America's strategic mindset on AI needs a reset

America’s strategic mindset on AI needs a reset

The recent emergence of DeepSeek shows the U.S. should stop assuming that its dominance in artificial intelligence is guaranteed    By Tian Feng From Silicon Valley boardrooms to Wall Street…
Baidu does infrastructure

BRIEF: SMIC’s fourth-quarter revenue jumps, but profit falls

Semiconductor Manufacturing International Corp. (0981.HK; 688981.SH) said on Tuesday its revenue jumped 31.5% year-on-year to $2.21 billion in last year’s fourth quarter from $1.68 billion a year earlier on strong…
ACM Research posts strong revenue growth

ACM Research straddles growing U.S.-China microchip divide

The California-based manufacturer of chipmaking equipment is growing quickly on demand from China, even as its strong Chinese ties become increasingly tricky Key Takeaways: ACM Research, a U.S.-based chip equipment…
Semiconductor Manufacturing International Corp. (SMIC)(0981.HK; 688981.SH) on Thursday reported a 68.9% year-on-year drop in its third-quarter profit to $71.79 million.

FAST NEWS: SMIC forecasts continued gross margin decline

The Latest: Semiconductor Manufacturing International Corp. (SMIC)(0981.HK; 688981.SH) on Thursday reported a 68.9% year-on-year drop in its third-quarter profit to $71.79 million, as its gross margin plunged by 7.1 percentage points to 13.7%.…