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Investing.com -- Chinese telecom equipment stocks fell sharply on Monday after U.S. lawmakers proposed new measures that could broaden restrictions on Chinese-made communications technology used in sensitive U.S. systems.
Chinese shares touched a one-year low, led by a selloff in technology firms after a report that authorities may allow purchases of Nvidia Corp.’s new chips and proposed US sanctions on foreign optical producers.
Cross-border underwriting creates fees while export controls and military-link scrutiny increase compliance risk.
Investing.com -- UBS reiterated an Attractive rating on Chinese equities and reshuffled its Greater China focus list, adding five names it believes are positioned for the country's AI build-out.
A fund that invests in international companies that went public in the past few years is beating its U.S. counterpart. Japan’s Kioxia is a big reason why.
Shares in two of China’s biggest winners from the global AI boom sank on Wednesday following a report that the US could ban their equipment from...
Shares of Chinese optical module makers such as Zhongji Innolight slumped on Wednesday after a Reuters report that the Trump administration was drafting a ban on U.S. imports of new models of Chinese data centre components. Export-dependent optical module makers including Zhongji Innolight, Eoptolink Technology and Suzhou TFC Optical Communications fell sharply. The U.S. government is working on a measure on national security grounds to bar imports of new Chinese optical transceivers, which allow data to travel over fibre-optic cables at the speed of light within data centres, Reuters rep
Marvell stock rises along with Corning, Lumentum, and Coherent following a report about plans to restrict Chinese data-center components.
Zhongji Innolight holds 27% of the global data center transceiver market
A key component supplier to global AI infrastructure faces tepid sentiment as investors increasingly question whether massive spending is justified.
Chinese stocks ended the day lower, tracking losses across Asia amid growing worries over spending linked to the AI boom. The Shanghai Composite Index declined 1.2% and the Shenzhen Composite Index fell 3.
China's Zhongji Innolight moved closer to a Hong Kong share sale after publishing its post-hearing draft prospectus on Friday, giving investors fresh details on its rapid growth and U.S.-related risks. Zhongji aims to raise up to $7 billion in its Hong Kong listing, sources told Reuters in June. At that size, the deal would surpass Luxshare Precision's $3.1 billion share sale on July 6 to become Hong Kong's largest listing this year, according to LSEG data.
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