China Central Television's most-watched news programme broadcast footage that has never been shown publicly. The Chip Fundamental Technology Research Laboratory at Huawei's Lianqiu Lake campus in Shanghai appeared on Xinwen Lianbo, the state-run bulletin that reaches more than 200 million viewers nightly, in a segment showing Huawei founder Ren Zhengfei hosting Vice-Premier Ding Xuexiang at the facility. The broadcast did not disclose what the laboratory is developing. It did not need to. The timing said everything the technical details did not.
The AI thesis is concrete. NVIDIA reported $68.13 billion in fiscal Q4 revenue, with Data Center alone at $62.31 billion and networking up 263% year-over-year. Jensen Huang told investors "computing demand is growing exponentially, the agentic
MaxLinear is a mixed‑signal communications chip company, and its products are in high demand from the data center buildout, requiring more communications equipment. What makes it special is that it has been consistently under-the-radar and trades with a market cap of just $7 billion. That's despite its family of high‑speed PAM4 DSPs targeted at data center optics, plus supporting components like a Washington 200G TIA (transimpedance amplifier) aimed at cost‑effective, low‑power 1.6T optical connectivity for AI data centers.
MediaTek is expected to unveil the Dimensity 9600 SoC later this year as its next flagship chip, but the company is also working on the Dimensity 8600 upper-midrange SoC as well. This is important because in recent times, MediaTek's Dimensity 8 series chips have dominated AnTuTu benchmark ratings for upper-midrange phones - it kind of seems like Qualcomm has decided to just hand over this market to MediaTek.
The S&P 500 is set to extend a record run as crude tumbles and traders welcome signs the Iran conflict could be winding down. Stocks are soaring because the Strait of Hormuz appears clear and a chip-led rally is rolling into a second day.
