SMCI missed both revenue and EPS estimates in 4Q FY2025, and issued very weak 1Q FY2026 guidance, sending a 20% pullback.

China pushes US for AI chip rule rollback in trade talks, seeking HBM memory chip access for Huawei and SMIC development ...

Hua Hong Semiconductor announced on August 17 that it will acquire a controlling stake in Shanghai Huali Microelectronics ...