Liao Heng, chief scientist at Huawei's semiconductor business and former skeptic, discusses how witnessing HiSilicon's execution and high success rate in chip design shifted his perception of China's technological capabilities.
Premier Li Qiang signed a State Council decree to revise rules on integrated circuit layout design protection, effective October 15. This move aims to bolster China's chip design capabilities amidst US restrictions on advanced equipment, fostering innovation in custom architectures.
Three semiconductor veterans, Sujoy Chakravarty, Ravi Mehta, and Biman Chattopadhyay, founded Quanfluence in Bengaluru, India, to build one of the country's first commercial quantum computers after selling their previous company. They focused on photonic quantum computing, attracting experts and commercializing cloud access for enterprise customers.
Google is developing "Frozen v2," a custom chip to run its Gemini AI model 6-10x more efficiently. This aims to address capacity shortages, reduce costs, and lessen reliance on Nvidia hardware, enhancing Google's competitiveness against rivals like OpenAI.
Alphabet, Google's parent company, is developing a new server chip, 'Frozen v2,' for its in-house Gemini AI models, slated for a 2028 release. The chip aims for 6-10x efficiency improvement, addressing the need for better performance and reducing reliance on Nvidia amidst rising AI expenditures.
Moore Threads and Hygon project 135.1%-149.1% and 55.6%-70.2% revenue growth, respectively, in H1 2026, driven by China's surging demand for AI computing power amid US export controls.
Alibaba's T-Head open-sources its AI chip software stack to challenge Nvidia's CUDA dominance, aiming to boost developer adoption and China's tech self-sufficiency amid US-China rivalry.
Chinese internet giants like Kuaishou are increasingly designing proprietary chips to gain control over computing infrastructure amid rising AI workloads and geopolitical tensions. Kuaishou's chip spin-off, TranStreams, recently raised significant funding, highlighting investor confidence in the sector.
OpenAI and Broadcom unveiled 'Jalapeño,' their first jointly-made AI accelerator chip, designed for large language model inference. OpenAI claims it offers substantially better performance per watt, with initial data center deployment planned for late 2026.
Alibaba's T-Head semiconductor unit has increased its registered capital to 1 billion yuan (US$148 million) from 300 million yuan. This move aligns with plans to spin off the chip design division as China intensifies its focus on semiconductor development.
Intertek's £10bn takeover by EQT-led consortium, while not a landmark event, highlights London's market issues. It's the third FTSE 100 company taken over this year, with few new listings.
Donald Trump announced on Truth Social that Apple and Intel will collaborate on designing and manufacturing chips in the US, a move aimed at boosting domestic production and diversifying Apple's supply chain.
Empyrean Technology, a Chinese EDA provider, has backed a new chipmaking method using "true-3D" stacking, compatible with Huawei's LogicFolding architecture. This approach, presented as an alternative to Moore's Law, aims to bypass US sanctions on advanced lithography equipment by compressing signal travel time instead of shrinking transistors.
Mistral AI, a French startup, is positioning itself as Europe's AI leader, competing with OpenAI and Anthropic. CEO Arthur Mensch discussed the company's focus on agentic AI, building data centers, and exploring in-house chip design.
UK Business Secretary Peter Kyle aims to nurture the UK's first trillion-dollar company by increasing risk thresholds for public investment vehicles like the British Business Bank (BBB) and National Wealth Fund (NWF). Critics question the "aggressively ambitious" approach and potential for civil servants to act as fund managers, urging a return to disciplined investment principles.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell shares by 30%. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity at Computex Week in Taipei.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell's shares by 20%. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity at Computex Week in Taipei.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell's shares by 20%. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity during an appearance at Computex Week in Taipei.
Nvidia CEO Jensen Huang praised Marvell Technology, predicting it will be the next trillion-dollar company. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity at Computex Week in Taipei, boosting Marvell's shares.
Nvidia CEO Jensen Huang predicted Marvell Technology will be the next trillion-dollar company, boosting Marvell's stock by 25% in premarket trading. Huang highlighted Marvell's essential role in AI infrastructure and data center connectivity.
GigaDevice and Biwin Storage shares surged following CXMT's record Q1 revenue and profit, driven by rising DRAM prices and expanding sales volumes. CXMT forecasts continued strong performance for the first half of 2026.
Chinese chip designer Loongson Technology has shipped more than 1 million units of its flagship desktop processor, marking a milestone for China’s efforts to build a self-sufficient semiconductor industry and move domestic central processing units (CPUs) beyond basic usability towards broader commercial adoption. The 3A6000 processor, designed for desktop computers, was built on Loongson’s self-developed LoongArch instruction set architecture, proprietary IP cores, and domestic manufacturing...
Malaysia’s anti-corruption agency is seeking to charge two unnamed individuals over a 1.1 billion ringgit (US$278 million) semiconductor deal with British chip designer Arm Holdings, as former economy minister Rafizi Ramli returned for a third day of questioning in the same probe. The Malaysian Anti-Corruption Commission (MACC) said the investigation was nearing completion after officers recorded statements from 22 witnesses, including Rafizi and his former aide, political analyst James...
Supporters gathered outside the MACC headquarters as Rafizi stated he would defend himself in court if charged, during an investigation under Section 23 of the MACC Act for alleged misuse of office.
