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31.01.26 - 07:06
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China′s semiconductor firms post hefty 2025 profits amid AI boom, tech self-reliance drive (SCMP)
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Enterprises across China's semiconductor industry recorded hefty profit growth last year, according to their unaudited financial results, driven by the country's artificial intelligence infrastructure buildout and Beijing's push for tech self-reliance.
Graphics processing unit (GPU) designer Cambricon Technologies on Friday reported a net profit of 2.2 billion yuan (US$316 million) in 2025, its first profitable year, on the back of “the continuous rise in computing power demand within the AI......
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30.01.26 - 23:24
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UBTECH Robotics Aktie: Mehr als nur einen Blick wert! (Aktiencheck)
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Kulmbach (www.aktiencheck.de) - UBTECH Robotics-Aktienanalyse von "Der Aktionär":
Alfred Maydorn vom Anlegermagazin "Der Aktionär" nimmt im Interview mit "Der Aktionär TV" die Aktie von UBTECH Robotics Inc. (ISIN: CNE100006CQ4, WKN: A4009U, Ticker-Symbol: 7US) unter die Lupe.
Es gebe viele Unternehmen die humanoide Roboter planen würden, aber nur wenige, die unmittelbar vor der Massenproduktion stünden. [mehr]...
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30.01.26 - 16:15
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Nvidia Aided DeepSeek AI Breakthrough With "Extensive Technical Support," House China Chair Warns (ZeroHedge)
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Nvidia Aided DeepSeek AI Breakthrough With "Extensive Technical Support," House China Chair Warns
Congressman John Moolenaar (R-MI), chairman of the House Select Committee on the CCP, penned a letter to Commerce Secretary Howard Lutnick that Nvidia provided extensive technical support to DeepSeek, enabling the startup to achieve chatbot performance breakthroughs despite US export controls on advanced AI chips to China to mitigate the risks of the technology falling into the hands of Beijing's military.
"While NVIDIA asserts its relationship with DeepSeek is "to promote the [AI] ecosystem flywheel and improve NVIDIA's products," documents produced to the Committee reveal NVIDIA provided extensive technical support that enabled DeepSeek—now integrated into People's Liberation Army (PLA) systems and a demonstrated cybersecurity risk—to achieve frontier AI capabilities," Moolenaar wrote in the letter sent to Lutnick's office on Wednesday.
Moolenaar continued,...
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30.01.26 - 13:06
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China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts (SCMP)
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ByteDance and Alibaba Group Holding are poised to ratchet up their artificial intelligence infrastructure initiatives, as the global AI arms race continues to intensify.
The two companies' latest moves lend weight to Nvidia CEO Jensen Huang's recent remarks at the World Economic Forum in Davos, Switzerland, that the world was witnessing the biggest infrastructure buildout in history and that trillions of dollars of infrastructure still had to be built.
Beijing-based ByteDance, operator of TikTok......
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30.01.26 - 12:30
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Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources (SCMP)
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Alibaba Group Holding has delivered more than 100,000 units of its most advanced artificial intelligence chip, the Zhenwu 810E, whose performance is said to be comparable to Nvidia's H20, according to people familiar with the matter – a milestone that highlights the company's growing role in China's race to build domestic alternatives to US processors.
The shipments, handled by Alibaba's semiconductor arm T-Head, have already surpassed those of domestic rival Cambricon Technologies, the sources......
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30.01.26 - 11:30
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HKD934.6M Southbound Trading Net Inflow to CSPC PHARMA (AAStocks)
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There was HKD934.6 million, HKD914 million and HKD329.8 million Southbound Trading net inflow to CSPC PHARMA (01093.HK), XIAOMI-W (01810.HK) and BABA-W (09988.HK).There was HKD635.5 million, HKD525.5 million and HKD213.4 million Southbound Trading net outflow from ZIJIN MINING (02899.HK), CNOOC (00883.HK) and TENCENT (00700.HK).......
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30.01.26 - 11:06
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China gives Apple ′best iPhone quarter in history′ with 38% revenue growth (SCMP)
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China has emerged as the brightest spot in Apple's quarterly earnings, as the US tech giant achieved record iPhone revenue in the world's largest smartphone market.
Revenue in Apple's Greater China region, which comprises mainland China, Hong Kong and Taiwan, surged 38 per cent from a year earlier in the first quarter of fiscal 2026, which ended December 27, the Cupertino-based company said on Friday.
That growth, more than double the company's overall 16 per cent quarterly revenue increase,......
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