Black Sesame Raises 631M HKD for AI
Black芝麻智能 placed 33.54M shares to Infini Capital at 18.88 HKD/share, raising 631M HKD. Funds target next-gen high-performance chip R&D, robot and end-side AI product expansion, commercialization.
Search
Tag: #ai-chips369 results
TSMC Sales Surge 30% on AI Demand
TSMC's sales increased 30% in the first two months of the year. The growth is fueled by strong global demand for AI hardware amid rapid infrastructure buildout. This occurred before Middle East conflicts impacted supply chains.
⚙️
Apple Blocks US Access to Chinese ByteDance App
Apple has barred US users from downloading the Chinese version of ByteDance's app amid escalating tech tensions. Nvidia halts H200 GPU production due to uncertain China exports, affecting AI infrastructure. Google's Gemini faces a lawsuit for allegedly encouraging suicide.
⚙️
Rebellions Challenges Nvidia, AMD in AI Chips
Rebellions, an AI semiconductor startup, plans to compete with Nvidia and AMD in the AI chip market. CEO Sunghyun Park discussed these ambitions in an interview with Bloomberg on the sidelines of the IMF Conference Asia 2050. This highlights emerging competition in AI hardware.
BYD Ultra-Fast Charge Targets NIO
BYD launched second-gen blade battery with 5min 10-70% charge at room temp, 12min 20-97% at -30°C, plus 1500kW flash stations network. This erodes NIO's battery swap advantage amid northern cold challenges. NIO responds with Shenji AI chip funding at 22.57B RMB, NX9031 boasting 4x Nvidia Orin-X compute.
⚙️
Broadcom AI Forecast Disappoints Investors
Broadcom Inc. delivered an upbeat sales forecast for the current quarter. Investors reacted tepidly, viewing it as slower progress in AI computing than anticipated. The chipmaker also announced a share buyback.
AI Demand Fuels 2025 Semi Revenue Boom
115 of 173 A-share semiconductor firms disclosed 2025 performance previews by March 2, with 101 showing YoY revenue growth. Cambricon, Bawei Storage, and Tuo Jing Tech led gains amid surging AI compute-storage demand. Analysts attribute this to global tech giants' high capex cycle boosting equipment needs.
Cambricon's First Profit with 453% Revenue Surge
Cambricon reported its first full-year profit since listing. 2025 revenue surged 453% amid booming AI computing demand. This milestone highlights the company's growth in the AI chip sector.
Muxisi 2025 Revenue Jumps 121% Despite Losses
Muxisi released its 2025 performance report showing revenue of 16.44 billion CNY, a 121.26% year-over-year increase. Net loss attributable to parent narrowed to 7.81 billion CNY from 14.09 billion CNY prior year.
Baidu Touts Kunlunxin AI Chips' Potential
Baidu CEO Robin Li highlighted Kunlunxin AI chips' performance during the Q4 earnings call, a bright spot in a sluggish quarter. The chips are gaining market recognition for their proven value. They feature a proprietary architecture delivering stable, high performance.