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Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.

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Alibaba Group Holding CEO Eddie Wu Yongming speaks at the opening of the World Internet Conference Wuzhen Summit on Friday. Photo: Reuters
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China exports

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Beyond GPUs: AI-driven shortages hit chip materials and components

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Hong Kong Exchanges and Clearing at Exchange Square in Central. The bourse is expanding its index business with proprietary benchmarks and new investment products. Photo: Jelly Tse
Hong Kong Exchanges and Clearing at Exchange Square in Central. The bourse is expanding its index business with proprietary benchmarks and new investment products. Photo: Jelly Tse
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Kuaishou chip spin-off taps funding for in-house designs amid export controls

TranStreams raises an undisclosed amount in a Series A+ financing round this week led by QF Capital.

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Huawei and Cambricon are set to dominate China’s AI server market as geopolitics and self-reliance accelerate Nvidia’s retreat.

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Semiconductors

Semiconductors | Could China’s photonic chips help it leapfrog US on AI?

Light-based chips could take over AI model training and inference from US-made GPUs – and launch next-generation optical computing.

Could China’s photonic chips help it leapfrog US on AI?
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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.

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As ByteDance goes all in on AI, are Chinese chip start-ups poised to win big?

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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Chinese chip-equipment maker CFMEE targets US$410 million in Hong Kong IPO

The Hefei-based firm has attracted 17 cornerstone investors and plans to use proceeds for R&D, acquisitions and expansion.

Circuit Fabology Microelectronics Equipment's headquarters in Hefei, Anhui province. The chip-equipment maker is heading to Hong Kong's stock market amid China's drive for semiconductor self-sufficiency. Photo: CFMEE
Banking & finance

AI boom sparks Kingboard subsidiary’s US$1.5b stake sale to ramp up PCB capacity

AI server backlogs and supply chain strains push Kingboard to tap markets and expand circuit board output.

Kingboard Laminates Holdings is one of the world’s biggest makers of laminate materials used in circuit boards for AI servers. Photo: Shutterstock
Kingboard Laminates Holdings is one of the world’s biggest makers of laminate materials used in circuit boards for AI servers. Photo: Shutterstock
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China’s ban on German chip giant Infineon sparks rally in domestic GaN stocks

A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May.

Huawei

Can Huawei’s ‘chip queen’ help China beat the US tech blockade?

He Tingbo says her epiphany came from an ancient irrigation system in Sichuan province, built without modern machinery or electricity.

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Facing US chip curbs, China launches photonics lab to power AI with light

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The Wuxi Institute of Photonic Chips at Shanghai Jiao Tong University announced a major breakthrough a year ago: China’s first mass production of high-performance 6-inch thin-film lithium niobate chips. Photo: Handout
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Can Huawei’s breakthrough help China’s chip design software firms catch US rivals?

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Major domestic chip design software firms will benefit from opportunities brought by Huawei’s ambitious target of achieving 1.4 nanometre-equivalent chips by 2031, according to analysts. Photo: Shutterstock
Major domestic chip design software firms will benefit from opportunities brought by Huawei’s ambitious target of achieving 1.4 nanometre-equivalent chips by 2031, according to analysts. Photo: Shutterstock
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HKEX

Hong Kong emerges as top listing hub for global tech firms, HKEX says

Exchange will review listing rules introduced since 2018 to consolidate its competitiveness in the global fundraising market.

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As East Asia pivots to premium AI servers, China seizes a massive tech gap

The AI server boom is driving demand for advanced multilayer ceramic capacitors, leaving Chinese manufacturers room to expand.

As Japanese and South Korean MLCC producers move up the value chain, their Chinese rivals are seeing an opportunity. Photo: Shutterstock
As Japanese and South Korean MLCC producers move up the value chain, their Chinese rivals are seeing an opportunity. Photo: Shutterstock
US-China tech war

What does Washington’s latest AI chip guidance mean for Chinese tech firms?

Beijing has criticised the move, but lawyers say the US document is more a clarification than a brand-new curb.

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Chinese memory makers step up challenge to Korea’s chip champions

CXMT and YMTC are nearing public listings, giving China’s memory-chip sector fresh firepower in its pursuit of Samsung and SK Hynix.

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Artificial intelligence

Huawei chips refine DeepSeek model in leap for China’s AI self-reliance

While Chinese chipmakers have found success in supporting AI inference, they are struggling with the far more complex process of training.

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The Huawei booth at the Beijing International Automotive Exhibition, April 25, 2026. Photo: EPA
Robotics

World of humanoid robots set for new blueprint as Nvidia teams with Asian firms

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Unitree robots perform dance moves at Global Sources Hong Kong Shows at AsiaWorld-Expo in Chek Lap Kok. The exhibition showcases the newest technologies in mobile accessories and AI-powered consumer electronics. Photo: Eugene Lee
Unitree robots perform dance moves at Global Sources Hong Kong Shows at AsiaWorld-Expo in Chek Lap Kok. The exhibition showcases the newest technologies in mobile accessories and AI-powered consumer electronics. Photo: Eugene Lee
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How US export curbs are forcing China to redesign its AI chip industry

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AI could redefine China’s EV market: Morgan Stanley

Carmakers redirect resources to autonomous driving upgrades, hoping AI can deliver growth beyond subsidy-driven sales.

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Is Huawei’s new chip scaling law a true breakthrough, or mere hype?

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People visit the exhibition area of Huawei at the 10th China-Russia Expo in Harbin, in northeast China’s Heilongjiang Province, on May 19. Photo: Xinhua
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