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
“The government will not give us a penny.” Liang Wenfeng just broke Washington’s favourite DeepSeek story. A transcript of 118 investor answers reveals a very different narrative.
NVIDIA, Microsoft, Meta and 22 others signed a letter that, read carefully, is a lobbying front to keep Chinese open-weight models legal in America. Washington sees a geopolitical threat. Silicon Valley sees a supply chain opportunity.
Trump, the Nation Builder: How an Accidental Architect Built the Nation of Engineers As Air Force One touches down in a self-assured Beijing this May 14th, 2026, a curious moniker echoes across the Chinese internet: Chuan Jianguo (川建国)—or “Trump, the Nation Builder”. It is a title born of exquisite geopolitical irony. To the Chinese public, … Read more
The AI Dove of East Asia Make love(AI), not war. 🕊️ Did you know that in Chinese, Japanese, and Korean, the pronunciation of the word for “love” is “ai”? It is a poetic coincidence that this shared linguistic heritage perfectly mirrors the acronym for Artificial Intelligence. Perhaps this is a sign that AI could be … Read more
Before Xi Jinping became China’s president, his fellow Tsinghua University alumni were certainly successful, but they weren’t exactly the undisputed kings of the billionaire rankings. Recently, however, the narrative has shifted dramatically. A highly concentrated group of nine companies, all originating from Tsinghua’s alumni networks and faculties, have either achieved unicorn status or gone public. … Read more