China’s push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade. Ramping up its chip industry is a way for Beijing to beat restrictions imposed by Washington on exports of the most advanced chips — used…
Premium Updated Oct 3, 2025, 08:53 PM IST The news, reportedly circulating on social media, suggested that SMEE’s EUV machine was on display at a major trade show in Shanghai. Shares of Shanghai Zhangjiang Hi-Tech Park Development, a stakeholder in SMEE, surged by the daily 10 per cent limit for two consecutive days. How rumors…
For the upcoming Ascend 950 series, Huawei’s Atlas 950 SuperPoD supernode supports up to 8,192 Ascend chips. Compared to Nvidia’s NVL144, due for release in the second half of 2026, the Atlas 950 SuperPoD is 56.8 times larger in scale, has 6.7 times the total computing power, and 15 times the memory capacity, reaching 1,152…
Factories in China installed nearly 300,000 new robots last year, more than the rest of the world combined. This figure suggests that China is building leadership in robotics not merely for industrial efficiency, but as a direct path to achieving independence in core artificial intelligence (AI) technologies. The prioritisation of embodied intelligence, or AI-powered robots,…
It is not the best salesmanship to openly tell your biggest customer you won’t sell them your best products, only inferior ones taking up storage space. And yet, in explaining why US President Donald Trump would let Nvidia and other US tech firms sell chips to China, Commerce Secretary Howard Lutnick pretty much said the…
This article first appeared on GuruFocus. Huawei is doubling down on artificial intelligence hardware with a production ramp that could reshape its role in the global semiconductor race. The company is preparing to deliver roughly 600,000 units of its flagship Ascend 910C chip in 2026, about twice this year’s level, and lift overall output across…
Regardless of how trade talks go, the US-China tech rivalry isn’t going away. From each side’s perspective, maintaining a lead in futuristic technologies matters significantly for economic growth and national power. Now, we’re entering round two. The first round was mostly defined by US export controls aimed at slowing China’s development of advanced technologies. These…
When Chinese artificial intelligence start-up DeepSeek unveiled an updated foundational model late in August, investors in Nvidia were stunned. Shares of the US chip giant slid, as market watchers grappled with news that the two-year-old start-up, which has developed models rivalling the world’s best, was shifting towards supporting domestically produced chips. Adding to their concerns,…
Beijing’s decision this week to ban Chinese companies from using microchips made by US firm Nvidia indicates the country is increasingly confident about replacing them with domestically produced chips, experts say. Experts believe that after years of research, China can now produce chips that could replace the H20, the most powerful model chip Nvidia is…
US-sanctioned Huawei’s disclosure “is educating the market about what’s ahead”, while signalling that the Shenzhen-based company “can match Nvidia’s multi-year road map”, said Kevin Xu, founder of US-based investment firm Interconnected Capital. Huawei deputy chairman Eric Xu Zhijun, who serves as the privately held company’s rotating chairman from April to September, unveiled the plans to…