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Actualités technologiques et économiques

  • Howard Liu

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Actualités technologiques et économiques et rumeurs des membres
Entreprise
GoogleAmazonIntel
Titre
Amid brutal sell-off, what comes next for Google, Amazon and other Big Tech titans?

Soaring artificial intelligence revenues have failed to shield Intel, Amazon and Google’s parent company Alphabet from a brutal Wall Street sell-off, as their latest quarterly results deepened investor jitters over mounting capital spendin…

AuteurHoward LiuTypeVérifiéIADate30 oct. 2026
EntrepriseSouth China Morning Post — TechTitre
China’s optical suppliers extend sell-off as fears of slower AI growth trump upbeat earnings

Shares of major Chinese optical communications suppliers slumped on Friday before clawing back some of their losses, extending a two-day sell-off despite upbeat third-quarter earnings driven by the global artificial intelligence infrastruc…

AuteurHoward LiuTypeVérifiéIADate30 oct. 2026
Entreprise
Google
Titre
Google supplier Biwin, GPU leader Moore Threads see stocks plunge despite revenue surge

Shares of Chinese semiconductor suppliers Biwin Storage Technology and Moore Threads tumbled on Thursday alongside a broader rout in mainland technology stocks, despite blockbuster third-quarter revenue driven by strong artificial intellig…

AuteurHoward LiuTypeVérifiéIADate29 oct. 2026
EntrepriseSouth China Morning Post — TechTitre
South Korea urged to guard chip profitability as China’s CXMT and YMTC gain market share

China’s expanding semiconductor industry is fuelling anxiety in South Korea, where a new report from PwC has warned local chipmakers to defend profitability as Chinese rivals scale up production and strengthen market share. Samil PwC, the…

AuteurHoward LiuTypeVérifiéDate26 oct. 2026
Entreprise
Nvidia
Titre
China’s AI compute surge heavily reliant on US chips, offshore cloud access: report

China’s access to artificial intelligence computing power will double next year, but US-designed chips will account for about 65 per cent of that capacity, an indication of its continued reliance on foreign hardware, according to new resea…

AuteurHoward LiuTypeVérifiéIADate24 oct. 2026
Entreprise
PacificPacific
Titre
Asia-Pacific AI agent market to surge 14-fold to US$11.2 billion by 2030, Omdia says

The artificial intelligence agent software market across Asia, Australia and New Zealand is set to expand more than 14-fold by 2030, according to research firm Omdia, as Chinese tech companies increasingly deploy automated tools across off…

AuteurHoward LiuTypeVérifiéIADate23 oct. 2026
Entreprise
Nvidia
Titre
Nvidia CEO to deliver keynote speech in Berlin as his firm faces investor scrutiny over AI

Nvidia CEO Jensen Huang is set to take the stage in Berlin on Wednesday, as the world’s most valuable company faces heightened investor scrutiny over whether the massive artificial intelligence spending boom – the engine behind the chipmak…

AuteurHoward LiuTypeVérifiéIADate21 oct. 2026
EntrepriseSouth China Morning Post — TechTitre
China’s AI boom, self-sufficiency push fuel earnings surge for local chip firms

Chinese chip and tech firms have flagged as much as six-fold growth in unaudited third-quarter profits, as huge demand for home-grown processors and artificial intelligence infrastructure filters through links in the supply chain amid the…

AuteurHoward LiuTypeVérifiéIADate16 oct. 2026
EntrepriseSouth China Morning Post — TechTitre
TSMC confirms talks with Elon Musk over Texas ‘Terafab’ but insists on operational control

Taiwan Semiconductor Manufacturing Co (TSMC) is in discussions regarding a potential role in Elon Musk’s proposed Terafab project in Texas, according to company chairman and CEO C.C. Wei, although he stressed that TSMC would retain operati…

AuteurHoward LiuTypeVérifiéDate15 oct. 2026
EntrepriseSouth China Morning Post — TechTitre
Chinese memory giant YMTC to grow revenue 6 times faster than peers as IPO nears: report

Yangtze Memory Technologies Corporation (YMTC), China’s leading flash-memory maker, is set to grow revenue six times faster than its industry peers this year as it expands into server-related business ahead of a planned initial public offe…

AuteurHoward LiuTypeVérifiéDate14 oct. 2026
Entreprise
Samsung
Titre
Why Samsung, SK Hynix and CXMT shares are under pressure despite strong AI demand

A sharp sell-off in Asian memory chip stocks this week signals growing investor doubts over whether the sector’s AI-driven profit boom can last, even as soaring prices drive strong quarterly earnings across the sector. Shares in market lea…

AuteurHoward LiuTypeVérifiéIADate13 oct. 2026
Entreprise
Japan
Titre
Mapping US chip supply chain: China accounts for far more than it appears, report says

China accounts for about 5 per cent of the equipment and materials directly supplied to the US chip industry when measured by country of manufacture, but its grip on certain rare earths needed for chipmaking is over 90 per cent, according…

AuteurHoward LiuTypeVérifiéDate12 oct. 2026