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Shares of Japanese optical fiber maker Fujikura are up ~171% YTD, outpacing the Nikkei's 22% and lifting its market cap to $33B+ amid the AI data center boom (Junko Fujita/Reuters)

Junko Fujita / Reuters : Shares of Japanese optical fiber maker Fujikura are up ~171% YTD, outpacing the Nikkei's 22% and lifting its...

25 April 2024

Sources: a Huawei-led consortium, backed by Chinese government funding, aims to compete with Nvidia by making high-bandwidth memory chips, used in GPUs, by 2026 (The Information)

The Information:
Sources: a Huawei-led consortium, backed by Chinese government funding, aims to compete with Nvidia by making high-bandwidth memory chips, used in GPUs, by 2026  —  Huawei Technologies is leading a group of Chinese semiconductor companies seeking memory chip breakthroughs …

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