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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
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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
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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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China fund managers stick with AI, chips in August despite July sell-off, survey finds
China fund managers stick with AI, chips in August despite July sell-off, survey finds
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CNBC: The key to the U.S.-China AI race lies in the battle for capital and chips; AI investment in the U.S. private sector is 23 times that of mainland China.
The US holds a significant capital advantage in AI development, with private sector investment approximately 23 times higher than in mainland China, according to BMI, a unit of Fitch Solutions。However
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Japanese Listed Companies Raise Full-Year Net Profit Forecast by 14% Through March 2027, Driven by AI and Chip Demand
Japanese Listed Companies Raise Full-Year Net Profit Forecast by 14% Through March 2027, Driven by AI and Chip Demand
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AI "chipflation" sweeps the UK, with July CPI expected to rise 2.9% year-on-year, breaking the downward trend. The Bank of England warns that the window for interest rate cuts is narrowing.
The UK's upcoming July Consumer Price Index (CPI) is expected to rise by 2.9% year-on-year, breaking the previous four-month trend of declining inflation. In addition to the seasonal jump in energy bi
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Analysis points out that AI data center construction faces bottlenecks in chips, labor, regulation, and electricity, and that trillion-dollar investments are difficult to resolve.
Despite Goldman Sachs' projection of global AI data center spending reaching $1 trillion by 2026, and JPMorgan Chase and Bank of America also forecasting hundreds of billions of dollars in investment
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SMIC stated that the "spillover effect" of AI is driving up the prices of peripheral chips, and the company will not lower prices due to the weak smartphone and automotive markets.
SMIC stated that the "spillover effect" of AI is driving up the prices of peripheral chips, and the company will not lower prices due to the weak smartphone and automotive markets.
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Elon Musk's SpaceX is turning to natural gas to power its AI, planning to build a gas-fired power plant at its $16.8 billion chip factory in Texas, with data center capacity expected to reach 10-15 GW by 2027.
Elon Musk's SpaceX is increasingly adopting natural gas to meet its massive AI power demands. The company plans to build a gas-fired power plant for its $16.8 billion chip factory in Texas, and its da
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Japan's Listed Companies to Boost Dividends by 6% to Sixth Consecutive Record High on Chip, AI Gains
The payouts are expected to attract overseas capital and boost household incomes, with just under half of the companies paying out more.
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Cerebras Systems raises full-year core revenue outlook to $880-$890 million, but stock plunges about 12% in extended trading after Q2 earnings report
The chipmaker's updated full-year core revenue guidance is up from a prior range of $855-$865 million. For the second quarter, Cerebras reported core revenue of $210 million and a net loss of $450.5 m
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Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
Alphabet's stock slips as Nvidia's $500 billion financing deal threatens its custom chips
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South Korea's industrial output grew 3% in September, hitting a 15-year high led by chips, with retail sales and investment also rising.
South Korea's industrial output grew 3% in September, hitting a 15-year high led by chips, with retail sales and investment also rising.
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South Korean shares fall 1.24% to 5,937.66 as Samsung disappoints on Q3 earnings and shareholder returns
South Korean shares fell 1.24% on Thursday, with the benchmark Korea Composite Stock Price Index (KOSPI) closing at 5,937.66 points, following Samsung Electronics' third-quarter earnings that slightly
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Chinese Tech Hardware Stocks Fall Despite Some Chipmakers' Sales Soaring 1800%
Chinese tech hardware stocks fell, failing to offset persistent market concerns about weak fundamentals and global AI sentiment, even as some chipmakers reported a 1800% surge in quarterly sales.
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Samsung Electronics approves W30tr cash dividend on record Q3 profit
Samsung Electronics confirmed a record 107.44 trillion won ($80.5 billion) in third-quarter operating profit and approved a 30 trillion won cash dividend, driven by surging demand for AI-related memor
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The Trump administration plans to invest $30 billion to build an equity portfolio, holding stakes in over 40 companies in sectors such as semiconductors and mining.
The Trump administration plans to invest $30 billion to build an equity portfolio, holding stakes in over 40 companies in sectors such as semiconductors and mining.
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ASML, a chip equipment manufacturer, could contribute as much as 1.6% directly to the Dutch economy this year
ASML, a chip equipment manufacturer, could contribute as much as 1.6% directly to the Dutch economy this year, up from 1.3% in 2025, highlighting the Netherlands' increasing reliance on ASML, ING said
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As of 9:15 AM, the Korea Composite Stock Price Index (KOSPI) was down 24.45 points, or 0.46%, at 5,524.85 points
South Korea's KOSPI index opened lower on Monday as investors awaited third-quarter earnings reports from major chipmakers and the Federal Reserve's monetary policy decision later this week. As of 9:1
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SK Hynix plans to distribute a special dividend of approximately 16 trillion Korean Won (about $12.1 billion)
SK Hynix plans to distribute a special dividend of approximately 16 trillion Korean Won (about $12.1 billion), funded by proceeds from the sale of its stake in Japanese memory chip manufacturer Kioxia
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South Korea's current account surplus reached $116.63 billion in the second quarter
South Korea's current account surplus reached $116.63 billion in the second quarter, driven by strong chip exports, ranking second among major global economies and exceeding the combined surpluses of
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Amazon CEO states strong long-term demand for AWS cloud capacity, with 2026 and 2027 largely sold out, and most of 2028 already booked.
