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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
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.
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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.
Nearly 10 million investor accounts apply for a rare listed proxy on Beijing’s semiconductor self-reliance drive.
Gathering will showcase Beijing’s push to compete across the full AI stack, from models and chips to robots, consumer devices.
Investors are hoping for a relatively generous allotment rate and sharp gains when the memory-chip maker debuts on Shanghai’s Star Market.
Chinese DRAM maker is set to raise 57.9 billion yuan (US$8.5 billion), nearly twice the amount earmarked for its investment projects.
Chinese leader will deliver a keynote address at the Shanghai conference, underscoring Beijing’s focus on AI development.
From a Silicon Valley garage to China’s largest DRAM maker and a US$4.4 billion IPO, Zhu reportedly refused pay until CXMT became profitable.
Listing would rank behind only SMIC’s on Shanghai’s Star Market, as AI demand boosts memory-chip market.
With first-half earnings season looming, the question for the semiconductor industry is whether results can justify stock rally.
Longsys says net profit could reach up to 11 billion yuan, as strong demand and tight global wafer supply lift the downstream memory sector.
CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says.
Big Fund-invested Piotech plans to acquire Wuxi Shangji and diversify into wafer-bonding, leveraging a big revenue surge to capture the local tool market.
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.
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”.
