Semiconductor News & Analysis Feed

Chinese AI accelerator supplier Biren Technology reported nearly 2,000% year-over-year revenue growth in the first half of 2026, driven by U.S. export controls that halted NVIDIA and other American companies from supplying AI GPUs to China. Despite a significant rise in gross margin to 42.7%, Biren

The U.S. government is reportedly considering new AI export controls aimed at closing loopholes in current trade policies that allow China to access advanced AI computing via remote servers in neighboring countries like Thailand and Singapore. These proposed measures would target such remote access,

Huawei's announcement of a significant breakthrough in chip design comes at a critical time as China faces increasingly stringent US export controls. This development highlights the ongoing technological competition between China and the US, with Huawei demonstrating its capability to advance semico