Nvidia admits losing China's AI chip market to Huawei amid export curbs, but eyes future return.
Alibaba unveils Zhenwu 930 AI chip with 3x performance, advancing China's domestic semiconductor push and supporting its Qwen AI models.
Taiwan and South Korea stock markets hit record highs driven by AI chip demand, but heavy reliance on giants like TSMC and Samsung raises concentration risks.
Samsung Electronics reaches $1 trillion market cap, driven by AI chip demand and record operating profit.
Apple has held exploratory talks with Samsung Electronics about AI chips, a CNBC report reveals.