
Xiaomi unveils three new in-house chips as it navigates rising costs and fierce competition
The tech giant aims to cut costs and rival Apple, but a precarious financial transition poses…

Yangtze Memory IPO: A blockbuster quarter, but three hurdles loom
Super-cycle delivers $4.6 billion quarterly profit for the NAND chipmaker, but depreciation, cyclicality and supply-chain risks…

InnoLight rides AI infrastructure boom as China spending lags
InnoLight’s first-half revenue surged 182% as global AI infrastructure spending fueled demand, but weaker Chinese investment…

The big split: China’s AI computing capacity is moving west as demand heads east
From grasslands to plateaus, a nationwide race for AI computing power is reshaping the country’s digital…

As Tencent’s AI investment surges, free cash flow turns negative
Aggressive spending on chips and models weighs on earnings even as core businesses remain robust By…

Geopolitics and AI collide: Apple turns to China’s CXMT to overcome memory chip shortage
As the AI boom squeezes global memory chip supply, Apple’s potential partnership with CXMT faces significant…

U.S. tech curbs fracture China AI rally: optical module makers sink as chip stocks soar
Despite the sharp selloff in some mainland-listed shares in the AI ecosystem, domestic semiconductor names rallied…

Hon Hai Precision wins $52 billion SpaceX AI server order in challenge to U.S. dominance
The contract ends a long-standing U.S. duopoly as demand for AI inference fuels rapid expansion across…






