A profile of China's memory chipmaker CXMT, whose $4.2B IPO goal would rank among the century's biggest by a chipmaker, as it faces US and South Korean curbs
As AI demand drives prices up, CXMT overcomes Washington's curbs to vie with Micron and South Korean leaders
Nvidia says it's seeing “strong” demand from China for its H200 chips but is awaiting approvals from both Washington and Beijing before sales could begin
SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028
Nikkei Asia : X: @drikramulhaq and @charlesmok . Threads: @charlespmok X: Dr. Ikramul Haq / @drikramulhaq : U.S. semiconductor investment is set to outpace that of major chip economies China, Taiwan ...
OpenAI says ChatGPT users send more than 2.5B prompts globally each day, more than 330M of those are in US, and the platform has 500M weekly active users
OpenAI CEO Sam Altman will use a swing through Washington this week to argue that AI is already making Americans more productive …
Analysts, VCs, executives, and 11 former DeepSeek employees detail how the Chinese AI company works and how it fits into China's broader AI ambitions
The company's sudden emergence illustrates how China's industry is thriving despite Washington's efforts to slow it down.
Samsung has turned to Chinese customers like Baidu to prop up its ailing chip business; SemiAnalysis says Samsung is the “biggest supplier of HBM into China”
Deals with Chinese tech giant Baidu come as South Korean giant loses ground in US and navigates Washington's curbs
OpenAI is tripling the size of its DC policy team to 12 and beefing up its lobbying as it tries to promote a sweeping plan for cheaper energy to data centers
The AI industry wants Trump's Washington to embrace it as a bulwark against China. OpenAI is trying to lead the pack.
01.ai, DeepSeek, and other Chinese companies are reducing costs to create AI models by focusing on smaller training data sets, as they deal with export controls
01.ai, Alibaba and ByteDance have cut ‘inference’ costs despite Washington curbs on accessing cutting-edge chips
Companies and customers say the cost of renting cloud services using Nvidia's A100 and H100 chips is lower in China than in the US despite the export controls
Supply of processors helps Chinese start-ups advance artificial intelligence technology despite Washington's restrictions
As chip companies seek a backup to China, Malaysia becomes a surprise investment destination, thanks to its background in packaging, assembling, and testing
Tension between Beijing and Washington over access to technology has prompted many companies to open factories in south-east Asia X: @chinabeigebook and @mjruehl X: @chinabeigebook : “#Malaysia has a ...