Alibaba has unveiled detailed specifications of a new artificial intelligence chip designed to compete with advanced graphics processors from US leader Nvidia, highlighting China’s push to build domestic alternatives in critical computing technologies. The chip, developed by Alibaba’s semiconductor arm T-Head, is positioned
Texas Instruments has signaled that the global semiconductor market recovery is extending into 2026, supported by sustained demand from data centers, industrial customers and automotive manufacturers. The US based chipmaker reported higher year on year revenue in the final quarter of 2025, reflecting
China has begun clearing imports of Nvidia’s H200 graphics processing units, easing months of uncertainty for the country’s largest technology companies as demand for advanced artificial intelligence computing capacity continues to rise. The approvals mark a notable development in Beijing’s management of high
China’s semiconductor self reliance push gained a rare and quiet validation this week as processors designed by Hygon Information Technology were found unaffected by a recently disclosed hardware security vulnerability impacting several advanced chips built on US architectures. The flaw, which raised concerns
China has given an early signal that it may allow select domestic technology companies to resume purchases of Nvidia’s most advanced artificial intelligence processors, easing uncertainty around access to high end computing power. Authorities have granted preliminary clearance for a small group of
Nvidia is tightening its grip on the physical backbone of the artificial intelligence economy, investing US$2 billion into AI infrastructure provider CoreWeave as demand for large scale computing capacity continues to accelerate. The investment makes Nvidia the company’s second largest shareholder and expands
China’s artificial intelligence sector is navigating a growing gap between demand for high performance computing and the realities of hardware access, as leading firms face delays importing advanced graphics processing units while domestic alternatives mature at a slower pace. Nvidia’s H200 chips have
Alibaba Group Holding is preparing a structural separation of its wholly owned chip design unit T Head, signalling a renewed emphasis on internal semiconductor capability as part of its long term cloud and artificial intelligence strategy. The unit is expected to be reorganised
China’s semiconductor ambitions are often evaluated through a narrow lens focused on advanced nodes and frontier chip performance. While these benchmarks attract global attention, they do not fully reflect the strategic direction shaping current policy and investment decisions. In practice, China’s semiconductor approach
Semiconductors have become a central focus of global technology and security, and China is at the forefront of this strategic battle. Modern electronics, from smartphones and laptops to electric vehicles and military systems, depend on advanced chips. Recognizing this, China has made semiconductor
