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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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Visitors at the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: CFOTO/Future Publishing via Getty Images
Visitors at the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: CFOTO/Future Publishing via Getty Images
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Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

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Hit from memory costs spreads from smartphones to BYD EVs in China

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People watch a demonstration of BYD’s self-parking technology during the 2026 Beijing International Automotive Exhibition on April 26, 2026. Photo: Xinhua
People watch a demonstration of BYD’s self-parking technology during the 2026 Beijing International Automotive Exhibition on April 26, 2026. Photo: Xinhua
China trade

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Electric & new energy vehicles

Chinese EV makers bet on in-house chips to make cars smarter and more autonomous

Chinese EV makers are showcasing advanced in-house chips at Auto China, powering smarter vehicles and challenging global tech leaders.

Hesai CEO David Li speaks at the lidar maker’s tech open day in Shanghai, on April 17, 2026. Photo: Reuters
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‘Horrible’ for US if DeepSeek AI models run on Huawei chips: Nvidia CEO

DeepSeek on Huawei chips could help China – powered by ‘abundant’ energy and large pool of researchers – catch up with US in AI: Nvidia CEO.

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Even if China has inferior chips, it can still catch up with the US in AI development given its abundant energy and large pool of AI researchers, according to Jensen Huang. Photo: Handout
Even if China has inferior chips, it can still catch up with the US in AI development given its abundant energy and large pool of AI researchers, according to Jensen Huang. Photo: Handout
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Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

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AI-linked goods accounted for about one-third of global trade growth last year, according to McKinsey. Photo: AFP
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Chinese memory giants seen grabbing market share on lower prices, more capacity

Firms like YMTC and CXMT are scaling NAND and DRAM production, leveraging cost advantages and subsidies to challenge global leaders.

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China GDP

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Illustration: Lau Ka-kuen
Illustration: Lau Ka-kuen
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

Price rises of nearly US$30 reflect surging memory costs, with analysts pointing to AI-driven demand and tight supply across the chip sector.

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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
Greater Bay Area

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A robotic arm operates on an autonomous production line in Shenzhen. Photo: Reuters
A robotic arm operates on an autonomous production line in Shenzhen. Photo: Reuters
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Shenzhen eyes ‘leapfrog’ gains in AI server supply chain in self-reliance push

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

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Nvidia CEO Jensen Huang speaks during the company’s annual GTC conference in San Jose on Monday. Photo: Bay Area News Group via AP
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