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Semafor China
🟡 Semafor China: Only a question of time
China’s chipmakers soar in first half, Chinese AI sparks safety debates, BYD gears up for robot production, and German car makers struggle as China sales cool.
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Gulf states push China to restrain Iran
The Gulf is hoping that Beijing will use its economic clout to steer Tehran to a negotiated deal that will reopen the Strait of Hormuz.
China’s foreign minister Wang Yi. Achmad Ibrahim/Pool via Reuters
US-China space race intensifies
China is closing the satellite gap with the US, as Beijing battles Washington to become the world’s leading space power.
China Daily via Reuters
FCC ban on new Chinese robots poses challenges for US firms
American robot makers may have to move quickly to onshore their supply chains, as many still rely on Chinese components or do some assembly overseas.
Maxim Shemetov/Reuters
Censorship in Chinese AI models can be undone, new research shows
Models distilled from Chinese AI don’t adhere to the same guardrails; research undercuts US concerns about Chinese influence on users of its open-source models.
Florence Lo/Illustration/Reuters
Chinese tech grapples with compute shortage
Chinese AI startup Moonshot is looking to acquire more advanced Nvidia chips to create its next model, The Information reported, as China’s tech sector grapples with an AI compute shortage.
Florence Lo/Illustration/Reuters
US bans import of new Chinese robots
American robot makers have been lobbying Washington for months to take action to counter the spread of popular Chinese bots.
Francis Mascarenhas/Reuters
China demonstrates ability to overcome AI compute shortage
China is demonstrating its ability to wring greater efficiencies from less-advanced hardware.
Chinese open-weight models reignite AI safety debate
Some fear that Silicon Valley will get hooked on cheap Chinese AI that’s accused of ripping off American labs.
BYD gears up to enter humanoid robot race
The EV giant hinted it could unveil the product in early August.
China crude imports tick up
Analysts said the rebound was unlikely to signal a return to pre-war levels.
Chinese exports fuel disinflation in developed countries, analysis finds
China’s redirecting of exports away from the US is curbing inflation in other rich economies, Goldman Sachs found.
China’s up-and-coming pharma giants
Beijing’s pharmaceutical firms are cutting-edge, but remain years away from challenging global heavyweights like AstraZeneca, the company’s CFO said.
Token diplomacy: How China is shaping the world’s AI future
Beijing is waging a campaign to set global standards.
Dual forces pressure Asia to reshape its security order
Beijing’s aggression and the US’ unpredictability have pushed Asian governments to create “a flexible web” of overlapping partnerships, logistics planning and intelligence sharing.
China warns US against AI sanctions
The rhetoric signals the extent to which AI is now central to the superpowers’ economic jousting.
Chinese whizzes win global math prize
Chinese nationals were awarded the prestigious Fields Medal for the first time, in the latest sign of the country’s growing academic prowess.
US tech firms debate curbs on Chinese AI
For some execs, the rise of open-source AI from China marks a “dystopian hellscape,” while others are complimenting the “excellent” models.
US says China’s Moonshot stole from Anthropic
The US accused the Chinese AI startup of exploiting American tech to create its Kimi K3 model, threatening sanctions in response to what Washington described as “industrial-scale” theft of intellectual property.