The use of generative AI developed by Chinese companies is expanding. After DeepSeek shocked the world a year ago, the country’s open-source models have steadily gained momentum. According to Nikkei, generative AI developed by Chinese companies account for about 15% of global market share in Novem...

China’s AI chip sector could be approaching another high-profile listing. According to Bloomberg, sources say Alibaba is preparing to take its chipmaking arm, T-Head, public. As an initial move, Alibaba is said to be restructuring the unit into a business partly owned by employees, before explorin...

As the HBM4 battle heats up this year, memory giants are ramping up HBM4E development, where custom HBM is expected to become one of the mainstreams. According to The Elec, Samsung’s custom HBM4E design is set to be completed by May–June 2026, with SK hynix and Micron on a similar timeline. T...

Intel and UMC are reportedly exploring a deeper partnership aimed at supporting AI-related applications. According to Economic Daily News, sources say Intel plans to license its proprietary “Super MIM” capacitor technology to UMC, a technology used in Intel’s next-generation angstrom-class pro...

Amid strong market expectations, Intel reported a fourth quarter slightly above forecasts. However, transcripts from Investing.com and Reuters note that the chipmaker’s growth is being limited by its own supply, as it is struggling to keep up with strong demand for its server processors used in AI...