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Friday 29 August 2025
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47...
Friday 29 August 2025
Perplexity offers $42.5m to publishers as lawsuits pile up
AI search engine startup Perplexity has announced a content revenue-sharing program, pledging US$42.5 million to partner media outlets. This move comes amid ongoing copyright controversies...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Thursday 28 August 2025
US expands Section 232 to e-bikes, but Merida sees limited impact
The Trump administration announced on August 18 the addition of 407 product categories to the list of "derivative" steel and aluminum products covered by Section 232 of the US Trade...
Thursday 28 August 2025
Chinese ODM Huaqin reports soaring sales, profit gains; cash flow risks underline expansion

China-based IT manufacturer Huaqin Technology delivered rapid growth in the first half of 2025, with revenue more than doubling and profits...

Thursday 28 August 2025
Xiaomi vs. Gree: How a US$140m bet turned into China's biggest appliance showdown
In 2013, at China's Annual Economic Person of the Year awards, Xiaomi founder Lei Jun publicly wagered with Gree Electric Appliances chairwoman Dong Mingzhu that if Xiaomi's revenue...
Thursday 28 August 2025
Youngwoo DSP secures display equipment contract with Samsung Display Vietnam
South Korean display inspection equipment company Youngwoo DSP has signed a supply contract with Samsung Display Vietnam (SDV) valued at KRW17.9 billion (approx. US$13.2 million)...
Thursday 28 August 2025
SpeedTech anticipates AI server connectors to boost revenue in 2025
Connector manufacturer SpeedTech revealed plans to introduce MCIO connectors for AI server harnesses into the market, expecting modest revenue contributions starting in 2025. The...
Thursday 28 August 2025
Hesai wins CSRC approval for Hong Kong IPO after turning quarterly profit

Hesai Group, the world's top LiDAR maker, has filed with China's securities regulator to pursue a secondary listing in Hong Kong. The...

Thursday 28 August 2025
Nvidia warns on China H20 sales, clarifies Singapore billing
Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
Thursday 28 August 2025
Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks,...
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Wednesday 27 August 2025
Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects...