China’s Delete A Policy Costs Intel Billions in Revenue
Beijing’s push to replace foreign chips is hitting American chipmakers where it hurts China’s Ministry of Industry and Information Technology issued directives in early 2024 requiring the country’s largest telecom…
-
Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
Morgan Stanley’s semiconductor team made a striking call in its mid-2026 outlook In a report published on June 5, 2026, Morgan Stanley’s Asia semiconductor analysts upgraded their stance on Chinese…
-
China Delete A Policy Costs Intel Billions in Revenue
Beijing push to replace foreign chips hits American chipmakers China Ministry of Industry and Information Technology issued directives in early 2024 requiring the country largest telecom carriers to phase out…
-
China’s Photonic Computing Bet: Can Light Outrun Silicon in the AI Race?
When the Chinese Academy of Sciences quietly opened the doors to the country’s first dedicated photonic computing laboratory in Beijing last week, the move barely registered in Western financial press.…
