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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.
Montage and GigaDevice are capitalising on the global memory supercycle, with the industry in the grip of a massive supply crunch. Photo: Shutterstock
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

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Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

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.

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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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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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China’s semiconductor industry is being encouraged to favour local suppliers over US rivals. Photo: Reuters
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
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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Artificial intelligence

Huawei-style ‘chip stacking’ seen as a path for China to rival Nvidia’s GPUs

With US curbs biting, experts say near-memory computing and chip stacking could narrow the AI hardware gap with Nvidia.

China hopes to steal a march on Nvidia by combining relatively mature chips with new computing architectures. Photo: Shutterstock
Semiconductors

China’s CXMT challenges Samsung, SK Hynix with cutting-edge DDR5 AI memory chips

CXMT’s new DDR5 chips reached speeds of up to 8,000 megabits per second and had a maximum die capacity of 24 gigabits.

CXMT on Sunday unveiled its new DDR5 DRAM chips with high frequency and expanded memory at the China International Semiconductor Expo in Beijing. Photo: Handout
Semiconductors

Hong Kong-backed ‘Lion Rock’ chip boosts city’s semiconductor standing

The maker of the RISC-V chip, Shanghai-based StarFive, received an investment from the Hong Kong Investment Corporation in March.

Science

Quantum chip gives China’s AI data centres ‘1,000-fold’ speed boost: researchers

Emerging tech that uses light to boost computer power is already being used in aerospace, biomedicine and finance.

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Semiconductors

Baidu unveils AI chips to boost China’s self-sufficiency drive

The M100 and M300 provide ‘powerful, low-cost and controllable AI computing power’ to support the nation’s self-reliance push, the firm says.

Baidu CEO Robin Li Yanhong speaks at the annual Baidu World event in Beijing on Thursday. Photo: Handout
Artificial intelligence

MetaX, backed by AMD veterans, enters spotlight with Shanghai listing

Shanghai-based MetaX has won approval to list on the city’s Star Market as China ramps up efforts to build its AI chip ecosystem.

US-China relations

The View | Can Scott Bessent see China’s trade counterstrike with clear eyes?

China’s export control regime on rare earths isn’t retaliation for recent US restrictions – it’s a response to overall US policy.

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US-China relations

Opinion | US-China tit-for-tat escalation is now a feature, not a bug

Expect Beijing and Washington to repeat a familiar pattern every time the other side achieves a breakthrough or an edge in market dominance.

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An employee works at a semiconductor factory in Huaian, Jiangsu province, on April 29, 2024. Photo: AFP
Semiconductors

China’s new hope in breaking reliance on foreign chipmaking machines

Advanced lithography remains a significant bottleneck for China, but a new company founded in February offers new optimism.

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AMIES Technology’s booth at the 13th China Electronic Information Expo in April. Photo: Handout
US-China tech war

China’s lesson for the US: it takes more than chips to win the AI race

The AI war is increasingly waged among ‘hyperscalers’ – companies with full-stack capabilities across software, hardware and applications.

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TSMC

TSMC posts better-than-expected sales on AI demand

The Taiwanese company is the go-to chipmaker for major AI accelerator designers including Nvidia and Advanced Micro Devices.

Artificial intelligence

How Huawei and DeepSeek are tending the garden of China’s AI aspirations

Amid growing AI rivalry with the US, the two companies are leading China’s drive to shake off the nation’s dependence on Nvidia processors.

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Huawei and DeepSeek have become champions of China’s AI ambitions. Illustration: Brian Wang
China technology

Opinion | China’s rejection of Nvidia chips a turning point in global tech race

To continue buying the chips would be seen as accepting US-dictated tech inferiority. China would rather push for tech independence.

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Nvidia CEO Jensen Huang adjusts his glasses as he speaks at the opening ceremony of the 3rd China International Supply Chain Expo, in Beijing, on July 16. Photo: AP
ByteDance

ByteDance moves chip staff to Singapore unit in internal rejig

The employment contracts for ByteDance’s chip team are managed by various entities controlled by Singapore-incorporated Picoheart.

Semiconductors

China’s first-half semiconductor investment shifts to equipment: report

The change reflects the country’s efforts to establish a self-sufficient supply chain, according to research firm CINNO.

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