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Cross-border underwriting creates fees while export controls and military-link scrutiny increase compliance risk.
Recent Price Moves Put Shanghai Iluvatar CoreX Semiconductor In Focus Shanghai Iluvatar CoreX Semiconductor (SEHK:9903) has drawn attention after sharp recent gains, with the stock up about 21% in the past day and roughly 42% over the past month. Over the past 3 months, the share price move is very large compared with the shorter-term performance. This has prompted investors to reassess how the AI-focused GPGPU business and current valuation align with the company’s fundamentals. See our...
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...
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