I reported on China’s chip design progress last year and figured it made sense to make this an annual occurrence. I was ...
A wave of optimism has lately swept through China’s chip industry. Share traders in Shanghai joke that Cambricon, a local firm, not only offers a substitute for Nvidia’s processors, but for its stock, ...
Earlier this year, DeepSeek briefly crashed Nvidia’s stock because of speculation that its models require far fewer chips. Now, Chinese fintech giant Ant Group, which is backed by Alibaba founder Jack ...
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