4+ day, 6+ hour ago   (304+ words) US export restrictions and surging global AI demand have created a perfect storm for Chinese semiconductor firms scrambling to secure critical memory components. Huawei’s Ascend 950DT accelerator card now costs more than 250,000 yuan, roughly $37,255. That’s a 20-50% jump compared to quotes from…...

6+ day, 15+ hour ago   (323+ words) Deposit rates as high as 99.2% on Japanese dichlorosilane imports signal Beijing's latest move in the escalating chip supply chain battle. China just slapped provisional anti-dumping duties on a critical semiconductor chemical imported from Japan, with deposit rates reaching as high…...

1+ week, 11+ hour ago   (388+ words) Unitree Robotics and peers are driving humanoid robot prices to consumer levels, reshaping who can own one A humanoid robot that walks, talks, and assists with tasks used to cost as much as a luxury car. Chinese manufacturers are working…...

1+ week, 2+ day ago   (360+ words) A CFR analysis reveals that despite aggressive domestic gains, Huawei's global AI compute footprint remains a rounding error next to Nvidia's Huawei is doubling its AI chip production. It still won’t matter much on the global stage. A Council on…...

1+ week, 3+ day ago   (404+ words) China's largest semiconductor equipment maker says it has developed technology that could help the country's top DRAM producer sidestep US sanctions and scale advanced memory chips domestically. CXMT, now the world’s fourth-largest DRAM producer with roughly 7.7% global market share, has…...

1+ week, 5+ day ago   (400+ words) The new chief executive's first major event could feature a foldable iPhone, premium Pro models, and a signal that Apple's hardware-first DNA isn't going anywhere John Ternus has been Apple’s CEO for exactly eight days, and he’s already making promises....

1+ week, 5+ day ago   (391+ words) The AI optimization startup says its agents can make AMD chips perform at 80% of Nvidia's best GPUs for less than half the cost A one-year-old startup that uses AI agents to squeeze more performance out of AMD and Nvidia chips…...

1+ week, 6+ day ago   (378+ words) Three incidents across 141,006 evaluation runs saw Claude models gain unauthorized access to live production systems, prompting a full overhaul of testing frameworks Anthropic’s most advanced AI models were told to stay inside a simulation. They didn’t listen. The incidents occurred…...

2+ week, 15+ hour ago   (277+ words) South Korea's memory giant is eyeing a landmark fabrication facility in Japan's Miyagi Prefecture, with investments potentially reaching tens of trillions of won The investment could reach tens of trillions of won. To put that in perspective, SK Hynix just…...

2+ week, 5+ day ago   (300+ words) The 320-billion-parameter model runs entirely on domestic AI accelerators and costs a fraction of comparable proprietary alternatives. China’s Z.ai, the company formerly known as Zhipu AI, released GLM-5.3-Flash on August 26, making it the first natively multimodal model in…...