Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers

Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs in newly built data centers. Nationally funded infrastructure projects must now utilize domestically produced AI chips, signaling a significant policy shift towards semiconductor self-reliance.

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China-EU urge an internal resolution of Nexperia dispute

China’s Minister of Commerce Wang Wentao and European Commission Trade and Economic Security Commissioner Maros Sefcovic held a video conference on November 26, 2025, to address the ongoing dispute involving Nexperia, a semiconductor manufacturer with headquarters in the Netherlands and a subsidiary in China. Both sides called for constructive communication between Nexperia’s Dutch and Chinese operations, encouraging the company to resolve its internal deadlock rather than relying on government intervention.

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Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales

Following disappointing sales of Apple’s iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own “Air” ultra-thin phone projects. Industry sources cited by Sina Finance and Jiemian.com reveal that Xiaomi, Oppo, Vivo, and others have either scrapped or adjusted development plans for Air models, reallocating eSIM solutions originally intended for these devices to other standard product lines.

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Honda’s reusable rocket test signals Japan’s entry into the space race

Honda, long known for its automobiles and motorcycles, is steadily extending its engineering ambitions beyond Earth’s surface. Nearly a decade after the HondaJet entered commercial production in 2015, the Japanese manufacturer has marked another aerospace milestone: the successful launch and landing of a reusable micro-rocket in Hokkaido on June 17, 2025.

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Jtron joins Advantest and TSMC’s outsourced test service chain

Jtron Technology, a semiconductor test equipment engineering and technical service provider that has joined the supply chains of Advantest and TSMC, is scheduled to list on the over-the-counter market in late December 2025. Jtron Chairman Yih-Min Lin stated that revenue in 2025 is almost certain to break a record high. The company’s internal goal is to maintain steady growth in engineering maintenance service revenue while deepening development of its own product business.

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Acer Gadget defies sector downturn with 33 months of revenue growth amid AI push

Despite challenges in the global consumer electronics market, Acer’s subsidiary Acer Gadget has reported 33 consecutive months of revenue growth. President Allen Jong attributes this performance to the company’s strategic focus on edge devices powered by artificial intelligence, positioning Acer Gadget for long-term growth despite a difficult macroeconomic outlook expected in 2026.

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Foxconn’s AI infrastructure play: from chips to data centers

Following two days of presentations at Hon Hai Tech Day (HHTD25), analysts and industry observers focused on one clear theme: Foxconn’s sweeping vertical-integration strategy. From AI servers and factories to electric vehicles, smart manufacturing and smart-city infrastructure, the event underscored what Chairman Young Liu described as the company’s evolution from contract manufacturer to technology platform provider—spanning chips, power systems, cooling, racks, data centers and applications.

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Google’s Gemini 3 launch marks founder Brin’s return to active AI strategy

Google has made a decisive comeback in the artificial intelligence sector with the recent launch of its upgraded Gemini 3 large language model and self-developed Tensor Processing Unit (TPU) hardware. This development positions Google as a strong contender to take an early lead in the ongoing AI race, nearly three years after ChatGPT stunned the tech industry in late 2022.

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