Amazon CEO Andy Jassy stated in an Andreessen Horowitz podcast released on Friday that the vast majority of Amazon Web Services (AWS) core infrastructure capacity has been snapped up for the next seve
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Chip-backed financing is reshaping the AI debt market, potentially exceeding $1 trillion, with giants like Broadcom and NVIDIA deeply involved.
Structured financing collateralized by chips is emerging as a core funding engine for global AI expansion, rapidly evolving into a new asset class that could exceed a trillion dollars. JPMorgan Chase
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The Nikkei 225 fell 2.2% in early trading, led by declines in chip and bank stocks, influenced by an overnight drop in U.S. tech stocks and concerns over energy costs.
The Nikkei 225 fell 2.2% in early trading, led by declines in chip and bank stocks, influenced by an overnight drop in U.S. tech stocks and concerns over energy costs.
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Wallstreetcn: Chinese talent is emerging in Silicon Valley's AI sector, with multiple Chinese-American founders and executives leading the chip, large model, and application tracks.
Wall Street News reported that the Silicon Valley AI sector is witnessing a surge of Chinese talent, with multiple Chinese founders and executives holding key positions in areas such as chips, large m
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Jensen Huang: China is the only country in the world capable of large-scale output across three dimensions: chip manufacturing, open-source models, and AI researcher cultivation.
NVIDIA CEO Jensen Huang stated on Wednesday that China is the only country globally capable of achieving large-scale output simultaneously across three dimensions: chip manufacturing, open-source mode
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Japan's Growth Strategy: Short-term focus on chips and video games, medium-term on AI-controlled robotics and hydrogen energy, with a five-year roadmap to be formulated by year-end.
Japan's Growth Strategy: Short-term focus on chips and video games, medium-term on AI-controlled robotics and hydrogen energy, with a five-year roadmap to be formulated by year-end.
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NVIDIA Releases OpenShell Reference Architecture to Contain and Monitor AI Agents
NVIDIA on Wednesday unveiled the OpenShell reference architecture at its GTC Berlin conference, a full-stack design combining its Vera CPU, OpenShell software, and BlueField-4 chips to contain and mon
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Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external customers announced yet.
Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external custome
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CrowdStrike and NVIDIA Extend AI Agent Security from Software to Silicon
CrowdStrike and NVIDIA Extend AI Agent Security from Software to Silicon
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Li Auto unveils "Liangshan" electric technology system, pledges to compensate with a new vehicle of the same configuration for self-developed battery quality issues.
Li Auto unveiled its "Li Auto Lianshan" electric technology system on October 20, covering batteries, electric drives, supercharging equipment, and its self-built charging network. The company pledged
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Citadel founder Ken Griffin warns of "localized bubbles" in the AI market, detailing three major pitfalls including "marginal pricing collapse."
Citadel founder Ken Griffin stated at the annual Global Markets Summit that the market is shifting from the "thematic buying" of the past two years to fundamental research. He warned that there is "al
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Vietnam's Ministry of Public Security seeks cooperation with Samsung in security equipment chips, document analysis AI, and biometric software.
Vietnam's Ministry of Public Security seeks cooperation with Samsung in security equipment chips, document analysis AI, and biometric software.
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Montage Technology expects Q3 net profit to increase by 153.6%~174.7% year-on-year, reaching 1.2 billion to 1.3 billion yuan.
Montage Technology disclosed its Q3 2026 performance pre-announcement, expecting to achieve revenue of approximately 2.079 billion yuan, a year-on-year increase of about 46.0%. The company anticipates
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Bloomberg Strategist Simon White: The signal for a peak in US equities is not in the bond market, but in Asian chip export data.
Bloomberg macro strategist Simon White suggests investors should not overemphasize the impact of government bond yields on the stock market, but rather track chip export data from South Korea and Taiw
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South Korean chipmakers led losses in the stock market on Tuesday, as foreign investors reduced holdings due to surging US Treasury yields and a poor IPO performance by a data center company.
South Korean chipmakers led losses in the stock market on Tuesday, as foreign investors reduced holdings due to surging US Treasury yields and a poor IPO performance by a data center company.
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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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80% of CHIP Token Supply Still Locked Up: 10 Billion CHIPs Waiting to Be Released, Long-Term Narrative or Value Trap?
CHIP is the governance token of the USD.AI protocol, designed to finance AI infrastructure through GPU collateralized lending. The token has a total supply of 10 billion, with approximately 80% currently in lock-up. Investor and contributor tokens are expected to begin unlocking in early 2027. The market is closely monitoring this potential supply surge, debating whether CHIP possesses long-term growth potential at the intersection of DeFi and AI, or if it might fall into a "value trap" due to the massive unlock.
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24H Trending
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The 10-year U.S. Treasury yield is down approximately 8 basis points from its previous close, currently at 4.96%.
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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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9
Unlimit founder backs Phase blockchain with $45M as mainnet launches
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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