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Friday 14 November 2025
China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025
Baidu sets a new Kunlun chip trajectory as chair questions the AI boom
Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans...
Friday 14 November 2025
China's AI silicon enters the Gulf with SenseTime at the helm
President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
Friday 14 November 2025
HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector
The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...
Friday 14 November 2025
China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall
China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...
Thursday 13 November 2025
BenQ Medical eyes 2026 growth with 3 key product lines, targets China surgical robot market
BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical...
Thursday 13 November 2025
Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens
US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...
Thursday 13 November 2025
Inside China's EV 'involution': fierce competition, falling prices, and global ripples

China's electric vehicle (EV) sector, once a symbol of the nation's manufacturing ascendancy, is now showing signs of strain. As production...

Thursday 13 November 2025
Huawei's new wave of inventions hints at a rewired future for AI computing
Huawei used its sixth Innovation and Intellectual Property Forum on November 11, 2025, to highlight its growing in-house technology portfolio and its effort to position intellectual...
Thursday 13 November 2025
China's rare earth curbs hinder Hyundai Motor's early development
Hyundai Motor is reportedly grappling with shortages of Chinese-made permanent magnets, a key component in electric and hybrid vehicle motors, as Beijing's export controls on rare...
Thursday 13 November 2025
Huawei converts R&D might into patent power and AI momentum
Under persistent US export restrictions, Huawei Technologies has doubled down on its vast patent portfolio and heavy R&D spending to reinforce its standing in global communications...
Thursday 13 November 2025
Infineon flags China EV headwinds as pricing pressure drags on auto outlook
Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
Thursday 13 November 2025
AgiBot's corporate shake-up signals China's humanoid robot listing wave
Chinese humanoid robot developer AgiBot has completed a corporate restructuring that triggered market speculation over a potential IPO plan.
Wednesday 12 November 2025
Global PMX turns profit in 3Q25 as semiconductor business surges
Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production...
Wednesday 12 November 2025
Apple's 2026 OLED MacBook launch could revive display market
South Korea's display industry views Apple's potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized...