Howard Liu
Reporter, Tech
Howard Liu is a Beijing-based technology and business reporter at the South China Morning Post, covering the semiconductor industry, AI and global tech supply chains. Previously at Caixin Media, he focused on China’s AI, semiconductor and cloud computing sectors. A graduate of Columbia University, he enjoys running, swimming and hiking.
Howard Liu is a Beijing-based technology and business reporter at the South China Morning Post, covering the semiconductor industry, AI and global tech supply chains. Previously at Caixin Media, he focused on China’s AI, semiconductor and cloud computing sectors. A graduate of Columbia University, he enjoys running, swimming and hiking.
Areas of Expertise:
AI, semiconductorLanguages Spoken:
English, Mandarin
China’s leading DRAM chipmaker outperforms its own forecasts in its first financial results since a blockbuster Shanghai listing.
AI chipmaker upbeat on global demand, saying it expects revenue to grow by about 70 per cent in 2028 financial year.
The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.
IPO funds to fuel YMTC parent CCSH’s expansion, with nearly US$5 billion set aside to boost chipmaking capacity and accelerate R&D.
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Event highlights robots’ remaining weaknesses, including balance issues, limited autonomy and battery constraints, while underscoring need for faster networks.
The industry is seeing a shift from flashy demonstrations, like kickboxing and dancing, to real-world deployment.
While Chinese robotics companies have been quick to capture attention through viral trends and flashy stunts, they are under increasing pressure to deliver practical commercial applications.
China’s robots have won global attention with a string of viral stunts. But firms now face growing pressure to generate real-world returns.
Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.
Shares jump 12 per cent to a record as bullish signals from SanDisk reinforce expectations that AI-driven memory demand will keep supplies tight.
China’s largest foundry says shortages are spreading to mature-node chips, with some AI-driven demand visible through the end of 2027.
The chipmaker captured a larger proportion of bit shipments, but still ranks fifth by revenue due to heavier exposure to lower-value products.
Guangzhou-based SOI Micro is developing a low-power logic process aimed at easing reliance on overseas technology while strengthening domestic chip capabilities.
The South Korean chipmaker wants to pivot towards the high-margin AI memory sector, but analysts warn any sale would face valuation hurdles.
AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.
Chipmaker’s inclusion in main global index system set to spur passive demand and spotlight China’s growing semiconductor clout: analysts.
The Chinese AI chip developer plans a listing in Hong Kong to deepen its ‘international strategic footprint’.
While global attention focuses on the most advanced bottlenecks, domestic equipment makers are quietly closing the gap in other essential technologies.
FCC plan would preserve existing supplies while targeting next-generation products, forcing Washington to balance security concerns with cost of replacing Chinese capacity.
First-half outlook an early bellwether for domestic equipment sector as Chinese memory and advanced-logic fabs expand capacity.
The Chinese fintech giant’s three spin-off units are accelerating their capital-raising efforts after gaining operational autonomy in 2024.
The optical-module maker plans to buy back shares denominated in yuan to anchor pricing before its initial public offering in the city.
Dutch leader’s dominance in chipmaking gear not at risk amid China’s lithography push – unless the US steps in.
Company’s wafer expansion and AI demand could lift its DRAM share and more than double the stock’s value, analysts say.
The DRAM maker saw debut turnover top 140 billion yuan, becoming the first mainland-listed stock to surpass 100 billion yuan in single-day trading.
China’s AI model developers, optical-module makers and warehouse-robot suppliers are taking different routes to reach global markets.
The new model from Moonshot AI has revived doubts over Silicon Valley’s cost-heavy strategy, but analysts expect demand for compute to keep rising.
Existing backers Ant Group and Alibaba Group Holding join the equity financing round alongside undisclosed institutional investors.
Chinese leader’s presence at World AI Conference signals Beijing’s push to elevate AI from tech priority to pillar of geopolitical strategy.
