# Semiconductors
Latest news and articles about Semiconductors
Total: 478 articles found
Jensen Huang Reaffirms Nvidia’s High-Stakes Bet on Memory Amid Supply Chain Jitters
Nvidia CEO Jensen Huang has denied rumors that the company will reduce its HBM usage, confirming that Samsung, SK Hynix, and Micron are all certified for the upcoming Vera Rubin architecture. Despite tight supply, Huang emphasized that Nvidia will continue to maximize memory capacity to power its next-gen AI supercomputers.
China’s Bipolar Market: The High-Tech Siphon and the Retail Investor’s Dilemma
China's A-share market is undergoing an extreme structural divergence where tech sectors like AI and semiconductors are siphoning liquidity from the rest of the market. While a small group of stocks and funds have doubled in value, the majority of listed companies have seen negative returns, leaving retail investors caught between stagnation and high-volatility tech chasing.
Silicon Over Spirits: China’s AI Boom Reshapes the Elite ‘Thousand-Yuan’ Stock Club
China’s A-share market is seeing a rapid rotation in its highest-priced stocks, with AI hardware firms now dominating the elite 'thousand-yuan' category. Lianxun Instruments has become the first 2,000 RMB stock on the STAR Market, signaling a structural shift in investor preference from consumption to high-end semiconductor infrastructure.
The Invisible King of AI: Why Jensen Huang Crowned Marvell the Next Trillion-Dollar Company
Marvell Technology has completed a dramatic transformation from a struggling consumer chipmaker to a cornerstone of AI infrastructure, earning a major endorsement from NVIDIA's CEO. As connectivity becomes the primary bottleneck for scaling AI models, the company's dominance in optical interconnects and custom networking positions it as a vital player in the global technology landscape.
Silicon Sovereignty: Shenzhen’s Trillion-Parameter Breakthrough Signals New Era for Chinese AI
Researchers in Shenzhen have successfully trained the 1.6-trillion-parameter DeepSeek-V4-Pro model using Huawei’s Ascend 910C chips. This milestone proves that China’s domestic computing clusters are now capable of handling top-tier AI training tasks, marking a significant step in the country's drive to overcome Western semiconductor restrictions.
The GPU Hunger: Parallel High-Tech’s $11 Million Bet on China's Computing Infrastructure
Chinese HPC provider Parallel High-Tech is investing over 81 million RMB in GPU servers and memory to expand its cloud computing capacity. The move underscores the persistent and growing demand for AI infrastructure in the Chinese market despite global supply challenges.
A Fragile Balance: Hard Tech Resists the Pull as China’s Markets Retrench
China’s major indices closed lower on June 4 as trading volume contracted by nearly 14%, signaling a period of cautious consolidation. While the broader market suffered, strategic sectors like semiconductors and robotics showed resilience, highlighting a deepening rift between state-prioritized 'hard tech' and lagging consumer-facing industries.
Beijing Warns of Global Supply Chain Fragility as US Tightens Chip Export 'Loopholes'
China's Ministry of Commerce has formally opposed new U.S. efforts to close chip export loopholes, claiming such actions destabilize the global semiconductor supply chain. Beijing argues that Washington is abusing national security concerns to suppress Chinese technological advancement.
China’s AI Fever Meets a Hard Reality: The Great A-Share Pivot
China’s stock market is undergoing a major structural shift as capital exits overextended AI and tech sectors to seek refuge in undervalued traditional industries. While high valuations and insider selling have dampened the speculative rally, state media and analysts suggest this is a necessary correction rather than the end of the long-term tech bull market.
Tech and Energy Outperform as China’s Markets Grapple with Structural Volatility
China’s major stock indices retreated in early June trading as a lack of liquidity and weak consumer sentiment weighed on the market. However, the semiconductor and coal sectors managed significant gains, reflecting a strategic shift toward industrial security and tech self-reliance.
ByteDance’s Doubao Pivots to Productivity: A Professional Tier Signals the End of China’s AI ‘Free-for-All’
ByteDance is launching a professional version of its Doubao AI, targeting specialized fields such as coding, finance, and research. This move signals a strategic shift in the Chinese AI market from free user growth to monetized productivity tools amid rising compute costs.
The Price of Perfection: Broadcom Slumps as AI Growth Fails to Outpace Market Ambition
Broadcom shares fell 13% after-hours despite a 143% jump in AI revenue and an upgraded guidance for the third quarter. The sell-off reflects an increasingly demanding market where strong growth is already priced into valuations, leaving little room for anything short of a massive beat.