Subject


Artificial Intelligence


2025-12-22

[News] China’s Moore Threads Unveils Huashan AI Chip, Reportedly Takes Aim at NVIDIA’s Hopper

Artificial Intelligence

Hot on the heels of the U.S. greenlighting H200 exports to China, the country’s so-called “little NVIDIA,” Moore Threads, has unveiled a new product lineup, headlined by the AI training and inference chip Huashan, aiming to challenge Team Green’s Hopper series, according to the South China M...

2025-12-19

[News] U.S. Council: NVIDIA–Huawei AI Chip Gap Could Reach 17× by 2H27, Yet H200 Exports Risk Aiding China

Artificial Intelligence

While Huawei’s AI chips have made rapid strides, a new U.S. council report finds that NVIDIA continues to lead in overall AI hardware performance, with that lead expected to continue. According to a report by the U.S. Council on Foreign Relations, an analysis combining publicly available AI chip p...

2025-12-19

[News] Chinese GPU Makers Pick up Pace in Going Public

Artificial Intelligence

MetaX Went Public on Shanghai’s STAR Market on December 17 Late on December 15, MetaX announced that its shares would begin trading on the STAR Market of the Shanghai Stock Exchange on December 17, 2025. As the company has yet to achieve profitability, it will be classified under the STAR Marke...

2025-12-18

[News] Meta Reportedly Taps Korea’s Sapien Semiconductors for Micro LED AR Glasses Backplanes

Artificial Intelligence

Meta is advancing its push into AR glasses, with South Korean component suppliers reportedly poised to benefit. According to Business Korea, citing sources, South Korea’s Sapien Semiconductors is expected to supply backplanes—chips that control Micro LED pixels—for Meta’s Micro LED (LEDoS)-b...

2025-12-17

[News] Murata Reportedly to Mass Produce AI Server Power Modules in 2026, Targets ¥50B by FY27

Artificial Intelligence

As AI demand accelerates, companies are ramping up efforts to address rising AI-server power needs. According to MoneyDJ, citing Nikkei, Murata Manufacturing plans to begin mass production of power modules for AI servers in 2026. The company is coordinating with hyperscalers and expects to generate ...

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