Chinese technology stocks have slid into bear market territory, marking a sharp reversal from last year's rally.
Earlier this week, speaking at the Citadel Securities Future of Global Markets 2025 event, Huang said, "At the moment, we are 100% out of China." He continued, "We went from 95% market share to 0%. I ...
Applied Materials remains a key semiconductor equipment supplier but faces challenges from heavy China exposure and lack of niche specialization. AMAT's recent quarter saw YoY revenue decline, ...
China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors holding cash and ...