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The Paper: Europe Begins Discussions on Developing Its Own Nuclear Weapons

Well-known new Chinese news site The Paper recently reported that, amidst escalating tensions between Europe and the United States, calls for nuclear autonomy are growing louder within Europe. Senior European officials have stated that European countries are questioning the reliability of the U.S. nuclear umbrella. European leaders are discussing whether they should rely more on nuclear-armed France and the United Kingdom than the United States, and even whether they should develop their own nuclear weapons.

European leaders’ discussions on how to defend against a nuclear-armed Russia without U.S. involvement were “both intense and productive,” with options including enhancing France’s nuclear capabilities, and redeploying French nuclear-capable bombers outside of France. Officials also indicated that proposals to provide non-nuclear-weapon European countries with relevant technological capabilities were under consideration as well.

These discussions could overturn decades of global efforts to reduce, rather than exacerbate, nuclear proliferation. There is currently a clear lack of mutual trust between Europe and the United States.

However, some commentators have expressed doubts about the prospects of European “nuclear autonomy.” They point out that France and the UK possess approximately 290 and 225 nuclear warheads respectively, which, even combined, cannot compare to the scale of the U.S. and Russia. Furthermore, the lack of maintenance and upgrades over decades makes it difficult to form an alternative to the U.S. nuclear umbrella. Furthermore, France and the UK will hold presidential and parliamentary elections in 2027 and 2029 respectively. If far-right forces in both countries come to power after the elections, the current government’s commitment to “nuclear independence” risks revocation.

Source: The Paper, January 23, 2026
https://www.thepaper.cn/newsDetail_forward_32448420

Chinese Officials Notified Chinese Companies to Start Preparation of H200 Orders

Singapore’s primary Chinese language newspaper Lianhe Zaobao recently reported that, Chinese officials have notified China’s largest tech companies, including Alibaba, that they can prepare to order Nvidia’s H200 AI chips. This move suggests that China is close to approving the import of this key component needed for artificial intelligence.

Chinese regulators have recently given, in principle, approval for Alibaba, Tencent Holdings, and ByteDance to proceed to the next stage of procurement preparations. Sources familiar with the matter said the companies can now discuss specific details, such as the required purchase quantities. China will also encourage these companies to purchase a certain number of domestically produced AI chips as a condition for obtaining approval. The Chinese government appears to be prioritizing the needs of major Chinese hyperscale cloud service providers such as Alibaba and Tencent.

This is a major victory for Nvidia. CEO Jensen Huang has stated that the AI chip sector alone could generate US$50 billion in revenue over the next few years.

Representatives for Nvidia declined to comment, while China’s Ministry of Commerce did not respond to a request for comment. Representatives for Alibaba, Tencent, and ByteDance also did not respond to requests for comment.

Source: Lianhe Zaobao, January 24, 2026
https://www.zaobao.com.sg/news/china/story20260124-8155995

CNA: U.S. AI Supply Chain Alliance Adds New Member

Primary Taiwanese news agency Central News Agency (CNA) recently reported that, the United Arab Emirates (UAE) just signed documents to join a U.S.-led alliance named Pax Silica for supply chain cooperation in artificial intelligence (AI) and key minerals.

Washington launched this economic security initiative last year in an effort to counter China’s growing influence in advanced technology. Pax Silica currently has nine member states: South Korea, the United States, Australia, Israel, Japan, Qatar, Singapore, the United Kingdom, and the United Arab Emirates. The U.S. State Department said that India plans to join as a signatory next month.

Pax Silica members will jointly establish multi-layered partnerships to strengthen supply chain security, address coercive dependencies and single points of failure, and promote the adoption of trustworthy technology ecosystems. The member states will collaborate on flagship projects across all levels of global technology stacks, including connectivity and edge infrastructure such as 6G, computing and data centers, advanced manufacturing, logistics, mineral refining and processing, and energy.

Last December, representatives from the U.S., Japan, Israel, Australia, Singapore, and South Korea jointly signed the “Silicon Peace Declaration” and held the first Pax Silica Summit. Taiwan, the European Union, Canada, and the Organization for Economic Cooperation and Development (OECD) also participated as guests.

Source: CNA, January 15, 2026
https://www.cna.com.tw/news/ait/202601150136.aspx

CNA: Taiwanese Exports to U.S. Exceed Exports to China for First Time in 26 Years

Primary Taiwanese news agency Central News Agency (CNA) recently reported that Taiwan’s exports to the United States reached US$198.27 billion in 2025, exceeding the approximately US$170.68 billion in exports to China and Hong Kong for the first time in 26 years.

According to statistics from the Taiwanese Ministry of Finance, Taiwan’s exports to its five major markets in 2025 all increased simultaneously. Exports to the United States reached US$198.27 billion, setting a new historical record. In the meantime, the proportion of exports to the United States increased to 30.9 percent, higher than the 26.6 percent for exports to China and Hong Kong combined.

The newly released data was based on Taiwan’s latest customs import and export trade statistics. Last year, Taiwan’s exports reached US$640.75 billion and imports reached US$483.61 billion, both setting new historical records. The year-over-year growth rates were 34.9 percent and 22.6 percent respectively. And the trade surplus of US$157.14 billion also set a new record.

Overall, the main export categories are information/communication and audio-visual products, as well as electronic components. Furthermore, exports of information/communication and audio-visual products increased by 89.5 percent year-over-year, and exports to the United States increased by 78 percent year-over-year, both setting unprecedented growth records.

The shift in Taiwan’s foreign trade landscape is related to global supply chain restructuring. It’s worth noting that, as ASEAN gradually becomes a new core of the global supply chain, its share of Taiwan’s total exports has risen to 18.6 percent, the highest in nearly 11 years.

