Latest about Huawei
China to increase leading-edge chip output by 5x in two years
Chinese foundries looking to increase 7nm and below capacity to 100,000 wafer starts per month in one or two years, says Nikkei.
Montage's strong IPO highlights Chinese investment rush into AI and data center ecosystems
Premium AI and microelectronics boom in China drives IPOs as investors put money both in AI startups and adjacent sectors.
Nvidia China market share to drastically decrease from 66% to 8%, analysts claim
A new report says Nvidia's presence is about to shrink drastically in China.
China’s GPU cloud consolidates around Baidu and Huawei as domestic AI chips scale up
Premium Domestic AI accelerators, vertically integrated cloud stacks, and a flood of capital are reshaping China’s AI infrastructure market under U.S. export controls.
Huawei’s Ascend and Kunpeng progress shows how China is rebuilding an AI compute stack under sanctions
Atlas 900 and Ascend supernodes highlight a scaling-first approach as Huawei trades per-chip efficiency for system-level throughput.
Huawei's AI chip capabilities still pale in comparison to American silicon
Premium A new report from the Council on Foreign Relations concludes that Huawei’s AI chip capabilities lag behind Nvidia’s by a wide margin, and that the gap is growing exponentially.
China may have reverse engineered EUV lithography tool in covert lab, report claims
Well, kind of.
China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment
Huawei and Cambricon are seen as likely candidates for investment.
