Industry Semiconductors AI & Digital21 JUN 2026

Zhongji Innovation market cap tops 1.53 trillion yuan on AI transceiver demand

Zhongji Innovation recorded 60.25% revenue growth and 108.78% net profit growth in full-year 2025, driven by surging demand for optical transceivers in AI data centres. On the last trading day before China's Dragon Boat Festival, the stock closed at an all-time high of 1,367.

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Industry AI & Digital Semiconductors21 June 2026

ByteDance shifts chip procurement toward inference-optimized silicon

ByteDance is deprioritizing high interconnect bandwidth and large GPU memory capacity in its chip specifications, favouring hardware tuned for serving live user queries rather than training models.

Industry AI & Digital Mobility & EV20 June 2026

China's leading LLM firms raise billions while losses dwarf revenue

Zhipu AI has filed for a Hong Kong IPO carrying net losses of RMB 4.718 billion against revenue of just RMB 724 million, while DeepSeek closed a USD 7.5 billion Series A round on June 16, its first-ever external funding round.

Industry AI & Digital Semiconductors20 June 2026

China's synthetic diamond industry moves into AI chip cooling

Nvidia and AMD are adopting diamond-based cooling as AI chips push past thermal limits traditional materials cannot handle. Diamond conducts heat at 2,000–2,200 W/(m·K) — thirteen times better than silicon — and China controls 95% of global synthetic diamond production.