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CHINA

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing a China-only AI chip named B30A, based on the Blackwell architecture, designed to outpace the current H20 while complying with U.S. export controls. The B30A will be a single-die design and is expected to deliver roughly half the raw computing power of Nvidia’s dual-die B300 accelerator. The B30A will include high-bandwidth memory (HBM) and NVLink interconnect, matching the H20’s interconnect capabilities. Nvidia hopes to ship sample B30A units to Chinese companies for testing as early as September. Analysts say the B30A could be 30-50% less powerful than Nvidia’s top-end hardware but still faster than the H20 in
19 August 2025
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China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

China produced over 11–13 million electric cars in 2024, about half of all new cars sold in the country, and accounted for roughly 58–70% of global EV output. BYD Auto became the world’s largest EV producer, accounting for about one‑third of China’s EV sales and surpassing Tesla’s global volumes in 2024. NIO’s ET7 offers up to 1,000 km of range with a 150 kWh semi‑solid battery, delivering the longest EV range among production sedans. NIO operates more than 3,000 battery‑swap stations across China and Europe, enabling ~3‑minute battery exchanges. The Xiaomi SU7 Ultra is priced around ¥529,900 (~$73,000) and delivers
17 June 2025
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China’s 55% beef tariff hits Australia as China caps imports for 2026

China’s 55% beef tariff hits Australia as China caps imports for 2026

NEW YORK, January 1, 2026, 19:55 ET China will charge an additional 55% tariff on beef imports that exceed new country quotas, tightening access for Australia and other major suppliers under a three-year safeguard system that began at the start of 2026. For 2026, China set quotas of 1.1 million metric tons for Brazil, 205,000 for Australia and 164,000 for the United States, and said the limits would rise gradually each year. South China Morning Post Australia exported more than 295,000 metric tons of beef to China in the first 11 months of 2025, and the Australian Meat Industry Council
2 January 2026
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Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

The semiconductor industry is closing out the first week of December 2025 with a mix of frothy IPOs, tougher export‑control politics, supply‑chain stress around AI memory chips, and some quietly huge moves in materials and metrology tech. Below is a roundup of the most important semiconductor news as of December 5, 2025, curated and explained for readers following chips, AI hardware, and related stocks. Top semiconductor headlines on December 5, 2025 Let’s unpack what all of this means. China’s Moore Threads IPO: a 400%+ surge and a GPU sovereignty play In Shanghai, Moore Threads Technology Co. — a GPU startup widely nicknamed “China’s
5 December 2025
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China Mobile A-Shares (600941) Set for Monday Test as China Tightens Margin Rules

China Mobile A-Shares (600941) Set for Monday Test as China Tightens Margin Rules

China Mobile’s A shares closed down 0.84% at 96.28 yuan Friday in Shanghai. China’s exchanges will raise the minimum margin requirement for new borrowings to 100% from 80% starting Monday. Traders are watching for the Jan. 20 China loan prime rate decision and its impact on high-dividend telecom stocks. The Shanghai Composite ended down 0.26% at 4,101.91.
18 January 2026
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China Mobile Limited Class A stock (600941) on watch: AI “infrastructure edge” talk meets China data week

China Mobile Limited Class A stock (600941) on watch: AI “infrastructure edge” talk meets China data week

Shanghai, Jan 12, 2026, 04:28 CST — Premarket China Mobile Limited’s Shanghai-listed Class A shares (600941.SS) open Monday with investors weighing weekend remarks from Chinese AI experts highlighting an edge in “electricity and infrastructure,” a theme gaining traction in telecom circles. Tencent’s chief AI scientist Yao Shunyu said at a Beijing conference that China enjoys “a significant advantage in electricity and infrastructure,” while Alibaba’s Lin Junyang noted the U.S. computing infrastructure is “one to two orders of magnitude larger.” The stock closed last at 100.12 yuan, unchanged. According to TradingView, the next earnings report lands on March 27, with target
11 January 2026
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Bank of China A shares face policy cross-currents as China inflation stirs easing talk

Bank of China A shares face policy cross-currents as China inflation stirs easing talk

