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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), ...
- India emerges as global tech partner under PM Modi's 12-yr tenure, exporting to US, China: VaishnawIndia is now a trusted partner in technology value chains. Under Prime Minister Narendra Modi, the country exports electronics, including c...
- 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...
- 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...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- US takes step to halt Nvidia AI chip shipments to Chinese firms outside ChinaThe unexpected guidance suggests the United States' best AI chips may have been making their way to the subsidiaries of Chinese AI firms ...
- US defence secretary Hegseth chides Europe, hails ties with China & Asia alliesUS Defence Secretary Pete Hegseth lauded Asian allies like South Korea and Japan for defence contributions. He also noted improved ties wit...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, maintaining a low profile unlike Nvidia's Jensen Huang. This reflects differing strategies in China's crucia...
- In China, AMD CEO Lisa Su is understated while Nvidia's Huang is more razzmatazzAMD CEO Lisa Su visited China, adopting a low-profile approach. This contrasts with Nvidia CEO Jensen Huang's more public engagement. Their...
- How China's electronics giant Huawei plans to take on its rivals with a chip design breakthroughChina's electronics giant Huawei is pioneering a new chip design approach. This method focuses on reducing signal transmission time instead...
- Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
- Global Market: Chinese AI and chip stocks rally after Huawei signals major tech leapChinese semiconductor stocks surged in Hong Kong following Huawei's announcement of a potential 1.4nm chip breakthrough using "LogicFolding...
- Huawei proposes new path for chip development amid US sanctionsHuawei aims for advanced chip design by 2031. The company is developing a new 'Tau Scaling Law' to improve chip performance. This innovatio...
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