Source: CNA, January 9, 2026
https://www.cna.com.tw/news/afe/202601090257.aspx

DW Chinese: Beijing Orders Domestic Chinese Companies Stop Using U.S. and Israeli Cybersecurity Software

Deutsche Welle Chinese Edition recently reported that, Chinese authorities notified domestic companies to stop using cybersecurity software from more than a dozen American and Israeli companies, citing national security concerns.

The software vendors named include Broadcom, Palo Alto Networks, and Fortinet, as well as Check Point Software Technologies, an Israeli company. Chinese authorities are concerned that the cybersecurity software offered by these vendors may collect confidential information and transfer it overseas.

Over the years, these companies have established a considerable business base in China. Broadcom has six offices in China, Fortinet has three offices in mainland China and one in Hong Kong, Palo Alto Networks has five offices in China, one of which is in Macau, and Check Point’s website lists its service addresses in Shanghai and Hong Kong.

It was uncertain how many Chinese companies received the notification. China’s internet regulators, the Cyberspace Administration of China and the Ministry of Industry and Information Technology, did not respond to requests for comment. The four companies mentioned also did not respond to inquiries.

Some U.S. and Israeli companies facing bans have repeatedly accused China of hacking attacks before, but China has denied these allegations. For instance, last month, Check Point released a report claiming a Chinese-linked hacking operation targeted a “European government agency.” Last September, Palo Alto Networks released a report accusing Chinese hackers of attacking diplomats around the world.

Source: DW Chinese, January 14, 2026
https://tinyurl.com/4nxvp36k

Market Share of U.S. Cars in Canada Falls New Low

Singapore’s primary Chinese language newspaper Lianhe Zaobao recently reported that the share of U.S.-made cars in the Canadian auto market has fallen to a new low. The auto tariffs disrupted a decades-long tradition of close cross-border integration in the automotive industry.

According to Statistics Canada’s import data, in the first 10 months of 2025, only 36 percent of passenger vehicles imported into Canada were manufactured in the United States. In comparison, the average percentage over the previous 10 years was 49 percent. Traditionally, Canada is the largest buyer of new cars and trucks manufactured in the United States. But these new figures highlight how the trade war launched by the Trump administration has altered the industry landscape. Now Mexican and South Korean-made vehicles are gaining a larger share of sales at Canadian auto dealerships.

U.S. President Trump’s tariffs on foreign-made cars prompted Canada to retaliate with tariffs on U.S. cars and trucks. However, the Canadian government granted some exemptions to automakers still producing vehicles in Ontario, such as Toyota and General Motors.

Source: Lianhe Zaobao, January 16, 2026
https://www.zaobao.com.sg/realtime/world/story20260116-8114209

Xi Jinping Meets South Korean President, Makes “Four Demands and Four Promises”

Major Taiwanese news group Eastern Media International recently reported that South Korean President Lee Jae-myung just visited China for a state visit and held a meeting with Chinese President Xi Jinping on January, 5th. Along with Taiwanese media, South Korean media reported on the “four demands and four promises” agreed during the Lee-Xi meeting.

China has put forward four demands to South Korea, including:

  • First, South Korea must publicly reiterate its adherence to China’s “One China Principle,” and South Korea must also adhere to the One China Principle in its press release when Lee Jae-myung meets with Xi Jinping;
  • Second, South Korea must promise that its military cooperation with the United States will not be used in the Indo-Pacific region;
  • Third, South Korea must promise to refuse to deploy the U.S. Typhon intermediate-range missile system;
  • Fourth, China opposes the expansion of the mission of the U.S. military stationed in South Korea.

In return, China made “three promises” and “one non-promise” to South Korea:

  • First, China promised South Korea to lift sanctions against subsidiaries of the Hanwha Group;
  • second, it promised to abolish the “ban on South Korean entertainment” and allow South Korean performers to perform in China; and
  • third, it promised to increase the number of Chinese tourists visiting South Korea, tripling the number in the first half of the year and quintupling it in the second half.
  • Regarding the “one non-promise,” while South Korea hoped to use this visit to secure a meeting with North Korean leader Kim Jong-un, China did not promise “denuclearization of the Korean Peninsula.”

Source: ETToday, January 6, 2026
https://www.ettoday.net/news/20260106/3096527.htm

CNA: Over One-Tenth of 2025 New Car Sales in UK were Chinese-Made Vehicles

Primary Taiwanese news agency Central News Agency (CNA) recently reported that Chinese car brands made a significant impact on the UK market last year, with new car sales exceeding 200,000 units, accounting for one-tenth of the UK 2025 new car sales market.

Chinese automakers, SAIC’s MG, BYD, and Chery are leading the pack, with significant growth in UK. Thanks to strong policy support from the Chinese government in recent years, tight government control over the lithium-ion battery supply chain, and low labor costs in China relative to the West, China holds an “absolute leading position” in the global electric vehicle industry, CNA reported. The rapid sales growth of Chinese cars has worried EU countries, especially Germany and France, with the fear that a contraction in their own automotive industries could lead to the loss of millions of automotive jobs. Data from the UK Society of Motor Manufacturers and Traders (SMMT) shows that, in the first 11 months of 2025, Chinese car brands sold 187,800 vehicles in the UK, double the sales in the same period of 2024.

Unlike the EU, the UK and Norway do not impose tariffs on Chinese imports. This means Chinese electric vehicles can be sold smoothly in these two countries. Chinese brands also accounted for one-tenth of new car sales in Spain and Norway last year.

Source: CNA, January 1, 2026
https://www.cna.com.tw/news/acn/202601010209.aspx