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28.11.25 - 11:01
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Lenovo Executive Urges AI Startups to Take On Tech Giants (Caixin)
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Artificial intelligence (AI) startups should not shy away from competing head-on with established technology giants, according to a top executive at Lenovo Group Ltd.'s venture capital arm, countering the prevailing industry view that newcomers should avoid the core territories of major incumbents.Song Chunyu, chief investment officer and senior partner at Lenovo Capital and Incubator Group, told media recently that while internet giants appear to possess vast resources, their strength is often diluted across numerous product lines. He argued that the organizational structures of large technology companies lack the flatness and agility required for rapid development, causing them to frequently miss innovation opportunities.His comments challenge a broad consensus among investors that startups should steer clear of the “main channels” dominated by big tech companies, which control application gateways and ecosystems. Song contended that if a venture is designing an AI-native product with the potential...
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25.11.25 - 18:01
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China′s CXMT Takes Aim at Global Leaders With High-End DDR5 Memory Chips (Caixin)
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China's top memory chipmaker has joined the ranks of Samsung Electronics Co. Ltd. and SK Hynix Inc. in supplying some of the world's most advanced products, marking a major step forward in the country's push for self-sufficiency in artificial intelligence hardware.
ChangXin Memory Technologies Inc. (CXMT) on Nov. 23 unveiled its first domestically developed Double Data Rate 5 (DDR5) dynamic random-access memory (DRAM) chips — high-frequency, high-capacity components designed for cutting-edge AI computing servers and systems.
The DDR5 chips, released at the China International Semiconductor Expo in Beijing, boast speeds of up to 8,000 megabits per second and a maximum single-die capacity of 24 gigabits. CXMT is offering seven module types tailored for use in servers, workstations, and personal computers and has already begun supplying the products to Lenovo Group Ltd.
CXMT is currently working with Tencent Holdings Ltd. and ByteDance Ltd. to validate the chips for server deployment, according to a m...
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24.11.25 - 10:30
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Lenovo builds a 50% inventory buffer to hold PC prices through 2025 (Digitimes)
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Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its latest earnings call, the company said it has the "capacity and experience" to navigate the sharp rise in memory prices....
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24.11.25 - 06:36
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Lenovo CFO on 2Q Results, Impact of AI Boom (Bloomberg)
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Lenovo Group posted better-than-expected revenue for the September quarter, signaling strong AI demand. CFO Winston Cheng says the company is now stockpiling memory and other critical components to navigate a supply crunch. He speaks with David Ingles and Annabelle Droulers on "Bloomberg: The China Show." (Source: Bloomberg)...
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21.11.25 - 07:06
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Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge (Digitimes)
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Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has signed "optimal agreements" with major component suppliers to ensure stable supply and competitive pricing through a year he anticipates will face continued DRAM and NAND shortages....
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