Un changement structurel est en cours dans la façon dont ByteDance spécifie et achète les semi-conducteurs dédiés à l'IA.
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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.
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.
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.