As Washington tightens export controls, Chinese developers are pivoting to domestic alternatives, though severe manufacturing bottlenecks remain
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China’s homegrown AI chipmakers are experiencing an unprecedented boom as surging demand for computing power collides with U.S. export controls.
Explosive demand for the foundational unit of AI processing has forced tech giants and startups into a battle over pricing,…
As U.S. tech giants pursue compute-heavy infrastructure, China bets on power in numbers with homegrown innovation and modular…
U.S. export controls on Nvidia have incentivized China to develop alternatives, while also making it more difficult for domestic…
While the sector is temporarily rescuing industrial profits and boosting exports, it is also exacerbating structural inequalities…
Chinese tech giants are pushing the limits of computing clusters, AI agents and robotics. Now, the industry faces a commercial…
U.S. investment bank expects domestic wafer output to surge on the back of SMIC expansions and generative AI demand, though a…
