The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Cambricon disclosed its 2025 annual report on March 12, with revenue and profit both surging significantly. The company achieved its first full-year profit since listing.
cnBeta (Full RSS) · 190d ago
Cambricon Technologies, China's 'little Nvidia', posted its first full-year profit since its 2020 listing. It plans to pay a maiden cash dividend of 15 yuan per 10 shares, totaling over 632 million yuan.
SCMP Technology · 191d ago
Cambricon reported 2025 revenue of 64.97 billion yuan, up 453.21% YoY, turning a 4.5 billion loss into 20.59 billion profit. The company plans 1.50 yuan cash dividend per 10 shares and 4.9 bonus shares per 10 from capital reserve.
36氪 · 191d ago
Verisilicon rides a wave of AI orders but grapples with profitability issues. The company just raised 1.8 billion and is eyeing a Hong Kong IPO.
钛媒体 · 192d ago
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.
36氪 · 193d ago
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.
Bloomberg Technology · 193d ago
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.
少数派 · 195d ago
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.
Bloomberg Technology · 197d ago
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.
虎嗅 · 198d ago
Broadcom Inc. delivered an upbeat sales forecast for the current quarter.
Bloomberg Technology · 199d ago
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.
36氪 · 201d ago
Cambricon reported its first full-year profit since listing. 2025 revenue surged 453% amid booming AI computing demand.
Pandaily · 202d ago
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.
36氪 · 204d ago
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.
SCMP Technology · 205d ago
Cambricon's early IP success with Huawei faded post-2020; cluster business for gov smart centers sustained revenue at 85% share. In 2024, it halted new cluster projects due to long payment cycles, reclassifying to cloud products amid no growth.
虎嗅 · 206d ago
MediaTek joins Google's 8th-gen TPU project, strengthening its AI chip role. CEO Cai Lixing outlines four XPU challenges: compute power, memory bottleneck (50% costs), interconnect efficiency, and advanced packaging.
cnBeta (Full RSS) · 206d ago
Elon Musk forwarded Tesla Korea's hiring notice for semiconductor experts. This move strengthens Tesla's design and manufacturing capabilities amid intensifying AI chip competition.
cnBeta (Full RSS) · 213d ago
Moore Threads’ stock hit its daily limit down, wiping out 48.8 billion yuan in market value. The article argues that restricted-share unlocking was only the trigger behind the sharp decline, rather than the complete explanation.
钛媒体 · 10d ago
Intel says it has processed more than one million wafers using High-NA EUV tools, claiming a lead in fleet size and process maturity. The company is also advancing giant 6×12 photomasks to accelerate production and reduce manufacturing costs.
Tom's Hardware · 12d ago
Huawei launched the Mate XT2 Extraordinary Master tri-fold smartphone at 19,999 yuan, featuring the Kirin 9050 Pro chipset and HarmonyOS 7. The device adds a more intuitive folding mechanism, slimmer construction, stronger materials, and offline AI capabilities.
极客公园 · 12d ago
The article analyzes 兑吧's strategic transition from SaaS toward AI-generated short dramas and the logic behind its valuation reassessment. It presents the company as a significant Hong Kong-listed AI short-drama business and frames the sector as undergoing an industrial transformation.
钛媒体 · 16d ago
At the CSEAC 2026 show in Wuxi, Chinese semiconductor equipment makers showcased progress in etching, deposition, and lithography. Ion implantation and inspection-and-measurement remain weaker areas, with localization rates below 15 percent.
Pandaily · 17d ago
Frank Rohmund, CEO of Zeiss SMT, estimates that China may need 15 years to develop an EUV lithography machine. He also argues that additional export controls could accelerate China’s domestic innovation.
Bloomberg Technology · 17d ago
Broadcom issued a fourth-quarter forecast below analyst estimates. The shortfall suggests the company may be seeing a slower payoff from the AI boom than expected.
Bloomberg Technology · 17d ago
摩爾線程 AI Cube 與 Lenovo AI 主機 P7 將本地大模型推理、儲存與家庭設備協作帶入消費市場。文章認為，家庭確實需要端側 AI，但分散在手機、攝影機、NAS 與穿戴裝置中的需求，未必足以支撐一台高價獨立算力設備。
虎嗅 · 12d ago
GPTC Chairman and CEO Hoton Chang discusses the company’s business strategy and rising demand for advanced packaging in the semiconductor industry. The conversation took place during SEMICON Taiwan in Taipei and focuses on infrastructure supporting advanced chip production.
Bloomberg Technology · 17d ago
Large model companies are increasingly preparing their own computing resources, including exploring AI-assisted design of AI chips. The article examines how this shift could reshape competition and supply dynamics across the AI industry.
钛媒体 · 18d ago
Huawei’s first-half 2026 revenue rose 9.55% to a record 467.819 billion yuan, while net profit fell 36.77%. Rising R&D spending, inventory, procurement, and short-term financing suggest the company is investing heavily in chips, computing, HarmonyOS, and related ecosystems.
虎嗅 · 19d ago
MetaX Integrated Circuits and Iluvatar CoreX reportedly swung to profitability, while Biren Technology narrowed its losses in the first half. The results highlight a widening divide among Chinese AI chipmakers benefiting from Beijing’s push for technology self-reliance.
SCMP Technology · 19d ago
Surging AI demand has sharply increased profits for DRAM and NAND flash manufacturers. After SK hynix and Samsung issued substantial employee bonuses, Micron union members are questioning when they will share in the gains.
cnBeta (Full RSS) · 21d ago