Advertisement
Advertisement

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

SemiconductorsChina Future Tech /

Semiconductors

Related Topics:
Companies
Policy
Science
Industry Trends
Geopolitics
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.

4
Artificial intelligence

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

Artificial intelligence

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

Artificial intelligence

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
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
Semiconductors

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.

videocam
China GDP

Open Questions | Andrew Tilton on China’s economic trajectory in wake of Iran war

Goldman Sachs’ chief Asia-Pacific economist says worst is over in terms of property slump’s impact on China’s economic growth.

videocam
Advertisement
Advertisement
Advertisement
Artificial intelligence

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

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

Illustration by Victor Sanjinez
Illustration by Victor Sanjinez
Semiconductors

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.

Semiconductors

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.

Greater Bay Area

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.

A robotic arm operates on an autonomous production line in Shenzhen. Photo: Reuters
Semiconductors

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.

People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP
People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP
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.

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.

Semiconductors

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.

Cambricon’s MLU220 AI acceleration card. Photo: Handout
Semiconductors

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.

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

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.

videocam
Advertisement
Advertisement
Advertisement
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
China’s chip industry is fragmented and has too many small players, according to the nation’s top chip executives. Photo: Shutterstock
China’s chip industry is fragmented and has too many small players, according to the nation’s top chip executives. Photo: Shutterstock
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.

Hong Kong stock market

The big cornerstone comeback: what’s driving investors back to Hong Kong IPOs?

After four subdued years, the cornerstone investors that anchor Hong Kong’s IPO market are returning in force, reshaping the deal landscape.

Semiconductors

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.

Moore Threads’ latest initiative reflects how Chinese chip developers are rushing to support the country’s top-performing AI models. Photo: Moore Threads
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.

Huawei Technologies’ flagship Mate 80 series made its international debut in Madrid, Spain, on Thursday. Photo: Handout
Huawei Technologies’ flagship Mate 80 series made its international debut in Madrid, Spain, on Thursday. Photo: Handout
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.

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.

A view of Hua Hong’s headquarters in Shanghai. Photo: Handout
Help preserve 120 years of quality journalism.
SUPPORT NOW