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…
Tech giant Huawei unveiled new AI infrastructure meant to help boost compute power and allow the company to better compete with rival chipmaker Nvidia. At a keynote at its Huawei Connect conference on Thursday, Shenzhen, China-based Huawei announced new SuperPoD Interconnect technology that can link up to 15,000 graphics cards, including Huawei’s Ascend AI chips, together to increase compute power. This tech seems to be a competitor for Nvidia’s NVLink infrastructure, which facilitates high-speed communication between AI chips. Technology like this is critical for Huawei…
The benchmark Hang Seng index surpassed the 27,000 mark for the first time since July 2021, before edging down 0.18% by midday. (EPA Images pic) HONG KONG: China stocks extended gains to touch another 10-year high today, as domestic artificial intelligence (AI) chip-related developments and a report that local tech giants were banned from buying…
Huawei Technologies unveiled hardware that it said could deliver world-class computing power without using Nvidia’s advanced chips, in a breakthrough that could potentially free the supply chokehold that constrains China’s aspirations in artificial intelligence. The Shenzhen-based telecoms equipment giant said it had developed the “world’s most powerful” supernode computing cluster using local chipmaking processes, providing…
Date and time: Friday, September 19, 2025 10.30am-11.30am (HKT) The US-China chip war is escalating, with Washington’s goal of limiting Beijing’s technological advancement now sparking a counter-reaction that may accelerate China’s drive for chip self-sufficiency. The latest actions in this conflict – including US export controls and China’s push for domestic alternatives – are reshaping…