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Keywords: Semiconductor
The United States and China are methodically untangling economic ties in strategic sectors like semiconductors, food, and energy, in what the Wall Street Journal calls a "stormy divorce" between the world's two largest economies. China has committed about $1 trillion since early 2024 toward......
Micron Technology has issued a stark warning that a global memory chip shortage has reached unprecedented levels and will persist beyond 2026. Surging demand for AI infrastructure is overwhelming production capacity, sidelining consumer electronics in the process. Manish Bhatia, Micron's executive......
South Korea’s Trade Minister Yeo Han-koo has stated that the latest U.S. semiconductor tariffs announced by President Donald Trump are expected to have a “limited” effect on Korean chipmakers. The initial tariffs focus on certain advanced chips from U.S. companies such as NVIDIA and......
A Chinese artificial intelligence startup has unveiled an advanced open-source image generation model, marking a pivotal advancement in China's drive for technological self-reliance amid ongoing U.S. export restrictions. Zhipu AI introduced GLM-Image, the first top-tier multimodal AI model fully......
Beijing has instructed Chinese tech firms to pause orders for Nvidia's advanced H200 AI chips while regulators finalize import requirements, according to multiple reports this week. The directive coincides with deliberations over mandating purchases of domestic chips alongside each H200 order. This......
Emerging market stocks surged to unprecedented levels on Monday and Tuesday, defying expectations as investors brushed aside the geopolitical storm from the U.S. military's capture of Venezuelan President Nicolás Maduro and instead bet on artificial intelligence momentum and a weakening U.S.......
Nvidia has announced a landmark $20 billion agreement with the artificial intelligence chipmaker Groq, marking one of the most ambitious moves yet in the race to control the next generation of AI computing. Rather than a straightforward acquisition, the deal allows Nvidia to license Groq’s advanced......
A severe shortage of memory chips is rippling through global supply chains, pushing up prices for computers and smartphones as demand from artificial intelligence (AI) applications far outpaces production capacity. Chipmakers have warned that the supply squeeze could extend well beyond 2026, leaving......
Shares of Chinese semiconductor firm MetaX Integrated Circuits recorded an exceptional surge on their first day of trading in Shanghai, reflecting strong investor enthusiasm for China’s ambitions in artificial intelligence and technological self-reliance. Listed on the Shanghai Stock Exchange’s......