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Chips & Compute

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Monday, June 15, 2026

  1. MARKETSCHIPS & COMPUTE

    Abu Dhabi Taps Chinese Tech as AI’s Energy Hunger Reshapes Gulf Partnerships

    The massive energy requirements of artificial intelligence are fundamentally reshaping international technology partnerships, particularly in the Middle East. Abu Dhabi is aggressively accelerating its collaboration with Chinese clean technology firms to power its expanding digital infrastructure.

Sunday, June 14, 2026

  1. CHIPS & COMPUTEBIG TECH

    He Tingbo Steps Out of the Shadows as Huawei’s Chip Queen

    He Tingbo, the head of Huawei’s HiSilicon semiconductor division and one of the most consequential figures in China’s chip independence drive, has made a rare and deliberate public appearance, speaking at an industry event and articulating Huawei’s approach to scaling AI chip performance without access to the extreme ultraviolet lithography equipment that remains off-limits to…

Saturday, June 13, 2026

  1. CHIPS & COMPUTEFUNDING

    MetaX Pursues Hong Kong IPO to Fund AI Chip Ambitions

    MetaX, a prominent Chinese developer of graphics processing units (GPUs), has announced plans to pursue a secondary listing in Hong Kong, seeking fresh capital to accelerate its development of artificial intelligence chips amid tightening United States export controls.

  2. GEOPOLITICSCHIPS & COMPUTE

    China Launches Photonics Lab to Power AI with Light, Bypassing US Chip Curbs

    In a strategic bid to circumvent tightening United States export controls and address the escalating energy demands of artificial intelligence, China has inaugurated a new research facility dedicated to developing light-powered computing chips.

Friday, June 12, 2026

  1. BIG TECHCHIPS & COMPUTE

    Huawei Cloud Bets on “Agentic Infra” as China’s Token Price War Reaches Its Limits

    As the brutal price war over AI model tokens in China reaches its logical extreme, with prices approaching zero, Huawei Cloud is attempting to shift the competitive battlefield entirely.

  2. CHIPS & COMPUTE

    Biwin Signs $1.86 Billion Flash Memory Deal to Secure AI Server Supply

    In a move that underscores the intense supply chain pressures created by the global artificial intelligence boom, Chinese memory module maker Biwin has signed a massive two-year agreement worth US$1.86 billion (12.6 billion yuan) to secure enterprise-grade flash memory chips.

  3. GEOPOLITICSCHIPS & COMPUTE

    Do China’s Indium Phosphide Export Controls Threaten AI Data Center Rollout?

    As the global race to build artificial intelligence infrastructure accelerates, a critical bottleneck has emerged not in advanced silicon, but in the raw materials required to connect it.

Thursday, June 11, 2026

  1. CHIPS & COMPUTEFUNDING

    CanSemi IPO Exposes Financial Strain Behind China’s Push to Build Mature-Node Chip Capacity

    The planned initial public offering (IPO) of CanSemi Technology on the ChiNext board has cast a spotlight on the underlying financial pressures facing China’s rapidly expanding semiconductor manufacturing sector.

  2. POLICYCHIPS & COMPUTE

    China’s MIIT Unveils Three-Year “AI+Telecom” Roadmap, Aiming at 75% Metro 1ms Latency by 2028

    China’s Ministry of Industry and Information Technology (MIIT) has released a comprehensive three-year policy directive to deeply integrate artificial intelligence into the nation’s telecommunications infrastructure.

Wednesday, June 10, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    Taiwan Moves to Align AI Chip Export Controls With the US, Threatening China’s AI Buildout

    Taiwanese authorities are actively considering stricter export controls on artificial intelligence chips bound for China.

  2. CHIPS & COMPUTEPOLICY

    China Prepares a $295 Billion AI Infrastructure Plan to Build Data Centers Nationwide

    China is preparing to invest approximately 2 trillion yuan ($295 billion) over the next five years to construct a nationwide network of data centers, according to a Bloomberg report published on June 9.

Tuesday, June 9, 2026

  1. MARKETSCHIPS & COMPUTE

    China’s Chip Exports Hit Record $31 Billion in April as Global AI Demand Doubles

    China’s semiconductor industry has achieved a historic milestone, with integrated circuit (IC) exports surging to a record $31.1 billion in April 2026. The staggering figure represents a 100.1 percent year-on-year increase, effectively doubling the export value from the same period last year, according to official customs data.

Monday, June 8, 2026

  1. CHIPS & COMPUTEMARKETS

    World’s First Prefabricated Computing Power Hub Launches in Qingdao, Cutting Electricity Cost for Tokens 30%

    A new approach to building AI computing infrastructure has arrived in China, with the launch of what developers describe as the world’s first prefabricated computing power hub in Qingdao, Shandong Province.

  2. CHIPS & COMPUTEMARKETS

    Chinese Cities Race Into Space Computing as China Eyes the Next AI Frontier

    Three of China’s most technology-intensive cities, Beijing, Tianjin, and Chengdu, have moved in rapid succession to establish dedicated institutions for space-based computing, signaling that China’s AI infrastructure ambitions are now extending well beyond terrestrial data centers and into orbit.

  3. MODELSCHIPS & COMPUTE

    Huawei-Led Team Claims Full-Parameter Post-Training of DeepSeek V4-Pro on Ascend 910C

    A research team led by Huawei Technologies has claimed to have completed full-parameter post-training of DeepSeek’s V4-Pro model, a 1.6 trillion-parameter system, on a cluster of at least 1,000 Ascend 910C chips.

Sunday, June 7, 2026

  1. CHIPS & COMPUTEMARKETS

    China’s Optical Modules and Chip Exports Surge, Sustaining Global AI Infrastructure

    Chinese Firms Hold 60% of the Global Optical Module Market The global push for AI computing power is unleashing an unprecedented wave of infrastructure buildout, and China sits at the center of it.

  2. CHIPS & COMPUTEMARKETS

    Chinese Memory Makers CXMT and YMTC Step Up Challenge to Samsung and SK Hynix

    CXMT and YMTC Near Landmark IPOs Fueled by AI-Driven Memory Demand Two of China’s leading memory chipmakers are moving closer to public listings that will give them fresh capital to accelerate their pursuit of South Korean giants Samsung Electronics and SK Hynix, the South China Morning Post reports.

  3. GEOPOLITICSCHIPS & COMPUTE

    Beijing Lashes Out at BIS Chip Guidance, but Lawyers Say Impact Is Limited

    Beijing Condemns BIS Guidance as an Abuse of Export Controls The ongoing US-China tech war saw another rhetorical escalation this week as Beijing strongly condemned the latest guidance from the US Commerce Department regarding artificial intelligence chip export controls.

Saturday, June 6, 2026

  1. MARKETSCHIPS & COMPUTE

    China’s AI+ Energy Report Reveals 42 Compute Clusters and 170 Billion kWh of Annual Power

    The massive energy requirements of artificial intelligence are becoming a central focus of China’s national infrastructure planning. The National Energy Administration (NEA) has released the “China AI+ Energy Development Report 2026,” providing the first comprehensive look at the intersection of the country’s computing ambitions and its power grid.

  2. CHIPS & COMPUTEGEOPOLITICS

    Where China’s AI Chip Supply Chain Stands in 2026: A Comprehensive Assessment

    As the global race for artificial intelligence supremacy intensifies, China’s semiconductor supply chain remains the most critical variable in determining the country’s long-term competitiveness.