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NVIDIA171 SK Hynix84 Micron Technology64 TSMC53 Samsung49 Micron47 Samsung Electronics42 Intel30 Apple27 AMD25 Synopsys22 Microsoft21 SK hynix21 Broadcom17 SanDisk15
Trending Technologies
EUV140 3nm125 HBM59 DRAM55 AI52 AI chips42 memory chips39 GPU35 semiconductor21 NAND flash15 AI accelerators13 memory13 HBM412 AI infrastructure11 GaN11
2026-07-09
CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM
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digitimes.com 2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance
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digitimes.com 2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
CXMT IPO leaves HBM off the funding list, tempering China AI memory hype
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digitimes.com 2026-07-09
CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into high-bandwidth memory (HBM). This eases concerns that Chinese suppliers are about to challenge the dominance of Samsung Electronics, SK Hynix, and Micron in AI memory.
2026-07-09
China's dream of leading smartphone market takes a hit from chip shortage - Korea JoongAng Daily
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www.koreajoongangdaily.com 2026-07-09 Korea JoongAng Daily
News Team News Team
Semiconductor IndustryChip ShortageSmartphone MarketChinese TechnologySupply Chain CrisisInternational TradeTechnology CompetitionMarket Analysis
2026-07-09
Nvidia Stock Climbs on Report of China H200 Chip Breakthrough - Yahoo Finance
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finance.yahoo.com 2026-07-09 Yahoo Finance
2026-07-09
China to let AI firms buy Nvidia H200 chips, the Information reports - Yahoo Finance
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finance.yahoo.com 2026-07-09 Yahoo Finance
2026-07-09
Nvidia Stock Climbs on Report of China H200 Chip Breakthrough - GuruFocus
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www.gurufocus.com 2026-07-09 GuruFocus
2026-07-09
Nvidia Rises on China and AI Partnership Buzz - Yahoo Finance
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finance.yahoo.com 2026-07-09 Yahoo Finance
2026-07-08
China plans to let top AI firms buy limited Nvidia H200 chips, the Information reports - Reuters
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www.reuters.com 2026-07-08 Reuters
2026-07-08
China alleges that Claude Code contains backdoors, calls mechanism 'a serious threat'
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tomshardware.com 2026-07-08 Jowi Morales
Claude Code is essentially banned in China, though.
AISecurity VulnerabilityBackdoorData PrivacyChinese RegulationAI ToolCybersecurityCompliance
2026-07-08
China's Nexchip to raise $890 million in Hong Kong share sale - Reuters
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www.reuters.com 2026-07-08 Reuters
2026-07-08
China to Let AI Firms Buy Nvidia H200 Chips, Information Says - Bloomberg
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www.bloomberg.com 2026-07-08 Bloomberg
2026-07-08
China plans to let top AI firms buy limited amount of Nvidia H200 chips, the Information reports - WTVB
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wtvbam.com 2026-07-08 WTVB
2026-07-08
China plans to let top AI firms buy limited amount of Nvidia H200 chips, the Information reports - Yahoo Finance
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finance.yahoo.com 2026-07-08 Yahoo Finance
2026-07-08
China Plans to Let Top AI Firms Buy Limited Amount of Nvidia H200 Chips - The Information
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www.theinformation.com 2026-07-08 The Information
2026-07-08
China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range
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digitimes.com 2026-07-08
A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.
2026-07-08
Netherlands presses China talks on Nexperia and ASML trade frictions
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digitimes.com 2026-07-08
The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.
2026-07-08
China’s multi-front campaign to blunt and beat US chip bans - Asia Times
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asiatimes.com 2026-07-08 Asia Times
2026-07-08
Nvidia and AMD Face China Chip Pressure - Yahoo Finance
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finance.yahoo.com 2026-07-08 Yahoo Finance
Nvidia and AMD Face China Chip Pressure Moz Farooque ACCA Tue, July 7, 2026 at 12:16 PM PDT 1 min read NVDA -0.19% AMD +5.53% 0700.HK -1.92% BABA +1.94% 688256.SS +8.59% Explore stocks on Coinbase Trading disclosure This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) face growing pressure in China as local companies shift more AI chip spending toward domestic supp
AI chipsSemiconductor industryChinese marketChip supply chainUS-China tech rivalryDomestic substitutionCloud computingData centers
2026-07-08
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46% - Yahoo Finance
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finance.yahoo.com 2026-07-08 Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46% Khac Phu Nguyen Tue, July 7, 2026 at 12:16 PM PDT 1 min read NVDA -0.15% 0700.HK -1.92% BABA +1.99% 688041.SS +5.97% 688256.SS +8.59% Explore stocks on Coinbase Trading disclosure This article first appeared on GuruFocus. Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
AI chipsSemiconductor industryChina tech policyNVIDIADomestic substitutionArtificial intelligenceChip supply chainData infrastructure