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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
The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders.
China Telecom’s 40,000-server procurement puts Huawei’s Kunpeng ecosystem in focus as Beijing pushes for greater use of domestic hardware.
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches.
TikTok owner’s expanding spending could benefit a few second-tier domestic chipmakers, with Iluvatar CoreX in pole position, analysts say.
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Carmakers strive for more control over computing hardware to reduce reliance on Nvidia and Horizon Robotics.
The US$1.86 billion multi-year flash deal with unnamed supplier underscores how downstream companies scramble to secure capacity.
Chinese tech giants including Alibaba and Baidu strongly reject the Pentagon’s characterisation of them as “Chinese military companies”.
There is debate over the real value of nanoimprint lithography when it comes to volumes, yields and non-photonic chips.
Beijing has criticised the move, but lawyers say the US document is more a clarification than a brand-new curb.
Wei’s comments come as mainland foundries expand mature-node capacity and Huawei pushes alternative chip-scaling ideas under US sanctions.
As higher memory prices raise costs for China’s handset makers, a research firm predicted Huawei would be the only domestic brand to increase shipments.
Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.
Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build.
The latest list extends China’s trusted technology certification system to cover AI processors as Beijing pushes the use of home-grown chips.
A filing shows adjusted profit fell 53 per cent, even as revenue continued to rise, highlighting tough competition in humanoid robot sector.
SMNC is to become a wholly owned subsidiary of SMIC, boosting the semiconductor manufacturer’s prowess and market position.
As China’s memory-chip giants YMTC and CXMT progress towards IPOs, they shine a spotlight on Beijing’s tech self-sufficiency ambitions.
US chip giant reports 85 per cent year-on-year rise in quarterly revenue amid surge in AI demand, but no revenue from H200 sales in China.
ChangXin Memory Technologies is sparking investor interest as DRAM profits soar, AI drives shortages and China pushes for chip self-reliance.
The Hefei-based DRAM producer reported revenue of US$7.4 billion in the first quarter, up 719 per cent from a year earlier.
AI demand shifts chip production to China, boosting SMIC’s capacity and revenue as global foundries focus on high-margin AI chips.
Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans.
Founded in 2016, CXMT is widely regarded as China’s only domestic DRAM maker to have achieved mass production.
