DRAM Price Surge Pushes CXMT's Profit to RMB77.6bn
CXMT's first half-year report shows revenue up 873.64% and net profit at RMB77.605 billion, as a DRAM price surge driven by AI data centers' HBM demand squeezes standard memory supply.
Chinese chips News and Analysis
5 verified stories covering Chinese chips, product updates and industry developments.
Meituan opens LongCat-2.0 after Owl Alpha mystery
Meituan identified the high-traffic Owl Alpha model as LongCat-2.0, a 1.6 trillion-parameter MoE model released under the MIT license.
ByteDance lifts its 2026 AI budget to $30 billion
ByteDance has raised its 2026 AI infrastructure plan by 25%, with memory inflation and a larger domestic-chip allocation reshaping the bill.
Zhipu Brings GLM-4.6 to Chinese AI Chips
Zhipu is adapting GLM-4.6 for multiple domestic AI chip platforms as export controls make hardware resilience a strategic priority.
Zhipu GLM-4.5 Runs Full Model on Just 8 H20 GPUs
Zhipu AI optimized GLM-4.5 for NVIDIA's China-specific H20 GPU, enabling the full model to run on just eight cards, significantly lowering deployment costs for domestic enterprises.