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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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Xiaomi said on Friday that prices for three of its models would rise by about US$29. Photo: Getty Images
Xiaomi said on Friday that prices for three of its models would rise by about US$29. Photo: Getty Images
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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
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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.

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Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

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

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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
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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.

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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.

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Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

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China’s chip industry is fragmented and has too many small players, according to the nation’s top chip executives. Photo: Shutterstock
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US ownership of equities listed on the Taiwan Stock Exchange has steadily grown over the past 10 years. Photo: Shutterstock
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Huawei Technologies’ flagship Mate 80 series made its international debut in Madrid, Spain, on Thursday. Photo: Handout
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China computing tech stalwarts Hygon, Sugon post revenue surge amid AI boom

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

China’s tech sector braces for a “memory winter”, with rising chip costs threatening handset output and slowing broadband rollouts.

Huawei Technologies, by contrast, is expected to remain relatively resilient. Photo: Shutterstock
Huawei Technologies, by contrast, is expected to remain relatively resilient. Photo: Shutterstock
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China’s Lenovo warns of ‘prolonged’ memory crunch, looks to AI for rebound

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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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The Shanghai IC Fund has invested in more than 20 local chip companies, including wafer foundries SMIC and HLMC. Photo: Reuters
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