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Chips & Compute

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Sunday, April 26, 2026

  1. CHIPS & COMPUTEAPPLIED AI

    RoboSense Is Building Its First Overseas Factory in Southeast Asia, and Geopolitical Risk Is the Reason

    RoboSense, China’s largest lidar manufacturer by market share, is building its first overseas production facility in Southeast Asia, according to a report published by Nikkei Asia.

  2. GEOPOLITICSCHIPS & COMPUTE

    China Warns US Chip Export Bills Risk Disrupting Global Supply Chains, Vows to Protect Domestic Companies

    China’s Ministry of Commerce issued a formal warning on April 25, 2026, telling Washington that a set of semiconductor export control bills advancing through the US House of Representatives would “misuse export controls” and “undermine the international economic order.”

  3. DeepSeek V4 Goes Fully Open Source, Huawei Confirms Ascend Chip Compatibility in Separate Statement

    Two days after its initial preview, DeepSeek has completed the full open-source release of its V4 model family, publishing weights for both the V4 Pro and V4 Flash variants under the permissive MIT license.

Saturday, April 25, 2026

  1. MODELSCHIPS & COMPUTE

    DeepSeek Releases V4 with 1.6 Trillion Parameters and Huawei’s Full Support

    DeepSeek has officially released its highly anticipated next-generation artificial intelligence models, DeepSeek-V4-Pro and DeepSeek-V4-Flash, marking a pivotal moment in China’s push for AI self-sufficiency.

Friday, April 24, 2026

  1. APPLIED AICHIPS & COMPUTE

    Huawei Launches AI Glasses at 2,499 Yuan as China’s Wearable AI Race Heats Up

    Huawei has officially entered the increasingly competitive smart eyewear market with the launch of its new “Huawei AI Glasses,” priced at 2,499 yuan (approximately $345 ). As reported by TrendForce, the device is powered by a self-developed AI chip and features advanced multimodal capabilities.

  2. APPLIED AICHIPS & COMPUTE

    Chinese EV Makers Bet on In-House Chips at Beijing Auto Show: Xpeng, NIO, and Hesai Lead the Charge

    The 2026 Beijing Auto Show has highlighted a decisive strategic shift among Chinese electric vehicle manufacturers: the aggressive move toward developing in-house AI chips.

Thursday, April 23, 2026

  1. CHIPS & COMPUTE

    China’s “Dark” AI Computing Power Is 6,000 Times Higher Than Public Benchmarks Suggest

    China’s true artificial intelligence computing capacity has long been obscured by a combination of geopolitical caution and differing measurement standards. However, a recent disclosure from the Ministry of Industry and Information Technology (MIIT ) has provided a rare glimpse into the scale of the country’s “dark” compute power.

Wednesday, April 22, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    US-China Chip Rivalry Deepens as Beijing Narrows the Performance Gap With Lower-Cost AI

    The Unintended Consequences of Export Controls Four years after the United States implemented sweeping export controls designed to cripple China’s access to advanced semiconductors, the technological landscape is shifting in unexpected ways.

  2. GEOPOLITICSCHIPS & COMPUTE

    US House Foreign Affairs Committee Marks Up 23 Bills Targeting China’s AI and Chip Supply Chains

    A Bipartisan Push for Tighter Export Controls The legislative machinery in Washington is accelerating its efforts to curb China’s access to critical artificial intelligence and semiconductor technologies. Inside AI Policy reports that the House Foreign Affairs Committee convenes on April 22, 2022, to mark up a sweeping package of 23 bills.

  3. GEOPOLITICSCHIPS & COMPUTE

    Lithography Loophole: How China Moves towards Chip Self-Sufficiency Despite US Controls

    Exploiting the DUVi Loophole for Advanced Manufacturing The architecture of the United States export controls, designed to stifle China’s advancement in artificial intelligence and semiconductor manufacturing, is facing a critical vulnerability.

