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CHINESE CHIPMAKERS SPENDING
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...- TSMC boss upbeat on outlook as AI boom shows no sign of easingChief Executive C.C. Wei, speaking at TSMC's annual shareholders' meeting in the northern Taiwanese city of Hsinchu, added that its custome...
- Tech jobs go cold; Chip startups shift gearIndia’s tech hiring has fallen to its lowest level in more than two years. This and more in today's ETtech Top 5.
- French AI firm Mistral announces deals with BMW, AirbusFrench AI company Mistral is forging new alliances with automotive giant BMW and aerospace leader Airbus. These collaborations aim to expan...
- 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...
- US stocks today: US stocks extend rally as Nvidia gains; US-China talks, data in focusWall Street hit fresh intraday highs led by Nvidia’s AI-driven surge and Cisco’s upbeat outlook. Strong retail sales and stable jobless cla...
- S&P 500, Nasdaq futures rise to new highs as Nvidia jumpsNvidia rose 1.9% in premarket trading, giving the chipmaker a market valuation of $5.9 trillion, after Reuters reported citing sources th...
- US stocks today: S&P 500 inches to higher close, AI fervor edges out Iran impasseUS stocks closed slightly higher as AI-driven momentum lifted semiconductor shares, even as rising crude prices and stalled US-Iran talks k...
- ByteDance targets 25% rise in AI infrastructure spendingByteDance has significantly increased its AI infrastructure spending by 25% to 200 billion yuan ($29.4 billion) this year, driven by rising...
- The rapid embrace of AI in China, its biggest testing ground, may shape how AI is used globallyChina is rapidly adopting artificial intelligence tools. Ordinary citizens and businesses are using AI for daily tasks and work. Chinese co...
- AI boom drowns out war fears to fuel Asia’s great market divideAsia's markets are split: South and Southeast Asia grapple with rising oil prices impacting trade and stocks, while North Asia's tech giant...
- US chipmakers hit record highs as Intel turbocharges AI rallyAmerican chip stocks hit new peaks on Friday. Intel's strong revenue forecast boosted optimism about the ongoing AI boom. The semiconductor...
- Tesla stock surges 5% after Q1 earnings beat, but weak sales and rising competition raise concernsTesla stock went up after strong earnings in Q1 2026. The company made better profit than expected, which helped boost investor confidence....
- DeepSeek V4 model to use Huawei chips? But, can Huawei truly match Nvidia in power and scaleDeepSeek is moving V4 AI model to Huawei chips, reducing reliance on Nvidia hardware. This shift reflects China’s AI independence strategy ...
- Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinksThe gains come as Beijing grows increasingly cautious about dependence on foreign chips, pushing government agencies and companies to ado...
- AI boom accelerates China's chip industry growth as demand strains supply chainChina's chip industry is booming due to surging AI demand. Chipmakers are investing heavily and expanding production. China's manufacturing...
- How China built a chip industry, and why it's still not enoughChinese AI leaders are pushing for global dominance but face a critical semiconductor shortage. This underscores Beijing's urgent drive for...
- How China built a chip industry, and why it's still not enoughChina's artificial intelligence sector is booming with investment and startups. However, a severe shortage of advanced semiconductors is a ...
- Tariffs uncertainty clouds outlook for ASML's earningsASML, the biggest supplier of equipment used to make computer chips, derived 17% of its revenue from the U.S. market last year. That is exp...
- Semiconductors: Chips are back, but not equally or for everyoneThe Biden administration, early last month, announced it would halt access to machinery, software, and support that Chinese chipmakers use ...
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