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30.01.26 - 06:06
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Hedge Fund Specialist On Trading AI (Bloomberg)
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Gigi Luk, CIO at GGL Capital Investment Group, says she's looking at strategies that focus on the global tech supply chain as she expects investors to continue to shift from mega caps to value AI names. She speaks with David Ingles and Annabelle Droulers on Bloomberg's The China Show. (Source: Bloomberg)...
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30.01.26 - 06:06
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Alibaba, Baidu advance IPO plans for AI chip subsidiaries (Digitimes)
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China's two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as part of Beijing's broader push to strengthen domestic chip self-sufficiency and secure local AI computing capacity under tightening US technology restrictions....
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30.01.26 - 05:54
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How Tesla′s AI shift is prompting Chinese wannabes to expand tech offerings (SCMP)
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Tesla's falling car deliveries and declining profitability on the mainland have not stopped its Chinese electric-car rivals from imitating the US firm's transition into an artificial intelligence entity.
Xpeng, Li Auto and Nio, dubbed as Tesla challengers over the past decade, have taken similar steps to diversify into emerging technologies and position themselves for the future of transport.
These Chinese firms are now building next-generation vehicles, flying cars, robots and chips to create......
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30.01.26 - 05:06
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South Korea NAND flash gains strategic role in next-gen AI infrastructure (Digitimes)
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With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase to inference—demand for high-capacity, high-performance storage in data centers and embedded devices is surging. Once considered a low-margin segment prone to market volatility, NAND flash has taken on a new strategic role in Nvidia's blueprint for next-generation AI infrastructure, becoming an indispensable component for AI inference workloads....
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30.01.26 - 05:06
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Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end (Digitimes)
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Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory suppliers releasing new quotations showing DDR5 price hikes of up to 80%, while DDR4 prices are holding at roughly 50% increases. Parts of the server memory supply chain are still awaiting official price settlements in February 2026....
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