U.S. takes a cut of H200 sales: editors' picks from ETO Scout, volume 26 (10/07/25-1/29/26)

Plus: flying cars, rare earth exports, and the Qwen app Scout is ETO's discovery tool for Chinese-language news and commentary on technology issues. See the latest editors�’ picks, browse the feed by topic, or sign up for customized e-mail alerts at https://scout.eto.tech. - Chinese EDA firms pursued IPOs and M&A in late 2025 while U.S. export controls and tool gaps pushed domestic firms toward “EDA+IP” platform-building. (EEFocus, 01/19/26) https://scout.eto.tech?id=5319 - With the recent U.S..