The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with AI technology standards. Additionally, the number of AI chips sold to Chinese customers cannot exceed 50% of those sold to US customers. Chinese buyers must also prove they have implemented sufficient security measures and that the chips will not be used for military purposes.

TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin is projected at 63–65%, while operating margin is expected to rise significantly to 54–56%.

Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei’s Ascend chip platform, marking a notable milestone in China’s push to build a self-reliant AI computing stack. The company said GLM-Image was developed using Huawei’s Ascend 800T A2 servers and the MindSpore AI framework, making it the first publicly disclosed multimodal model trained on this domestic hardware platform.

Nanosys is a leading supplier of quantum dot materials for the display industry. At CES 2026, it demonstrated a new display concept that replaces the usual single red subpixel with a specially engineered dual‑peak red design. Instead of relying on one red wavelength, the company combined a 620 nm component for brightness and efficiency with a deeper 650 nm component that overlaps with wavelengths…