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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
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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Artificial intelligence

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

Semiconductors

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

Semiconductors

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
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.

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
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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.

ByteDance CEO Liang Rubo wants to optimise efficiency across the firm’s AI infrastructure. Photo: Shutterstock
ByteDance CEO Liang Rubo wants to optimise efficiency across the firm’s AI infrastructure. Photo: Shutterstock
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.

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.

Semiconductors

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.

ASML CFO Roger Dassen attends a news conference after the company’s fourth-quarter earnings report in 2020. Photo: Reuters
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.

A Hygon accelerator used in artificial intelligence model training and inference. Photo: Hygon
A Hygon accelerator used in artificial intelligence model training and inference. Photo: Hygon
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.

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.

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A photo circulating on social media shows Nvidia CEO Jensen Huang touring a grocery market in Shanghai. Photo: RedNote
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
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.

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.

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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.

Zhipu AI’s GLM Coding Plan service was launched in September. Photo: Shutterstock
Zhipu AI’s GLM Coding Plan service was launched in September. Photo: Shutterstock
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.

Semiconductors

Memory chip crunch to persist even as Samsung, SK Hynix, Micron boost production

Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue well into 2027.

Semiconductors

China Telecom develops MoE models trained entirely on Huawei’s AI chips

The state-owned telecoms network operator trains its TeleChat3 models on Huawei’s Ascend 910B chips.

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A view of China Telecom’s stand at the annual MWC Barcelona trade show held in March last year. Photo: Shutterstock
China's economic recovery

Shanghai unveils road map to rival world cities in finance, tech and innovation

Economic powerhouse has sights set on AI, advanced manufacturing and global financial services, reflecting a national 5-year plan’s first explicit financial-centre directive.

A view of the Lujiazui financial district in Shanghai’s Pudong district is seen through an installation on October 27. The city has its sights set on financial and developmental advancements in the coming years. Photo: AFP
A view of the Lujiazui financial district in Shanghai’s Pudong district is seen through an installation on October 27. The city has its sights set on financial and developmental advancements in the coming years. Photo: AFP
Semiconductors

Explainer | Will Trump’s new industrial policy make the global memory chip shortage worse?

The US government warns major memory chipmakers to either pay 100 per cent duties or build their products in America.

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Semiconductors

Chinese firms to incur higher costs for deploying AI chips from US: analysts

‘Beijing has made it politically unpalatable for private firms to rely too much on imported AI chips,’ EIU senior analyst Chim Lee says.

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Semiconductors

SpacemiT to launch server-class RISC-V processor following capital injection

CEO Chen is betting on Edge AI – which can run AI algorithms locally rather than in the cloud – to boost the adoption of RISC-V chips.

Shipments of processors based on the RISC-V architecture are forecast to grow 50 per cent each year between 2024 and 2030. Photo: Shutterstock Images
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