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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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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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Fuelled by Beijing’s tech self-reliance push, the company is set to test investor confidence in specialised hardware.

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Tourists visit the Enflame booth at the 2026 World Artificial Intelligence Conference in Shanghai on July 20. Photo: Getty Images
Tourists visit the Enflame booth at the 2026 World Artificial Intelligence Conference in Shanghai on July 20. Photo: Getty Images
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What’s next after China court freezes US$318 million in Nexperia assets?

Bitter custody fight sparked by Dutch intervention has affected European supply lines, and assets look to remain frozen for years.

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Making chip gear is the first step. Scaling it is China’s next big test

Industry leaders caution that the semiconductor equipment sector must now transition from technical viability to commercial reliability.

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MetaX

China’s AI chipmakers post surging sales in tech self-reliance drive

MetaX posted a net profit of 612 million yuan for the first six months, reversing a loss of 186 million yuan a year earlier.

The MetaX booth at the World Artificial Intelligence Conference in Shanghai, July 17, 2026. Photo: Reuters
The MetaX booth at the World Artificial Intelligence Conference in Shanghai, July 17, 2026. Photo: Reuters
Smartphones

Huawei, Apple bend to the market with foldable phones in September

A new foldable iPhone and the Mate XT 2 are coming as analysts predict a double-digit plunge in smartphone shipments this year.

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China’s CXMT posts massive 870% revenue surge as ‘aggressive expansion’ pays off

China’s leading DRAM chipmaker outperforms its own forecasts in its first financial results since a blockbuster Shanghai listing.

Artificial intelligence

Zhipu’s viral Ox Alpha AI model runs entirely on Chinese chips

Model shows China can scale AI on domestic chips, setting a usage record as Beijing pushes to cut reliance on US hardware.

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Zhipu AI's move marks a significant test of China’s ability to handle large-scale global inference workloads on home-grown hardware. Photo: Getty Images
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Why is Xiaomi doubling down on in-house chips amid a profit slump?

Chinese tech giant’s Xring O3 3nm AI processor scheduled to debut aboard folding smartphone in September.

Xiaomi unveiled its flagship Xring O3 3-nanometre AI processor for smartphones on Monday. Photo: Weibo
Xiaomi unveiled its flagship Xring O3 3-nanometre AI processor for smartphones on Monday. Photo: Weibo
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China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says

The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.

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China’s next mega chip listing could break CXMT’s market records

IPO funds to fuel YMTC parent CCSH’s expansion, with nearly US$5 billion set aside to boost chipmaking capacity and accelerate R&D.

Artificial intelligence

Next silicon? AI data centre material faces price spike amid China supply crunch

Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.

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Indium phosphide is used to make lasers that convert electrical signals into light, crucial to the development of fibre-optic cables. Photo: Shutterstock
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AI chipmaker Biren projects up to 22-fold revenue surge in first half of 2026

Massive financial gains across domestic chipmakers underscore how the push for self-sufficiency is reshaping demand for home-grown hardware.

In July, Biren unveiled its next-generation “supernode” solutions, using optical data transmission to bypass current hardware limits. Photo: Handout
In July, Biren unveiled its next-generation “supernode” solutions, using optical data transmission to bypass current hardware limits. Photo: Handout
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China’s SMIC plans expansion as AI-related chip demand beats forecasts

China’s largest foundry says shortages are spreading to mature-node chips, with some AI-driven demand visible through the end of 2027.

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China’s YMTC breaks into top 3 flash-memory suppliers with 14% market share

The chipmaker captured a larger proportion of bit shipments, but still ranks fifth by revenue due to heavier exposure to lower-value products.

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YMTC-backed fund invests in China’s push for an alternative chipmaking route

Guangzhou-based SOI Micro is developing a low-power logic process aimed at easing reliance on overseas technology while strengthening domestic chip capabilities.

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A wafer sample is seen during the World Artificial Intelligence Conference in Shanghai on July 18. China is looking to cultivate an alternative chipmaking ecosystem. Photo: AFP
A wafer sample is seen during the World Artificial Intelligence Conference in Shanghai on July 18. China is looking to cultivate an alternative chipmaking ecosystem. Photo: AFP
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Why does SK Hynix want to sell its chip facility in southwest China?

The South Korean chipmaker wants to pivot towards the high-margin AI memory sector, but analysts warn any sale would face valuation hurdles.

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Moore Threads

China’s ‘little Nvidia’ plans Hong Kong listing after 147% revenue jump

The Chinese AI chip developer plans a listing in Hong Kong to deepen its ‘international strategic footprint’.

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Artificial intelligence

Cambricon posts 108% surge in revenue amid China’s massive AI chip drive

The Chinese AI chip giant saw revenue reach 6 billion yuan in the first half of the year, as Beijing pushes to replace foreign hardware.

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People visit the booth of Chinese AI chipmaker Cambricon Technologies at an expo in Shanghai. Photo: Getty Images
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Beyond lithography: Chinese chip toolmaker achieves wafer polishing breakthrough

While global attention focuses on the most advanced bottlenecks, domestic equipment makers are quietly closing the gap in other essential technologies.

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An exhibitor looks at a wafer during the Semicon China semiconductor exhibition in Shanghai on March 25. Photo: AFP
An exhibitor looks at a wafer during the Semicon China semiconductor exhibition in Shanghai on March 25. Photo: AFP
China stock market

Chinese fund managers’ pursuit of AI plays backfires as hot tech stocks wobble

AI bets have been unravelling globally amid doubts about the investment returns on cloud-service infrastructure.

Huawei

Slapped with reality: why Huawei’s top chip scientist embraces war-hero mindset

In viral interview, Liao Heng talks navigating US curbs to make Ascend processors, placing innovation over nanometres for chip self-reliance.

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Semiconductors

Chinese chip-tool maker AMEC says preliminary first-half profit up 282%

First-half outlook an early bellwether for domestic equipment sector as Chinese memory and advanced-logic fabs expand capacity.

AMEC chip-making equipment seen in a clean room setting. Photo: Handout
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