Subject


Alibaba


2025-09-17

[News] Tencent Reportedly Says No Plans for In-House AI Chips, Pledges to Use Domestic Options

According to South Korean outlet News1, Chinese tech giant Tencent has made it clear it has no intention of producing AI chips, stressing that it neither manufactures them now nor plans to in the future. This contrasts with other major Chinese tech firms, which have responded to U.S. restrictions on...

2025-09-10

[News] Ant Group Accelerates Semiconductor Investment Push

Ant Group is ramping up its semiconductor strategy, completing three major rounds of investment in the past week that span critical areas of the chip industry. The fintech giant has taken stakes in ReRAM memory developer Innostar Semi, AI edge chipmaker YeZhiXin Technology, and expanded its holdings...

2025-09-04

[News] Chinese Cloud Giants Reportedly Pursue NVIDIA’s H20 Despite Pressure, Eye B30A as Good Deal

Despite geopolitical headwinds, NVIDIA’s H20 AI chip remains in strong demand among Chinese cloud giants. According to Reuters, Alibaba, ByteDance, and other major tech firms are still actively seeking to secure the chip, even as Beijing pressures them to scale back such purchases. Notably, Reu...

2025-09-03

[News] Alibaba’s Ant Group, ByteDance Back InnoStar, Boosting China’s Memory Chip Drive

According to STAR Market Daily, major Chinese tech companies are actively investing in the semiconductor sector, with one of the latest cases involving a local memory chipmaker. Sources indicate that Ant Group’s subsidiary, Shanghai Yunya Enterprise Management Consulting, has acquired a 1.87% stak...

2025-09-02

[News] Alibaba Reportedly Unveils AI Chip Rivaling NVIDIA’s H20, Boosting Taiwan’s Server ODM Inventec

According to Economic Daily News, citing Wall Street Journal, sources say Alibaba has introduced a new AI chip that is more versatile than its predecessors, aiming to fill the gap left after NVIDIA faced regulatory hurdles in selling to China. The chip, currently in testing, is reportedly produced b...

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