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

Chinese chipmakers led by Cambricon and Huawei are expected to significantly expand their share of the domestic AI server market as Beijing pushes for greater semiconductor self-reliance. Photo: Getty Images
Chinese chipmakers led by Cambricon and Huawei are expected to significantly expand their share of the domestic AI server market as Beijing pushes for greater semiconductor self-reliance. Photo: Getty Images
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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.

Iluvator CoreX and a few of its peers are vying for spots in top AI infrastructure builders’ supply chains. Photo: Shutterstock Images
Iluvator CoreX and a few of its peers are vying for spots in top AI infrastructure builders’ supply chains. Photo: Shutterstock Images
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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.

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

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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.

The Infineon logo is seen at the company’s plant in Dresden, Germany, on June 10, 2026. Photo: AFP
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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Illustration by Henry Wong
Illustration by Henry Wong
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Facing US chip curbs, China launches photonics lab to power AI with light

Lab director says fundamental scientific challenges need to be overcome to achieve theoretical performance.

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Can Huawei’s breakthrough help China’s chip design software firms catch US rivals?

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Visitors inspect a BYD Seagull at this year's Auto China in Beijing. Electric vehicles accounted for a record 66.7 per cent of new car sales in mainland China during the first week of June. Photo: Reuters
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Hong Kong emerges as top listing hub for global tech firms, HKEX says

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Bonnie Chan Yiting, CEO of Hong Kong Exchanges and Clearing, poses with humanoid robots at the bourse operator's Future Tech Summit in Shenzhen on Thursday. Photo: Handout
Bonnie Chan Yiting, CEO of Hong Kong Exchanges and Clearing, poses with humanoid robots at the bourse operator's Future Tech Summit in Shenzhen on Thursday. Photo: Handout
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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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Analysts say CXMT’s IPO approval is further evidence that Chinese memory-chip makers are becoming increasingly competitive with their US and Korean rivals. Photo: Getty Images
Analysts say CXMT’s IPO approval is further evidence that Chinese memory-chip makers are becoming increasingly competitive with their US and Korean rivals. Photo: Getty Images
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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Robotics

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

The tech trio team up to create a state-of-the-art robot reference design allowing researchers to build, fine-tune and deploy skills faster.

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How US export curbs are forcing China to redesign its AI chip industry

China’s tech giants are pursuing ASICs, a type of custom chip, over generic GPUs dominated by American giants like Nvidia.

China’s AI chipmakers are battling to forge a self-reliant silicon ecosystem. Photo: Shutterstock Images
Electric & new energy vehicles

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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The push in AI would likely bring EV models with conditionally autonomous driving capability, or Level 3, to market, according to Morgan Stanley. Photo: Getty Images
The push in AI would likely bring EV models with conditionally autonomous driving capability, or Level 3, to market, according to Morgan Stanley. Photo: Getty Images
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Peking University unveils design tool to power Huawei’s chip ambitions

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China manufacturing

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The booth of Li Auto during the 2026 Beijing International Automotive Exhibition in Beijing on April 26. Photo: Xinhua
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