We assign Sumco a Morningstar Uncertainty Rating of High. Sumco operates in the semiconductor industry, which is one of the most cyclical industries. Earnings are volatile, with operating margin ...

Geopolitical experts say the Chinese start-up could challenge American supremacy in AGI, the futuristic AI that could rival ...

Semiconductor Manufacturing International Corp, China's largest contract chipmaker, reported a 38.4% year-on-year fall in ...

DeepSeek founder Liang Wenfeng once said that Chinese venture capitalists were hesitant in backing pure research projects.

DeepSeek’s advances have roiled global stock markets and AI players. Now, its influence is spreading quickly at home, with ...

TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT ...

Nvidia, already dealing with US export restrictions on selling high-end chips to China, is facing additional scrutiny in one ...

OpenAI is pushing ahead on its plan to reduce its reliance on Nvidia for its chip supply by developing its first generation ...

Despite the robust performance, Microsoft's shares are down by nearly 9% since the earnings release (at the time of this writing). Investors are disappointed with weaker-than-expected revenue guidance ...

Also in today’s newsletter, Hamas says it is postponing next hostage release, and BYD unveils advanced self-driving system for all models ...

Officials in Beijing are building a list of potential targets for antitrust probes, hoping to influence tech executives close ...

A new report suggests OpenAI is in the process of developing its first in-house AI chip, for early production with TSMC in 2025.