Tag: Export Controls
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Huawei Shipments Rise
Huawei’s smartphone shipments climbed 22% year-over-year to 14.2 million units in the second quarter of 2025, yet revenue fell 13% as average selling prices dropped 29%. The divergence points to a structural constraint: without access to leading-edge chipsets, the company continues to cede ground in the premium tier even as volume growth outpaces the broader…
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Nvidia Faces Trade Pressure
Nvidia faces mounting pressure from U.S.-China trade frictions even as its hardware ecosystem expands into orbital computing and large-scale data center operations. Recent statements from President Donald Trump indicate that Beijing has actively prevented Chinese firms from acquiring approved H200 accelerators, despite export licenses issued months earlier. This standoff occurs against a backdrop of rapid…
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Alibaba Integrates AI Shopping
# Alibaba’s AI-Driven E-Commerce Overhaul Signals a New Era in Conversational Commerce Alibaba Group is set to fuse its homegrown Qwen AI platform directly with its Taobao and Tmall marketplaces, enabling shoppers to discover, compare, and buy from a catalog of over 4 billion products through natural language conversations rather than rigid keyword searches. This…
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US Targets Thai Firm
U.S. investigators have zeroed in on OBON Corp., a low-profile Bangkok firm fueling Thailand’s sovereign AI ambitions, as the linchpin in a suspected $2.5 billion smuggling operation that funneled Super Micro Computer servers packed with restricted Nvidia AI chips to China—potentially landing at Alibaba’s data centers. This revelation, drawn from sources familiar with a March…
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Alibaba Listed as “Chinese Military Company
Pentagon’s Sudden Listing Shakes Alibaba’s Global Standing In a dramatic episode of US-China tech tensions, the US Department of Defense briefly added Alibaba Group Holding and electric vehicle giant BYD—along with dozens of other firms—to its Section 1260H list of “Chinese military companies” operating in the United States, only to withdraw the filing hours later…