Before the US announced new sanctions on NVIDIA chips earlier this month, Chinese tech giants Alibaba, Tencent, and ByteDance ...

China’s SMIC has reportedly produced 5nm chips without EUV using DUV and SAQP, signaling a bold shift in chipmaking amid ...

Nvidia (NASDAQ:NVDA) has faced challenges with the launch of its Blackwell platform, but the AI chip giant is now making ...

Nvidia Corporation faces near-term risks. However, click for why AI, robotics, and automotive growth engines, plus ...

Huawei Technologies is preparing to mass-ship a pair of advanced artificial intelligence chips – the Ascend 910C and upcoming Ascend 920 – marking a big moment in the global AI hardware arena. These ...

Nvidia misses $12B chip delivery target for ByteDance, Alibaba, and Tencent due to US export curbs on H20 AI processors.

China has lots of coal but it does not have a lot of GPUs or other kinds of tensor and vector math accelerators appropriate ...

Chinas leading tech firms, including ByteDance, Alibaba (HK:9988), and Tencent (HK:0700), have reportedly stockpiled close to ...

Our role in the semiconductor supply chain inherently limits our visibility and information available to us,” TSMC says.

Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned ...

The U.S.'s policy goals may not be coherent, while China's own chip efforts and distributed AI training grow more capable.

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this ...