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Semiconductors: Industry Trends

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Semiconductors: Industry Trends
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
A man walks past an Alibaba display featuring the Olympic rings outside an Alibaba office building in Shenzhen, Guangdong province, on Tuesday. Photo: Getty Images
Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

Alibaba’s quarterly revenue arrived largely in line with estimates as the tech giant disclosed its first AI sales data, and in early US trading, the shares jumped 6%.

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Semiconductors

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

Semiconductors

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

Semiconductors

Chinese optical chipmaker’s profit soars 1,153% on strong AI demand

Yuanjie Semiconductor Technology’s profit gain matches its elevenfold share price increase over the past year.

A silicon wafer sample is on display during the Semicon China semiconductor exhibition in Shanghai on March 25, 2026. Photo: AFP
US-China trade war

‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics

US lawmakers, experts accused Beijing of buying ‘what they can’ and stealing ‘what they cannot’ from America to advance their AI technology.

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Semiconductors

China’s Dishan Technology nears 2nm AI chip breakthrough, reports say

The Shanghai-based start-up says its chip design is likely to improve energy efficiency by 40 per cent compared with its predecessor.

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Artificial intelligence

China profits from US AI boom despite Washington’s tech curbs, research says

Country remains ‘enmeshed in Asian supply chains’ and is likely to benefit from US AI spending, report says.

Roughly US$2 trillion worth of data-centre projects are planned or under way in the US. Photo: Getty Images
Science

Semiconductor leap: China looks to ‘2D chip’ with 1,000-fold growth speed

Advanced material offers promise in optoelectronics, where it can be used in LEDs, photodetectors and lasers.

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Semiconductors

China’s top chip foundry SMIC unveils growth action plan

Firm aims for above-average growth this year under plan for ‘optimising existing stock and digging for new increments’.

Artificial intelligence

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

A decline in memory firms’ share prices started with Samsung and SK Hynix, then extended to include Chinese memory firms GigaDevice Semiconductor and Montage Technology. Photo: Shutterstock Images
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
China manufacturing

AI, flying cars drive economic transition in China’s Kunshan

City at heart of Yangtze River Delta region sees new tech dreams emerge as old ones based on mass production of electronics fade.

Semiconductors

Huawei challenges Nvidia with powerful new AI accelerator card

The Atlas 350 can deliver 1.56 petaflops of FP4 computing power, a 2.8-times improvement over Nvidia’s H20 chip, an executive says.

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US-China trade war

Fears grow over US drug supply’s growing dependence on Chinese ingredients

Beijing’s global pharmaceutical push follows same playbook as rare earths, semiconductors and electric vehicles, warn US lawmakers.

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The United States’ growing dependence on China’s pharmaceutical industry for its supply chain is concerning US lawmakers. Photo: Shutterstock
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.

Nvidia CEO Jensen Huang speaks during the company’s annual GTC conference in San Jose on Monday. Photo: Bay Area News Group via AP
Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

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.

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Smartphones

Will Apple’s low-cost iPhone 17e make a splash in China’s smartphone market?

Presales for the new entry-level iPhone start on Wednesday, with a wide release set for March 11.

Apple’s new iPhone 17e model comes in black, white and soft pink colours. Photo: Handout
Semiconductors

China’s tech self-sufficiency progress evident in these 2 companies

GigaDevice and Montage carve a niche in the semiconductor sector, with the global memory supercycle boosting their fortunes further.

Semiconductors

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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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

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.

There is strong capital interest in Chinese chipmakers amid Beijing’s push for semiconductor self-reliance. Photo: Shutterstock
Science

China-US team’s feat could ‘open entirely new avenues’ in semiconductors

Paper outlines novel ‘self-etching’ technique enabling world’s first fabrication of intricate structures in 2D perovskite materials.

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Science

Chinese scientists shrink semiconductor chip into fibre as thin as human hair

Advance allows fibres to compute like chips or display information like transistors, paving the way for machine-wearable smart textiles.

European Union

Opinion | In the tech race, Europe can choose a path that sidesteps US-China rivalry

To avoid technological marginalisation, Europe can play to its strengths by focusing on deployment standards instead of the US-China rivalry.

A participant interacts with a robot at the AI for Good Global Summit in Geneva, Switzerland, on July 7, 2023. Photo: Xinhua
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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The Trump administration has approved the sale ​of Nvidia’s H200 chip to China. Photo: Shutterstock
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.

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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