China has set a five-year goal for the expansion of intelligent computing capacity to drive artificial intelligence (AI) that calls…
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GlobalFoundries sees ‘strong’ demand for Chinese optical modules amid data centre boom
US contract chipmaker GlobalFoundries sees robust demand for Chinese optical modules amid the data centre construction boom, as the firm…
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China’s MLCC market splits in 2 as AI server demand outpaces consumer electronics
In China’s hardware hub in Shenzhen, the speculative frenzy around consumer multilayer ceramic capacitors (MLCCs) has cooled into a sharp…
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Alibaba to issue US$10 billion in new shares for huge AI push amid strong investor demand
Alibaba Group Holding will issue HK$80 billion (US$10.2 billion) worth of new shares and use all of the proceeds to…
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AI demand drives triple-digit profit growth for Chinese chip foundries SMIC, Hua Hong
China’s top two contract chipmakers, Semiconductor Manufacturing International Corporation (SMIC) and Hua Hong Grace Semiconductor, saw their profits surge by…
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China’s MLCC supply chain expanding rapidly amid surge in global AI demand
China’s upstream supply chain for multilayer ceramic capacitors (MLCCs) – tiny components dubbed “the rice of electronics” – is racing…
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‘Explosive demand’ for cooling continues as Europe swelters, China’s Midea says
Chinese home appliance maker Midea reported that European demand for its air conditioners continues to soar amid recurrent heatwaves, with…
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Chinese Nvidia alternatives project massive sales as AI chip demand surges
Chinese chip designers Moore Threads Technology and Hygon Information Technology – both positioning themselves as home-grown alternatives to Nvidia –…
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The ‘rice of electronics’: how AI-driven demand for MLCCs triggered a supply bottleneck
Often dubbed “the rice of the electronics industry”, multilayer ceramic capacitors (MLCCs) are the smallest yet indispensable components powering modern…
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China ramps up building a national computing power network as AI token demand surges
China is stepping up construction of a “national computing network”, aiming to turn artificial intelligence infrastructure into a public utility…
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