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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
Alibaba

Alibaba doubles down on ‘super-scale’ computing infrastructure for AI sector

Alibaba’s ‘super AI cloud’ will have the required technology to meet the industry’s massive computing demand, CEO Eddie Wu Yongming says.

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Semiconductors

China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

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China’s chipmakers pour revenue into R&D, outpacing US ratios

US-China relations

Exiting China market a ‘self-inflicted wound’ for US tech, think tank warns

ITIF argues that regional sales help finance domestic R&D and block local rivals, while warning that a full exit would be a self-inflicted wound to innovation leadership.

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Visitors take pictures and videos of a human-like robot head on display at the Humanoid Robots Industry Base in Beijing’s Shougang Park on April 28. Photo: AP
Visitors take pictures and videos of a human-like robot head on display at the Humanoid Robots Industry Base in Beijing’s Shougang Park on April 28. Photo: AP
Semiconductors

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

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Hit from memory costs spreads from smartphones to BYD EVs in China

Carmaker explicitly cites sky-high memory costs as it raises the price of a high-end driver-assistance system by 21 per cent.

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China trade

Beijing touts mineral dominance, boosts autonomy drive, ahead of Trump’s visit

Ministry of Natural Resources boasts world-leading reserves of 14 minerals and vows to keep boosting output and exploration as geopolitical risks weigh on resources.

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Blocks with symbols and atomic numbers of various rare earth elements are seen on a Chinese flag. Illustration: Reuters
Blocks with symbols and atomic numbers of various rare earth elements are seen on a Chinese flag. Illustration: Reuters
SCMP Exclusives

Exclusive | Un-sanctioned: China to welcome Dutch trade minister amid Nexperia, ASML discord

Source says Beijing has quietly dropped an old sanctioning of Sjoerd Sjoerdsma, who recently spoke of wanting to lead a Dutch trade mission to China.

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Electric & new energy vehicles

Chinese EV makers bet on in-house chips to make cars smarter and more autonomous

Chinese EV makers are showcasing advanced in-house chips at Auto China, powering smarter vehicles and challenging global tech leaders.

US-China tech war

‘Horrible’ for US if DeepSeek AI models run on Huawei chips: Nvidia CEO

DeepSeek on Huawei chips could help China – powered by ‘abundant’ energy and large pool of researchers – catch up with US in AI: Nvidia CEO.

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Even if China has inferior chips, it can still catch up with the US in AI development given its abundant energy and large pool of AI researchers, according to Jensen Huang. Photo: Handout
Semiconductors

TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom

AI dominates TSMC revenues as foundry giant pivots from smartphones to high-performance computing.

The TSMC logo is seen outside the company’s Museum of Innovation in Hsinchu, Taiwan April 9, 2026. Photo: Reuters
The TSMC logo is seen outside the company’s Museum of Innovation in Hsinchu, Taiwan April 9, 2026. Photo: Reuters
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Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

Shanghai Beite Technology saw the largest share spike among suppliers, up as much as 4.6 per cent on Thursday morning.

Artificial intelligence

Victory Giant joins IPO push by China’s circuit-board makers amid AI frenzy

Nvidia supplier aims to raise up to US$2.2 billion in Hong Kong as AI data centre demand makes boards ‘all the rage’.

Artificial intelligence

AI fuels global trade growth as China-US flows shift, McKinsey finds

Data-centre expansion and AI investment push global trade ahead of economic growth, consultancy says.

AI-linked goods accounted for about one-third of global trade growth last year, according to McKinsey. Photo: AFP
Artificial intelligence

As AI race with US intensifies, Alibaba launches 10,000-card computing cluster

Cluster in Shaoguan powered by domestically developed Zhenwu chips latest evidence that China is doubling down on home-grown infrastructure.

In collaboration with China Telecom, Alibaba has deployed a 10,000-card intelligent computing cluster powered by its Zhenwu AI chips in the Shaoguan data centre in Guangdong province. Photo: Sina
In collaboration with China Telecom, Alibaba has deployed a 10,000-card intelligent computing cluster powered by its Zhenwu AI chips in the Shaoguan data centre in Guangdong province. Photo: Sina
Semiconductors

Chinese memory giants seen grabbing market share on lower prices, more capacity

Firms like YMTC and CXMT are scaling NAND and DRAM production, leveraging cost advantages and subsidies to challenge global leaders.

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China GDP

Open Questions | Andrew Tilton on China’s economic trajectory in wake of Iran war

Goldman Sachs’ chief Asia-Pacific economist says worst is over in terms of property slump’s impact on China’s economic growth.

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Artificial intelligence

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

Illustration by Victor Sanjinez
Illustration by Victor Sanjinez
Semiconductors

Memory crunch bites: Xiaomi lifts handset prices amid supply chain squeeze

Price rises of nearly US$30 reflect surging memory costs, with analysts pointing to AI-driven demand and tight supply across the chip sector.

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Chinese analogue chipmakers raise prices as mature-node producers poised to gain

Higher prices give China’s mature-node producers room to compete with US, European rivals without sacrificing too much margin, analysts say.

Greater Bay Area

Greater Bay Area trails peers in research despite strong tech potential: report

Southern China cluster of cities lags in basic research and original innovation, with talent gaps adding to challenges, Deloitte says.

A robotic arm operates on an autonomous production line in Shenzhen. Photo: Reuters
Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP
People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP
Semiconductors

Shenzhen eyes ‘leapfrog’ gains in AI server supply chain in self-reliance push

Shenzhen has unveiled an ambitious three-year plan to build out AI computing clusters and boost key hardware components.

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Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

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Cambricon to pay maiden dividend after turning profitable in 2025

The Shanghai-listed chip designer will distribute a cash dividend of 15 yuan for every 10 shares, its first since listing in 2020.

Cambricon’s MLU220 AI acceleration card. Photo: Handout
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