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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Artificial intelligence

Chinese smart eyewear makers shine at CES with focus on challenging Meta

Semiconductors

China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips

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Semiconductors

Soaring prices, but shrinking demand as China’s memory chip market falters

China’s spot market for memory chips is surging on tight global supply, but Shenzhen vendors say sky-high quotes are scaring off buyers.

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Huaqiangbei in Shenzhen, China, is touted as the world’s biggest electronic market. Photo: Shutterstock
Huaqiangbei in Shenzhen, China, is touted as the world’s biggest electronic market. Photo: Shutterstock
Semiconductors

China’s top lithography bet shifts gears: SMEE sells subsidiary in key pivot

State-backed SMEE, often dubbed China’s best ASML challenger, has sold Shanghai Weiyao to AMIES in a move that prioritises tool development.

China trade

China initiates anti-dumping probe against Japan over key semiconductor chemical

Beijing’s investigation targets imports of dichlorosilane from Japan, alleging dumping that harms Chinese production, amid escalating bilateral and trade tensions.

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Technology

Singapore, Beijing land in top 10 of Savills’ Matcha Index of global tech cities

Even with its premium-priced matcha drinks, Singapore ranks among the world’s most ‘liveable’ cities for tech workers.

Singapore’s vibrant and rich cafe culture has made it one of the world’s most liveable cities for tech workers. Photo: Shutterstock
Singapore’s vibrant and rich cafe culture has made it one of the world’s most liveable cities for tech workers. Photo: Shutterstock
Semiconductors

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

Semiconductors

China’s top contract chipmakers pursue acquisitions amid self-sufficiency drive

Hua Hong Semiconductor set to close a US$1.2 billion deal, days after SMIC says it will take full control of a subsidiary for US$5.8 billion.

Hong Kong

Baidu spin-off Kunlunxin joins wave of Chinese semiconductor IPOs in Hong Kong

Last year, 20 Chinese semiconductor IPOs raised over 45 billion yuan (US$6.4 billion), with six of them listing in December.

The Baidu logo is pictured at the company’s headquarters in Beijing, March 16, 2023. Photo: Reuters
Semiconductors

US grants TSMC annual licence to import American chipmaking tools into China

The approval ‘ensures uninterrupted fab operations and product deliveries’, according to the world’s largest contract chipmaker.

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Washington has granted TSMC’s Nanjing operation an annual licence to import US chip manufacturing equipment into China. Photo: Shutterstock
Washington has granted TSMC’s Nanjing operation an annual licence to import US chip manufacturing equipment into China. Photo: Shutterstock
China manufacturing

China’s next decade to cement status as hi-tech manufacturing power: reports

The coming 10 years will see significant advances in cutting-edge sectors, reinforcing industrial dominance, according to new reports.

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Nexperia

Nexperia, Wingtech set for fresh face-off in January with US$8 billion at stake

Dutch chipmaker’s Chinese owner warns of multi-track legal action, seeking full control of the firm and damages for improper seizure amid supply-chain tensions.

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Semiconductors

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Chinese tech companies place orders for more than 2 million H200 chips for 2026, according to sources.

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The exact additional volume of H200 chips Nvidia intends to order from semiconductor foundry TSMC remains unclear. Photo: Shutterstock
IPO

China’s DRAM giant CXMT plans US$4.2 billion IPO on Shanghai’s Star Market

Listing aims to fund wafer expansion and DRAM upgrades as Beijing drives tech self-reliance.

CXMT is China’s largest and the world’s fourth-largest DRAM manufacturer. Photo: Handout
CXMT is China’s largest and the world’s fourth-largest DRAM manufacturer. Photo: Handout
IPO

China’s Zhipu AI launches US$560 million share sale amid heated IPO tech race

The company, marketed overseas as Z.ai, eyes US$6.6 billion valuation with Hong Kong’s first large language model listing.

Semiconductors

Nexperia China eyes new wafer suppliers amid legal fight with Dutch chipmaker

Nexperia owner Wingtech says the China unit produced more than 11 billion chips since mid-October, despite wafer supply constraints.

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Semiconductors

China’s CXMT in crosshairs of South Korean prosecutors over Samsung tech leak

Prosecutors in Seoul indict 10 people, including ex-Samsung executives, for allegedly leaking the firm’s technology to memory chipmaker CXMT.

Seoul prosecutors say the leak of Samsung’s proprietary DRAM technology benefited Chinese memory chip rival CXMT. Photo: AFP
Seoul prosecutors say the leak of Samsung’s proprietary DRAM technology benefited Chinese memory chip rival CXMT. Photo: AFP
Semiconductors

Chinese EV battery giant CATL and Guoxin Micro set up new automotive chip firm

The two companies expect to launch Tongxin Micro Technology as a developer of automotive domain controller chips.

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Chinese AI champion iFlytek forms new entity to expand into semiconductor design

Shandong Yixun Information Technology’s scope of operations includes integrated circuit design and other AI-related fields.

Semiconductors

Jack Ma-backed YF Capital takes stake in Shanghai memory chipmaker InnoStar

A YF Capital affiliate has taken a 2.1 per cent stake in InnoStar Semiconductor, making it the chipmaker’s 14th largest shareholder.

InnoStar headquarters in Shanghai. Photo: InnoStar
Semiconductors

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

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Significant uncertainty remains, as Beijing has yet to approve any H200 chip purchases. Photo: Shutterstock
Significant uncertainty remains, as Beijing has yet to approve any H200 chip purchases. Photo: Shutterstock
Banking & finance

Global firms turn to M&A in EVs and biotech to deepen China investment: KPMG

Survey of multinational corporations finds optimism in life sciences, healthcare and manufacturing, with half forecasting revenue growth.

Artificial intelligence

China’s Sugon launches AI infrastructure to rival platforms from Nvidia, Huawei

The Beijing-based supercomputer maker says its scaleX platform represents China’s first 10,000-card AI supercluster.

Semiconductors

China eyes mastery of EUV lithography, bolstering AI chip ambitions: analysts

‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.

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Chinese scientists at a high-security Shenzhen laboratory earlier this year built a prototype extreme ultraviolet lithography machine. Photo: Shutterstock
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