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BEIJING SEMICONDUCTOR INDUSTRY
China's control over indium phosphide exports threatens AI data centre rolloutAnderson's visit was partly to raise the issue of delays in China's export licenses involving the highly strategic material, essential in m...- China's chipmakers emerge as rising force in AI memory market: ReportThe report highlighted that China's leading NAND flash maker, Yangtze Memory Technologies Corp (YMTC), and top DRAM producer, ChangXin Memo...
- PM Modi’s high stakes push for sovereign AI faces reality checkIndia is striving to build its own artificial intelligence capabilities, aiming for self-reliance and global export. However, the nation fa...
- Chinese Wall may stem India tech flows for electronics and automobileNew Chinese regulations on technology transfers may affect India's electronics and automotive component manufacturing plans. Indian compani...
- Nvidia CEO to kick off and dominate Computex gathering in TaipeiThe CEO of the $5 trillion chipmaker, who was born in Taiwan's southern city of Tainan, announced plans last week to invest around $150 b...
- Nvidia CEO Jensen Huang unveils Computex trade show in Taiwan. What to expect from AI event in Taipei?Jensen Huang, who has rockstar status in Taiwan, is expected to talk about Nvidia's AI chips, software and systems.
- Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
- She got $400 million and a dream; now she's the woman who defied America's tech blockade - who is China's 'Chip Queen'?She was handed $400 million and one impossible mission — make Huawei independent from foreign chips. Years later, He Tingbo emerged as Chin...
- Huawei's 'chip queen' etches her name in China's tech folkloreHe Tingbo, Huawei's "chip queen", spearheads the company's semiconductor innovation. Facing U.S. sanctions, Huawei is developing new chip t...
- Nvidia to announce Q1 earnings tonight. What to expect and why there could be a $350 billion price swingAll eyes are on Nvidia’s April quarter earnings as investors assess whether the AI chip giant can sustain its explosive growth momentum. St...
- Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
- China using state power to tighten global supply chain dominance: ReportChina is extending industrial policy across its entire economy. This move strengthens its global manufacturing dominance. It also increases...
- Nvidia, Boeing stocks crash even after Trump-China summit deal headlines: Why are stocks collapsing and what does today’s sharp US stock market selloff reveal about China trade tensions?Nvidia and Boeing stocks crashed on May 15, 2026, falling 3.83% and 2.86% respectively, even as Trump announced major China deals. Beijing ...
- China still drags its feet on rare earths sometimes, says US Trade RepresentativeRare earth exports from China to the United States are showing improvement. However, some shipments still face delays in approval from Beij...
- Korean chipmakers face critical trade-offs over China exports post Trump-Xi talksKorea's chip industry faces a dilemma as US-China talks on tech exports and rare earths unfold. While potential sales in China beckon, manu...
- Why is Taiwan the elephant in every room between US and China?US President Donald Trump met Chinese President Xi Jinping in Beijing. Taiwan remains the most crucial issue for China. The island's self-g...
- US clears H200 chip sales to 10 China firms as Nvidia CEO looks for breakthroughDespite US approval for around 10 Chinese firms to buy Nvidia's H200 AI chips, no deliveries have occurred. CEO Jensen Huang's China trip, ...
- China's view on Elon Musk? Visionary, occasional villainIn a rapidly evolving Chinese market, Elon Musk enjoys admiration and faces competition in equal measure. Tesla's groundbreaking advancemen...
- Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’...
- US stocks today: S&P 500 slips as hot inflation data signals rates to stay on holdUS producer prices surged in April, signaling accelerating inflation and reinforcing expectations that the Federal Reserve will maintain re...
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