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UNCOVERED: David wang | History Defined

Chinese chip industry leaders admit the country lags five to ten years behind in AI data center chips — AI demand is straining equipment and talent supply

Senior Chinese semiconductor executives said AI-driven demand is creating bottlenecks across equipment, passive components, and workforce capacity.

Tom’s Hardware

Hedge Fund Kerrisdale Capital Says This 1 Stock Could Be a DeepSeek Winner

As DeepSeek shakes investor confidence in U.S. tech giants, Kerrisdale Capital identifies one stock that could emerge as a major winner in the midst of this turmoil.

Barchart

Why is big tech racing to partner with Nvidia for AI?

Nvidia has announced a series of big tech partnerships this week, including collaborations with AWS and Adobe to provide cloud infrastructure and hardware for training proprietary AI models. AWS will work with Nvidia to build scalable infrastructure with the express purpose of training large language models (LLMs) for use in…

IT Pro

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NBTC sets out plan to boost broadband

The National Broadcasting and Telecommunications Commission (NBTC) has outlined the country's broadband infrastructure development under the "Giga Thailand Infrastructure" project, expected to start next year with the support of its Universal Service Obligation (USO) 3.0 scheme.

Bangkok Post

Trains or parks: Victorian election battle looms over Suburban Rail Loop

South-east Melbourne residents say growing population needs better public transport, but not at the expense of green space

The Guardian - AU

ACM Research Misses Q1 Due To Shanghai Lockdown

ACM Research, Inc (NASDAQ:ACMR) reported a first-quarter FY22 revenue decline of 3.5% year-on-year to $42.2 million, missing the consensus of $51.8 million. The decline reflected lower revenue from single wafer wet cleaning tools, advanced packaging, and other back-end processing equipment due to COVID-19 restrictions in Shanghai. The Shanghai lockdown negatively impacted revenue from…

Benzinga

ACM Research Clocks 109% Revenue Growth In Q4 Backed By Flagship Cleaning Tools

ACM Research Inc (NASDAQ:ACMR) reported fourth-quarter FY21 revenue growth of 108.8% year-on-year to $95.1 million, beating the consensus of $89.5 million. Revenue from Single wafer cleaning, Tahoe, and semi-critical cleaning equipment rose 68.3% Y/Y. ECP (front-end and packaging), furnace, and other technologies revenue climbed 386% Y/Y. Revenue from Advanced packaging (excluding ECP), services…

Benzinga

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