🔬 Semiconductors - jamesgorgen · Scour

IDC: Chinese GPU and AI chipmakers captured ~41% of China's AI server market in 2025, significantly eroding Nvidia's share, which stood at 55% with ~2.2M cards ... ⚔️Chip Wars

techmeme.com·6d

As AI race with US intensifies, China’s Alibaba launches 10,000-card computing cluster 📱Plataformas Digitais

scmp.com

·17h·r/SCMPauto

Can Silicon Have a Soul? What Philosophy Gets Wrong About Artificial Minds 🤖AI

hackernoon.com·1d

Fevereiro tem maior ativação de chips de celular em 18 meses 📱Plataformas Digitais

teletime.com.br·2d

Sources: Bain's data center unit cuts ties with Megaspeed, which is under US investigation over if it helped Chinese companies evade Nvidia AI chip export curbs... 🏢Big Tech

techmeme.com·20h

Washington pushes allies to match tougher China chip curbs under new bill ⚔️Chip Wars

scmp.com

·12h·r/SCMPauto

Sources: Chinese companies move to cement their role in humanoid robot supply chains as Tesla and others turn to China for components the US sees as strategic (... 🏢Big Tech

techmeme.com·5d

Chinese embassy in US confirms death of semiconductor researcher Wang Danhao 🌐Internet Governance

scmp.com

·1d·r/AutoNewspaper, r/SCMPauto

Alibaba and China Telecom launch a data center in southern China that is powered by 10,000 of Alibaba's Zhenwu chips designed for AI training and inferencing (A... 🏢Big Tech

techmeme.com

·8h

China enforces new security rules to defend supply chains from global threats 🔧Chip Supply Chain

scmp.com

·14h·r/SCMPauto

Anthropic's Project Glasswing includes AWS, Apple, Broadcom, Cisco, CrowdStrike, Google, Microsoft, Nvidia, Palo Alto Networks, and others (David Gewirtz/ZDNET) 🏢Big Tech

techmeme.com·1d

Tower Semiconductor's market cap tops $20B, four years after a near-sale to Intel for $5B; shares are up ~60% over the past month and ~525% over the past year (... 📱Tech Industry

techmeme.com·5d

‘Imperialist forces’ divided Taiwan from mainland, KMT head Cheng Li-wun says 🌐Geopolitics

scmp.com

·14h·r/SCMPauto

A Taiwan intelligence report to lawmakers says China is targeting Taiwan to obtain its chip manufacturing tech and talent to break through global "containment" ... ⚔️Chip Wars

techmeme.com

·1d

Chinese semiconductor companies like SMIC reported record 2025 revenue, driven by AI demand and China's self-sufficiency push as a result of US restrictions (Ar... 🏢Big Tech

techmeme.com·5d

Sources: AI startup Poolside held talks with Google and others to revive a Texas data center project after a CoreWeave deal and a $2B Nvidia-led round collapsed... 🏢Big Tech

techmeme.com·6d

Some startups and researchers who can't access the most advanced chips are adopting a "frugal AI" approach, building smaller models on open-weight systems (Rina... 🚀Startups

techmeme.com·5d

Sources: Chinese optics company and Nvidia supplier Innolight confidentially filed for a Hong Kong IPO that could raise $3B+; Innolight is listed in Shenzhen (B... 🏢Big Tech

techmeme.com·6d

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