Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
DeepSeek's meteoric rise as an open-source large language model (LLM) has shaken up China's generative AI industry, redrawing the competitive map in record time. As the Financial...
On March 16, 2025, Baidu launched its latest AI models, Ernie 4.5 and Ernie X1, and announced they would be available free for all users. Ernie 4.5 also marks Baidu's first fully...
China Resources Microelectronics (CR Micro) has appointed He Xiaolong as its new chairman in a rapid leadership reshuffle. According to a regulatory filing cited by East Money...
Most Chinese chief executives are focusing on corporate survival rather than growth strategies, with geopolitical tensions and supply chain disruptions ranking as their top concerns...
DeepSeek has allowed the public to witness the explosive growth of AI applications and the renewed hope brought by AI models undergoing repeated calculations. However, the questions...
As US-China tech tensions escalate, Beijing is doubling down on semiconductor self-reliance—particularly in the strategically vital field of chipmaking equipment.
Nearly 20 Chinese AI chip companies have announced compatibility with the DeepSeek distilled model, but only a handful—including Huawei, Cambricon Technologies, Moore Threads,...
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality...
At Nvidia GTC 2025, the discussion surrounding advanced autonomous driving heated up, with US automotive alliances and tech industry groups joining forces to urge President Donald...
With the White House soliciting industry input for its "Artificial Intelligence Action Plan" until March 15, OpenAI, Google, and Anthropic have unveiled detailed proposals to shape...
As US export controls tighten on advanced semiconductor technologies, Shenzhen-based SiCarrier unveiled new 5nm-capable fabrication tools at SEMICON China 2025. The company claims...
SMIC released its fourth-quarter and full-year 2024 financial results on March 27, reporting record revenue and wafer shipments. However, profitability declined amid persistent US...
Semiconductor equipment vendors have historically operated in stealth mode, relying on proprietary technologies and patents as their main defense. Product launches were subdued, often...
