NVIDIA's H20s under scrutiny: editors' picks from ETO Scout, volume 25 (8/14/25-10/07/25)

Plus: Cambricon's explosive growth, commercial fusion power, and a leaked trade secret
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Scout is ETO's discovery tool for Chinese-language news and commentary on technology issues. See the latest editors’ picks, browse the feed by topic, or sign up for customized e-mail alerts at https://scout.eto.tech.
  • Artificial intelligence experts discussed alignment between human and AI values during a conference hosted by Renmin University of China. (S&T Daily, 09/30/25) https://scout.eto.tech?id=4930
  • Alibaba CEO Wu Yongming outlined a roadmap from AGI to superintelligence and announced major open-source and infrastructure investments to support this vision. (S&T Daily, 09/24/25) https://scout.eto.tech?id=4903
  • China announced plans to build its first operational commercial fusion power plant by 2045. (EE Times China, 09/22/25) https://scout.eto.tech?id=4888
  • Chinese foundry SMIC is testing a domestically produced deep ultraviolet lithography machine for chip manufacturing, potentially easing China's heavy reliance on imports. (EE Times China, 09/19/25) https://scout.eto.tech?id=4878
  • China announced anti-dumping and anti-discrimination investigations related to imported semiconductor chips produced in the United States. (EEFocus, 09/18/25) https://scout.eto.tech?id=4874
  • China’s humanoid robot industry is seeing record orders in 2025, but faces unresolved technical, delivery, and financial challenges that signal immaturity. (EEFocus, 09/18/25) https://scout.eto.tech?id=4877
  • A Chinese commentator discusses the prominent role of Chinese AI leaders in the recently released TIME100 AI list and examines China's position and future trends in the global AI landscape. (36kr, 09/12/25) https://scout.eto.tech?id=4870
  • The Chinese Academy of Sciences has successfully trained the world's first brain-inspired LLM, "Shunxi" 1.0, using domestically produced computing hardware. (S&T Daily, 09/08/25) https://scout.eto.tech?id=4837
  • The Chinese government issued guidelines for the integration of artificial intelligence into the energy sector. (Caijing, 09/08/25) https://scout.eto.tech?id=4836
  • The capital market for Chinese robotics firms is heating up, with recent funding rounds totaling over 1 billion yuan for several companies. (36kr, 09/08/25) https://scout.eto.tech?id=4830
  • Chinese AI chip leader Cambricon reported a more than 4,000% increase in revenue, driven by cloud AI chips for large-scale model training and inference. (EE Times China, 08/27/25) https://scout.eto.tech?id=4795
  • China's State Council released its comprehensive strategy for making AI a key driver of the economy by 2030, targeting six sectors including science and technology, industry, and governance. (Caijing, 08/26/25) https://scout.eto.tech?id=4819
  • DeepSeek’s API price hike reflects a broader end to China’s large-model “price war,” with industry-wide stabilization and rising costs limiting further cuts. (36kr, 08/24/25) https://scout.eto.tech?id=4810
  • China’s dexterous hand industry faces high costs, technical immaturity, and unclear applications, with competition centered on cost reduction, AI integration, and mass production feasibility. (Leiphone, 08/22/25) https://scout.eto.tech?id=4802
  • An overview of the six leading Chinese semiconductor equipment companies: North Huachuang, AMEC, ACM Shanghai, Tuojing Technology, Huahai Qingke, and Xinyuan Micro. (EEFocus, 08/22/25) https://scout.eto.tech?id=4783
  • An interview with Yang Shanlin, whose team at the Chinese Academy of Engineering is developing AI applications for China's strategic needs and public services. (S&T Daily, 08/21/25) https://scout.eto.tech?id=4777
  • Tencent declares it has enough GPUs and no plans to buy NVIDIA H20s, prioritizing software efficiency and domestic accelerators to meet AI needs. (EE Times China, 08/18/25) https://scout.eto.tech?id=4767
  • AI-driven automation and employers’ preference for “plug-and-play” workers are wiping out entry-level tech jobs, leaving even top CS graduates struggling to find work. (36kr, 08/18/25) https://scout.eto.tech?id=4776
  • In an interview, AMD CEO Lisa Su shared thoughts on export controls and highlighted CPU opportunities and inference computing as AMD’s core strategy. (EEFocus, 08/16/25) https://scout.eto.tech?id=4747
  • China's Cyberspace Administration is investigating NVIDIA's H20 chips after reports alleging backdoors enabling tracking and remote shutdown, while NVIDIA denies the allegations. (EE Times China, 08/11/25) https://scout.eto.tech?id=4727
  • TSMC reported a 2nm trade secret leak involving nine employees and Tokyo Electron, with Taiwan prosecutors searching six sites and detaining three people who shared confidential information. (EE Times China, 08/06/25) https://scout.eto.tech?id=4703
  • On August 5, China issued finance guidelines for new industrialization, including long term R&D loans, Three Firsts support, patient capital, SME data credit, and green finance. (S&T Daily, 08/05/25) https://scout.eto.tech?id=4704
  • China’s catalog of prohibited and restricted exports, as updated in July 2025. (CSET curation, 07/15/25) https://scout.eto.tech?id=4738

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