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semiconductor testing
Trends
- 1
DeepSeek, the Chinese AI lab, is developing its models to run on Huawei's Ascend processors, a move that signals a deeper push to build AI infrastructure on domestic Chinese hardware rather than Nvidia chips. The pairing is being watched as a test of whether China's semiconductor and AI ecosystems can sustain frontier model development amid US export controls.
- 2Baidu's In-House AI Chips Face Public Market Test▼Baidu Spent 15 Years Building Its Own AI Chips. Now Comes the Public Market Test.
Baidu is preparing for a market test of the Kunlun AI chips it has developed over roughly 15 years, moving its custom semiconductor effort from internal use toward commercial scrutiny. The development highlights how Chinese tech firms are building homegrown chips amid US export restrictions and rising demand for AI compute. Investors and industry watchers will be looking at whether Baidu's silicon can compete with Nvidia and other established players.
- 3US Stocks Rise Ahead of PCE Data and Micron Results▼US Stocks Rise as PCE and Micron Pose Key Tests: Markets Wrap
US equities climbed as investors braced for two major tests: the latest PCE inflation reading, the Federal Reserve's preferred price gauge, and earnings from chipmaker Micron Technology. The PCE figures will shape expectations for the path of interest rates, while Micron's results are viewed as a bellwether for the AI-driven semiconductor sector. Traders are watching both closely for direction on Wall Street.