At Intel’s earnings call last week, the struggling giant surpassed analysts' low expectations for its December-quarter results but issued weak Q1 guidance. According to Reuters, Team Blue expects revenue of $11.7 billion to $12.7 billion, not only below the $12.85 billion analyst forecast, but als...

As Chinese AI startup DeepSeek shakes up the global market by claiming its R1 model surpasses OpenAI’s latest o1 while costing only a fraction of the price, it is also sending a clear message. As highlighted by Nikkei, DeepSeek is forcing a market-wide rethink—on valuations, competition, and eve...

Under the influence of large AI models, AI infrastructure projects are booming worldwide. OpenAI has announced the launch of a $500 billion "Stargate" plan, while ByteDance is reportedly allocating significant funds to build and enhance its AI infrastructure. Although there are differing opinions...

Amid the tightening U.S. chip export controls, China’s semiconductor industry seems to be unfazed, as its integrated circuit exports in 2024 reached roughly USD 160 billion, setting a historical record and maintaining a 14-month consecutive increase, as noted by Chinese media outlet MyDrivers. ...

While China plans to initiate anti-dumping and anti-subsidy investigations into U.S. tech companies as a countermeasure to U.S.’s tightening chip controls, Texas Instruments may be among the first firms to be targeted, according to EE Times China and ijiwei. Industry insiders cited by the repor...