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IDC: China’s AI-Enabled ERP Market Nearly Doubled in 2025

Huanqiu Times reported that a recent IDC study showed China’s AI-enabled Enterprise Resource Planning (ERP) market reached US$315.7 million in 2025, representing year-on-year growth of 96.1 percent.

IDC noted that the figure reflects enterprises’ additional investment in AI capabilities during ERP upgrades rather than the overall ERP software market. According to the report, the rapid growth signals a fundamental transformation in ERP systems rather than the simple addition of AI functions.

Companies are no longer satisfied with using ERP systems merely to record business activities. Instead, they increasingly expect ERP platforms to participate directly in business execution, shifting from a model in which users search for functions to one in which systems can understand user intent and proactively provide services.

Source: Huanqiu Times, June 5, 2026
https://tech.huanqiu.com/article/4Rr63uq5wM1

China Unveils “Jiuzhang-4” Quantum Computing Prototype, Claims New World Record

Xinhua News Agency reported that Chinese researchers announced the successful development of “Jiuzhang-4,” a programmable quantum computing prototype featuring 1,024 squeezed-state quantum inputs and 8,176 modes, which Chinese scientists describe as a new world record in photonic quantum information technology.

According to the research team, “Jiuzhang-4” can manipulate and detect quantum states involving up to 3,050 photons, significantly surpassing the 255-photon capability of the earlier “Jiuzhang-3” system. The team stated that the prototype can solve Gaussian boson sampling problems at a speed 10^54 times faster than the world’s most powerful conventional supercomputers.

University of Science and Technology of China professor Lu Chaoyang said the team developed a high-efficiency optical parametric oscillator light source and a spatiotemporal hybrid-coded interferometer to support the system’s performance.

The report also highlighted China’s broader advances in quantum computing competition. After Google announced a 53-qubit quantum computer in 2019, China introduced both the 76-photon “Jiuzhang” photonic quantum prototype and the 56-qubit superconducting prototype “Zuchongzhi-2,” which Chinese researchers say made China the only country to achieve “quantum computational advantage” in both photonic and superconducting approaches. The report further stated that Chinese researchers reached a milestone in quantum error correction by the end of 2025, achieving “below-threshold” operation in which error correction improves as additional corrections are applied.

Source: Xinhua, May 13, 2026
https://www.news.cn/tech/20260513/8d58ad5254d0483f8fbe5cbeb108085b/c.html

LTN: NVIDIA to Release Its First Windows Computer Chip

Major Taiwanese news network Liberty Times Network (LTN) recently reported that, NVIDIA is expected to release its first Windows PC processor. This marks the AI chip giant’s official entry into the PC market and provides Microsoft with a new opportunity to revitalize its AI-centric computer strategy.

NVIDIA posted the coordinates “25.0528, 121.5990” on the social media platform X, referring to the Taipei Music Center (PKC) campus, where CEO Jensen Huang will a speech on June 1st. Microsoft and ARM subsequently followed suit by posting the same message, hinting at a new era that is about to begin in the PC industry. Microsoft’s initial foray into the AI PC market suffered a setback, but the addition of NVIDIA may give it a second chance. This time, it has the support of the world’s most popular chip manufacturer. NVIDIA and Microsoft plan to jointly showcase these new systems at Computex and the Microsoft Build developer conference in San Francisco.

Sources revealed that the PCs being launched are expected to include Microsoft’s Surface series and related models from Dell. This launch will also be NVIDIA’s most significant expansion to date, extending its dominance in AI data center chips into the mass-market consumer computer market. Microsoft and Dell declined to comment, NVIDIA did not respond to requests for comment.

Source: LTN, May 31, 2026
https://ec.ltn.com.tw/article/breakingnews/5455351

China’s Shadow Net: How Police Are Building Digital Dossiers on Foreigners

An independent cybersecurity researcher using the alias NetAskari recently stumbled upon an unsecured Chinese police surveillance dashboard — and found his own passport photo, phone number, and high-speed rail seat history staring back at him.

The exposed system was a demo panel built for the public security bureau in Zhangjiakou, Hebei province, a host city for the 2022 Winter Olympics. Though not yet fully connected to live data streams, the panel contained real datasets that revealed the ambitions of China’s evolving surveillance apparatus: a shift from standalone street cameras toward a predictive, always-on social control network.

The system’s reach is striking. Beyond standard China Central Telection (CCTV) feeds, it logs the exact train car and seat number when a target arrives by high-speed rail, captures facial recognition scans from ski resort turnstiles, and tracks fuel consumption, shopping locations, and visits to areas flagged as “frequent petitioning zones.” The goal, NetAskari noted, is to stitch together physical movements, spending habits, and digital footprints into a seamless “holographic dossier” — an approach comparable to U.S. data analytics firm Palantir.

Foreign nationals, particularly journalists and citizens from Five Eyes countries (the U.S., UK, Australia, New Zealand, and Canada), receive disproportionate attention. Some foreign correspondents are tagged for real-time tracking, triggering automatic police alerts the moment they enter a jurisdiction. This effectively renders covert on-the-ground reporting obsolete — authorities can anticipate a journalist’s itinerary via payment records and ticket purchases, and quietly pressure sources before any interview takes place.

The system also auto-generates social network maps from surveillance footage, visualizing who associates with whom and for how long. In 2025, Shanghai’s Putuo district police reportedly tendered a contract worth approximately $200,000 (around 1.45 million yuan) for a comparable “holistic personnel profile system.”

As NetAskari concluded in his report, within this infrastructure, people are reduced to data points — patterns to be monitored, predicted, and controlled.