  4. CHIPS & COMPUTE

    Phancy Group Raises $200M to Expand AI Computing Power Infrastructure

    Securing Capital for the AI Infrastructure Race The insatiable demand for artificial intelligence computing power continues to drive massive capital raises across the Chinese technology sector. Bamboo Works reports that Phancy Group Co. Ltd., formerly known as Fourth Paradigm, has announced a significant move to bolster its infrastructure capabilities.

Tuesday, April 21, 2026

  1. GEOPOLITICSCHIPS & COMPUTE

    Jensen Huang Called US Chip Export Controls “Extremely Stupid” — Here Is What He Actually Said and Why It Matters

    Nvidia CEO Jensen Huang delivered an unusually sharp public critique of US chip export controls in a recent appearance on the Dwarkesh Patel podcast, calling the rationale behind the policy “extremely stupid” and describing the mindset that supports it as a “loser’s mentality.”

  2. APPLIED AICHIPS & COMPUTE

    700 Chinese Companies Arrive at Hannover Messe With AI Robots — and the World Is Paying Attention

    China sent more than 700 companies to Hannover Messe 2026, the world’s largest industrial trade fair, which opened in Hannover, Germany on April 22, according to Xinhua’s reporting on the opening.

  3. FUNDINGCHIPS & COMPUTE

    Sunrise Closes a $140M Round to Mass-Produce Its S3 Inference GPU — China’s First Pure Inference Chip Unicorn

    Sunrise, a Chinese AI chip startup focused entirely on inference GPU development, has completed a new financing round exceeding 1 billion yuan (approximately $140 million US dollars), according to Caixin Global and 36kr.

  4. FUNDINGCHIPS & COMPUTE

    Victory Giant Surges 57% on Hong Kong Debut, Raising $2.6B in the City’s Largest IPO of 2026 So Far

    Victory Giant Technology, a Chinese manufacturer of printed circuit boards used in AI servers and data center hardware, surged approximately 57 percent on its first day of trading on the Hong Kong Stock Exchange on April 21, 2026.

Monday, April 20, 2026

  1. CHIPS & COMPUTE

    China Powers the Global AI Build-Out: Transformers, Cooling Systems, and Optical Modules Surge 39–265% in Q1

    The Hardware Behind the AI Boom While the development of advanced large language models captures the public imagination, the physical reality of the artificial intelligence revolution is built on heavy industrial hardware.

  2. CHIPS & COMPUTE

    Yuanjie Semiconductor Overtakes Kweichow Moutai as China’s Most Expensive A-Share on AI Chip Fever

    A Historic Shift in Market Leadership In a symbolic changing of the guard that underscores China’s structural economic transformation, a high-tech semiconductor firm has dethroned a traditional consumer blue chip to become the most expensive stock on the domestic market. China Daily reports that on Friday, shares of Yuanjie Semiconductor Technology Co. Ltd.

Saturday, April 18, 2026

  1. CHIPS & COMPUTE

    Chinese Scientists Break the Thermal Wall with Diamond-Copper Composite for AI Data Centers

    As the global race to build massive artificial intelligence computing clusters accelerates, the industry is colliding with a fundamental physical limit: heat. The latest generation of AI accelerators generates unprecedented thermal loads, making cooling a significant bottleneck in data center scaling.

  2. CHIPS & COMPUTEGEOPOLITICS

    China Is Now the World’s Largest Exporter of AI-Related Goods, Accounting for 19% of Global Supply

    Despite intense geopolitical pressure and sweeping US export controls, China has quietly cemented its position as the indispensable manufacturing hub for the global artificial intelligence boom.

  3. GEOPOLITICSCHIPS & COMPUTE

    Jensen Huang Breaks with Washington: Export Controls Are Costing America the AI Race

    In a sharp departure from the diplomatic tightrope usually walked by tech executives, Nvidia CEO Jensen Huang has publicly criticized the United States’ strategy of restricting AI chip exports to China.