Infrastructure
AI Demand Keeps Memory Prices High Until 2030
A top semiconductor executive predicts a global wafer shortage persisting until 2030 due to AI chip demand. This could sustain painfully high memory prices.
Digital Trends · 152d ago
Latest AI Chips News & Updates
The silicon arms race: NVIDIA’s challengers, custom ASICs, memory bottlenecks and export-control fallout.
459 articles
Infrastructure
AI Chip Startups Hit Kill Line: 99 to 25
AI chip startups are entering a brutal elimination phase dubbed the 'kill line.' The race narrows from 99 contenders to just 25 survivors.
钛媒体 · 153d ago
Infrastructure
Biren Tech Seeks Technical Leader After Zhang Wen
After 'headhunter' Zhang Wen's involvement, Biren Technology may need a technically proficient leader. The AI chip industry's path is challenging, yet domestic compute self-reliance holds immense potential.
钛媒体 · 156d ago
SetupAIInfrastructure
Infrastructure
ASML Raises 2026 Sales on AI Demand
ASML has raised its full-year 2026 sales forecast due to surging global AI spending boosting demand for its advanced chipmaking machines. The improved outlook was offset by a weaker-than-expected Q2 sales forecast.
Bloomberg Technology · 157d ago
Infrastructure
Horizon Fails to Retain Million-Salary Talent
Horizon Robotics struggles to keep staff despite million-yuan salaries. Founder Yu Kai personally facilitated key departures, turning allies into rivals.
钛媒体 · 162d ago
Infrastructure
MediaTek Q1 2026 Revenue Down 2.71%
MediaTek announced Q1 2026 revenue of 1491.51 billion NT$, down 2.71% YoY. March revenue reached 632.19 billion NT$, up 12.90% YoY and 62.29% MoM.
IT之家 · 162d ago
Infrastructure
BofA: Semi Market to $2T by 2030 on AI Surge
Bank of America forecasts the semiconductor market reaching $2 trillion by 2030 with 20% CAGR, propelled by AI computing from Nvidia, Broadcom, Marvell (15-20x forward valuations) and growth in storage/logic sectors.
36氪 · 163d ago
Infrastructure
Funds Surge into Cambricon AI Chips
Intraday main funds net inflow to pharmaceuticals, electronics, and computers, with Cambricon seeing 18.56 billion yuan inflow. Outflows hit non-ferrous metals, defense, and agriculture sectors.
36氪 · 172d ago
Infrastructure
Tianshu Zhixin 2025 Revenue Surges 91.6%
Tianshu Zhixin released its first post-IPO 2025 annual report with revenue of 10.34 billion CNY, up 91.6%. Gross profit reached 5.58 billion CNY, growing 110.5% faster than revenue.
36氪 · 173d ago
Infrastructure
Muxi Shares 2025 Revenue Soars 121%
Muxi Shares disclosed its 2025 annual report with revenue of 16.44 billion CNY, up 121.26% YoY. Net loss narrowed to 7.9 billion CNY from 14.09 billion CNY the prior year.
36氪 · 177d ago
Business
Horizon's 100B Valuation, Profitability Awaits
Horizon Robotics achieves a 100 billion RMB valuation. Revenue has grown significantly.
钛媒体 · 179d ago
Infrastructure
Horizon's NVIDIA Alternative Falls Short
Horizon Robotics positions itself as a NVIDIA substitute in AI chips. However, its recent results are described as underwhelming and 'skinny.' This raises concerns about its competitive edge.
钛媒体 · 183d ago
Audio
Xiaomi-Backed AI Audio Chip IPO Sued
Shanghai Fourier Semiconductor passed HKEX listing hearing on March 15 but was sued for patent infringement by Awei Electronics the next day. Ranked global #4 in audio power amp chips, it supplies Xiaomi, Samsung, Vivo for mobiles and smart screens despite ongoing losses.
虎嗅 · 185d ago
Infrastructure
Cambricon Earns 2B+ Yuan, Founders Win Big
Cambricon, nicknamed 'Han Wang', reported profits exceeding 2 billion yuan, delivering massive gains to its founders and the top retail investor. Despite the flashy performance, the company faces multiple challenges.
钛媒体 · 189d ago
Infrastructure
MOVA Reveals AI Chip Strategy at AWE
MOVA unveiled its self-developed SoC chip strategy and family AI system architecture at AWE 2026, showcasing 5 industry-first tech and 31 products. The chips enable integrated perception-decision AI engines for smart home devices.
36氪 · 191d ago
Infrastructure
Dreame Launches Solid-State EV Battery & AI Chips
Dreame unveiled solid-state '星空晶核动力电池' at AWE 2026, planning small-batch delivery this year and 2027 mass production for EVs. Flagship SUV to rival Rolls-Royce Cullinan in 2027.
