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Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time...

Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are...
Wednesday 27 August 2025
China reportedly turning to second-hand Nvidia A100, H100 GPUs after H20 ban
China's AI hardware market is facing an unexpected shake-up after authorities banned Nvidia's H20 accelerator, prompting a surge of second-hand AI training systems from overseas....
Wednesday 27 August 2025
China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power.
Wednesday 27 August 2025
Toshiba and SICC collaborate on SiC technology; alliance with Rohm faces bottlenecks
Toshiba's semiconductor and electronic components subsidiary, Toshiba Electronic Devices & Storage, has reached a basic agreement with China's silicon carbide (SiC) wafer manufacturer...
Tuesday 26 August 2025
China launches NeoKylin V11, advancing homegrown operating system ambitions
China's domestic operating system sector took a significant step forward Monday with the launch of NeoKylin V11, the latest version of its homegrown OS, during the China Operating...
Tuesday 26 August 2025
Huawei to launch AI SSD in Shanghai, aims to tackle HBM supply bottlenecks
Huawei will debut its self-developed artificial intelligence (AI) solid-state drive on August 27 at its Lianqiu Lake R&D Center. The company said the device is designed to address...
Tuesday 26 August 2025
China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...
Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...
Tuesday 26 August 2025
China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q
Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy....
Tuesday 26 August 2025
Taiwan govt warns industry ties to Chinese supply chain risk US scrutiny
Under strict US containment policies, many Taiwanese companies engaged in business with the US opt to remain silent about their relationships and procurement activities with Chinese...
Tuesday 26 August 2025
Apple supplier Goertek pivots for AI+AR era with strategic optics push
Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing...
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Tuesday 26 August 2025
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...
Monday 25 August 2025
Apple sues former employee, accuses him of passing Apple Watch secrets to Oppo

Apple has reportedly filed a lawsuit against Chinese smartphone maker Oppo and a former employee, accusing the engineer of stealing...