Daishin Securities: Apple Is Hoarding Memory To Sabotage Competition, Creating Panic Among Chinese OEMs
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NVIDIA CEO Doesn’t Rule Out ‘Rubin’ for China, Says Newer Chips Will Become Available Once U.S. Export Restrictions Ease
… The lifting of H200 export control proved to be a delight for Team Green, given that, relative to H200, the newer chip offers almost six times the performance in training workloads, which is why Chinese hyperscalers are highly seeking after it . …
A Chinese AI Chip Startup Unveils a Roadmap That Suprisingly Pledges to Be On-Par with NVIDIA's Cutting-Edge Vera Rubin By 2027
… These claims certainly look fascinating, but before you factor in power constraints and thermal requirements, we won't go into that debate for now. The key bottleneck for Chinese AI chip startups is the lack of a semiconductor ecosystem that could put them on par with Western options. …
China Weighs National Security Law Against AI Theft as Beijing Mirrors US Crackdown on Frontier Models
… The two models aim towards detecting and protecting against cybersecurity threats and exploiting vulnerabilities in software targets. With the AI race shaping up to be another avenue of competition between the US and China, Chinese lab DeepSeek is also interested in developing custom AI chips. …
CXMT Could Give Apple One More Reason To Pursue A DRAM Partnership, As Chinese Firm Is Working On A Game-Changing High-Density Memory Without Using EUV
… Apple’s and CXMT’s partnership could be formed at an opportune time Given how the iPhone maker often calls “dibs” for TSMC’s next-generation wafer shipments, Apple could enable the same practice with CXMT, obtaining possession of high-density DRAM before the competition does, thanks to its advantag… …
HP Is Reportedly Left With Limited Choices but to Turn to Chinese Memory Suppliers Like CXMT to Combat DRAM Shortages
… CXMT is also eyeing an IPO in Shanghai, aiming to raise $4.2 billion USD to expand production, which suggests that the Chinese DRAM supplier is willing to increase capacity and R&D efforts to become a mainstream industry player. …
China’s Largest Memory Manufacturer, CXMT, Plans to Allocate a “Large Chunk” of Its DRAM Production to HBM3, Hoping to Compete in the AI Race
… Related Story Chinese Memory Starts Entering Global Markets As Corsair DDR5 Modules Spotted With CXMT DRAM It is reported that demand for HBM is massive in China's AI market , especially since the region is cut off from access to solutions from Korean memory manufacturers. …
AMD Pushing Back Radeon RX 7600 XT 16 GB GPU Launch In China To Avoid Clash With RX 6750 GRE Series
… It certainly doesn't mean that Chinese markets won't see the "last RDNA 3" GPU being sold in the region, but the release date isn't certain yet. …
NVIDIA GeForce RTX 3060 GPUs To Tackle AMD RX 6750 GRE Cards With Lower Prices
… Well, the answer to this is simple, the price segment at which the GPU is currently available in the Chinese markets is considered a "sweet" spot for gamers, and the marketplace listings show that the GPU is available within the 2000 RMB range. …
Huawei Is The Biggest Winner In China's AI Market After NVIDIA Pullout, AI Share To Reach 60% This Year
… The entire AI economy now shifts to in-house solutions. Huawei is the leading AI and datacenter chipmaker in China, and given these restrictions on NVIDIA GPUs, the company is all set to grab a 60% share in Chinese AI markets by the end of 2026. …