Key Takeaways

• On 28 November 2025, TechSensei’s tech press review highlights how Chinese tech giants are navigating US AI chip restrictions by leveraging offshore centers. This underscores global dynamics in the AI race.
• Chinese tech companies are circumventing US AI chip controls through overseas operations.
• SoftBank shares have declined sharply amid renewed concerns about an AI market bubble.
• US tech stocks have posted gains, showing resilience despite continuing market volatility.
• Fujitsu has introduced a new SAP-based insurance platform in Japan, aiming to modernize digital solutions for insurers.

Below, key developments and their significance for tech-savvy readers.

Introduction

On 28 November 2025, the top story in today’s tech press review centers on Chinese tech giants bypassing US AI chip restrictions through offshore centers. This reflects evolving strategies in the global AI landscape. Additional developments include SoftBank’s share decline linked to AI bubble concerns, notable US market movements, and digital innovation in Japan.

Top Story: Chinese Tech Firms Evade US AI Chip Restrictions

Chinese technology companies have established offshore centers to circumvent US restrictions on AI chip access, according to a Wall Street Journal investigation published on 27 November 2025. The report states these firms have created shell companies in Singapore, Malaysia, and the United Arab Emirates to obtain advanced semiconductors via third-party intermediaries.

At least seven major Chinese tech conglomerates have reportedly acquired thousands of restricted NVIDIA and AMD AI accelerators using these offshore operations. These actions involve complex corporate structures and multiple transaction layers intended to obscure the true end users of these critical components.

Industry analysts have noted that such practices undermine US efforts to slow China’s AI development with export controls. The chips in question, mainly NVIDIA’s A100 and H100 models, remain core to training large language models and other advanced AI applications fueling the global AI race.

The US Commerce Department has confirmed the launch of a formal investigation into these circumvention networks. Secretary Raimondo is scheduled to announce enhanced enforcement measures at a press conference on Tuesday, 2 December 2025.

Also Today: AI & Market Dynamics

SoftBank Shares Slide After Vision Fund Losses

SoftBank Group’s stock fell 7.2 percent on 28 November 2025, after reporting $3.8 billion in quarterly losses from its Vision Fund investments. The company cited declining valuations in its AI portfolio and ongoing challenges for tech startups as leading factors.

CEO Masayoshi Son acknowledged the setback during an investor call but reaffirmed the company’s long-term AI-centric strategy. Son emphasized that, despite short-term headwinds, SoftBank’s belief in the AI revolution remains steadfast.

Emerging AI startup Anthropic, which received a smaller investment from SoftBank in the previous quarter, has shown promising results. Its constitutional AI approach is gaining enterprise adoption more rapidly than some analysts projected.

US Tech Stocks Post Mixed Performance

The US technology sector displayed mixed results on 27 November 2025, with the Nasdaq Composite closing down 0.3 percent. Large-cap tech companies recorded varied performances, with Apple gaining 1.2 percent while Meta Platforms fell 2.8 percent following privacy concerns about its latest AR product.

Semiconductor stocks underperformed overall, as the Philadelphia Semiconductor Index dropped 1.7 percent. Morgan Stanley analysts attributed the decrease to persistent inventory issues and weakening demand for data center components.

In contrast, enterprise software companies with a focus on automation, including ServiceNow and Salesforce, saw gains exceeding 2 percent. This segment benefited from robust quarterly spending on digital transformation, especially within financial services and healthcare.

Also Today: Tech Innovation

Fujitsu Launches SAP-Based Insurance Platform in Japan

Fujitsu introduced its new SAP-powered insurance management platform on 27 November 2025, targeting the $440 billion Japanese insurance market. The platform combines policy management, claims processing, and customer relationship tools tailored to Japanese regulatory requirements.

Three major insurers in Japan (Dai-ichi Life, Sompo, and Mitsui Sumitomo) have signed agreements to adopt the platform. Fujitsu claims the solution could reduce operational costs by up to 30 percent.

This initiative marks a major step forward for Japan’s digital transformation in insurance, a sector that has traditionally lagged behind global peers. Startup Econoite, which specializes in behavioral economics-based insurance models, announced plans to integrate with Fujitsu’s platform to deliver hybrid digital services.

Korean Researchers Develop Breakthrough Battery Technology

On 27 November 2025, researchers at the Korea Advanced Institute of Science and Technology (KAIST) announced a breakthrough in solid-state battery technology. Their findings, published in Nature Materials, describe an electrolyte composition that increases energy density by 40 percent and improves safety.

This development addresses significant obstacles in electric vehicle adoption, potentially enabling longer driving ranges and reducing charging times to less than 15 minutes for an 80 percent charge. Dr. Kim Sung-jin, lead researcher, stated commercialization could begin within three years in partnership with battery manufacturers.

Several Korean and Japanese electronics companies have expressed interest in licensing the technology. Samsung SDI has reportedly started pilot testing in its research facilities.

What to Watch: Key Dates and Events

• Apple’s annual developer conference is scheduled for 3 December 2025, with expected announcements on significant AI integrations across its ecosystem.
• TSMC’s Technology Symposium takes place on 5 December 2025 in Taipei. Roadmap updates for next-generation semiconductor manufacturing will be revealed.
• CES 2026 press day is set for 5 January 2026 in Las Vegas. Major consumer electronics manufacturers will present product strategies for the upcoming year.

Conclusion

This tech press review demonstrates how workarounds by Chinese firms challenge the effectiveness of US chip export controls, highlighting ongoing complexity in global AI competition. Volatility in stock markets and advances in fields from batteries to insurance further illustrate technology’s dynamic landscape. What to watch: the US Commerce Department’s enforcement announcement on Tuesday, 2 December 2025, and key industry conferences in early December.

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