The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Broadcom faces increasing pressure in the AI chip market as it struggles to compete with Nvidia. The company is also dealing with supply chain diversification strategies from major clients like Google.
钛媒体 · 73d ago
South Korean AI chip startup Rebellions, backed by Samsung Electronics, is preparing for an IPO in the first or second quarter of 2025. The company has begun generating revenue and is working with JPMorgan and Samsung Securities on the listing.
36氪 · 73d ago
Shanghai-based AI chipmaker Iluvatar CoreX is reportedly considering a share sale in Hong Kong to raise at least $800 million. This move follows a significant 428% rally in the company's valuation since its January IPO.
Bloomberg Technology · 73d ago
Shanghai Biren Technology is raising US$892.5 million through a new share issuance to scale production of its AI-focused GPUs. The move aims to capture domestic market share from Nvidia amid ongoing US export restrictions.
SCMP Technology · 75d ago
Baidu's AI chip subsidiary, Kunlunxin, is planning a Hong Kong IPO with a target valuation of $50 billion. In a strategic move, the company is reportedly requiring prospective IPO investors to commit to purchasing its semiconductor products.
The Next Web (TNW) · 83d ago
Cerebras Systems Inc. shares are experiencing a record two-day decline after the company provided a lower-than-expected annual sales forecast.
Bloomberg Technology · 86d ago
The 2026 list of the top 30 domestic AI computing chips highlights a maturing industry with clear tier segmentation. Companies like Zhongcheng Hualong and XiWang are leveraging this growth to accelerate their public listing plans.
Pandaily · 89d ago
Chinese AI models are becoming competitive with US counterparts, yet the industry still relies heavily on foreign hardware. While domestic chips are viable for inference, pre-training remains a significant hurdle due to hardware limitations.
SCMP Technology · 94d ago
1789 Capital Partner Paul Abrahimzadeh discussed SpaceX and Cerebras IPO prospects on Bloomberg's 'The Close.' The interview features insights from the investor on these high-profile tech firms. Cerebras, known for AI supercomputing chips, is a key focus amid IPO rumors.
Bloomberg Technology · 130d ago
Hedge funds worldwide poured record funds into Korean, Japanese, and Taiwanese stocks last week, hitting 10-year buy highs, driven by AI-fueled semiconductor demand. Leaders like TSMC, Samsung, and SK Hynix dominate, but high concentration poses risks tied to AI cycles.
虎嗅 · 130d ago
Lip-Bu Tan became Intel CEO in March last year. Company shares stagnated for seven months.
Bloomberg Technology · 134d ago
Baidu's chip unit Kunlunxin plans an IPO on Shanghai's Nasdaq-style STAR Market. It also eyes a separate listing in Hong Kong.
Bloomberg Technology · 134d ago
OpenAI's AI chip collaboration with Broadcom, announced last year, faces a financing stalemate. An internal memo reveals Broadcom demanding Microsoft purchase 40% of production capacity.
cnBeta (Full RSS) · 135d ago
Arm Holdings CEO Rene Haas states that surging demand for AI-related products is buoying the company amid a slowdown in its smartphone business. He shared this outlook in a Bloomberg Tech interview with Caroline Hyde.
Bloomberg Technology · 135d ago
South Korea's stock market surged with 100 new trillion-KRW market cap companies in nine months, outpacing the past decade. The boom stems from AI-fueled storage chip demand explosion and capital market reforms.
钛媒体 · 135d ago
Arm Holdings shares jumped in late trading after a strong forecast. The company highlighted demand for its new homegrown chip.
Bloomberg Technology · 136d ago
Samsung surpassed $1 trillion valuation as shares surged on strong AI-driven chip demand. It marks only the second Asian company to hit this milestone after TSMC.
TechCrunch AI · 136d ago
DeepSeek launched next-generation V4 AI models optimized for Huawei's Ascend chips and software tools. This exemplifies the growing divergence in China-US AI ecosystems amid the tech war.
SCMP Technology · 136d ago
Samsung Electronics reached a $1 trillion market valuation due to booming AI chip demand. The world's largest memory maker saw its stock quadruple over the past year.
Bloomberg Technology · 137d ago
In April 2025, Intel stock traded at $18 after firing its CEO and losing the AI chip race to Nvidia. Fourteen months later, it reached an all-time high.
The Next Web (TNW) · 137d ago
AMD posts best stock month since dot-com era. Q1 earnings due after bell.
Bloomberg Technology · 137d ago
AI adoption shifts from training to inference, offering chip startups a second chance against Nvidia. In a disaggregated AI world, Nvidia is both friend and foe.
The Register - AI/ML · 139d ago
US antitrust regulators approved Intel's investment in AI chip startup SambaNova, removing hurdles. Intel raised its stake from 6.8% to 8.2% with $35M in February funding.
36氪 · 140d ago
Cambricon's Q1 2026 performance benefited from rising AI compute demand. Superior products expanded market share while advancing AI applications.
钛媒体 · 141d ago
Beijing Horizon Information Technology increased registered capital from $1.5B to $2.5B, up 67%. Founded in 2015 by Yu Kai, it develops AI chips, software/hardware, and related tech for autos and more.
36氪 · 142d ago
Chinese AI chip firms Cambricon and MetaX reported strong Q1 growth amid AI boom, US export curbs, and China's self-reliance drive. Cambricon's revenue jumped 160% to 2.89 billion yuan (US$423M), with profit soaring 185% to 1 billion yuan.
SCMP Technology · 143d ago
Detailed comparison shows ASICs excel in specific tasks like AI inference with superior efficiency, while GPUs dominate versatile training and parallel compute. Market forecasts ASIC inference share rising to 80% by 2030.
虎嗅 · 145d ago
澜起科技 2026 Q1 revenue hit 14.61B CNY, up 19.5% YoY, with net profit at 8.47B CNY, surging 61.3% due to AI-driven demand for DDR5 RCD and interconnect chips. Gross margin rose to 69.8%, boosted by new products like MRCD, PCIe Retimer, and CXL MXC.
IT之家 · 145d ago
Black Sesame Technologies has joined Li Auto's HaloOS open-source ecosystem. The partnership powers HaloOS development.
Pandaily · 145d ago
Intel's stock skyrocketed 24% on Friday, marking its largest single-day gain since 1987, fueled by investor excitement over AI demand recovery. Shares closed at $82.57, with YTD gains at 124% following 84% rise in 2025.
cnBeta (Full RSS) · 148d ago