IT之家 · 192d ago
Business
Seeking StrongBrain Tech old shares
36Kr's 180th asset message board lists buyers seeking old shares in StrongBrain Tech valued at up to $1.6B and LP shares in Qingwei Intelligent at 190B RMB valuation. Other targets include AI chip firms like Tianshu Zhixin, Enflame, and Kunlunxin.
36氪 · 197d ago
Infrastructure
Black Sesame Eyes 69% Revenue Jump in 2025
Black Sesame Intelligent forecasts 2025 revenue exceeding 800M RMB, up over 68.7% YoY. Growth driven by high-tier ADAS mass production, L2-L3 commercial vehicles, L4 unmanned logistics shipments, and surging robot business.
36氪 · 198d ago
Infrastructure
Muxi Shares Q1 2026 Loss to Narrow 22-61%
Muxi Shares forecasts Q1 2026 revenue of 400-600M RMB, up 25-87% YoY. Net loss projected at 90.8-181.5M RMB, narrowing 22-61% from prior year amid AI chip ramp-up.
36氪 · 199d ago
Infrastructure
Apple Launches iPhone 17e and M5 Macs
Apple's March event previews iPhone 17e with A19 chip at $599, A18 Pro MacBook outperforming M1, and M5 Pro/Max MacBook Pros. iPad lineup gets A18/M4 upgrades for Apple Intelligence support.
虎嗅 · 202d ago
Infrastructure
Nvidia Sheds 1.77T Market Cap Overnight
Nvidia's market capitalization dropped 1.77 trillion yuan in one night, prompting midlife crisis speculation for Jensen Huang. Revenue saw substantial growth, yet the capital market remains unconvinced.
钛媒体 · 202d ago
Infrastructure
VeriSilicon’s Six-Billion-Half-Year Loss
芯原股份 reported a first-half loss of 600 million yuan, while its market capitalization fell by nearly 100 billion yuan in just over a month. The decline reflects weaker profitability in its core business, compounded by large equity incentives and earlier acquisition-led expansion.
钛媒体 · 31d ago
SetupAIInfrastructure
Infrastructure
Intel May Upsize Share Sale to $20 Billion
Intel is reportedly seeking to increase its share sale to about $20 billion, roughly one-third above its original target. The move could provide additional capital as the company competes in AI chips, advanced manufacturing, and data center infrastructure.
Bloomberg Technology · 40d ago
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Infrastructure
Intel Plans $15 Billion AI-Focused Stock Sale
Intel announced a $15 billion common-stock offering, sending its shares lower in early trading. The company says it plans to use the proceeds to pursue growth opportunities in AI.
Bloomberg Technology · 40d ago
Infrastructure
Cerebras CEO Challenges the 38-Hour Workweek
Cerebras cofounder and CEO Andrew Feldman criticized the belief that extraordinary companies can be built while working 38 hours a week and maintaining work-life balance. His comments frame extreme work intensity as central to achieving ambitious technological goals.
The Next Web (TNW) · 41d ago
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Business
GraniteShares CEO Questions AMD Market Reaction
GraniteShares founder and CEO Will Rhind discusses whether investors are overreacting to AMD’s earnings and the market response to SpaceX’s report. The segment offers an investor perspective on AI-related technology stocks.
Bloomberg Technology · 46d ago
Infrastructure
Nvidia CEO Skips Trump China Summit
Nvidia CEO Jensen Huang is absent from President Trump's business delegation to Beijing for the Trump-Xi summit. Attendees include Apple's Tim Cook and Tesla's Elon Musk.
The Next Web (TNW) · 130d ago
Infrastructure
AI Chip Rally Fuels Extreme Momentum Trades
Momentum trading—buying winners, selling losers—reaches extremes. Fueled by Iran war pause, strong US jobs, and sharp AI chips rally.
Bloomberg Technology · 134d ago
Infrastructure
Investor Dumps Cambricon, Bets Rare Earth
Super investor Zhang Jianping family exits Cambricon top holders after huge gains, reduces AI assets like liquid cooling leader Yingvik. Shifts to resources: 34B RMB in Northern Rare Earth, adds Dongcai Tech, Western Materials, Meinian Health, Sichuan Gold.
虎嗅 · 138d ago
Infrastructure
Hang Seng Tech Opens Up 1.58%
Hang Seng Index opened 1.4% higher and Hang Seng Tech Index rose 1.58%. Semiconductor and electrical equipment sectors led gains, highlighted by TianShu Zhixin surging over 12% and CATL up more than 3%.
36氪 · 139d ago