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Applied Materials is using AI to speed chip materials discovery, its Japan chief says
The American company is seeking Japanese partners and talent for innovation, as the semiconductor industry needs to embrace new materials to keep advancing with current chip miniaturization technology
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Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
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Xiaomi disclosed that its cumulative investment in chip manufacturing has reached 21 billion yuan, with the Xuanjie O100 and D100 chips expected to be commercialized in the first half of next year.
Xiaomi disclosed that its cumulative investment in chip manufacturing has reached 21 billion yuan, with the Xuanjie O100 and D100 chips expected to be commercialized in the first half of next year.
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The Nikkei 225 rose 1.8% to 66,167.70 points, led by chip-related stocks.
Japanese stocks rose in early trading, buoyed by sustained optimism for AI-related demand and signs of a strengthening US economy. SoftBank Group climbed 6.2%, Tokyo Electron gained 4.5%, and Lasertec
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South Korea to combine 5 utilities by October 2027 to meet rising AI, chip power demand
Seoul plans to integrate five public power companies by October 2027, aiming to accelerate investments that will address the increasing energy demands from the country's growing artificial intelligenc
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Wall Street Analysts Project Nvidia's Annual Net Income Could Reach $851 Billion by 2029, Potentially Surpassing Saudi Aramco's Record and Rivaling a Country's GDP
Based on Wall Street's 64% compounded EPS growth forecast, Nvidia's projected annual net income of $851 billion by 2029 would shatter Saudi Aramco's all-time corporate profit record of $161.1 billion
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Huawei paper shows Tau Scaling Law chip solves overheating, addressing key hurdle for Kirin 2026 launch
Huawei Technologies has released a new research paper, authored by He Tingbo, chairwoman of the Huawei Scientist Committee and president of the company’s semiconductor business department. The paper d
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AI chip supply crunch leads to "RAMageddon" for consumer electronics, with prices for phones, laptops, and gaming consoles already on the rise.
The Financial Times reports that the consumer electronics market is experiencing "RAMageddon" due to the immense demand for chip supplies driven by artificial intelligence (AI). Prices for mobile phon
-
South Korean government introduces new regulations, limiting unions' negotiation power over profit sharing in AI and chip industries.
Under the new guidelines, businesses are not obligated to negotiate profit-sharing with workers.
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Trump Considers More Tariffs on Chips
Trump Considers More Tariffs on Chips
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Marvell raises its FY2027 revenue guidance to $12 billion and FY2028 revenue guidance to $18 billion.
Chipmaker Marvell announced on its Q2 FY2027 earnings call on August 27 that its data center business continues to grow, and it has raised its full-year outlook for the second consecutive quarter. The
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Japan's Takaichi Govt Eliminates Strategic Spending Caps for FY2027 Budget; Bond Market, U.S. Pressure Now Key Constraints
Japanese Prime Minister Sanae Takaichi's government removed spending caps in strategic fields, such as AI and chips, for the fiscal 2027 budget. This decision, aimed at boosting these industries throu
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Chinese chipmaker Longsys seeks Hong Kong listing, aiming to raise up to $801 million
Shenzhen Longsys Electronics Co., Ltd. (Longsys) is seeking a listing in Hong Kong, aiming to raise up to HK$6.28 billion (approximately US$801 million) through the offering. According to the company'
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Trump Administration is working on an AI rule to curb China's remote access to chips, The Information reports.
Trump Administration is working on an AI rule to curb China's remote access to chips, The Information reports.
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Net profit of Montage Technology increased by 72.3% to RMB 1.997 billion in the first half of the year, with revenue growing by 26.7% to RMB 3.335 billion. AI demand drove record performance in interconnect chips.
Montage Technology's 2026 interim report shows that the company's Q2 revenue reached RMB 1.875 billion, a 28.3% increase quarter-over-quarter; net profit attributable to parent company was RMB 1.150 b
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China Life's H1 revenue surged 81.5% to 434.3 billion yuan ($64.6 billion), net profit rose over 228% to 134.5 billion yuan, as it plans to boost investment in AI, chips, and biotech
China Life Insurance, the country’s largest life insurer, released its interim results on Thursday, showing record highs in both revenue and net profit. The company stated it will scale up investments
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Zhipu AI AI releases new model GLM-5.3-Flash, stating its inference service is supported by over 100,000 domestic chips, with efficiency comparable to NVIDIA GPUs; SemiAnalysis: NVIDIA's moat tested again
Zhipu AI officially confirmed on August 26 that the previously anonymously tested model, Ox Alpha (known as "Niulai" in the Chinese community), is indeed the newly released GLM-5.3-Flash. During its f
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Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D, Driven by AI Buildout Demand
Lam Research CEO Tim Archer stated that the company's investment aims to stay ahead of the accelerating pace of AI innovation, as new AI models demand more computational power, bandwidth, and storage.
