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@china@universeodon.com · 6d ago
China's chip exports jumped 73% year-on-year to 43.3 billion USD in the first two months of 2026, driven by AI demand. IC exports far outpaced overall export growth of 21.8%, data shows. https://www.scmp.com/tech/big-tech/article/3346073/chinas-chip-exports-surge-73-ai-demand-fuels-semiconductor-growth #China #Tech #Semiconductors
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@china@universeodon.com · Mar 09, 2026
China's semiconductor bosses including AI chipmaker Cambricon and Tongfu Microelectronics have endorsed the country's 15th five-year plan, which prioritizes integrated circuits and advanced chip technologies. The plan calls for breakthroughs across the entire semiconductor value chain and targets high-performance AI chips. https://www.scmp.com/tech/article/3345996/chinas-chip-bosses-endorse-semiconductor-push-next-5-year-plan #China #Tech #Semiconductors #Cambricon
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@china@universeodon.com · Mar 08, 2026
China's commerce ministry warned the Dutch side must bear full responsibility if the Nexperia dispute triggers another global chip supply crisis. Nexperia's action has seriously disrupted normal production and operations, with the Dutch headquarters disabling office accounts for all employees in China. https://www.scmp.com/tech/tech-war/article/3345872/china-warns-fresh-chip-crisis-nexperia-dispute-flares #China #Tech #Semiconductors
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@china@universeodon.com · Mar 06, 2026
China's top semiconductor executives are urging a coordinated national initiative to develop homegrown advanced lithography systems, calling for pooled resources during the 2026-2030 period to overcome critical bottlenecks in EDA software, EUV lithography, and advanced silicon wafers. https://www.technologynewschina.com/2026/03/leading-executives-call-for-chinese.html #China #Tech #Semiconductors
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@china@universeodon.com · Mar 06, 2026
Chinese semiconductor executives urge coordinated national plan for homegrown lithography: Top figures from Naura, Yangtze Memory and Empyrean called for pooling resources during the 2026-2030 Five-Year Plan to achieve breakthroughs in EDA software, EUV lithography and advanced silicon wafers amid US export restrictions. https://www.technologynewschina.com/2026/03/leading-executives-call-for-chinese.html #China #Tech #Semiconductors
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@china@universeodon.com · Mar 03, 2026
US officials are considering capping Nvidia H200 AI chip exports to 75,000 units per Chinese customer, further constraining the chipmaker's re-entry into the Chinese market. The Trump administration also plans to include AMD's MI325 chips toward this cap. https://www.scmp.com/tech/big-tech/article/3345195/us-considers-capping-nvidia-h200-sales-75000-chinese-customer #China #Tech #Semiconductors
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@china@universeodon.com · Mar 02, 2026
Huawei has debuted its Atlas 950 SuperPoD AI computing cluster globally at MWC Barcelona, powered by 8,192 neural processing unit cards: The Shenzhen-based firm aims to offer an alternative to US-led AI systems from rivals such as Nvidia amid ongoing export restrictions. https://www.scmp.com/tech/big-tech/article/3345064/huawei-holds-global-debut-ai-computing-clusters-challenge-nvidia #China #Tech #Semiconductors #Huawei
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@china@universeodon.com · Mar 02, 2026
Cambricon, a Chinese AI chipmaker, reported its first full-year profit since going public in 2025. Revenue surged 453% to RMB 6.5B (US10M), with net profit reaching RMB 2.059B (US88M), reversing prior losses. The profit milestone may help remove its 'U' unprofitability designation from China's STAR Market. https://pandaily.com/cambricon-posts-first-full-year-profit-since-listing-as-2025-revenue-surges-453 #China #Tech #Semiconductors
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@china@universeodon.com · Mar 01, 2026
Moore Threads' flagship AI chip now works with Alibaba's Qwen models, supporting China's tech self-reliance push. The MTT S5000 GPU has achieved full compatibility with Qwen3.5 series models, enabling Chinese enterprises to build AI systems without US chips amid export restrictions. https://www.scmp.com/tech/tech-trends/article/3344877/moore-threads-flagship-ai-chip-compatible-alibaba-models-tech-self-reliance-push #China #Tech #Semiconductors
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@china@universeodon.com · Feb 27, 2026
Moore Threads' MTT S5000 GPU achieves full compatibility with Alibaba Cloud's Qwen3.5 AI models, advancing China's tech self-reliance. The Beijing-based chip designer, founded by former Nvidia executive James Zhang, said the flagship AI chip now supports the three new Qwen models. https://www.scmp.com/tech/tech-trends/article/3344877/moore-threads-flagship-ai-chip-compatible-alibaba-models-tech-self-reliance-push #China #Tech #Semiconductors #Alibaba
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@newsgroup@social.vir.group · Feb 27, 2026
Olix, a photonics startup, has raised $220 million in Series B funding to develop commercial AI chips that process data using light rather than electricity. The company claims its architecture reduces latency thousands of times over, cuts data center energy consumption by 80-90%, and enables parallel computing beyond silicon's physical limits. If successful by late 2026, the cost of training large language models could drop dramatically. The investment signals growing interest in alternatives to Nvidia's semiconductor dominance. https://vir.group/ #TechNews #AI #Semiconductors
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@bsrtech@flipboard.social · Feb 27, 2026
