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CHINA CHIP MARKET IMPACT
Japan's Nikkei hits 70,000 for the first time after BOJ rate hikeJapan's Nikkei stock index reached an all-time high today. This surge followed the Bank of Japan's widely anticipated interest rate hike. T...- After Iran, China has a powerful new oil price weaponChina has emerged as the world's first oil "swing importer," significantly reducing its imports by a third to an eight-year low. This move,...
- Qualcomm in talks to buy Tenstorrent: ReportThe talks were ongoing and the price could change, or the discussions could fall apart, according to the report. It was not clear if the pr...
- ByteDance in talks with China's Iluvatar CoreX to purchase AI chipsByteDance, the influential technology entity known for its innovative platforms, is reportedly in discussions to acquire AI chip technology...
- Electronics makers face component shortages as Gulf shipping crisis hits productionIndian electronics manufacturers are currently grappling with a critical shortage of essential components like microprocessors and batterie...
- Charting the Global Economy: War pushes up prices, dents growthThe Iran war is fueling a global inflation wave, prompting the European Central Bank to raise interest rates for the first time in nearly t...
- Nvidia begins Vera CPU sales pitch to Chinese clients, sources sayThe outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortu...
- DLI-backed chip companies call for government procurement supportIndian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the...
- South Korea concrete delivery halt threatens Samsung, SK Hynix chip plant work: ReportThe National Ready-Mixed Concrete Transport Workers' Union suspended deliveries in the Seoul metropolitan area starting on Monday, a work...
- Nvidia hires veteran lobbyist Bruce Andrews to head government affairsAndrews' move to the world's largest company comes as Nvidia attempts to ensure its continued influence in Washington and as its ties to ...
- 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...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- Chinese companies rush to dismantle 'red-chip' structures: ReportRed-chip firms are registered abroad, mainly in tax havens, but hold assets and businesses in China via equity ownership. Red-chip firms a...
- Taiwan weighs stricter export controls on AI chip sales to ChinaTaiwan is tightening the reins on AI chip sales to China, aligning its regulations with those of the United States. This strategic maneuver...
- China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
- Hands-on with Intel's Arc G3 handheld at Computex: It might finally give AMD some competitionIntel is set to challenge AMD's hold on handheld gaming. New Arc G-Series processors, seen on the MSI Claw 8 EX AI+, offer better graphics ...
- US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas unitsThis comes after the Trump administration last week moved to halt a potential loophole that may have led companies to export advanced chi...
- Elon Musk's biggest rival isn't a startup, it's China, and they just won the brain chip raceElon Musk brain chip Neuralink competitor: China has approved the world's first brain-computer chip, NEO, for commercial sale after complet...
- China, HK stocks open lower as global tech selloff spreads to AsiaChina and Hong Kong stocks opened lower, mirroring regional declines as investors worried about the AI rally's sustainability. Strong U.S. ...
- 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...
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