While China ramps up chip self-sufficiency, the shifting landscape poses both challenges and opportunities for domestic tech players. Against this backdrop, Huawei saw first-half net profit fall 32%, as continued R&D investment weighed on results, Reuters reports. Notably, the company boosted...

While the public has growing concerns after NVIDIA’s earnings call on H20 related issues and the uncertainties in the Chinese market, CNBC, citing NVIDIA’s 10-Q filing, points out overly client concentration may be another problem. According to the report, two customers accounted for 39% of NVID...

With NVIDIA’s latest earnings underscoring the AI infrastructure boom, investor focus is also shifting to ASIC demand. According to the Commercial Times, Broadcom has lifted its CoWoS packaging orders for next year, a move likely fueled by rising custom chip needs from Google, Meta, and other clou...

Is NVIDIA’s record-breaking AI run starting to crack? Revenue jumped 56% to $46.7 billion in the quarter ending in July, but that was its slowest growth in over two years, Bloomberg and CNBC note. Analysts cited by the reports caution that cloud giants may be easing data center expansion, while Ch...

Huawei’s first server CPU, the Kunpeng 920, was introduced in 2019, built on the Arm architecture and the 7nm process. Since then, the industry has closely tracked speculation about its successor, and details have now begun to surface. According to Wccftech, X platform user @Kurnalsalts says they ...