Toronto-based Taalas just emerged from stealth with a claim that’s shaking the hardware world: 17,000 tokens per second on Llama 3.1 8B. How? By physically etching the AI model directly into the silicon transistors. No HBM. No liquid cooling. Just raw, hardwired performance that is 10x faster and 20x cheaper than traditional GPU inference. https://www.buysellram.com/blog/17000-tokens-second-is-taalas-hardwired-silicon-the-ultimate-solution-to-the-ai-memory-wall-and-hbm-shortage/ The Breakthrough: Taalas has unveiled the HC1 chip, achieving a massive 17,000 tokens/second on Llama 3.1 8B. It is roughly 10x faster and 20x cheaper than traditional GPU inference. The “Hardwired” Secret: Unlike GPUs that load software, Taalas etches the AI model directly into the silicon transistors. By physically embedding the weights, they eliminate the need for High-Bandwidth Memory (HBM). Solving the Memory Wall: By removing the “data movement” between external memory and the processor, Taalas bypasses the industry’s biggest bottleneck—the Memory Wall—and operates entirely on standard air cooling. The Trade-off: The chip is model-specific. While it offers “insane” efficiency for stable, high-volume production (like 24/7 chatbots), it lacks the programmability and flexibility of a GPU. Market Impact: The rise of these specialized “Inference Factories” actually increases the long-term value of your GPUs. Because GPUs are versatile and can be repurposed for any new model, they remain the “Gold Standard” for resale and training. Demo LLM: chat jimmy #AI #ArtificialIntelligence #Hardware #Semiconductors #DataCenter #MemoryWall #HBMShortage #InferenceFactory #HardcoreAI #ASIC #Taalas #Llama3 #NVIDIA #technology
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@india@mastodonapp.uk · Feb 27, 2026
HCLTech and Suchi Semicon have partnered to offer an integrated design-to-backend semiconductor solution: HCLTech brings design expertise and global customer access, while Suchi provides OSAT manufacturing in Gujarat. Unlike HCLTech's Foxconn venture, this partnership involves no equity participation. https://economictimes.indiatimes.com/tech/technology/hcltech-suchi-semicon-team-up-to-offer-semicon-solutions/articleshow/128825402.cms #India #Tech #News #Semiconductors #HCLTech
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@china@universeodon.com · Feb 26, 2026
Nvidia has generated no revenue from H200 chips in China and remains uncertain whether any sales will be permitted, the company said as it reported record quarterly revenue driven by surging data centre demand: https://www.scmp.com/tech/article/3344663/china-freeze-h200-chip-sales-clouds-nvidias-record-earnings #China #Tech #AI #Semiconductors
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@china@universeodon.com · Feb 25, 2026
Xiaomi is doubling down on its five-year plan for core technologies including chips, AI and operating systems, aiming to position itself as a deep-tech player amid China's self-reliance push: Lei Jun said private technology firms must deepen investment in core technologies and speed up localization efforts, as peers like Li Auto and Xpeng accelerate moves into humanoid robotics. https://www.scmp.com/tech/big-tech/article/3344572/xiaomi-deepens-push-chips-and-ai-peers-race-humanoid-robotics #China #TechNews #ChineseTech #AI #Xiaomi #Semiconductors
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@china@universeodon.com · Feb 24, 2026
51 World's next-gen simulation platform has fully adapted to Moore Threads' flagship MTT S5000 GPU, marking a significant milestone for China's domestic semiconductor ecosystem. The collaboration enables high-performance simulation and AI training capabilities on Chinese hardware, reducing reliance on foreign chips. https://pandaily.com/51-world-s-next-gen-simulation-platform-fully-adapts-to-moore-threads-flagship-gpu #Tech #China #Semiconductors #AI
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@india@mastodonapp.uk · Feb 22, 2026
Four of 10 semiconductor fabrication and packaging projects approved under India's Semiconductor Mission will begin production very soon, PM Modi has announced. Speaking at the groundbreaking of HCL-Foxconn's OSAT facility in Jewar, Modi said India strives to join top nations in providing processing power to the world. https://economictimes.indiatimes.com/tech/technology/four-semicon-units-to-begin-production-very-soon-says-pm-modi/articleshow/128678577.cms #India #Tech #News #Semiconductors #Manufacturing
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@china@universeodon.com · Feb 21, 2026
**China's Tech Giants Pursue AI & Semiconductor Talent in US** Major Chinese technology companies including ByteDance and Baidu are aggressively expanding their US-based research and development teams, targeting high-level AI and semiconductor recruits in key American tech hubs. ByteDance, the parent company of TikTok and Douyin, was the most active recruiter among its peers, with more than 100 AI-related job vacancies posted in San Jose, California and Seattle, Washington. The company sought tech leads, engineers and research scientists for its various specialised AI teams including the Seed department for fundamental research. Baidu, meanwhile, had its Sunnyvale operation post 10 job vacancies focused exclusively on semiconductor design, with roles for CPU development, system-on-a-chip architecture and design verification. The overseas hiring spree underscores these 'big tech' firms' growing ambitions to build up their skilled workforce in AI systems development and semiconductor design amid increased competition in their home market. 📰 Source: SCMP | https://www.scmp.com/tech/big-tech/article/3344212/chinas-tech-giants-pursue-ai-semiconductor-talent-us-competition-intensifies #China #Tech #AI #Semiconductors
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@china@universeodon.com · Feb 17, 2026
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as companies founded by US-returned Chinese engineers capitalise on the global memory supercycle. Since completing dual listings in Hong Kong recently, investors have driven up shares of GigaDevice by 151% and Montage by 97%. https://www.scmp.com/tech/tech-trends/article/3343706/how-chinas-gigadevice-and-montage-earned-place-memory-chip-market #Tech #China #Semiconductors
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