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Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.

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Alibaba Group Holding CEO Eddie Wu Yongming speaks at the opening of the World Internet Conference Wuzhen Summit on Friday. Photo: Reuters
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Alibaba’s ‘super AI cloud’ will have the required technology to meet the industry’s massive computing demand, CEO Eddie Wu Yongming says.

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Artificial intelligence

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

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Memory crunch bites: Xiaomi lifts handset prices amid supply chain squeeze

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Chinese analogue chipmakers raise prices as mature-node producers poised to gain

Higher prices give China’s mature-node producers room to compete with US, European rivals without sacrificing too much margin, analysts say.

A broader pricing wave has swept across the semiconductor supply chain. Photo: AFP
A broader pricing wave has swept across the semiconductor supply chain. Photo: AFP
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Greater Bay Area trails peers in research despite strong tech potential: report

Southern China cluster of cities lags in basic research and original innovation, with talent gaps adding to challenges, Deloitte says.

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Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

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Semiconductors

Shenzhen eyes ‘leapfrog’ gains in AI server supply chain in self-reliance push

Shenzhen has unveiled an ambitious three-year plan to build out AI computing clusters and boost key hardware components.

Shenzhen’s three-year tech blueprint aims to provide support for both industry giants and start-ups. Photo: Reuters
Shenzhen’s three-year tech blueprint aims to provide support for both industry giants and start-ups. Photo: Reuters
Semiconductors

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

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Cambricon to pay maiden dividend after turning profitable in 2025

The Shanghai-listed chip designer will distribute a cash dividend of 15 yuan for every 10 shares, its first since listing in 2020.

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Memory price hikes ‘the new normal’ as AI fuels storage demand, Seagate says

Explosive growth in AI workloads is forcing the storage industry to pack more data onto disks to meet demand from cloud giants.

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The logo of data-storage giant Seagate, which says the artificial intelligence boom is driving surging demand for storage capacity. Photo: Getty Images
Semiconductors

China’s chip bosses endorse semiconductor push in next 5-year plan

Industry leaders say the draft blueprint underscores Beijing’s determination to reduce reliance on foreign technology.

The five-year plan blueprint calls for breakthroughs in critical technologies across the entire semiconductor value chain. Photo: AFP
The five-year plan blueprint calls for breakthroughs in critical technologies across the entire semiconductor value chain. Photo: AFP
Artificial intelligence

China’s chip industry seeks more state support for AI dominance

Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance.

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Semiconductors

Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.

11
Taiwan

US investors now own 23% of Taiwan’s equity market amid AI boom

US investors currently hold about 23 per cent of the Taiwan Stock Exchange’s total market capitalisation.

US ownership of equities listed on the Taiwan Stock Exchange has steadily grown over the past 10 years. Photo: Shutterstock
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Illustration: Lau Ka-kuen
Illustration: Lau Ka-kuen
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Moore Threads’ flagship AI chip compatible with latest Alibaba models

The semiconductor developer’s MTT S5000 chip achieves full-stack compatibility with the new Qwen3.5 series.

Smartphones

Huawei targets global comeback with Mate 80 Pro smartphone, new smartwatch

The handset’s launch in Madrid marks Huawei’s renewed push into the global smartphone market.

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China technology

China computing tech stalwarts Hygon, Sugon post revenue surge amid AI boom

Their strong 2025 revenue reflects a broader trend across China to increase support for domestic technology suppliers.

A Hygon accelerator used in artificial intelligence model training and inference. Photo: Hygon
A Hygon accelerator used in artificial intelligence model training and inference. Photo: Hygon
Artificial intelligence

China’s tech giants pursue AI, semiconductor talent in US amid fierce rivalry

ByteDance, Baidu, Alibaba Cloud and MiniMax are among the firms now actively recruiting fresh talent in the US.

6
Semiconductors

Hua Hong reports record Q4 revenue as AI-driven memory crunch fuels price hikes

Revenue growth primarily driven by increases in wafer shipments and improved average selling prices, company says.

Semiconductors

‘More than 600%’ memory price spike rattles China’s phone and broadband makers

China’s tech sector braces for a “memory winter”, with rising chip costs threatening handset output and slowing broadband rollouts.

Huawei Technologies, by contrast, is expected to remain relatively resilient. Photo: Shutterstock
Artificial intelligence

China’s Lenovo warns of ‘prolonged’ memory crunch, looks to AI for rebound

Top PC maker posts a 21 per cent profit drop amid chip squeeze, but bets on AI-powered devices to sustain growth amid industry upheaval.

Lenovo led the global PC market with a 26 per cent share in the fourth quarter after shipping 19.3 million units. Photo: Reuters
Lenovo led the global PC market with a 26 per cent share in the fourth quarter after shipping 19.3 million units. Photo: Reuters
Semiconductors

China’s SMIC expects flat revenue as drop in low-end orders offsets AI growth

The contract chipmaker’s profit falls short of analyst estimates amid ‘challenges’ brought on by memory supply crunch.

Semiconductors

Shanghai boosts chip fund 11-fold in China’s self-reliance push

Registered capital increases by US$794 million as country’s semiconductor hub strives to nurture local firms.

5
TSMC

TSMC Japan plan for advanced chips seen as hedge against pressure from US, China

The expanded Japan presence will ensure that some of TSMC’s production is immune from Trump’s on-again, off-again import tariffs.

TSMC CEO CC Wei (left) meets Japanese Prime Minister Sanae Takaichi in Tokyo on Thursday. Photo: Kyodo
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