The moves in AI and cloud infrastructure may deepen US concerns about China’s growing digital presence in Latin America.

Taiwan has officially placed two of China’s most prominent technology firms, Huawei and Semiconductor Manufacturing International Corporation (SMIC) on its strategic export control list.

Huawei Technologies is expected to produce no more than 200,000 Ascend-series AI chips in 2025, according to the US Department of Commerce, highlighting China's advancing chip design capabilities while also exposing its enduring manufacturing constraints.

The United States is pressing Vietnam to curb the use of Chinese technology in electronics assembled for export to American markets, according to multiple

Huang warned that by restricting AI chip sales to China, the U.S. may accelerate China's move to develop a separate technology stack. Huawei, he said, is already in position to cover China and much of the rest of the world if U.

Chinese tech giant Huawei (HWT.UL) launched its Pura 80 smartphone series on Wednesday, as the company seeks to cement its comeback in China's premium smartphone market following years of U.S. sanctions.

It looks like Huawei and SMIC will have a tougher time producing their chips as TSMC places them on its export restriction list.