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…
Moore Threads Technology, a Chinese graphics processing unit (GPU) start-up founded by a veteran of Nvidia’s China operations, has become one of the most closely watched semiconductor players in the country, as domestic AI chip designers race to displace the US chip giant. The Beijing-based company last week received approval from the Shanghai Stock Exchange…
Equities Chinese tech companies dominate list of global top performers last quarter Chinese AI chip company Cambricon Technologies saw its valuation more than double in the July-September quarter. (Photo by Tomoko Wakasugi) KENSAKU IHARA and CHIHIRO ISHIKAWA October 2, 2025 03:41 JST HONG KONG/TOKYO — Chinese companies related to artificial intelligence including chipmaker Cambricon were among…
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,…
This article first appeared on GuruFocus. Nvidia (NVDA, Financials) ticked higher on Monday, closing up 1.7% at $181.11 after trading in a wide intraday range between $179.01 and $183.85. The move came as analysts doubled down on the company’s role at the center of the artificial intelligence boom. The stock has been riding strong momentum…
The Trump administration is encouraging Taiwan to relocate some of its investment and semiconductor production to the US. According to US Secretary of Commerce Howard Lutnick, the goal is to ensure that half of America’s chips are manufactured domestically. This push, which could have implications for Taiwan’s national defence, is part of a strategy to…
Just as Open AI CEO Sam Altman and Meta leader Mark Zuckerberg begin acknowledging that there may be truth to the warnings of an AI bubble, Jensen Huang is doubling down on his bullishness. In a recent podcast appearance with Bill Gurley and Brad Gerstner, the Nvidia CEO brushed aside the growing caution and instead…
We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. NVIDIA Corp (NASDAQ:NVDA) is one of the stocks analysts were recently talking about. Doug Clinton, Intelligent Alpha founder and CEO, said in a latest program on CNBC that the market perspective following NVIDIA Corp (NASDAQ:NVDA) deal with OpenAI is wrong. He was referring…
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…