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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 Agosto 2025
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 Giugno 2025
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
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
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.
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

China Mobile’s Class A shares closed flat at 100.12 yuan in Shanghai Monday. Weekend remarks from Chinese AI experts highlighted China’s edge in electricity and network infrastructure, drawing investor focus to telecom stocks. Key December trade and credit data are due later this week. China reported 4.83 million 5G base stations and 1.19 billion 5G users by November.
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

Bank of China’s A shares closed at 5.49 yuan on Friday, down 0.54% as investors weighed prospects for further policy easing. December inflation rose 0.8% year-on-year, while producer prices fell 1.9%. The Shanghai Composite gained 0.92%, but financial stocks lagged. Markets await this week’s trade data and key economic figures due Jan. 19.
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.
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
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

China Mobile’s Class A shares closed flat at 100.12 yuan Friday, underperforming the Shanghai Composite’s 0.92% rise. December’s consumer price index rose 0.8% year-on-year, while producer prices fell 1.9%. Investors await mid-January credit and trade data, with December new yuan loans expected to reach 800 billion yuan. China Mobile’s 14-day RSI hovered near 29, signaling oversold conditions.
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.
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Stock Market Today

Salesforce stock tries to stabilize after AI “software-mageddon” — Feb. 25 earnings is the next test

Il titolo di Salesforce cerca di stabilizzarsi dopo l’“apocalisse software” dell’IA — Il prossimo test sono i risultati del 25 febbraio

7 Febbraio 2026
Le azioni Salesforce sono salite dello 0,1% a $190,07 venerdì mattina, dopo aver perso il 9% in settimana. Il settore software ha subito un crollo, con l’indice S&P 500 software e servizi in calo del 4,6% giovedì. Salesforce pubblicherà i risultati il 25 febbraio. L’integrazione rapida dell’IA nei software spinge gli investitori a riconsiderare i modelli di ricavi.
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