In China, the AI Bubble Has Already Burst
Chinese tech stocks have crashed as AI and semiconductor valuations collapse, with the STAR50 index falling 40% in four months amid concerns over AI demand and export restrictions.
Stories tagged by our AI curator.
Chinese tech stocks have crashed as AI and semiconductor valuations collapse, with the STAR50 index falling 40% in four months amid concerns over AI demand and export restrictions.
German chipmaker Infineon will invest €1.1 billion in an Austrian plant to manufacture gallium nitride power chips at scale on 300mm wafers.
Marvell Technology's early investment in advanced chipmaking process nodes has paid off as AI demand drives semiconductor growth.
Former Intel CEO Pat Gelsinger is backing Nagare Labs' Z2RAM, a new oxide semiconductor memory technology combining SRAM speed, DRAM density and flash scalability.
Volkswagen Group and NXP Semiconductors establish a strategic partnership to standardise semiconductor technology for software-defined vehicles using NXP's S32K5 microcontroller family.
Samsung's Exynos 2700 chip reportedly outperforms Snapdragon 8 Elite in internal tests, though claims lack detail on single-core, thermal, and battery performance.
QpiAI founder argues AI is fundamentally misunderstood and advocates for 'intelligence modelling' while highlighting silicon semiconductor limitations in scaling current AI systems.
Analysis examining whether current GPU shortages stem from genuine supply constraints or market manipulation tactics.
Micron's Q3 earnings suggest a shift in silicon supply chain dynamics, with memory becoming a key bottleneck rather than GPUs, potentially reshaping semiconductor cyclicality.
Intel received a one-year waiver from the FCC to continue using foreign-made automated guided vehicles in its US chip manufacturing facilities, citing confusion over the government's ban on certain foreign robots.
The U.S. Treasury proposed rules to restrict American investments in advanced technologies like AI and supercomputing in China, Russia, North Korea and other adversarial nations, expanding a 2023 outbound investment security program.
Intel's CTO tells podcast host Dwarkesh Patel that global chipmaking capacity constraints prevent the company from doubling output of advanced semiconductors, far from the 10x increase some envision.
Deeptech founders and policy experts at YourStory's TechSparks summit emphasize that Indian startups in robotics, manufacturing, and semiconductors must cultivate global ambitions despite sector challenges.
The FCC has granted Intel a one-year waiver of its rules to prevent disruptions to semiconductor manufacturing services for the company's customers.
Global PC shipments fell 21 percent year-over-year in Q3 2026, following price increases in RAM, SSDs, and processor components from major manufacturers.
AI stocks fell sharply as global markets retreated, with concerns over rising data center financing costs and overvaluation weighing on the sector, while oil prices hit five-month highs amid geopolitical tensions.
Inc42 highlights five Indian manufacturing startups building specialized components and materials for sectors including semiconductors, electric mobility, and energy storage, supported by new government policy initiatives.
Micron has discontinued development of 4F² DRAM technology after two decades of research, signaling a strategic shift in semiconductor manufacturing.