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Huawei has released comprehensive details on the second iteration of its Tau (τ ) Scaling Law, outlining a technological roadmap that relies heavily on a novel 3D packaging technique called LogicFolding.
On June 30, Cambricon [SHA: 688256] became the first company listed on Shanghai’s STAR Market to cross a CNY1 trillion market capitalization, closing at CNY1,595.55 per share, a 7.7% single-day gain that capped a 71% year-to-date rally.
A sudden 7.7% correction in the Star 50 index on July 3 has jolted investors and policymakers who have debated for months whether China’s runaway AI rally is built on durable economic gains or speculative excess.
Kioxia has begun shipping its 10th-generation NAND flash memory, accelerating a contest over one of the most critical building blocks of modern computing and AI.
Seoul has moved to shore up one of the most overlooked links in the semiconductor supply chain: raw materials.
China’s long-anticipated break with foreign AI accelerators has moved from policy and forecasts into operational reality.
China’s AI sector posted a blistering 65% gain across the first half of 2026, yet the mood among professional investors has shifted from euphoria to caution.
Huawei and state-backed carrier China Mobile have announced a successful validation of what they describe as China’s first carrier-grade AI inference system built on domestic chips.
Domestic accelerators scale into model training For years, Chinese AI chips have been primarily positioned for inference, powering edge devices, smart cameras, and inference pods in cloud data centers. That is now changing.
Nvidia persuaded U.S. export regulators that restricting its shipments to China would hand an opening to Huawei, and Washington appears to have taken that warning seriously. Reporting by The Wire China reveals Nvidia supplied U.S.
Huawei’s first major overseas AI hardware push Huawei is preparing to launch its artificial intelligence accelerator chips in the South Korean market in the fourth quarter of 2026, marking the first time the company’s Ascend series will be formally rolled out overseas.
As the United States and China navigate the complex geopolitics of the artificial intelligence boom, a provocative new scenario is gaining traction among market analysts and policy strategists: the possibility of a “grand bargain” regarding advanced semiconductor exports. This theoretical framework suggests that the U.S.
Qualcomm is making a bold play for the artificial intelligence data center market, unveiling a radically new chip architecture designed to bypass the industry’s reliance on expensive High Bandwidth Memory (HBM).
The global semiconductor industry is witnessing a quiet but profound shift at the very foundation of its supply chain. Chinese chip material manufacturers are aggressively ramping up production of cutting-edge products, directly challenging the long-standing dominance of Japanese incumbents in a market valued at $73.2 billion.
The investigation into the illicit flow of advanced artificial intelligence hardware to China has escalated dramatically in Taiwan. On July 1, 2026, Taiwanese prosecutors detained two employees of the American server manufacturer Super Micro Computer Inc., widening a probe that has already sent shockwaves through the global semiconductor supply chain.
The mystery behind “Owl Alpha,” the anonymous stealth AI model that has dominated global developer leaderboards on OpenRouter for the past two months, has finally been solved. On Monday, Chinese delivery and local services giant Meituan officially unmasked itself as the creator, unveiling the system as LongCat-2.0.
The massive capital expenditure driving the global artificial intelligence boom is no longer confined to high-end graphics processing units (GPUs) and advanced memory chips. The intense demand for AI hardware is now cascading through the supply chain, triggering significant price hikes and shortages of foundational upstream materials and basic electronic components.
Nexchip Semiconductor, China’s third-largest pure-play chip foundry behind SMIC and Hua Hong, is turning to the Hong Kong Stock Exchange to fuel its expansion into more advanced manufacturing nodes.
China’s manufacturing sector returned to unexpected growth in June, propelled by a massive surge in global demand for artificial intelligence hardware and advanced electronics. The official manufacturing purchasing managers’ index (PMI) rose to 50.3, up from 50.0 in May, according to a survey released by the National Bureau of Statistics (NBS).
When the Pentagon added ChangXin Memory Technologies (CXMT) to its list of Chinese military companies in January 2025, the intent was clear: constrain China’s most important domestic DRAM maker by making it politically radioactive for international buyers. However, the market reality is telling a different story.