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NVIDIA says its Groq racks will go live this year after spending $20 billion to acquire Groq
NVIDIA Senior Director Dion Harris stated that Groq racks will be deployed alongside Vera CPUs and Rubin GPUs at new cloud provider Nebius, going live later this year. NVIDIA acquired the assets of ch
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Xiaomi released three Xuanjie self-developed chips, including the mobile SoC O3, AI accelerator O100, and intelligent driving D100. The O3 will be featured in the Xiaomi 18 Fold in September.
On August 24, Xiaomi released three self-developed Xuanjie chips: the Xuanjie O3 SoC for flagship smartphones, the Xuanjie O100 high-bandwidth AI acceleration chip for edge large model computing, and
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TSMC announced an additional $100 billion investment in its Arizona factory, bringing the total investment to $265 billion.
TSMC announced this significant investment plan in its Q2 earnings report. Analysts believe this move indicates a continuous and unmet demand for chip production, especially driven by the artificial i
-
Chinese AI and chip companies launch aggressive equity incentive plans, using the bull market to retain key talent
Recent company documents show that these plans include zero-cost stock awards and stock grants covering almost all employees, aimed at retaining key talent in response to fierce domestic talent compet
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Storage Chip Market Surges Under AI Drive: Is Decentralized Storage Ushering in a New Era?
Driven by strong demand for artificial intelligence (AI), the global memory chip market is experiencing significant growth. Micron Technology achieved explosive revenue and profit growth in the third quarter of fiscal year 2026, while the entire semiconductor industry is showing unprecedented prosperity. This trend not only brings huge profits to traditional storage giants but also creates new development opportunities for the decentralized storage sector. With the increasing demand for data security, privacy protection, and Web3 applications, the decentralized storage market is expected to expand rapidly in the coming years, becoming an important component of the digital economy.
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Mark Cuban says "chips as an asset class will be the new crypto," sparking market interpretations of his intentions.
The billionaire investor made the statement on August 15, 2026, on the X platform, without specifying the type of chip, investment vehicle, or timeline. The remark sparked discussion about whether he
-
Applied Materials is using AI to speed chip materials discovery, its Japan chief says
The American company is seeking Japanese partners and talent for innovation, as the semiconductor industry needs to embrace new materials to keep advancing with current chip miniaturization technology
-
Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
-
Xiaomi disclosed that its cumulative investment in chip manufacturing has reached 21 billion yuan, with the Xuanjie O100 and D100 chips expected to be commercialized in the first half of next year.
Xiaomi disclosed that its cumulative investment in chip manufacturing has reached 21 billion yuan, with the Xuanjie O100 and D100 chips expected to be commercialized in the first half of next year.
-
The Nikkei 225 rose 1.8% to 66,167.70 points, led by chip-related stocks.
Japanese stocks rose in early trading, buoyed by sustained optimism for AI-related demand and signs of a strengthening US economy. SoftBank Group climbed 6.2%, Tokyo Electron gained 4.5%, and Lasertec
-
South Korea to combine 5 utilities by October 2027 to meet rising AI, chip power demand
Seoul plans to integrate five public power companies by October 2027, aiming to accelerate investments that will address the increasing energy demands from the country's growing artificial intelligenc
-
Wall Street Analysts Project Nvidia's Annual Net Income Could Reach $851 Billion by 2029, Potentially Surpassing Saudi Aramco's Record and Rivaling a Country's GDP
Based on Wall Street's 64% compounded EPS growth forecast, Nvidia's projected annual net income of $851 billion by 2029 would shatter Saudi Aramco's all-time corporate profit record of $161.1 billion
-
Huawei paper shows Tau Scaling Law chip solves overheating, addressing key hurdle for Kirin 2026 launch
Huawei Technologies has released a new research paper, authored by He Tingbo, chairwoman of the Huawei Scientist Committee and president of the company’s semiconductor business department. The paper d
-
AI chip supply crunch leads to "RAMageddon" for consumer electronics, with prices for phones, laptops, and gaming consoles already on the rise.
The Financial Times reports that the consumer electronics market is experiencing "RAMageddon" due to the immense demand for chip supplies driven by artificial intelligence (AI). Prices for mobile phon
-
South Korean government introduces new regulations, limiting unions' negotiation power over profit sharing in AI and chip industries.
Under the new guidelines, businesses are not obligated to negotiate profit-sharing with workers.
-
Trump Considers More Tariffs on Chips
Trump Considers More Tariffs on Chips
-
Marvell raises its FY2027 revenue guidance to $12 billion and FY2028 revenue guidance to $18 billion.
