#AI chips
Total 68 articles
Baidu files for Kunlunxin's Hong Kong IPO in 2026. Discover how the AI chip unit is pivoting to third-party sales amid US-China tech tensions.
South Korea's annual exports surpassed $700 billion for the first time in 2025, hitting a record $709.7 billion despite U.S. tariff challenges.
Nvidia is moving to ramp up H200 production via TSMC to meet a massive 2 million unit demand from China for 2026, facing a 1.3 million unit shortage.
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Nvidia has struck a licensing deal with AI chip rival Groq, hiring its founder. CNBC reports a $20 billion asset acquisition, which Nvidia denies.
Nvidia agrees to buy AI accelerator chip startup Groq for $20 billion in cash, its largest acquisition ever. The move targets a key rival founded by the creators of Google's TPU, reshaping the AI semiconductor landscape.
Intel's advanced 18A chip fab is running, but with no major customers, its $100B foundry dream faces a crisis of trust. Can US industrial policy succeed?
Micron's blowout earnings are more than a market beat; they're a key indicator of an accelerating AI hardware supercycle, reshaping the entire semiconductor industry.
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Chinese AI chipmaker MetaX soars nearly 700% on its market debut. We analyze if this is a sustainable investment or a geopolitical bubble fueled by US sanctions.
