Nvidia is testing a licence fee for the software its chips use to run AI agents, and the reference price it gave at GTC Berlin is about USD 2,000 per GPU per year, roughly RMB 13,500. The figure came from chief executive Jensen Huang. It is not a published product yet, and Nvidia has signalled … Read more
Axera Semiconductor used an industry forum in Shanghai to lay out a strategy that runs in the opposite direction to most Chinese semiconductor narratives. It is not chasing the most powerful chip. It is chasing the chip that European law requires every new car to carry. Axera’s automotive chip shipments passed 1.6 million units by … Read more
The AI infrastructure boom pushed optics into the centre of the buildout, and the optical chip, the component that converts light into electrons and back, is priced as the next hundred-billion-renminbi market. Each step from 10G to 800G and on to 1.6T and 3.2T raises both the value per chip and the size of the … Read more
For 79 days, SK Hynix tried to sell a piece of itself to American public markets. On 23 October it stopped trying, and the share price rose 4.42 per cent. Solidigm was meant to raise USD 10 billion to USD 15 billion on Nasdaq. Source: Sohu Tech At three in the morning that day, the … Read more
While humanoid companies argue about form factors on exhibition stands, a Suzhou company has been selling robots into the places where the air is filtered to class 100 and nobody is allowed to watch. Limiaoda Intelligent disclosed this month that its B1 and B2 rounds together raised close to RMB 500 million, with a B3 … Read more
SiCarrier, the Shenzhen state-controlled semiconductor equipment maker that the Chinese press once labelled the DeepSeek of the sector, confirmed on 9 October that it will exhibit at the Bay Area Semiconductor Industry Ecosystem Expo opening in Shenzhen on 14 October. It is the company’s first appearance at a major trade show in nearly a year. … Read more
Huixi Intelligent has closed a Pre-B+ round and a B round, lifting its equity funding for 2026 past RMB 2.5 billion. The Beijing chip designer said the round drew national and local industry funds alongside industrial capital and market investors. Huixi’s compute platform is designed for embodied AI workloads rather than automotive or data-centre chips. … Read more
AI data centres keep demanding more DRAM capacity and bandwidth, and memory makers are pushing harder on the next shrink path. Two of them have just chosen opposite directions in the same week. CXMT, China’s largest DRAM maker, had just announced a breakthrough in the 4F-squared architecture, with products expected before the end of 2026. … Read more
On 20 October, DeepSeek open-sourced DeepInfer, its self-developed inference framework, and a detail buried inside the release is reshaping how China’s AI stack talks to silicon. Both Huawei’s Ascend 950 NPU and Nvidia’s SM100 Blackwell GPU appear on the officially supported hardware list, pulled from the same code tree, and switching between the two takes … Read more
In 1934 the Red 25th Army marched into Shiyan, in Hubei, and seeded a revolutionary base. In the 1960s builders trekked into those mountains to found the Second Auto Works, opening Hubei’s auto industry. More than fifty years on, that industry tops one trillion yuan, yet its weakest link was always the parts it could … Read more