Semiconductors

The plan maps four architectures benchmarked against Nvidia’s lineup, culminating with a bid to challenge Rubin.

After building a robust chip stack, the Alibaba subsidiary is ready to test investor appetite in a red-hot market.

A Bernstein report predicts Nvidia’s market share will fall to 8% in 2026 as Chinese tech continues to make strides.

The Chinese chipmaker has built a vertically integrated GPGPU ecosystem, and now seeks new capital to scale it.

The firm’s valuation appears stretched, with investor enthusiasm outpacing its underlying financials.

Supply constraints spark warnings of price rises and launch delays for consumer electronics.

Affiliates ramp up takeovers and capacity buildups in line with China’s national ambitions.

A single dinner may have helped shift more HBM capacity away from phone makers and toward Nvidia’s chip ambitions.