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- 1Chinese chip stocks slide as Nvidia approval signals market shift●Chinese chip stocks dropped on the Nvidia approval signal—SMIC down 3.7%, Moore Threads 6.3%, Cambricon 5.7%. ByteDance
Chinese semiconductor stocks fell after signals that Nvidia could regain approval to sell chips in China. SMIC dropped 3.7%, Moore Threads 6.3% and Cambricon 5.7% amid renewed competition concerns. Separately, ByteDance is reportedly considering an order of around one million Nvidia RTX Pro 5500 cards, though the workstation GPU lacks the high-bandwidth memory needed for large-scale AI training runs.
- 2Baidu's 15-Year AI Chip Bet Faces Its Market Test●Baidu Spent 15 Years Building Its Own AI Chips. Now Comes the Public Market Test.
Baidu has spent roughly 15 years developing its own artificial intelligence chips in-house, and the effort is now heading into its first major test on the public markets. The move puts the Chinese search giant's semiconductor ambitions under investor scrutiny as demand for AI compute accelerates and competition with US chipmakers intensifies.