Cambricon Technologies Corp. Ltd. Class A 688256

AI euphoria is pulling major tech and chip stocks into the spotlight as indices surge, oil retreats and bond yields cool, yet under the surface many companies still struggle. That mix of excitement and fragility creates an opening for investors who do not want to miss where capital is concentrating but also want to stay selective. This article reveals 3 stocks exposed to this news, and why the current backdrop matters for each one. The three stocks below are only a sample of what fits this...

China's homegrown AI chips were supposed to make NVIDIA irrelevant in the world's second-largest market, but a supply crisis is quietly dismantling that argument and reshaping the competitive math in ways Beijing did not anticipate.

China isn't a threat to Micron's high-bandwidth memory dominance in the short term, but recent developments signal long-term competition in its most lucrative market.

China’s memory push is emerging as a fresh challenge to the global AI chip supply chain.

Investing.com -- ChangXin Memory Technologies has initiated low-volume production of advanced high-bandwidth memory chips, marking a critical step forward in Beijing’s bid to circumvent U.S. sanctions and build a self-sustaining semiconductor ecosystem. According to a report from The Information, China’s leading memory manufacturer has begun producing HBM3E chips, trailing global industry leaders by just a single generation as domestic tech giants begin integration testing. The development repre

Domestic AI options gain budget share, survey says

Chinese companies plan to raise domestic AI accelerator spending as Beijing advances its AI infrastructure strategy.

Chinese Firms Plan Major Shift Away From Nvidia and AMD Chips, Survey Finds

NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- KraneShares today announced that its China ETF, the KraneShares China Technology & Semiconductor STAR 50 Index ETF (NYSE: KSTR)*, returned +71.70% year-to-date (YTD) and +131.80% over the past year as of June 30th, 2026.1 For KSTR's standard performance and performance as of most recent month-end click here. KSTR is a China ETF that provides exposure to the 50 largest companies listed on China's Science & Technology board: The STAR Market. China's STAR

ByteDance, the parent company of TikTok, is reportedly in talks with Iluvatar CoreX and Baidu Inc. to acquire AI chips. Iluvatar CoreX is projected to deliver at least 50,000 chips to ByteDance this year, primarily for AI inference tasks, as...