiners could begin accessing commercial oil reserves from Q3 2026. This move is expected to support refining margins and benefit Sinopec. The firm also anticip
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Chip Stocks Sink on China Competition Concerns
Chip stocks fell today, reversing early gains, due to concerns over competition from China.
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ASML Shares Fall 6.4% After Report of China Starting DUV Output
ASML shares fell 6.4% to their day's low following a report indicating that China has begun producing deep ultraviolet (DUV) lithography equipment.
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China Aims to Produce Five DUV Machines This Year, Targeting 20 by 2027
China aims to produce five DUV (Deep Ultraviolet) lithography machines this year and increase the output to 20 by 2027, according to The Information. This initiative reflects China's ongoing efforts t
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China Rejects U.S. Tariffs Over Forced Labor Allegations
China has rejected U.S. tariffs linked to forced labor allegations, urging Washington to remove the measures. Beijing stated its openness to trade talks based on mutual respect and equality, but warne
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Nikkei Asia Opinion: The US needs a data strategy for the AI era, but should not copy China
Ran Guo, J.D. candidate at Harvard Law School and affiliated researcher at the Asia Society Policy Institute's Center for China Analysis (CCA), and Lizzi C. Lee, fellow at CCA, argue that creating a c
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U.S. Senator Blumenthal Urges AI Regulation, Warns "We Are on the Brink of Being Completely Out of Control"
Senator Richard Blumenthal, a Democrat from Connecticut, stated on Wednesday that new artificial intelligence products should undergo some form of "objective review" before their release. He emphasize
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Chinese Foreign Minister Wang Yi pledges to safeguard Iran's rights and urges reopening of Strait of Hormuz
Chinese Foreign Minister Wang Yi told his Iranian counterpart, Abbas Araghchi, in Beijing on Wednesday that China is willing to strengthen dialogue and cooperation with Iran to safeguard its legitimat
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Chinese oil prices hit record highs after attacks on Saudi pipeline
The Financial Times reported that Beijing has cushioned the global impact of the Iran war by drawing down its oil stocks, but is now 'coming off its crash diet', indicating a shift in its strategy to
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US President Trump's curbs on China-linked equipment threaten US clean-energy projects
US President Donald Trump's sweeping executive order restricting foreign-made grid equipment, particularly from Chinese suppliers, has led to delays in renewable energy projects and risks their cancel
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Bosch workers call for EU action to stem job losses, citing Chinese competition and high production costs
Labour representatives at German auto supplier Bosch demanded political action at the EU level to promote local production and prevent job losses in the industry. Bosch is cutting 13,000 jobs in its c
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US and China Discuss Cutting Tariffs on American Energy and Agricultural Products Ahead of Next Week's Leaders' Summit
The discussions aim to solidify prospects for an extension to the US-China trade truce.
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Shrinking Chinese Fuel Inventories Raise Chance of Export Curbs
China’s gasoline and diesel inventories are plunging as refiners grapple with a tightening domestic market, raising the chance the government may move to limit fuel exports again.
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US House Speaker Johnson rejects AI pause, warns of losing edge to China
US House Speaker Mike Johnson stated on Tuesday that pausing AI development would give China an advantage, posing serious national security implications. He suggested AI companies should largely self-
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Nikkei Asia analysis: Global trade is being reshaped as the EU, China, and US shift towards enforcement of their own trade rules
According to a geopolitics strategist specializing in European, Asian, and U.S. relations, legal triage is becoming a central aspect of due diligence in this evolving landscape.
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Bloomberg: Big Pharma Bets on China's New Drugs, Potentially Impacting US Biotech Dominance
Bloomberg reports that major pharmaceutical companies are looking to China for their next generation of blockbuster drugs. This shift could have profound implications for patients and the future domin
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Al Jazeera analysis: China does not need to replace the US in the Gulf, can gain leverage through trade and technology
The analysis suggests that China's growing influence in the Gulf region is primarily driven by economic leverage through trade and technology, rather than military overreach. It notes that China benef
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Former UK Prime Minister Johnson stated that pausing AI development would cause (us) to lose our competitive edge against China.
Former UK Prime Minister Johnson stated that pausing AI development would cause (us) to lose our competitive edge against China.
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US Treasury Secretary Bessent: Decrease in dollar reserve holdings mainly from Russia and China
US Treasury Secretary Bessent: Decrease in dollar reserve holdings mainly from Russia and China
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U.S. Treasury Secretary Scott Bessent announced he will meet with China's He Lifeng this weekend.
U.S. Treasury Secretary Scott Bessent announced he will meet with China's He Lifeng this weekend.
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Tungsten West plans to restart the Hemerdon tungsten mine in the UK in early 2027, targeting full production in Q1.
The company plans to fully resume operations at the Hemerdon tungsten mine in Devon, UK, in Q1 2027, following its closure in 2018. The mine's reserves are expected to contribute 4.1% of global tungst
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US Treasury Secretary Bessent: We have had good private discussions with China on Iranian financial links
US Treasury Secretary Bessent: We have had good private discussions with China on Iranian financial links
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Hong Kong and Mainland China Regulators Tighten Scrutiny of IPOs, Analysts Say Could Slow New Listings
Securities regulators in Hong Kong and mainland China are intensifying efforts to improve the quality of Hong Kong initial public offerings (IPOs). Analysts suggest this move could slow the flow of ne
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Iran's foreign minister will visit China on September 16 for talks with Wang Yi, following reports that Chinese entities had provided satellite imagery to Iran.
The visit comes amid reports that Chinese entities provided satellite imagery to Iran before attacks on U.S. bases. Market analysis suggests China could play a mediator role in the Middle East conflic
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Russia's Nornickel Seeks New Chinese Partner for Copper Processing Deal to Shut Down Polluting Arctic Plant
Russia's Nornickel Seeks New Chinese Partner for Copper Processing Deal to Shut Down Polluting Arctic Plant
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Australian tungsten miner EQ Resources joins US government-backed initiative to rebuild tungsten supply chain
EQ Resources will hold a 10% stake in the project, which aims to restart production at a long-closed tungsten processing plant in the United States. This move is part of Washington's efforts to rebuil
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China's new travel rules take effect Tuesday, banning citizens for up to 3 years for endangering national security or violating tech export regulations
Observers say the new rules will further tighten the Chinese government's control over its citizens. The regulations also allow for travel bans for those deemed to have "harmed" China's national secur
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China's aluminum output reached a record high last month as government limits loom
Chinese smelters accelerated production to meet a global shortfall exacerbated by the Middle East conflict, pushing output to a new record before anticipated government restrictions take effect.
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China's high-tech industry investment grew by 5.2% year-on-year from January to August, with information services increasing by 22.7%.
China's National Bureau of Statistics announced on September 15 that investment in high-tech industries grew by 5.2% year-on-year from January to August. Specifically, investment in information servic
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China
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Zhipu AI's CoWork business in China is progressing rapidly, with industry orders exceeding 1 billion yuan within one month of GLM-5.3's release.
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Nikkei: Japan's MUFG Bank to Introduce Guidelines for Financing Defense Industry
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Turkish Stocks Fall More Than 5% Amid Deepening Fund Redemption Woes
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UK FCA Issues New Guidance for Crypto Assets, Preparing Firms for Authorization Applications Opening September 2026
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Markets are cautiously optimistic ahead of the Federal Reserve's decision, with U.S. Treasuries slightly stronger, crude oil gains narrowing, and equity index futures holding steady.
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