4+ day, 1+ 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, 6+ hour ago   (321+ words) The Chinese tech giant is positioning itself as a project manager for deep ultraviolet lithography development, coordinating suppliers, fabs, and component makers to reduce reliance on foreign semiconductor tools. The effort effectively makes Huawei the central node in China’s push…...

6+ day, 8+ hour ago   (512+ words) The Threadripper Halo Station packs up to 576 GB of HBM3E memory and aims to run trillion-parameter AI models without touching the cloud The machine is a direct shot at Nvidia’s DGX Station, the reigning heavyweight in high-end AI workstations. AMD SVP…...

6+ day, 9+ hour ago   (236+ words) The Chinese tech giant is betting on novel chip architecture and domestic manufacturing to sidestep US export controls, with plans to double AI chip output in 2026. Huawei, through its chip design arm HiSilicon and manufacturing partner Semiconductor Manufacturing International Corp....

6+ day, 10+ 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, 6+ 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, 2+ 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…...

2+ week, 6+ day ago   (424+ words) The networking giant is bolting Supermicro's liquid- and air-cooled AI servers onto its Secure AI Factory platform, with systems expected in October 2026. Cisco just made its biggest bet yet on becoming the plumbing of the AI era. The company announced…...

3+ week, 20+ hour ago   (327+ words) Lisa Su's multi-year bet on next-generation 2.5D packaging technology targets AI infrastructure bottlenecks and positions AMD squarely against Nvidia in the server market AMD is writing a very large check to Taiwan. The company announced on May 21, 2026 that it will pour…...