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11/6(五)

  • 南華早報

    China’s AI chipmakers report first profits, but will the tr…

    China’s pure-play artificial intelligence chipmakers crossed an important milestone in the third quarter as several firms swung into profit, but severe supply chain hurdles and soaring memory costs cloud their long-term growth prospects. Domestic graphics processing unit (GPU) developers including Moore Threads, MetaX and Iluvatar CoreX are racing to fill the market void left by Nvidia, whose high-end processors face strict US export controls. These home-grown firms are competing fiercely to win...

    #JD.com#Moore Threads#HBM3e#US export controls#Nvidia#C600A

  • 南華早報

    Opinion | Chances are, US-China truce will be extended at S…

    At their October meeting in South Korea last year, US President Donald Trump and Chinese President Xi Jinping, recognising mutual vulnerability to export restrictions, agreed to suspend some of the most draconian measures they had imposed on each other: US port fees on Chinese-built vessels and Chinese export controls on rare earths. They also announced further summit-level talks. The leaders have since met twice: Trump visited Beijing in May, Xi visited Washington in September. They are...

    #china#US#opinion#Shenzhen#Will#BE

11/4(三)

11/3(二)