As global heavyweights Samsung, SK hynix and Micron cash in on surging prices driven by the AI boom, China’s smaller memory players are also catching the upcycle. According to Sina, as of January 29, 52 A-share memory-related companies had released their 2025 earnings forecasts, with 13 of them pr...

Amid the surging global AI wave and the accelerating transition toward green energy, gallium nitride (GaN) industry is entering a pivotal golden growth period. According to TrendForce’s research, the global GaN power device market is projected to expand at a robust compound annual growth rate (CAG...

Almost a year after DeepSeek jolted the global AI industry, Chinese developers have accelerated the rollout of new models. According to South China Morning Post, Alibaba  and Moonshot AI have both rolled out new flagship AI models, further closing the gap with U.S. leaders such as OpenAI and Google...

Apple addressed concerns over potential memory shortages during its earnings call on the 29th, as Samsung and SK hynix are reported to be preparing price hikes for memory used in iPhones. According to ZDNet, Apple CEO Tim Cook said that memory costs had only a limited impact on gross margins in fisc...

As market buzz suggests DeepSeek plans to unveil its next-generation AI model over the Lunar New Year holiday, China has reportedly given the leading startup conditional approval to acquire NVIDIA’s H200 AI chips, though the regulatory terms are still being finalized, Reuters reports. DeepSeek ...