Zeng Yi, founder of Shenzhen-based processor IP firm Sunzhan, speaks softly with a Teochew lilt, but on AI and RISC-V his excitement is uncontainable. His thesis: AI has toppled the old processor order, and RISC-V is the arch it drags forward. When the model decides the chip ‘The decision power over chip architecture has moved … Read more
This year at WAIC, the embodied-AI booths shared one unexpected keyword: touch. Two years ago tactile sensing barely registered; now, from sensor vendors to whole-robot companies, “touch” is on every placard, with some declaring it more important than vision. The race is not just over sensors but over the models, data and even the chips … Read more
For years the debate over LiDAR was simple: believers called it essential safety redundancy, sceptics led by Tesla calle
A veteran semiconductor supply-chain consultant who has tracked the industry for decades let a truth slip at a closed-door roundtable: crack open the PCB of a top-tier NVIDIA AI accelerator that speculators have pushed to $40,000 a chip, and you will find a handful of unremarkable components whose origin you cannot escape, Shizuishan, in China’s … Read more
Zhongji Innolight (stock code 03308) listed on the Hong Kong Stock Exchange on 30 July. The company priced at HK$980 per share, sold 54.5 million shares and raised HK$53.4 billion; after listing fees of RMB 519 million, net proceeds came to HK$52.89 billion. With a board lot of 50 shares, a single allocation cost nearly … Read more
Semiconductor memory chips represent a critical battleground in US-China technology competition, with Chinese IP now reaching global manufacturers including Samsung and SK Hynix. (Source: Tencent News) For years the arrow of memory technology pointed one way – from Korea and the U.S. into China. A deal disclosed this week points the other direction. Chinese IP … Read more
NVIDIA has confirmed a strategic investment in Safe Superintelligence, the lab founded by OpenAI co-founder Ilya Sutskever, and opened its next-generation Vera Rubin compute platform to the effort — targeting a tenfold increase in SSI’s capacity within twelve months. First Financial reports the deal is worth about $5 billion. SSI, founded in 2024, has shipped … Read more
In a recent Bloomberg interview, NVIDIA chief executive Jensen Huang said the semiconductor industry will need to grow roughly 5 to 10 times over the next decade to support the next wave of computing. The bet rests on who — and what — will be using computers. “In the future we will have AI agents … Read more
China’s domestic DRAM leader Changxin Memory Technology made its debut on the Shanghai STAR Market on 27 July, delivering what may go down as one of the most explosive opening sessions in A-share history. The company priced its IPO at $8.66 per share. At the opening bell, the stock rocketed to $49.50 — an intra-day … Read more
NVIDIA’s stock is up just 10% this year. AMD has surged 142%. Micron has gained 213%. The Philadelphia Semiconductor Index is up 71%. And NVIDIA, the company that defined the AI era, is trading at its lowest valuation in nearly five years. At roughly $212 per share, the market is pricing NVIDIA as if it … Read more