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
Alibaba

Alibaba doubles down on ‘super-scale’ computing infrastructure for AI sector

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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Semiconductors

Chinese EV battery giant CATL and Guoxin Micro set up a new automotive chip firm

Semiconductors

Chinese AI champion iFlytek forms new entity to expand into semiconductor design

Semiconductors

Jack Ma-backed YF Capital takes stake in Shanghai memory chipmaker InnoStar

A YF Capital affiliate has taken a 2.1 per cent stake in InnoStar Semiconductor, making it the chipmaker’s 14th largest shareholder.

InnoStar headquarters in Shanghai. Photo: InnoStar
InnoStar headquarters in Shanghai. Photo: InnoStar
Semiconductors

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

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Banking & finance

Global firms turn to M&A in EVs and biotech to deepen China investment: KPMG

Survey of multinational corporations finds optimism in life sciences, healthcare and manufacturing, with half forecasting revenue growth.

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Artificial intelligence

China’s Sugon launches AI infrastructure to rival platforms from Nvidia, Huawei

The Beijing-based supercomputer maker says its scaleX platform represents China’s first 10,000-card AI supercluster.

Supercomputer maker Sugon launches scaleX platform at an event in Kunshan, a city in eastern Jiangsu province. Photo: Handout
Supercomputer maker Sugon launches scaleX platform at an event in Kunshan, a city in eastern Jiangsu province. Photo: Handout
Semiconductors

China eyes mastery of EUV lithography, bolstering AI chip ambitions: analysts

‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.

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Banking & finance

Chinese AI, chip start-ups court global investors with Hong Kong listing plans

GigaDevice and Montage are each aiming to raise as much as US$1 billion from Hong Kong listings as early as January, report says.

Semiconductors

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

A high-performance server equipped with Nvidia’s H200 graphics processing units seen at an event in Barcelona, Spain, earlier this year. Photo: Shutterstock
Semiconductors

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

China will remain the top consumer of semiconductor manufacturing hardware at least until 2027, a report says. Photo: Xinhua
China will remain the top consumer of semiconductor manufacturing hardware at least until 2027, a report says. Photo: Xinhua
Artificial intelligence

SenseTime pushes open-source AI model to provide a ‘smart brain’ for every robot

The Chinese AI pioneer also releases first robot dogs under new venture Ace Robotics.

Semiconductors

AMD chief Lisa Su commits to ‘deeper’ China investments after MIIT meeting

In Beijing on Wednesday, Su exchanged views with MIIT director on ‘strengthening cooperation’ in the digital economy and AI sectors.

MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

People learn about the AI computing power cabinet equipped with MetaX C600 general-purpose GPU chip at the 2025 World Artificial Intelligence Conference in Shanghai. Photo: Getty
Semiconductors

AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs

Su’s visit to China – including a whistle-stop at Lenovo’s headquarters – comes as Washington signals a shift on export restrictions.

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AMD’s Lisa Su visits Beijing. Photo: Sina
AMD’s Lisa Su visits Beijing. Photo: Sina
IPO

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

IPO

MetaX set for Shanghai debut amid frenzy over AI chip stocks, Nvidia uncertainty

The Shanghai-based graphics processing unit designer plans to raise US$596 million from the sale of 40.1 million shares.

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Huawei

Huawei’s Kirin 9030 processor shows China’s chip progress despite US curbs

Despite ‘meaningful density improvements’ in its N+3 process, SMIC’s capabilities are still behind leading chipmakers TSMC and Samsung.

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The Kirin 9030 chip was unveiled with the launch of Huawei’s Mate 80 series smartphones in November. Photo: Handout
The Kirin 9030 chip was unveiled with the launch of Huawei’s Mate 80 series smartphones in November. Photo: Handout
United States

China’s AI sector poised for growth despite US restrictions: venture capitalist

China’s AI sector gains confidence with DeepSeek’s emergence, but tech ecosystem needs to improve, GSR United Capital’s Zhou Qi says.

Artificial intelligence

Less hype, more hardware: SenseTime banks on multimodal AI to regain its edge

SenseTime may have slipped from the spotlight as one of China’s “AI dragons”, but its tilt at multimodal, real-world AI hints at a comeback.

Mergers & Acquisitions

Chinese supercomputer maker Sugon and chip developer Hygon call off merger plans

The aborted merger dashes industry expectations for a major domestic ecosystem covering advanced processors and high-performance servers.

Supercomputer maker Sugon remains the largest shareholder of chip designer Hygon. Photo: Handout
Semiconductors

China’s Moore Threads to unveil AI chip road map to rival Nvidia’s CUDA system

Founder Zhang Jianzhong is expected to launch the firm’s next-generation AI chip architecture and MUSA platform road map in Beijing.

Moore Threads Technology expects to release a new-generation graphics processing unit every year. Photo: Moore Threads
Moore Threads Technology expects to release a new-generation graphics processing unit every year. Photo: Moore Threads
US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

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Semiconductors

China’s AI developers to welcome Nvidia’s H200 chip shipments, analysts say

Nvidia faces stronger domestic competition from the likes of Huawei, Cambricon, Moore Threads and MetaX.

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Liang Wenfeng

DeepSeek founder Liang Wenfeng cleans up on chip firm Moore Threads’ IPO

Liang’s quantitative hedge fund, High-Flyer, subscribes to more than 80,000 Moore Threads shares, which saw a stellar trading debut in Shanghai.

Liang Wenfeng, the founder and CEO of artificial intelligence start-up DeepSeek. Photo: Shutterstock
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