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2025-08-28

[News] China Reportedly to Triple AI Chip Output Next Year With Fabs Serving Huawei, Cutting NVIDIA Reliance

According to Financial Times, China aims to triple its overall AI processor output next year. The report, citing sources, notes that one fab dedicated to manufacturing Huawei’s AI chips is slated to begin production by the end of this year, with two additional plants expected to come online in 202...

2025-08-28

[News] NVIDIA Growth Risk Looms as Revenue Expansion Hits Two-Year Low, China Hurdles Cloud Outlook

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...

2025-08-28

[News] LED Maker Ennostar Disposes of NT$450M Stake in Micro LED Company PlayNitride

According to Economic Daily News, LED maker Ennostar announced on August 26 that between March 20 and August 26 this year, it disposed of its investment in common shares of Micro LED company PlayNitride, with total transaction value reaching NT$450 million. Ennostar stated that the move was mainly f...

2025-08-28

[News] Huawei’s 5nm Kunpeng 930 Leak Raises Big Question: TSMC or SMIC Behind it?

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 ...

2025-08-27

[News] Is Cambricon the Next NVIDIA or Unsustainable Growth Story? Three Key Risks Behind the Epic Rally

China’s AI chip rising star Cambricon has become the market sensation these days, with its market cap briefly hitting RMB 580 billion, surpassing SMIC and even Taiwan’s MediaTek, reports Business Today. Dubbed China’s NVIDIA, it trades at an eye-popping trailing 12-month P/E above 4,000—comp...

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