Source: Deutsche Welle, May 20, 2026
https://p.dw.com/p/5E12T

LTN: Nvidia CEO Jensen Huang Issued Unexpected Statement on CPU

Major Taiwanese news network Liberty Times Network (LTN) recently reported that, Nvidia CEO Jensen Huang revealed during a visit to Taiwan on Saturday (May 23, 2026) that Nvidia is entering a brand new CPU market with a potential scale of US$200 billion, which will allow NVIDIA to reach a new peak of dominance in artificial intelligence.

Few companies receive as much attention as Nvidia. As one of the most important players in the artificial intelligence (AI) ecosystem, Nvidia’s role is often seen as a benchmark for the entire AI field. Jensen Huang’s unexpected statement will propel Nvidia from a graphics chip company into an AI hardware giant, and ultimately into a comprehensive AI application ecosystem company. Huang pointed out that Nvidia’s upcoming Vera Rubin platform includes a central processing unit (CPU) specifically designed for intelligent agents and artificial intelligence. This transformation also opens up new revenue streams for Nvidia and could be a key step in the company’s development.

Nvidia’s latest quarterly revenue reached US$81.6 billion, an 85 percent year-over-year increase. More than 92 percent of this revenue came from its data center business. In the foreseeable future, data center hardware will remain Nvidia’s primary revenue source, but the launch of the Vera Rubin platform positions the company to become one of the world’s leading CPU suppliers.

Source: LTN, May 23, 2026
https://ec.ltn.com.tw/article/breakingnews/5447290

CNA: Google and Blackstone Launch New AI Company to Challenge Nvidia

Primary Taiwanese news agency Central News Agency (CNA) recently reported that, Google and Blackstone Group plan to jointly establish an artificial intelligence (AI) cloud company using Google’s proprietary chips. Blackstone Group, the world’s largest alternative asset management firm, is expected to invest US$5 billion in equity and hold a majority stake in the unnamed startup.

Sources familiar with the matter revealed that Google will provide the new company with software, services, and hardware, including a dedicated chip known as a Tensor Processing Unit (TPU). Google senior executive Benjamin Treynor Sloss will become the new company’s CEO.

This is Google’s largest attempt to date to sell its self-developed chips and commercialize them. This move will intensify the direct head-to-head competition between Google and Nvidia, the dominant player in the AI computing market.

As the computing power required to train and run advanced AI models reaches unprecedented levels, Google and Blackstone Group decided to join forces. Currently, most large AI companies rely on the computing infrastructure built around Nvidia-based chips, at least to some extent.

Source: CNA, May 19, 2026
https://www.cna.com.tw/news/ait/202605190035.aspx

Pulitzer-Winning AP Investigation Raises Questions Over U.S. Tech Firms’ Role in China’s Surveillance and Persecution

On May 4, the 2026 Pulitzer Prize for International Reporting was awarded to a team from the Associated Press for a seven-part investigative series examining the global expansion of surveillance technologies linked to China. The three-year investigation spanned three continents and drew on extensive sources, including leaked emails and databases, extensive corporate and government documents, procurement records, public filings, and interviews with over 100 individuals.

The reporting highlighted the involvement of major global technology firms, including IBM, Dell, Hewlett-Packard, Oracle, Cisco Systems, Seagate Technology, and NVIDIA. One example cited was collaboration between a Chinese defense contractor and IBM in developing the “Golden Shield Project,” a nationwide surveillance system used for internet monitoring and social control. Other cases included Dell’s marketing of AI-enabled tools with features such as “ethnicity recognition,” and Thermo Fisher Scientific promoting DNA testing kits tailored to specific ethnic groups.

The investigation found that while companies often stated they were not responsible for how their products were used, marketing materials sometimes directly referenced law enforcement applications tied to the communist party’s social control agenda, including terms such as “stability maintenance,” “key individuals,” and projects like the Golden Shield and “Sharp Eyes” systems. The reporting also noted that cooperation extended beyond technology to include training exchanges, with some Chinese law enforcement officials infamous for suppressing human rights reportedly participating in overseas programs.

The reporting has drawn renewed attention to legal and human rights concerns, including the case known as the “Falun Gong practitioners’ lawsuit against Cisco Systems,” in which plaintiffs allege the company helped develop surveillance systems used for persecution. The case has received significant attention in U.S. legal and human rights circles, with proceedings reaching the Supreme Court of the United States. The AP investigation suggests that such involvement was not limited to a single company but reflects a broader pattern of corporate participation in surveillance- and persecution-related projects.

Source: Epoch Times, May 8, 2026
https://www.epochtimes.com/gb/26/5/7/n14759007.htm

CNA: Apple Started Price War in Chinese Mobile Phone Market

Primary Taiwanese news agency Central News Agency (CNA) recently reported that, amid soaring global memory prices and a declining mobile phone market in China this year due to price hikes by several manufacturers, Apple China just bucked the trend by lowering prices on its iPhone 17 series, reducing all models by RMB 1,000 (approximately US$147). Huawei quickly followed suit, lowering prices on its high-end phones. This move puts even greater pressure on other brands.

According to International Data Corporation (IDC), smartphone shipments in China reached 69.01 million units in the first quarter of this year, a year-over-year decrease of 3.3 percent. Huawei and Apple have not raised prices this year, while other Chinese brands have successively raised prices to reflect the higher cost of memory chips.

Memory chip prices have surged dramatically this year. According to Counterpoint Research, prices jumped 50 percent to 55 percent in the first quarter compared to the previous quarter. The increase is expected to rise further by 80 percent to 85 percent in the second quarter.

Source: CNA, May 16, 2026
https://www.cna.com.tw/news/acn/202605160158.aspx