Once hailed as China's rising AI star, DeepSeek is now facing a period of waning momentum. However, the company's founder and CEO, Liang Wenfeng, might soon benefit from an expected restart in Nvidia's exports of H20 chips to China, potentially providing a crucial boost

India's ambitious financial center in Gujarat state is rapidly attracting global institutions, with two major Taiwanese banks pledging to establish operations as the facility positions itself as a key bridge between India's growing economy and international markets

Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM), causing severe short-term supply constraints for DDR4. However, recent market reports indicate that major South Korean manufacturers may be slowing their DDR4 discontinuation schedules

During his July 16, 2025, visit to China, Nvidia CEO Jensen Huang addressed questions about the US H20 chip ban and the US-China tech conflict. He said he had not changed his position on the restrictions but kept Washington updated on AI developments. Huang expressed optimism that both the US and China could lead in AI, highlighting the importance of international cooperation

The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem. Peripheral chipmakers, especially IC design firms, are seeing fresh demand and renewed confidence as the supply chain recalibrates

Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market, while DeepSeek R2 — a trillion-parameter large language model — is facing a critical GPU shortfall. Just as sentiment soured, Nvidia CEO Jensen Huang made a high-profile appearance at the China International Supply Chain Expo in Beijing, where he announced the lifting of export restrictions on the China-specific H20 chip