Category: Chips

AI, AI_factories, AI_research, China, ChipsLeave a comment

China Unleashes $28 Trillion Capital Markets to Challenge US in AI

Colin Henderson

 Summarize ​ The strategy marks a break from Beijing’s reliance on subsidies and state funding. August 9, 2026 at 5:00 PM EDT Even by the frothy standards of the AI era, CXMT Corp.’s trading debut in Shanghai last month was extraordinary. Within a few hours, the memory chip maker — seen as Beijing’s best hope of reducing reliance on foreign suppliers and challenging the US in AI — surged more than 500% to become the most valuable stock in mainland China, eclipsing Industrial and Commercial Bank of China Ltd., which held the top spot for years. The frenzy was the culmination of one … Continue reading China Unleashes $28 Trillion Capital Markets to Challenge US in AI

AI_factories, AI_regulation, Chips, Europe, iran, Russia, US

Globalization Ends Not With a Bang, But Tariffs 2.0

Colin Henderson

​ Summarize Source: Bloomberg This time, the silence from markets and the media has been deafening. John AuthersJuly 28, 2026 at 8:54 PM EDT Trump touts tariffs to GM workers.Photographer: Sarah Rice/Bloomberg To get John Authers’ newsletter delivered directly to your inbox, sign up here. Today’s Points: Protectionism Fatigue This is the way globalization ends, not with a bang but a whimper. The current US administration has declared war on the global free trade system. Last year’s “Liberation Day” imposition of the highest tariffs in a century drove a dramatic selloff in both stock and bond markets that within a week forced a presidential … Continue reading Globalization Ends Not With a Bang, But Tariffs 2.0

AI, Business Models, Chips

Challengers gain ground as chip market heats up

Colin Henderson

Challengers gain ground as chip market heats up THE NEWS Rising chip demand is boosting secondary players in the semiconductor industry. TSMC, the world’s biggest manufacturer, is at production capacity, and Samsung has seen a surge in customers: BYD and Google are both talking to the South Korean company. Samsung’s chips lag behind TSMC’s in manufacturing quality, but needs must, one executive told Nikkei. TSMC, Intel, and Samsung are the only chipmakers currently able to offer cutting-edge production at scale. Meanwhile, Google is looking to increase its slice of the AI chip design market, a sector that Nvidia had almost … Continue reading Challengers gain ground as chip market heats up