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US GOVERNMENT AI CHIP TRACKING TO CHINA
SK Hynix to spend $64 billion on chip plants under broader AI-driven investment planSK Hynix is investing a massive 100 trillion won ($64.38 billion) to build new chip plants, including a NAND flash memory facility, in Cheo...- India's hidden semiconductor advantage: What's next in the chip journey?As India accelerates its semiconductor ambitions with a proposed second-phase incentive programme, Equirus says the country is well positio...
- China imposes 'national security' rules on overseas investmentsChina is intensifying its scrutiny of investments overseas with broad "national security" regulations taking effect from Wednesday, at a ti...
- Global Market: Samsung, SK Hynix double down on AI chip boom with massive investment push despite oversupply risksSouth Korean chip giants Samsung and SK Hynix are investing trillions to boost memory chip production, fueled by soaring AI demand. This am...
- Dragon trails on AI bullet train as stocks shed most since 2001Chinese stocks are experiencing a significant downturn in 2026, with the MSCI China Index plummeting 15%, marking its worst performance glo...
- The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
- Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycleSouth Korean tech giants Samsung and SK Hynix are investing billions in AI chip production, a move lauded by President Lee Jae Myung. While...
- China's Meituan says new AI model trained on domestic chipsChinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achieve...
- Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadershipThe plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his ...
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
- 'One-time opportunity': South Korea bets big on AI boomSouth Korea's chip industry is poised for a significant boost amidst soaring demand for AI components. Analysts highlight this as a crucial...
- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
- Baidu's AI chip unit Kunlunxin targets $50 billion Hong Kong IPO: ReportInvestors have been asked to buy chips with a value three to seven times the worth of their planned subscription in Kunlunxin's initial p...
- Don't let AI chip off the old blockThe soaring demand for memory chips driven by artificial intelligence is leading to significant shortages that are affecting various indust...
- Chinese AI, chip firms are driving an onshore IPO reboundChina's tech IPOs are experiencing their strongest year since 2023, driven by Beijing's push for self-reliance in chip and AI sectors amid ...
- China begins to snap at America's heels in a tightening tech raceChina’s latest supercomputer ranking has renewed debate over global technology leadership, but current evidence shows the United States sti...
- After Anthropic shutdown, China's Z. ai closes frontier gap as it plans dual listingChinese AI firm Z. ai is aiming for artificial general intelligence, fueled by strong investor interest after its GLM-5.2 model neared top ...
- China's 360 says it has developed tools to match Anthropic's MythosChina's 360 Security Technology has launched 'Yitian Tulong,' a direct competitor to American AI vulnerability detection systems like Anthr...
- China cybersecurity firm 360 Security Technology claims to have developed tools to match Anthropic's MythosAnthropic Mythos, previewed in April, is a system that detects software vulnerabilities, but cybersecurity experts have warned that it coul...
- In supercomputer marathon, China tops US; but AI-high? NoChina's LineShine supercomputer has topped the global TOP500 list, utilizing domestically produced chips. However, experts suggest this ach...
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