semiconductors

Chinese chip firms line up for Hong Kong listings in coming weeks

The enthusiasm for new stocks, however, contrasts with a weaker secondary market

Resonac is diversifying procurement to lower reliance on Chinese rare earths and aims to develop “second sources and third sources” of raw materials, Takahashi says.

Chip-sector linchpin Resonac seeks to tap China’s AI ambitions

Japan is home to a network of little-known companies that dominate in key materials that are indispensable for semiconductor manufacturing

MetaX can trace its roots to AMD, with three key members of its founding team having previously worked for the US chipmaker.

China chipmaker MetaX jumps 755% after wildly oversubscribed IPO

Chinese IPOs have been strong this year, averaging a 250% pop on the first trading day

Beijing has prioritised building homegrown champions in graphics processing units, which are critical for AI development.

China AI chip firm Biren to launch Hong Kong IPO in coming weeks: sources

The company is banking on rapid growth as China seeks to develop domestic alternatives to US semiconductors

Uncertainties remain, as the Chinese government has yet to greenlight any purchase of the H200.

Nvidia considers increasing H200 chip output due to robust China demand: sources

Chinese companies’ strong demand for the H200 stems from the fact that it is easily the most powerful chip they can currently access

The H200 is part of the Hopper generation of Nvidia’s chips, second-best to the Blackwell line and two generations behind the upcoming Rubin series.

China is ‘rejecting’ Nvidia’s H200 chips, outfoxing US strategy, David Sacks says

The Asian nation is weighing a package of incentives worth as much as US$70 billion to support its local chipmaking industry

Major players such as Alibaba Group Holding and Baidu are making headway into the semiconductors that underpin AI development, one of Beijing’s top priorities.

Chinese AI euphoria obscures a gloomier technological reality

Washington and its allies are not supplying the country with the gear required to make the most sophisticated AI chips

Broadcom has emerged as a major beneficiary of the technology industry’s rush to build out AI capabilities.

Broadcom forecasts upbeat quarterly revenue on AI chip demand

The company reported revenue of US$18.02 billion for the fourth quarter ended Nov 2, above analysts’ average estimates

Chip makers such as Nvidia are releasing new and more powerful processors much faster than before.

AI’s US$400 billion problem: Are chips getting old too fast?

Cloud computing giants assumed that their chips and servers would last about six years