Chinese researchers, led by Huawei and multiple institutes, successfully conducted full-parameter post-training on a 1.6 trillion-parameter AI model using over 1,000 Huawei chips, enhancing China's AI self-reliance.
Technology stocks, particularly chipmakers like Broadcom and Micron, declined on Thursday due to investor concerns over AI spending and market expectations catching up with the sector's strong performance. Analysts suggest a market 'rest' is due after significant gains.
Technology stocks declined Thursday, led by chipmakers Broadcom, Micron, and Marvell, as investors exited the semiconductor sector. Concerns over AI spending slowdown and chip price drops contributed to the sell-off.
Technology stocks, particularly chipmakers like Broadcom, Micron, and Marvell, experienced significant drops in premarket trading Thursday. Broadcom shares plunged 14.6% following weaker-than-expected earnings, signaling a broader retreat from the semiconductor sector.
South Korea's Kospi index has become the world's 6th largest stock market, surpassing India, driven by AI chip demand. SK Hynix and Samsung Electronics' valuations have soared, but concerns about market concentration and potential AI bubble persist.
China's AI chipmakers are striving for self-reliance against US export controls, debating between versatile GPUs and specialized ASICs to challenge Nvidia's dominance. Key players like Huawei, Cambricon, and Moore Threads are central to this design debate.
MiniMax, a Shanghai-based AI company, hires Citic Securities to prepare for a yuan-denominated share sale on China's onshore market, capitalizing on heightened global investor interest in AI stocks.
Micron's market value tops $1 trillion as AI demand drives up shares 19%, with UBS tripling its price target to $1,625
Ultra-wealthy family offices increased investments in chipmakers like Nvidia and Micron in Q1 2026, with some seeing significant gains. Approaches to energy stocks varied amidst the Iran war, with some doubling down and others exiting positions.
South Korea's top companies saw operating profits surge 158.6% to $104 billion in Q1, with Samsung Electronics and SK hynix accounting for over 60% of the total.
The release of DeepSeek’s latest large language model, V4, has been followed by a wave of adoption among domestic semiconductor manufacturers and artificial intelligence chipmakers, with firms racing to support the model on local hardware platforms. The shift comes amid rising geopolitical tensions over advanced semiconductors. Here are some of the key players enabling the model’s deployment on domestic hardware. Huawei Huawei Technologies was among the first to act, with the V4 fully adapted to...
China’s chip champions channelled a larger proportion of revenue into research and development (R&D) than their US peers, first-quarter earnings show, as Beijing presses ahead with its tech self-reliance drive amid an artificial intelligence boom. Beijing-based Moore Threads spent half of its revenue on R&D in the quarter ended March 2026, while Shanghai-based MetaX spent 45 per cent over the same period, according to exchange filings. By contrast, US chipmakers such as AMD and Intel have...
Global markets were mixed Monday as tech stocks rallied following Friday's Wall Street gains, with South Korea's Kospi jumping 5.1% and Taiwan's Taiex up 4.6% on strong chipmaker performance. Oil prices rebounded sharply, with Brent crude climbing $2.23 to $110.40 as the US launched 'Project Freedom' to guide ships through the Strait of Hormuz, though Iran rejected the plan. The S&P 500 was nearly unchanged while the Dow fell 0.3%, with markets in Britain, China and Japan closed for holidays.
DeepSeek's launch of its V4 AI model could trigger a broad reassessment of stocks across the AI industry chain from chipmakers to LLM developers, analysts say. The breakthrough model is described as the most powerful open-source platform capable of challenging US rivals OpenAI and Anthropic, delivering top-tier coding performance and significant advantages in reasoning and agentic tasks. AI chipmakers including Cambricon Technologies and Moore Threads Technology stand to benefit from increased demand for high-performance chips produced in mainland China. China's AI chip market could rise to 1.34 trillion yuan by 2029 from 142.5 billion yuan in 2024, representing 54% annual compound growth.
The AI boom is worsening a global memory chip shortage, which Samsung predicts will continue into 2027Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects a severe supply shortage to deepen next year as clients spend on AI, driving up prices of its memory chips.A boom in the construction of AI datacentres has spurred Samsung and chipmaking peers to allocate production capacity to advanced chips that Nvidia uses in its so-called AI accelerators. Even so, chipmakers are struggling to meet demand while the move also squeezes the supply of conventional chips. Continue reading...
Nvidia shares climbed 4.3% to close at $208.27, pushing its market capitalization past $5 trillion for the first time since October. The stock added more than $200 billion in market value in a single session, driven by soaring demand for AI infrastructure. The rally was supported by strong earnings from Intel and a broader semiconductor sector rebound, with the Nasdaq Composite up 15% in April.
Nvidia shares closed at a record $208.27 on Friday, pushing the company's market cap above $5 trillion for the first time since October. The stock rose 4.3% and is now up more than 14-fold since the end of 2022, driven by soaring AI demand. The rally was sparked by better-than-expected earnings from Intel, with competitors AMD jumping 14% and Qualcomm climbing 11%.
The House Foreign Affairs Committee passed 20 new export control measures, including the Match Act, to restrict Chinese access to US technology and bar Chinese chipmakers from advanced semiconductor equipment. The measures represent the largest significant export control markup in Congress history, requiring allies like Japan and the Netherlands to align with US restrictions on selling advanced semiconductor equipment to China.
