DeepSeek’s launch of its latest artificial intelligence model could likely trigger a broad reassessment of stocks across the industry chain…
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Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars
Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply…
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Lightelligence jumps by 400% in Hong Kong debut amid AI-driven demand for photonics chips
Lightelligence, the first mainland Chinese photonics chipmaker to go public in Hong Kong, saw its share price surge by nearly…
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Optical chipmaker’s profit soars 1,153% on AI demand, China’s tech self-reliance push
Chinese optical chipmaker Yuanjie Semiconductor Technology reported an elevenfold surge in first-quarter profits as domestic firms capitalise on soaring demand…
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Huawei capitalises on OpenClaw frenzy to boost computing demand for its chips
Chinese telecommunications gear giant Huawei Technologies is capitalising on the OpenClaw frenzy with new enterprise agent tools and a series…
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Alibaba and Baidu lift cloud prices by up to 34% amid AI demand surge
The cloud-computing units of Alibaba Group Holding and Baidu are raising prices for certain services by as much as 34…
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Memory price hikes ‘the new normal’ as AI boom fuels storage demand, Seagate says
Memory price hikes are likely to become “the new normal” for the next few years, according to an executive at…
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Chinese chip firms Cambricon, Moore Threads post sales jump on surging domestic demand
Chinese chip designers from Cambricon Technologies and Moore Threads Technology to MetaX Integrated Circuits posted stellar earnings on Friday, driven…
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Soaring prices, but shrinking demand as China’s memory chip market falters
China’s secondary semiconductor market is seeing a sharp run-up in memory chip prices as global supplies tighten, though vendors say…
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Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as computing demand surges
ByteDance plans to spend about 100 billion yuan (US$14 billion) on artificial intelligence chips from Nvidia in 2026, a hefty…
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