Chipmaker Marvell announced on its Q2 FY2027 earnings call on August 27 that its data center business continues to grow, and it has raised its full-year outlook for the second consecutive quarter. The
-
Japan's Takaichi Govt Eliminates Strategic Spending Caps for FY2027 Budget; Bond Market, U.S. Pressure Now Key Constraints
Japanese Prime Minister Sanae Takaichi's government removed spending caps in strategic fields, such as AI and chips, for the fiscal 2027 budget. This decision, aimed at boosting these industries throu
-
Chinese chipmaker Longsys seeks Hong Kong listing, aiming to raise up to $801 million
Shenzhen Longsys Electronics Co., Ltd. (Longsys) is seeking a listing in Hong Kong, aiming to raise up to HK$6.28 billion (approximately US$801 million) through the offering. According to the company'
-
Trump Administration is working on an AI rule to curb China's remote access to chips, The Information reports.
Trump Administration is working on an AI rule to curb China's remote access to chips, The Information reports.
-
Net profit of Montage Technology increased by 72.3% to RMB 1.997 billion in the first half of the year, with revenue growing by 26.7% to RMB 3.335 billion. AI demand drove record performance in interconnect chips.
Montage Technology's 2026 interim report shows that the company's Q2 revenue reached RMB 1.875 billion, a 28.3% increase quarter-over-quarter; net profit attributable to parent company was RMB 1.150 b
-
China Life's H1 revenue surged 81.5% to 434.3 billion yuan ($64.6 billion), net profit rose over 228% to 134.5 billion yuan, as it plans to boost investment in AI, chips, and biotech
China Life Insurance, the country’s largest life insurer, released its interim results on Thursday, showing record highs in both revenue and net profit. The company stated it will scale up investments
-
Zhipu AI AI releases new model GLM-5.3-Flash, stating its inference service is supported by over 100,000 domestic chips, with efficiency comparable to NVIDIA GPUs; SemiAnalysis: NVIDIA's moat tested again
Zhipu AI officially confirmed on August 26 that the previously anonymously tested model, Ox Alpha (known as "Niulai" in the Chinese community), is indeed the newly released GLM-5.3-Flash. During its f
-
Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D, Driven by AI Buildout Demand
Lam Research CEO Tim Archer stated that the company's investment aims to stay ahead of the accelerating pace of AI innovation, as new AI models demand more computational power, bandwidth, and storage.
-
NVIDIA says its Groq racks will go live this year after spending $20 billion to acquire Groq
NVIDIA Senior Director Dion Harris stated that Groq racks will be deployed alongside Vera CPUs and Rubin GPUs at new cloud provider Nebius, going live later this year. NVIDIA acquired the assets of ch
-
Xiaomi released three Xuanjie self-developed chips, including the mobile SoC O3, AI accelerator O100, and intelligent driving D100. The O3 will be featured in the Xiaomi 18 Fold in September.
On August 24, Xiaomi released three self-developed Xuanjie chips: the Xuanjie O3 SoC for flagship smartphones, the Xuanjie O100 high-bandwidth AI acceleration chip for edge large model computing, and
-
TSMC announced an additional $100 billion investment in its Arizona factory, bringing the total investment to $265 billion.
TSMC announced this significant investment plan in its Q2 earnings report. Analysts believe this move indicates a continuous and unmet demand for chip production, especially driven by the artificial i
-
Chinese AI and chip companies launch aggressive equity incentive plans, using the bull market to retain key talent
Recent company documents show that these plans include zero-cost stock awards and stock grants covering almost all employees, aimed at retaining key talent in response to fierce domestic talent compet
-
Mark Cuban says "chips as an asset class will be the new crypto," sparking market interpretations of his intentions.
The billionaire investor made the statement on August 15, 2026, on the X platform, without specifying the type of chip, investment vehicle, or timeline. The remark sparked discussion about whether he
-
Rising memory chip costs are reshaping India's smartphone market, with Chinese brands losing ground to Samsung and Apple
Memory chip prices have surged fourfold since September 2025, forcing Chinese smartphone makers in India to raise prices from under $150 to $200-$250. This has diminished their value proposition, lead
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Storage Chip Market Surges Under AI Drive: Is Decentralized Storage Ushering in a New Era?
Driven by strong demand for artificial intelligence (AI), the global memory chip market is experiencing significant growth. Micron Technology achieved explosive revenue and profit growth in the third quarter of fiscal year 2026, while the entire semiconductor industry is showing unprecedented prosperity. This trend not only brings huge profits to traditional storage giants but also creates new development opportunities for the decentralized storage sector. With the increasing demand for data security, privacy protection, and Web3 applications, the decentralized storage market is expected to expand rapidly in the coming years, becoming an important component of the digital economy.
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