U.S. takes a cut of H200 sales: editors' picks from ETO Scout, volume 26 (10/07/25-1/29/26)

Plus: flying cars, rare earth exports, and the Qwen app
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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.
  • Chinese EDA firms pursued IPOs and M&A in late 2025 while U.S. export controls and tool gaps pushed domestic firms toward “EDA+IP” platform-building. (EEFocus, 01/19/26) https://scout.eto.tech?id=5319
  • With the recent U.S. easing of export controls on Nvidia H200 GPUs, China should buy these chips to alleviate short-term shortages while continuing to strive for long-term import substitution. (EEFocus, 01/15/26) https://scout.eto.tech?id=5313
  • Eight Chinese agencies announced targets to deploy 3–5 general large models, 1,000 industrial AI agents, and 100 datasets to scale AI in manufacturing by 2027. (EEFocus, 01/13/26) https://scout.eto.tech?id=5301
  • The Chinese government is phasing out battery export tax rebates, prompting consolidation in the lithium battery industry, squeezing smaller export-oriented manufacturers, and spurring a short-term spike in exports. (EEFocus, 01/13/26) https://scout.eto.tech?id=5302
  • The Chinese government expanded satellite frequency filings and set up a commercial space office, spurring reusable-rocket advances and a market surge. (Caijing, 01/13/26) https://scout.eto.tech?id=5299
  • The U.S. Department of Commerce withdrew planned import restrictions on Chinese-made drones on January 9, 2026, after domestic reliance prompted pushback. (EE Times China, 01/12/26) https://scout.eto.tech?id=5289
  • Over 15 years, the Chinese J-20 stealth fighter has evolved into a stealth centerpiece integrated with AWACS, EW aircraft, and unmanned systems for system-level combat. (S&T Daily, 01/11/26) https://scout.eto.tech?id=5290
  • Zhang Jianzhong founded Moore Threads to build full-function GPUs compatible with CUDA and advance China’s AI chip self-reliance. (EEFocus, 01/10/26) https://scout.eto.tech?id=5291
  • China's domestic operating systems, led by Kylin and HarmonyOS, are rapidly scaling across government, enterprise, and consumer sectors to secure national technological self-reliance. (EEFocus, 12/29/25) https://scout.eto.tech?id=5267
  • The Chinese government launched the National Venture Capital Guidance Fund to finance early-stage tech firms and mobilize over one trillion yuan via regional funds and sub-funds. (S&T Daily, 12/26/25) https://scout.eto.tech?id=5279
  • At GAIR 2025, Peng Cheng Laboratory announced a fully domestic compute-to-model AI stack and open-source models designed to enable training without foreign GPUs. (Leiphone, 12/17/25) https://scout.eto.tech?id=5244
  • TechInsights reported Huawei’s Kylin 9030 chip uses SMIC’s improved 7 nm “N+3” process, enabling a major generational advance for Huawei’s high-end phones. (EE Times China, 12/15/25) https://scout.eto.tech?id=5239
  • The University of Science and Technology of China deployed AI-driven robotic “intelligent scientists” that design and run experiments, accelerating materials discovery and enabling remote, industrialized testing. (S&T Daily, 12/14/25) https://scout.eto.tech?id=5253
  • President Trump announced a 2025 deal allowing NVIDIA to export H200 chips to China in exchange for a 25% revenue share for the U.S. government. (36kr, 12/09/25) https://scout.eto.tech?id=5226
  • A Bernstein Research report predicts Huawei will dominate China's AI chip market by 2026, holding a 50% share of the market. It also predicts that Nvidia's market share will shrink from 39% to 8%. (EE Times China, 12/05/25) https://scout.eto.tech?id=5213
  • Chinese EV company Xpeng Motors plans to mass-produce its first flying car as early as 2026, and eventually to become the world's largest aircraft manufacturer. (EEFocus, 11/19/25) https://scout.eto.tech?id=5159
  • Alibaba launched the free Qwen app to compete with ChatGPT, integrating various AI functions for users globally. (EEFocus, 11/18/25) https://scout.eto.tech?id=5153
  • China successfully tested its first high-altitude wind energy system, promising new energy applications and enhanced grid stability. (S&T Daily, 11/16/25) https://scout.eto.tech?id=5106
  • Two Chinese companies launched "Media Identification AI," an AI platform to connect whistleblowers to reporters and citizen journalists. (S&T Daily, 11/16/25) https://scout.eto.tech?id=5109
  • Beijing CytoNiche Biotechnology will lead a project to develop advanced 3D microcarriers for higher-quality cell cultures in China. (S&T Daily, 11/14/25) https://scout.eto.tech?id=5095
  • Influenced by the reputed anti-China stance of its leaders, the European Commission plans to ban Huawei and ZTE equipment in EU telecom networks, nominally over security risks. (EE Times China, 11/12/25) https://scout.eto.tech?id=5056
  • Embodied intelligence is a major focus of China's red-hot robotics startup scene, but technical challenges and concerns over commercial viability still overshadow the industry. (Caijing, 11/09/25) https://scout.eto.tech?id=5053
  • AMD received U.S. government approval to export its Instinct MI308 AI chips to China, easing Chinese firms’ computing power shortages while complying with export restrictions on high-end GPUs. (EEFocus, 11/06/25) https://scout.eto.tech?id=5045
  • China's solar power industry is facing a price war due to oversupply, prompting major companies to negotiate mergers and acquisitions to reduce capacity. (Caijing, 11/06/25) https://scout.eto.tech?id=5040
  • The PLA’s 77th Group Army conducted exercises integrating unmanned drones, vehicles, and boats into a cohesive battle plan employing complex coordination. (S&T Daily, 10/31/25) https://scout.eto.tech?id=5025
  • China's rare earth magnet exports to the US dropped 28.7% in September amid trade tensions, threatening critical supply chains for strategic industries. (EE Times China, 10/22/25) https://scout.eto.tech?id=4995
  • A Dutch government takeover of Nexperia has resulted in chip shortages and disrupted production at the company's factory in Dongguan, China. (EE Times China, 10/21/25) https://scout.eto.tech?id=4996
  • LiDAR technology has defied predictions of obsolescence, with Chinese manufacturers achieving dramatic cost reductions and dominating over 90% of the global automotive market by 2025. (EEFocus, 10/19/25) https://scout.eto.tech?id=4984
  • An online commentator argues that U.S. software export controls on China, if implemented, will accelerate the rise of Chinese substitutes, as has happened in the past. (EEFocus, 10/13/25) https://scout.eto.tech?id=4973
  • China announced new export controls on superhard materials, rare earth products, lithium batteries, and graphite anodes, effective November 8, citing national security and non-proliferation. (S&T Daily, 10/09/25) https://scout.eto.tech?id=4945

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