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Inspur
The latest news, analysis and opinion on Inspur. In-depth analysis, industry insights and expert opinion.
The Cyberport building at Pok Fu Lam seen on April 2, 2024. Photo: Jelly Tse
Artificial intelligence

Hong Kong’s AI ambitions take shape with 90% of supercomputing capacity now in use

Cyberport’s Supercomputing Centre, launched in December, is benefiting from a US$418.6 million subsidy scheme to attract companies.

China's military weapons

As the PLA adopts civilian technology, Chinese bureaucracy could hinder progress

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China energy security

China hopes to power AI boom with green energy in new data centre strategy

Artificial intelligence

Chinese tech firms from Huawei to Inspur push ‘all-in-one’ DeepSeek AI servers

More than 30 Chinese server manufacturers now produce machines embedded with DeepSeek’s AI models.

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Demand for DeepSeek-powered all-in-one machines is expected to lift total 2025 sales in the domestic AI server market to US$7.4 billion. Photo: Shutterstock
US-China tech war

China pushes forward self-reliance campaign amid unrelenting US sanctions

In Beijing’s Tongming Lake IT City, a group of prominent Chinese firms are leading efforts to become self-sufficient in core technology.

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China’s Communist Party

China aims to bring mega computing network online by next year in data power push

Top agencies must ensure computing hubs contribute most of country’s computing power by 2025 in race for hi-tech dominance.

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US-China tech war

Chinese tech firms scramble to secure Nvidia’s AI chips before US ban cuts off supply

Chinese firms are scrambling to secure Nvidia’s GPUs after Washington tightened export restrictions, which dealt a fresh blow to China’s artificial intelligence ambitions.

The logo of Nvidia is seen inside a GH200 server during the Hon Hai Technology Day in Taipei, Taiwan, October 18, 2023. Photo: EPA-EFE
US-China tech war

US ban on tailor-made Nvidia and Intel chips hits Beijing’s AI ambitions

Washington has delivered another blow to China’s AI ambitions by banning China-specific Nvidia and Intel graphic processing units and blacklisting two top Chinese makers of GPU chips.

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US-China relations

Opinion | Despite decoupling talk, Chinese businesses are flourishing in the US

A growing number of Chinese firms and Chinese-run businesses have found the secret sauce to success in the US: keeping low, localising operations – and cutting as many ties as possible to a home office in China.

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China stock market

China’s Apple iPhone ban hurts supplier stocks as market logs 1.4% weekly loss

Apple suppliers including Foxconn Industrial and Luxshare Precision slipped as the CSI 300 Index completed a weekly loss. Trading in Hong Kong was scrapped amid inclement weather.

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An electronic board shows Shanghai and Shenzhen stock indexes, at the Lujiazui financial district in October 2022. Photo: Reuters
US-China tech war

Local regulator rebukes chip unit of Tsinghua Unigroup for investment violations

Xian-based UniIC has been scolded for making investments in Hong Kong-based subsidiary without approval from provincial Development and Reform Commission.

Local regulator rebukes chip unit of Tsinghua Unigroup. Photo: Shutterstock
Semiconductors

Micron head met Beijing’s commerce ministry: Chinese media report

Micron’s president and CEO met with China’s Ministry of Commerce, according to report, as slew of US Chip companies signal commitment to market amid geopolitical tensions.

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Artificial intelligence

Chairman of Inspur unit resigns amid push to capitalise on demand for AI servers

Inspur’s listed entity said its chairman has tendered his resignation, a move that comes as the US-blacklisted firm is looking to capitalise on huge Chinese demand for servers to train artificial intelligence models.

Semiconductors

Intel CEO wraps up low-key China trip amid ongoing tech war

Intel CEO Patrick Gelsinger concluded a low-key trip to China this week, his second to the country in three months, as the US chip giant doubles down on the Chinese market despite an intensifying US-China tech war.

The Intel logo is seen on a smartphone screen in this arranged photograph. Photo: Shutterstock Images
Semiconductors

China’s chip imports slump in first half amid US trade restrictions

China’s chip imports continue to slump amid intensified efforts by US to thwart its access to advanced chips and related technologies.

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China’s chip imports continue to slump. Photo: Reuters
Artificial intelligence

Inspur’s shares drop after China’s top AI server maker warns on profits

The warning indicates the firm has few options to hedge the risk of a chip supply shortage, after being placed on US trade blacklist.

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Semiconductors

Intel and Nvidia continue to push AI chips in China despite US restrictions

The latest initiatives by Intel and Nvidia in China underscore the continued importance of the vast mainland market to US semiconductor technology providers.

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Semiconductors

Micron to invest US$600 million on China plant despite Beijing’s ban

Micron Technology, whose memory chip products were deemed a security risk by China, plans to spend US$600 million to upgrade a chip packaging plant in Xian, including a buyout of its Taiwanese partner.

The Micron logo is seen on the company’s offices in Shanghai, China May 25, 2023. Photo: Reuters
US-China relations

With Micron chip ban, China shows its hand

In this edition of the Global Impact newsletter, we look back at how quickly the ban on US firm Micron Technology came about and also at the potential implications.

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Semiconductors

Major Micron client in China aborts Shanghai IPO days before probe of US firm

That move by solid-state driver maker Memblaze reflect how Beijing’s actions against Micron could impact some local companies.

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US-China tech war

Exclusive | China’s top server makers ‘stop orders of modules containing Micron chips’

Inspur, which is under US trade sanctions, and Lenovo are among the biggest buyers of Micron products, which are under a partial ban in China.

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The company logo is seen on the Micron Technology offices in Shanghai. Photo: Reuters
Semiconductors

China’s Micron ban will likely see clients shift to local firms, analysts say

Shares in Chinese memory chip companies such as YMTC surged on Monday in Shanghai and Shenzhen on hopes they may be able to fill the gap.

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Micron products have been banned by China. Photo: AP
Semiconductors

China labels Micron chips ‘security risk’ but US government disagrees

China’s cybersecurity watchdog said on Sunday that products made by US memory chip company Micron Technology posed a national security risk, effectively banning their sale.

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Semiconductors

Beijing’s probe into US chip firm Micron could help Chinese suppliers, South Korean rivals

The Chinese cybersecurity probe into US DRAM giant Micron Technology could shake up the memory chip supply chain in China, but whether big local rivals will benefit is still unclear, according to analysts.

US-China tech war

China unit of server maker Inspur on US blacklist changes domicile to be 2km from parent

Inspur Electronic Information Industry, the listed vehicle of China’s largest server maker that was added to the US Entity List last week, changed its domicile to an address about two kilometres from its parent firm.

The Inspur logo is seen on one of the company’s buildings. Photo: Handout
US-China tech war

Nvidia, AMD grapple with latest US curbs on China’s Inspur

Nvidia, Advanced Micro Devices and other US tech firms are scrambling to assess whether they must halt sales to units of China’s Inspur Group after its addition to a US export blacklist.

A smartphone with a displayed Nvidia logo is placed on a computer motherboard in this illustration taken on March 6, 2023. Photo: Reuters
Artificial intelligence

US move to add Inspur to Entity List will hinder China’s computing power

Analysts say addition of Inspur to Entity List is a development that will severely constrain China’s development of AI and computing power.

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Hong Kong stock market

Hong Kong stocks log first weekly gain in a month as China recovery builds

Local stocks completed a winning week as several upbeat economic reports suggest China’s post-Covid recovery is gaining traction, brightening the corporate earnings outlook.

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