China tech

AI Stocks Today (Dec. 23, 2025, 5:03): Nvidia’s China Catalyst, Data‑Center Power Strain, and Why the AI Trade Keeps Evolving

The AI stock story on December 23, 2025 isn’t just about “chips up, software up.” It’s about a fast-moving web of policy decisions, power constraints, shifting global capital flows, and corporate dealmaking that is reshaping what “AI winners” even means

23 December 2025

ASML Holding N.V. Stock (ASML) Slides on China EUV “Manhattan Project” Report as High‑NA EUV and 2026–2027 Forecasts Stay Strong

ASML Holding N.V. (NASDAQ: ASML) is having one of those “welcome to semiconductors” days: the stock is getting hit by long‑term moat anxiety at the exact moment the company’s next growth engine—High‑NA EUV lithography—is moving from lab legend to factory

18 December 2025

China Tech · EUV Lithography · Investment Analysis · NASDAQ:ASML · Semiconductor Industry · Stock Market

Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

The semiconductor industry is closing out the first week of December 2025 with a mix of frothy IPOs, tougher export‑control politics, supply‑chain stress around AI memory chips, and some quietly huge moves in materials and metrology tech. Below is a

5 December 2025

AI Hardware · China Tech · Industry News · IPOs · NASDAQ:AMD · NASDAQ:GOOGL · NASDAQ:MU · Semiconductors

‘China’s Nvidia’ Moore Threads Soars Over 400% in Shanghai Debut After $1.1 Billion IPO, Supercharging Beijing’s AI Chip Ambitions

Shanghai / Beijing – December 5, 2025 – Chinese GPU designer Moore Threads made one of the most dramatic stock market debuts in recent memory on Friday, as its shares surged more than fourfold on the Shanghai Stock Exchange’s STAR

5 December 2025

Artificial Intelligence · China Business · IPOs · Semiconductors · Technology

Xiaomi Stock Extends Slide on Nov 18: Worst‑Performing China Tech Name as Q3 Results Loom; HSBC Trims Target to HK$65.40

HONG KONG — November 18, 2025 — Xiaomi Corp. (HKEX: 1810) fell again on Tuesday, capping a bruising few weeks that have turned the smartphone‑to‑EV group into the worst‑performing major Chinese tech stock heading into its third‑quarter earnings release this

18 November 2025

China Tech · Investment News · Q3 Earnings · Stock Market · Xiaomi

Next-Gen GPU Showdown: Nvidia RTX 50-Series vs AMD RX 9070 XT vs Intel Arc B580

Amazon and Microsoft Back GAIN AI Act to Curb Nvidia AI Chip Exports to China

14 November 2025 Amazon and Microsoft are quietly lining up behind a new U.S. bill that could further restrict Nvidia’s AI chip exports to China, deepening the geopolitical tug‑of‑war over advanced computing power and exposing rare fault lines inside Big

14 November 2025

Artificial Intelligence · Export Regulations · Semiconductor Industry · Technology News · US-China Relations

Asia Markets Whipsaw: Japan’s Record Rally, China Tech Soars on AI, Scandal Rocks Manila (Sep 24–25, 2025)

Key Facts Japan: Record Highs Amid Sector Rotation Japan’s Nikkei 225 extended its remarkable 2025 rally, closing Sep 25 at ¥45,754.93, up 0.27% and marking a third consecutive record finish tradingview.com. The broader TOPIX gained 0.47% to reach 3,185 tradingview.com.

25 September 2025

Artificial Intelligence · Asia Markets · China Technology · Japan Stocks · Market Scandals · NYSE:BABA

Alibaba’s AI Chip Coup: How a Blockbuster Deal Is Turbocharging China’s Tech Ambitions

Alibaba’s AI Chip Business: From Hanguang 800 to T-Head Accelerators Alibaba’s foray into semiconductors is relatively recent but rapidly expanding. In 2018, the company established its chip design unit Pingtouge (meaning “Honey Badger” in Chinese), also known as T-Head. By

17 September 2025

AI Chips · Alibaba · China Tech · Industry News · Innovation · NYSE:BABA

China’s July 2025 Tech Shockwave: AI Supercomputers, Chip Wars & EV Showdowns

Moonshot AI released its open-source large language model “Kimi K2” in July 2025, claiming it outperforms other open models and rivals top U.S. models in coding and complex tasks. Beijing filings showed 39 new data centers in Xinjiang and Qinghai

13 July 2025

Artificial Intelligence · China Tech · Chip Industry · Electric Vehicles · Supercomputers