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China pushes homegrown AI stack with local chips, LLMs

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digitimes.com 2026-05-26

Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips.

Alchip: ASIC growth may outpace the broader GPU market

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digitimes.com 2026-05-26

For the past three years, graphics processing units, or GPUs, have dominated the artificial intelligence boom. But Johnny Shen, chairman of Alchip Technologies, believes the next phase of the market may belong to something more specialized.

Semiconductor Industry AI Chips GPU Market ASIC Chips Artificial Intelligence Chip Design Market Trends Technology Development

Chinese GPU maker sells out over 30,000 gaming GPUs within 48 hours despite lukewarm benchmarks

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tomshardware.com 2026-05-26 Zhiye Liu

Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.

GPU market domestic GPU Lisuan Tech graphics card sales Chinese market gaming GPU performance comparison pricing strategy

Testing GPU Safeguard+ on the MSI MPG Ai1600TS PSU – solution aims to tame melting 16-pin connectors

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tomshardware.com 2026-05-25 Dan Mateescu

Here's one way of solving Nvidia's melting power connectors.

Power Supply Unit GPU Protection 12VHPWR 12V-2x6 Connector MSI MPG Series Power Efficiency SiC MOSFET GPU Power Delivery

HBM-connected GPUs shifting toward optical interconnects - 富途牛牛

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news.futunn.com 2026-05-25 富途牛牛

As artificial intelligence workloads continue to expand, demand for memory capacity and bandwidth is growing rapidly, pushing existing GPU-HBM architectures toward their limits. According to ZDNet, researchers at a major South Korean memory manufacturer stated that memory and packaging companies are exploring a new approach that places the GPU and HBM in separate packages. Unlike traditional desig

GPU HBM Optical Interconnect Artificial Intelligence Semiconductor Packaging Memory Bandwidth 3D Packaging Optical Communication

Khadas Mind Graphics 2 review – A powerful NVIDIA Geforce RTX 5060 Ti eGPU dock for the Mind 2 mini PC - CNX Software

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www.cnx-software.com 2026-05-25 CNX Software

POSTED ON MAY 25, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - NO COMMENTS ON KHADAS MIND GRAPHICS 2 REVIEW – A POWERFUL NVIDIA GEFORCE RTX 5060 TI EGPU DOCK FOR THE MIND 2 MINI PC Khadas Mind Graphics 2 review – A powerful NVIDIA Geforce RTX 5060 Ti eGPU dock for the Mind 2 mini PC Earlier this month, I received the Khadas Mind 2 (Intel Core Ultra 7 155H) mini PC with two accessories connecting through

Khadas Mind 2 NVIDIA RTX 5060 Ti eGPU mini PC Intel Core Ultra 7 GPU benchmark 3D graphics

AI servers drive order growth; Weltrend's fan motor driver IC visibility strong

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digitimes.com 2026-05-25

At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the

Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN

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www.msn.com 2026-05-25 MSN

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Nvidia CFO flags GPU price surge as AI chip shortage deepens - MSN

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www.msn.com 2026-05-25 MSN

GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends. Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply. Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc

Nvidia GPU pricing AI chips Semiconductor shortage Data center Cloud computing Chip supply chain Artificial intelligence

What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - 24/7 Wall St.

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247wallst.com 2026-05-25 24/7 Wall St.

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What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - Yahoo Finance

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finance.yahoo.com 2026-05-25 Yahoo Finance

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After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China - Tom's Hardware

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www.tomshardware.com 2026-05-24 Tom's Hardware