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

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

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.

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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.

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

China’s chip champion Moore Threads sees beyond silicon with push into AI coding

Moore Threads is betting on AI coding software to complement its flagship GPU, as the battle for developer tools intensifies.

Semiconductors

Mainland memory firms eye Hong Kong for funds to fuel ‘global ambitions’

Several suppliers aim to follow in the footsteps of Montage Technology, which is set to raise US$896 million and debuts next week.

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China’s Wingtech, owner of Nexperia, expects wider loss amid row over chipmaker

Wingtech projects a loss of up to US$1.9 billion in 2025, owing to the Dutch government’s takeover of Nexperia.

Wingtech Technology continues its legal battle to regain control of Dutch chipmaker Nexperia. Photo: Shutterstock
Semiconductors

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.

The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock
The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock
Semiconductors

Chinese firms set for market growth as the global memory super cycle heats up

Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.

4
Artificial intelligence

China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts

The two firms’ actions are poised to further intensify the global AI arms race.

Artificial intelligence

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

Zhenwu 810E, released by T-head on its official website on Thursday, was designed for both AI training and inference. Photo: Handout
Semiconductors

Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs

The launch of the Zhenwu 810E marks the latest initiative by China’s Big Tech firms to develop a domestic alternative to Nvidia’s AI chips.

T-Head, the semiconductor design arm of Alibaba, promotes its Zhenwu 810E chip as capable for both AI training and inference. Photo: Handout
T-Head, the semiconductor design arm of Alibaba, promotes its Zhenwu 810E chip as capable for both AI training and inference. Photo: Handout
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ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

Semiconductors

Hygon’s chips ‘safe’ from AMD security flaw amid China’s tech self-reliance push

That result shows Hygon’s efforts in redesigning the chip architecture licensed from AMD with self-developed innovations.

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Semiconductors

China’s manufacturing powerhouse Guangdong exports record chip equipment

Exports of chip equipment rose 20 per cent last year, while exports of EVs, lithium batteries and solar products rose 30 per cent.

Exports of tech products accelerated from China’s Guangdong province last year. Photo: Reuters
Exports of tech products accelerated from China’s Guangdong province last year. Photo: Reuters
Artificial intelligence

Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai

CEO of world’s most valuable company receives rock-star welcome as Beijing appears ready to allow imports of the H200 GPU to resume.

Semiconductors

Nvidia CEO tours Shanghai amid fresh signs of China thaw

Huang’s Lunar New Year trip comes as the H200 AI chip faces US export rules and an uncertain China import stance.

4
Semiconductors

Alibaba, Baidu’s IPO plans for AI chip units bolster China’s self-reliance drive

Alibaba’s T-Head and Baidu’s Kunlunxin intensify competition to unseat Nvidia as China’s top supplier of high-performance AI chips.

Alibaba Group Holding’s chip design unit, T-Head, is said to be preparing to go public. Photo: Shutterstock
IPO

From labs to listings: capital markets are the next battleground in the AI race

Stock exchanges have become another barometer in the US-China tech rivalry as markets assess a wave of start-ups in real time.

Illustration: Henry Wong
Illustration: Henry Wong
China manufacturing

Asian CEOs feeling burden of China, US tech restrictions, survey finds

More than 40% of global CEOs ‘most concerned’ about supply chain disruptions.

Artificial intelligence

Computing constraints force China’s Zhipu to restrict AI coding service sign-ups

The issue reflects the challenge faced by Chinese AI firms to expand their businesses amid computing infrastructure constraints.

Artificial intelligence

China’s ‘infrastructure first’ effort a major edge in AI arms race: Davos panel

A rapid energy buildout and strategic data centre expansion give China unique advantages in developing its AI industry.

China’s “AI Plus” panel discussion at the World Economic Forum on Wednesday included, from left, moderator Guan Xin, Tencent Holdings’ Dowson Tong, Moonshot AI’s Zhang Yutong and Nankai University’s Gong Ke. Photo: SCMP
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