Subject


Artificial Intelligence


2025-11-13

[News] Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027

Artificial Intelligence

As China pushes to catch up with the U.S. in the AI race, local tech giants are answering the call with a steady stream of AI chip launches. Huawei has unveiled its Ascend AI chips, planning regular releases through 2028, while Baidu, at its World Conference on November 13, revealed it will roll out...

2025-11-12

[News] SMIC Reportedly Rations Output as China Faces Widening AI Chip Crunch

Artificial Intelligence

Beijing’s latest push for tech self-reliance might be backfiring. After reportedly ordering all state-backed data centers to use only domestic AI chips—effectively shutting out NVIDIA—China could now be facing a deepening chip crunch. According to The Wall Street Journal, the shortage has beco...

2025-11-12

[News] AMD’s AI Chips Power Data Center Revenue: $100B Expected in 5 Years with 60% CAGR

Artificial Intelligence

Shortly after reporting record Q3 sales and forecasting even higher Q4 revenue on the AI boom, AMD painted a more bullish, concrete growth picture at its first analyst day in three years, according to Reuters and CNBC. The chipmaker now expects annual data center chip revenue to hit $100 billion wit...

2025-11-11

[News] Intel CTO and AI Chief Departs for OpenAI; CEO Lip-Bu Tan Steps In to Lead AI Push

Artificial Intelligence

Intel has made AI a cornerstone of its turnaround strategy, yet recent leadership changes underscore the challenges of executing that vision. According to Reuters, the company’s chief technology and AI officer, Sachin Katti, has left to join ChatGPT maker OpenAI, prompting CEO Lip-Bu Tan to take d...

2025-11-10

[News] TSMC CoWoS Capacity Crunch Reportedly Pushes U.S. AI Chipmakers to Powertech Through 2027

Artificial Intelligence

AI is fueling a surge in demand for advanced packaging, and TSMC’s capacity in this segment is reportedly running tight. According to Economic Daily News, with most of TSMC’s advanced packaging capacity taken up by NVIDIA, several major U.S. AI chipmakers have rushed to seek help from Powertech,...

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