Qualcomm is in discussions to provide custom chip-design services to TikTok owner ByteDance, marking a strategic shift in China's AI chip supply chain as it moves beyond merely replicating Nvidia's technology.
South Korea's exports surged 60.4 percent year-on-year in the first 20 days of June, propelled by an astonishing 188.4 percent leap in semiconductor shipments amid the global AI boom.
The Trump administration has formally raised concerns with Dutch semiconductor equipment maker ASML that one of its most advanced chip-making machines may have reached China in violation of US-led export restrictions.
Chinese memory brands Gloway and KingBank have switched to domestically produced DDR5 chips from CXMT and YMTC, with global giants Dell, HP, and Corsair now adopting the same silicon.
Chinese memory chip leader CXMT and Alibaba Group have formed a 3.91 billion yuan ($577 million) long-term investment fund to accelerate semiconductor innovation as Beijing counters Washington's technology curbs.