Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.
The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.
Sharp recovery is a ‘most surprising result’ amid ‘aggressive competition from domestic brands like Huawei’, IDC analyst says.
The launch of the Zhenwu 810E marks the latest initiative by China’s Big Tech firms to develop a domestic alternative to Nvidia’s AI chips.
More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push.
CEO of world’s most valuable company receives rock-star welcome as Beijing appears ready to allow imports of the H200 GPU to resume.
Alibaba’s T-Head and Baidu’s Kunlunxin intensify competition to unseat Nvidia as China’s top supplier of high-performance AI chips.
The wholly owned chip unit will first be restructured into a separate business partly held by employees, Bloomberg reported, citing sources.
AI chipmakers have emerged as the most valuable companies in China’s AI field as the country pushes for chips that rival Nvidia’s.
With firms waiting for import approval from Beijing, one reseller said finding H200 chips has gotten harder – even on the black market.
The US government warns major memory chipmakers to either pay 100 per cent duties or build their products in America.
Cainiao is expected to control key nodes including sorting, line-haul transfer and last-mile delivery for the service.
The US has an inconsistent stance on advanced chips, alternating between limited easing and renewed pressure, Wei Shaojun says.
State-backed SMEE, often dubbed China’s best ASML challenger, has sold Shanghai Weiyao to AMIES in a move that prioritises tool development.
Flying Street View feature offers virtual tours of restaurants and venues as platform nears 1 billion monthly users.
A Frost & Sullivan report shows Baidu and Huawei far ahead in China’s GPU cloud market, reflecting the fast adoption of home-grown AI chips.
Shanghai is headquarters for AI model developers MiniMax and SenseTime, as well as AI chip developers such as Biren Technology and Enflame.
Shandong Yixun Information Technology’s scope of operations includes integrated circuit design and other AI-related fields.
DingTalk is moving beyond software into a fuller-stack AI agent play, launching a dedicated operating system and physical terminals.
HarmonyOS 6, the latest iteration, was initially made available to developers in June and released to Chinese consumers in October.
‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.
In 2025, China is expected to surpass the US as the world’s largest gaming market, with revenue of US$53.2 billion, according to Newzoo.
The integration marks Alibaba’s first full tie-in for Qwen, as the company pushes for more synergy across its sprawling consumer platforms.
Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.
China’s huge demand for AI computing power leaves room for growth for both US and domestic chips, analysts say.
AI systems with human-level intelligence, or higher, offer the promise of solutions to humanity’s biggest challenges but the risk of humans losing control.
The aborted merger dashes industry expectations for a major domestic ecosystem covering advanced processors and high-performance servers.
Founder Zhang Jianzhong is expected to launch the firm’s next-generation AI chip architecture and MUSA platform road map in Beijing.
Nvidia faces stronger domestic competition from the likes of Huawei, Cambricon, Moore Threads and MetaX.
More than 5 million investors vied for allotments in the chipmaker’s share offering, which aims to raise US$594 million.
16 Dec 2025 - 3:53PM videocam