SHANGHAI, Jan 12, 2026, 04:07 GMT+8 — Premarket Bank of China’s Shanghai-listed A shares (601988.SS) open Monday as investors digest new hints Beijing might push stimulus further. The catch for banks remains the same: lower funding costs can boost growth but squeeze profits. The stock closed Friday at 5.49 yuan, slipping 0.54%, after fluctuating between 5.46 and 5.52 yuan during the session. (Investing.com) The broader market climbed, with the Shanghai Composite up 0.92% on Friday. Yet financial shares lagged, Xinhua reported—a trend traders note during policy-driven rallies that typically shift focus to consumer and industrial sectors. (Xinhua News) Last week,
11 January 2026
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China Mobile Limited Class A stock price: 600941 steady at 96.5 yuan as China rate call nears

China Mobile Limited Class A stock price: 600941 steady at 96.5 yuan as China rate call nears

China Mobile Class A closed up 0.23% at 96.50 yuan in Shanghai on Monday, trading near a 12-month low. New GDP data showed China’s economy grew 4.5% in Q4, down from 4.8% in Q3. Traders focused on Tuesday’s loan prime rate decision, with most expecting no change. Regulators tightened rules on margin trading and high-frequency trading starting Jan. 19.
19 January 2026
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Glencore (GLEN) Share Price Today: Smelter Bailouts, China Copper Squeeze and New China IPO Bet – 26 November 2025

Glencore (GLEN) Share Price Today: Smelter Bailouts, China Copper Squeeze and New China IPO Bet – 26 November 2025

Glencore plc (LSE: GLEN) is back in the spotlight today as investors digest a trio of developments: ongoing political fallout from its A$600 million Australian smelter bailout, fresh noise from China over copper treatment charges, and a new strategic bet on a fast‑growing Chinese aluminium producer. All of this lands against a backdrop of robust share buybacks and a share price grinding higher. Glencore (GLEN) share price snapshot – 26 November 2025 By mid‑morning in London, Glencore shares were trading around 348–349p, modestly higher on the day: Trading has been active, with more than 6.3 million shares changing hands by that
26 November 2025
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China Mobile Limited Class A stock (600941) holds at 100 yuan as China inflation heats up, loan data looms

China Mobile Limited Class A stock (600941) holds at 100 yuan as China inflation heats up, loan data looms

SHANGHAI, Jan 11, 2026, 04:58 GMT+8 — Market closed China Mobile Limited’s Class A shares (600941.SS) closed flat at 100.12 yuan on Friday, lagging behind the Shanghai Composite, which gained 0.92%. (SSE) The split is crucial at the moment as telecom stocks in China have been behaving like defensive income assets. Yet, fresh macro data is shaking up rate expectations. Once trading resumes, investors will be weighing if “high yield and stable” suffices or if a stronger growth narrative is necessary. China’s consumer price index climbed 0.8% in December year-on-year, while the producer price index, tracking factory-gate prices, dropped 1.9%,
10 January 2026
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China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

China Construction Bank Class A shares closed down 0.89% at 8.95 yuan in Shanghai Friday, with turnover at 1.10 billion yuan. The PBOC will implement targeted rate cuts and lower mortgage down payment requirements Monday. Investors await China’s “national economic performance” data, due Jan. 19. The Shanghai benchmark also ended lower.
17 January 2026
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Stock Market Today

Lumentum stock hits a record close — Citi raises target, insider filing lands ahead of Monday

Lumentum stock hits a record close — Citi raises target, insider filing lands ahead of Monday

7 February 2026
New York, Feb 7, 2026, 06:03 (EST) — Market closed. Lumentum Holdings Inc shares ended Friday at a record $551.99, up $47.14, or 9.3%, after briefly trading as high as $558.22. U.S. markets are shut on Saturday. The late-week jump kept the optics maker in view as investors track a swelling wave of spending on artificial intelligence infrastructure. Alphabet, Microsoft, Amazon and Meta said they expect more than $630 billion of combined spending in 2026, Reuters reported. (Reuters) Amazon alone projected $200 billion of capital spending this year, a figure that has sharpened the debate over payback but also underlined
Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

Lucid stock jumps 14% as Dow tops 50,000 — what LCID investors watch next week

7 February 2026
Lucid Group shares jumped 14% to $10.86 at Friday’s close, recovering from an 8% drop the previous day. The move followed a broad Wall Street rally that lifted high-volatility stocks. Lucid reported fourth-quarter deliveries of 5,345 vehicles and full-year deliveries of 15,841. Investors await Lucid’s Feb. 24 results for updates on cash and demand.
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