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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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CXMT’s soaring profits lift China’s semiconductor stocks

The Hefei-based DRAM producer reported revenue of US$7.4 billion in the first quarter, up 719 per cent from a year earlier.

CXMT’s net profit in the first quarter reached 33 billion yuan. Photo: Handout
CXMT’s net profit in the first quarter reached 33 billion yuan. Photo: Handout
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In the first quarter, Trump made at least nine trades in Nvidia, with transaction values ranging from US$1,001 to US$5 million.

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Semiconductors

‘Panic’ over capacity crunch in mature node chips drives orders to Chinese fabs

AI demand shifts chip production to China, boosting SMIC’s capacity and revenue as global foundries focus on high-margin AI chips.

In the last quarter of 2025, SMIC was the world’s third-largest foundry with a 5.2 per cent market share. Photo: Shutterstock Images
In the last quarter of 2025, SMIC was the world’s third-largest foundry with a 5.2 per cent market share. Photo: Shutterstock Images
Semiconductors

China’s top chip foundries forecast second-quarter growth amid AI boom

Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans.

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Chinese memory module makers ramp up production with new CXMT DRAM

Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production.

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China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?

Beijing and Washington are locked in an era-defining contest – and China’s rapid technological progress raises questions about limits of containment.

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Illustration: Henry Wong
Semiconductors

Huawei’s chip research gains attention ahead of Trump visit to China

Tech giant’s advances in AI and semiconductors reflect Beijing’s push for tech breakthroughs and self-sufficiency amid US sanctions.

Huawei’s chip progress is being closely watched for signs of China’s ability to overcome Western export restrictions. Photo: Shutterstock
Huawei’s chip progress is being closely watched for signs of China’s ability to overcome Western export restrictions. Photo: Shutterstock
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China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

A growing list of Chinese firms – from Huawei to Cambricon – moves fast to integrate DeepSeek’s latest AI model across diverse architectures.

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China’s chipmakers pour revenue into R&D, outpacing US ratios

Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance.

US-China relations

Exiting China market a ‘self-inflicted wound’ for US tech, think tank warns

ITIF argues that regional sales help finance domestic R&D and block local rivals, while warning that a full exit would be a self-inflicted wound to innovation leadership.

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Visitors take pictures and videos of a human-like robot head on display at the Humanoid Robots Industry Base in Beijing’s Shougang Park on April 28. Photo: AP
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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.

People visit the MetaX booth at the World Artificial Intelligence Conference in Shanghai on July 26, 2025. Photo: CFOTO/Future Publishing via Getty Images
People visit the MetaX booth at the World Artificial Intelligence Conference in Shanghai on July 26, 2025. Photo: CFOTO/Future Publishing via Getty Images
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Hit from memory costs spreads from smartphones to BYD EVs in China

Carmaker explicitly cites sky-high memory costs as it raises the price of a high-end driver-assistance system by 21 per cent.

China trade

Beijing touts mineral dominance, boosts autonomy drive, ahead of Trump’s visit

Ministry of Natural Resources boasts world-leading reserves of 14 minerals and vows to keep boosting output and exploration as geopolitical risks weigh on resources.

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SCMP Exclusives

Exclusive | Un-sanctioned: China to welcome Dutch trade minister amid Nexperia, ASML discord

Source says Beijing has quietly dropped an old sanctioning of Sjoerd Sjoerdsma, who recently spoke of wanting to lead a Dutch trade mission to China.

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Sjoerd Sjoerdsma, the Dutch trade minister, is interviewed in The Hague, Netherlands, on April 10. Photo: EPA
Sjoerd Sjoerdsma, the Dutch trade minister, is interviewed in The Hague, Netherlands, on April 10. Photo: EPA
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.

US-China tech war

‘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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Semiconductors

TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom

AI dominates TSMC revenues as foundry giant pivots from smartphones to high-performance computing.

The TSMC logo is seen outside the company’s Museum of Innovation in Hsinchu, Taiwan April 9, 2026. Photo: Reuters
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Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

Shanghai Beite Technology saw the largest share spike among suppliers, up as much as 4.6 per cent on Thursday morning.

Employees work inside the Tesla Gigafactory in Shanghai during a government-organised media tour on April 14. Photo: Reuters
Employees work inside the Tesla Gigafactory in Shanghai during a government-organised media tour on April 14. Photo: Reuters
Artificial intelligence

Victory Giant joins IPO push by China’s circuit-board makers amid AI frenzy

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AI fuels global trade growth as China-US flows shift, McKinsey finds

Data-centre expansion and AI investment push global trade ahead of economic growth, consultancy says.

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As AI race with US intensifies, Alibaba launches 10,000-card computing cluster

Cluster in Shaoguan powered by domestically developed Zhenwu chips latest evidence that China is doubling down on home-grown infrastructure.

In collaboration with China Telecom, Alibaba has deployed a 10,000-card intelligent computing cluster powered by its Zhenwu AI chips in the Shaoguan data centre in Guangdong province. Photo: Sina
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