APAC Wrap: 7 July 2026

Export controls, Kyber, Nittobo, Kingboard, Sumco, Memory, Semicap, Taiwan monthly numbers, and more.

Beijing considering curbing overseas access of China’s top models (RT)

In news that appears positive for sentiment on Anthropic and OAI:

Chinese authorities have held meetings with top tech firms over the past month ​about potentially restricting overseas access to China’s most advanced AI models, including those yet to be released, three people familiar …