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Semiconductors

China’s AI chipmakers report first profits, but will the trend continue?

Sky-high memory costs and other supply-chain difficulties lead major investment banks to pare margin forecasts.

Does the Democratic midterm victory spell the end of US AI data centre boom?

Chinese chipmaker Hua Hong bets big on silicon photonics amid AI boom

China’s No 2 contract chipmaker is aggressively expanding into silicon photonics technology, as its net profits surge 147 per cent.

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Why Chinese AI stars struggle to match Anthropic’s profit margin

The US giant’s massive revenue advantage highlights the struggle Chinese AI developers face despite technical gains.

An Anthropic logo is displayed during a technology summit in San Francisco on September 17. Photo: Reuters
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