Digist
Ann Cao / SCMP — Tech:China's EDA leader Empyrean Technology acquires domestic start-up stake to strengthen Huawei chip design capability amid self-sufficiency pushMove consolidate…
OpenAI signs energy and investment deals in UAE as Altman pursues billions in state-backed funding
Deployment agreements span energy companies, investment firms, and government agencies; part of broader capital raise strategy.
OpenAI CEO Altman meets Samsung executives in South Korea to secure memory chip supply for AI data centers amid global shortage
Meeting with ~50 Samsung execs signals intensifying competition for advanced RAM capacity as AI infrastructure spending accelerates.
Japan's chip exports surge 41% in 2026, driven by AI demand and elevated memory prices
Memory component shortages push pricing power; broader semiconductor sector benefiting from global AI infrastructure buildout.
Copper Retreats From Two-Week Highs
Copper futures fell to around $6.60 per pound on Thursday, ending a four-session winning streak as traders took profits following recent gai…
Howard Liu / SCMP — Tech:Chinese semiconductor suppliers Biwin and Moore Threads see stock crashes despite Q3 revenue surges on AI demandBoth stocks plunged Thursday alongside broa…
Both stocks plunged Thursday alongside broader mainland tech rout, despite blockbuster AI-driven quarterly results.
Toshiba relisting plans generate investor optimism; spinoff Kioxia also in focus
Japanese conglomerate pursuing return to public markets after 2015 delisting amid broader semiconductor sector M&A activity.
Moore Threads reports 1,774% sales growth in Q3 2026 on surging domestic AI chip demand in China
The Chinese AI chipmaker's explosive growth reflects accelerating competition in semiconductor design as export restrictions fuel domestic i…
OpenAI to purchase Google chips as part of broader AI infrastructure build-out strategy
Move signals diversification away from Nvidia dependency amid sustained chip supply constraints for large-scale training.