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Monday 1 September 2025
Cambricon's second act: From Huawei's castoff to China's AI hopeful
China's Cambricon Technologies, a leading domestic AI chip startup, has endured a turbulent rise marked by the brilliance of its founding brothers and the pressure of shifting geopolitics...
Saturday 30 August 2025
Huawei develops AI SSDs to cut reliance on HBM, putting Korean chipmakers on edge
Huawei is preparing to commercialize solid-state drives tailored for artificial intelligence, a move that industry analysts say could challenge the dominance of high-bandwidth memory...
Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...
Friday 29 August 2025
Nvidia and Google cash in on AI inference as AMD racks up losses
Global technology giants are racing to expand AI inference capacity, and Morgan Stanley says the economics are proving extraordinary. A new report from the bank, based on detailed...
Thursday 28 August 2025
Huawei Cloud overhauls business unit, reportedly eliminates PanGu division in profit push
Huawei Cloud has launched a sweeping restructuring as it seeks to halt losses and return to profit, with people familiar with the matter saying the overhaul includes scrapping the...
Thursday 28 August 2025
China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the...
Wednesday 27 August 2025
DeepSeek’s FP8 model signals China’s push to cut reliance on US AI chips

DeepSeek shook up China's AI race on August 21 with the release of its V3.1 model, built on UE8M0 FP8 Scale precision and designed for...

Wednesday 27 August 2025
Huawei slashes Mate series prices, prepares tri-fold launch ahead of Apple event
Apple will unveil its latest iPhone lineup on September 9 in California, but Huawei is looking to pre-empt the buzz. The Chinese tech giant confirmed it will hold its "Mate XT Ultimate...
Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are...
Tuesday 26 August 2025
Huawei to launch AI SSD in Shanghai, aims to tackle HBM supply bottlenecks
Huawei will debut its self-developed artificial intelligence (AI) solid-state drive on August 27 at its Lianqiu Lake R&D Center. The company said the device is designed to address...
Monday 25 August 2025
AI investments of top-4 Chinese CSPs
Top-4 Chinese cloud service providers are expanding their investment in AI infrastructure, accelerating the promotion of AI hardware and software solutions with Chinese characteristics...
Monday 25 August 2025
Weekly news roundup: Huawei found to use outdated 5nm; Google launches 270M AI model; China's new E-Beam tool
Below are the key DIGITIMES Asia stories from August 11 to 17, 2025. Firstly, a recent teardown confirms that Huawei's Kunpeng 930 chip still relies on TSMC's outdated 5nm process...
Monday 25 August 2025
Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia
China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...
Friday 22 August 2025
China’s AI chip drive eyes 82% autonomy by 2027
China's top provinces are intensifying efforts to reduce reliance on foreign semiconductors, setting aggressive targets to boost self-sufficiency in AI and data center chips.
Thursday 21 August 2025
SJ Semiconductor advances 3D packaging as key Huawei partner, climbs global OSAT rankings
China's semiconductor packaging and testing firm SJ Semiconductor (SJ Semi) has made significant headway with the completion of its third production facility, J2C, in Jiangyin's high-tech...