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Semiconductors: Companies

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Semiconductors: Companies
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
TSMC is doing an incredible job, says Nvidia CEO Jensen Huang, right, who is seen with TSMC CEO C C Wei in Taiwan. Photo: Reuters
Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

Artificial intelligence

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

Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

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

Beijing weighs H200 imports amid uncertainty for China tech giants

More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push.

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Semiconductors

Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push

Chinese chip designer outlines a multi-year GPU plan to outperform Nvidia’s next-generation Rubin platform within two years.

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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.

Jensen Huang hands out tangerines at Nvidia’s annual Lunar New Year celebration in Shanghai on January 24, 2026. Photo: Handout
Semiconductors

Alibaba prepares potential spin-off, listing of chip unit T-Head

The wholly owned chip unit will first be restructured into a separate business partly held by employees, Bloomberg reported, citing sources.

Artificial intelligence

Chinese AI chipmaker Moore Threads set to report tripling of revenue

AI chipmakers have emerged as the most valuable companies in China’s AI field as the country pushes for chips that rival Nvidia’s.

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US-China trade war

Trump’s decision to sell AI chips to China under pressure as House bill advances

A key Republican challenges White House AI czar and Nvidia despite Maga backlash; it must still pass both chambers and get Trump’s signature.

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The Trump administration approved the sale ​of Nvidia’s H200 chip to China earlier this month. Photo: Shutterstock
Artificial intelligence

AI shaping world’s biggest infrastructure buildout: Nvidia CEO

Each country should build their own AI system, incorporating its own language and culture into the AI models, Huang says at the WEF in Davos.

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Nvidia founder and CEO Jensen Huang speaks at the World Economic Forum meeting in Davos on Wednesday. Photo: AFP
IPO

China’s stock rally on AI optimism to stretch fundraising frenzy in 2026

Tech companies on Shanghai, Shenzhen exchanges now trade nearly 40 per cent above the Nasdaq 100, boosting the appeal of going public.

US-China trade war

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

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Smartphones

Surging chip prices force Chinese smartphone maker Meizu to abandon launch

Memory-chip prices could jump between 40 and 50 per cent in the first quarter after rising by the same level in the previous quarter.

Meizu has cancelled the release of the Meizu 22 Air, a slim handset similar to Apple’s iPhone Air. Photo: Shutterstock
Artificial intelligence

China’s AI unlikely to surpass US soon despite progress, researchers say

China’s top AI scientists warn of chip deficits and resource limits, though some predict breakthroughs within five years.

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A humanoid robot is seen at the 2025 Global Industrial Internet Conference in Shenyang, Liaoning province. Photo: Xinhua
Semiconductors

The great chip leap: China’s semiconductor equipment self-reliance beats targets

Domestic suppliers capture 35 per cent share as China accelerates push for semiconductor self-sufficiency.

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Semiconductors

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

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US-China relations

Trump orders Chinese-linked firm HieFo to divest US chip assets

Chinese-linked company ordered to unwind its acquisition of US semiconductor assets, citing national security concerns.

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US President Donald Trump is blocking HieFo from acquiring semiconductor-related assets from Emcore, citing national security worries. Photo: AP
IPO

Shares in Chinese GPU start-up Biren soar in Hong Kong listing

Shares leap 82 per cent in debut after retail investors’ demand exceeds supply by 2,347 times.

Nexperia

Nexperia, Wingtech set for fresh face-off in January with US$8 billion at stake

Dutch chipmaker’s Chinese owner warns of multi-track legal action, seeking full control of the firm and damages for improper seizure amid supply-chain tensions.

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IPO

China’s Zhipu AI launches US$560 million share sale amid heated IPO tech race

The company, marketed overseas as Z.ai, eyes US$6.6 billion valuation with Hong Kong’s first large language model listing.

Zhipu AI is moving closer to becoming the first large language model developer listed in Hong Kong. Photo: Shutterstock
US-China trade war

Explainer | Will US-led ‘Pax Silica’ be a new dawn for the international AI supply chain?

Trump administration aims for deeper technology cooperation on new AI infrastructure with allies.

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Representatives of the “Pax Silica” signatories hold signed documents at a summit held in Washington on December 12. The initiative is America’s new vision for the international AI supply chain. Photo: Getty Images/AFP
IPO

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

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Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

Artificial intelligence

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

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An employee works at a semiconductor wafer workshop in Chongqing on August 24, 2023. Photo: Xinhua
MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

People learn about the AI computing power cabinet equipped with MetaX C600 general-purpose GPU chip at the 2025 World Artificial Intelligence Conference in Shanghai. Photo: Getty
China-EU relations

Beijing urges Dutch government to push for China visit by Nexperia execs

China’s Ministry of Commerce says trip by Dutch chip firm’s management should be made ‘as soon as possible’ amid heated war of words.

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China-EU relations

As I see it | How Nexperia became a casualty of the US-China trade war

Unless the two superpowers reach a long-term solution to trade tensions, smaller companies and economies will get caught in the crossfire.

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