Chinese Chipmakers

Nvidia crisis: Senate panel summons Jensen Huang, Howard Lutnick to testify

Senior US officials are discussing Commerce Secretary Howard Lutnick's possible exit as lawmakers question the administration's oversight of advanced AI chip exports to China

Nvidia CEO Jensen Huang's exit jolts tech world, raises AI concerns

Investors fear Huang's exit could unsettle Nvidia's strategy of financing AI infrastructure, raising questions about the future of the AI boom and its funding ecosystem.

Chinese chipmaker CXMT's sales soar almost 10-fold amid memory crunch

The Hefei-based company's revenue expanded to 150.3 billion yuan ($22.4 billion) in the first six months, more than double the sales it raked in across all of 2025

US Senators warn Apple not to buy chips from blacklisted Chinese firms

Bipartisan lawmakers warn Apple against sourcing memory chips from CXMT and YMTC, citing national security concerns over reliance on Chinese suppliers

CXMT surges 466% in debut, becomes China's most valuable listed firm

The explosive debut ​crowned CXMT as China's most valuable listed company, overtaking banking giant Industrial and Commercial Bank of China, long the market's heavyweight

China's memory chip makers ride AI boom to new power and US scrutiny

The clash illustrates the changing dynamics of China's semiconductor industry. CXMT has risen to become the world's fourth-biggest maker of memory

Apple seeks to buy chips from blacklisted Chinese firms by lobbying US govt

The iPhone maker is seeking to buy memory components from ChangXin Memory Technologies Inc. and Yangtze Memory Technologies Co. for use in devices sold in China

Trump team questions ASML over fears banned EUV chip machine reached China

ASML is scrambling to rebut US concerns that its advanced EUV chipmaking technology may have reached China despite export curbs

Nvidia to raise Taiwan spend to $150 billion annually: CEO Jensen Huang

Huang was speaking at a launch celebration in Taipei for the chip company's planned Taiwan headquarters, which he said will break ground this year and aims to become operational in 2030

Rampant AI demand for memory fuels deepening supply crunch for chips

Skyrocketing memory costs mean DRAM could soon account for as much as 30 per cent of low-end smartphones' bill of materials - tripling from 10 per cent in early 2025

China's ByteDance to launch AI chip, negotiating production with Samsung

The information about ByteDance's in-house chip project is inaccurate, a spokesperson for the company said in a statement, without elaborating

Why HP, Dell and others PC makers are exploring Chinese memory chips

HP has started testing memory chips from China's CXMT, while Dell is also evaluating its products, as both PC makers worry that DRAM prices may remain high through 2026

OpenAI unsatisfied with Nvidia chips and looking for alternatives: Report

Nvidia said it intended to pour as much as $100 billion into OpenAI as part of a deal that gave the chipmaker a stake in the startup, gave OpenAI the cash it needed to buy the advanced chips

Nvidia supplier Micron warns memory chip shortage to last beyond 2026

Global smartphone shipments may decline 2.1 per cent next year as a shortage of memory chips drives up costs and squeezes production, industry tracker Counterpoint Research estimated in December

China asks tech companies to halt orders for Nvidia H200 AI chips

Beijing is worried that Chinese companies may rush to stockpile US chips before the government makes a final decision

Chinese AI chipmaker Biren's shares surge 76% in Hong Kong trading debut

Chinese AI chip designer Biren Technology surges 76% in its Hong Kong debut, kicking off the city's first IPO of 2026 amid strong demand for AI listings

China mandates chipmakers use 50% domestic equipment for new capacity

China's industry ministry did not respond to a request for comment. The sources did not wish to be identified as the measure is not public.

Two more Chinese AI players prepare for IPOs, but the burn rate is high

Zhipu and MiniMax are planning Hong Kong IPOs as filings show high cash spending and US chip limits, with pressure to list early before US AI giants go public in 2026 and attract global investors

Did China try to move Dutch chip technology home? Inside the Nexperia row

In September this year, Dutch authorities seized Nexperia, a chipmaker owned by Chinese firm Wingtech, citing fears that key research and intellectual property would be moved to China

Tech firms like Dell, HP warn of memory-chip shortages as AI drives demand

Manufacturers are allocating more production to meet demand for new, more complex and profitable products used in AI systems, causing a shortage of more common types of memory