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    Commentary: ASML's upcoming financial reports highlights EUV capacity challenges
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    Analysis: China's humanoid robot market soldifies three-way competition
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    Samsung plans to add Pro model to Galaxy S27 lineup
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    Aces' AI server business to become main growth driver amid surge in high-speed interconnect demand
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    Apple leverages supply chain advantage to boost market share despite AI lag
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    Chinese SSD maker Dapustor sees rising QLC demand amid AI-driven storage growth
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    NEWS TAGGED MOORE THREADS
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Tuesday 31 March 2026
    Chinese GPU maker Moore Threads wins US$91 million AI cluster order

    Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

    Wednesday 4 March 2026
    Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
    Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
    Monday 16 February 2026
    China's GPU Four race to power large models, eye inference surge

    China's leading domestic GPU makers Moore Threads, MetaX, Iluvatar CoreX, and Biren...

    Tuesday 27 January 2026
    Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
    Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...
    Sunday 25 January 2026
    Nvidia's China AI chip share falls to 8% as local rivals ramp up

    Tighter US export controls on advanced artificial intelligence chips are accelerating China's push to develop domestic chip technologies...

    Wednesday 14 January 2026
    Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
    As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power....
    Wednesday 14 January 2026
    China's GPU makers go public, advance to 6nm/7nm nodes
    China's domestic GPU sector has entered a new phase of capitalization. Moore Threads and MetaX have listed on the STAR Market, Biren debuted on the Hong Kong Stock Exchange in early...
    Wednesday 24 December 2025
    Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training
    Just 15 days after listing, China-based AI chip maker Moore Threads moved quickly to signal confidence. At a new-generation chip launch, founder and CEO James Zhang said companies...
    Tuesday 23 December 2025
    Under 1% market share: Moore Threads faces long road to 'China's Nvidia.'
    As Moore Threads completes its stock market debut, the capital market has been flooded with bullish rhetoric, from "a domestic GPU champion" to "China's Nvidia." The pitch is familiar...
    Tuesday 23 December 2025
    Moore Threads takes on CUDA with MUSA as China's GPU race shifts to developer ecosystems
    Competition in the GPU industry ultimately comes down to developer ecosystems. Against that backdrop, Moore Threads' inaugural MUSA Developer Conference (MDC 2025) on December 20-21...
    Friday 19 December 2025
    Commentary: Why China's GPU start-ups command billion-dollar valuations despite losses
    China's GPU start-ups are back at the center of a capital-market frenzy. Following Moore Threads, five-year-old MetaX has listed on Shanghai's STAR Market, with its shares surging...
    Thursday 18 December 2025
    China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
    As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU developer...
    Wednesday 17 December 2025
    MetaX jumps in Shanghai IPO as China pushes homegrown GPUs
    MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally...
    Tuesday 9 December 2025
    China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge
    After US President Donald Trump approved Nvidia's H200 exports to China on 9 December, domestic GPU start-up Moore Threads responded with rapid action.
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook