Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its stock price fell as management indicated that the most significant revenue contributions from its next-generation AI platforms would not materialize until the second half of the year. Despite the earnings beat, shares declined about 7% to 8% in after-hours trading following the company's February 3 conference call, as investors weighed the timing of AMD's AI ramp against market expectations.
Norelsys (Tianjin) Co., Ltd. has begun IPO counseling after filing registration for listing guidance with the Tianjin branch of the China Securities Regulatory Commission, according to regulatory disclosures.
US export controls are accelerating China's localization of data-center AI chips, with shipment data now pointing to rapid commercial scaling. Across more than a dozen domestic brands, at least nine Chinese AI chip vendors have shipped or secured orders exceeding 10,000 units, spanning platforms backed by major technology groups and a growing group of startups.
Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on January 31, 2026.
Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports of a "cooling" relationship as "complete nonsense."
Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.
Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former TSMC Vice President of Materials Management, who managed the event's arrangements.
