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Semiconductors: Companies

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Semiconductors: Companies
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
China's top two chipmakers saw their revenues and profits surge in the second quarter amid high demand for AI chips. Photo: Shutterstock
Semiconductors

Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC, Hua Hong Grace results highlight how local foundries are aggressively running their plants at full capacity to meet domestic needs.

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Semiconductors

Why does SK Hynix want to sell its chip facility in southwest China?

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Nvidia

Nvidia to team with Wall Street on US$500 billion package for AI projects

Semiconductors

What is delaying Chinese AI giants switching from Nvidia to local chips?

High transition costs are keeping AI developers in China reliant on Nvidia chips, industry sources say.

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Huawei Technologies’ Compute Architecture for Neural Networks requires developers to rewrite and optimise large amounts of code. Photo: Shutterstock
China stock market

How CXMT’s MSCI China index entry may lure fund inflows, cement its top ranking

Chipmaker’s inclusion in main global index system set to spur passive demand and spotlight China’s growing semiconductor clout: analysts.

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
China trade

Lab-made diamonds ride AI demand for chip cooling as China leads industrial boom

Exports surge in first half of year, as the superior heat dissipation of diamonds expands market beyond jewellery, positioning China for further growth.

Semiconductors

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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China-EU relations

What would a German audit for Chinese supply chain dependencies find?

Although many analysts deem the search long overdue, they warn that German leverage would be both hard to implement and short-lived.

Officials in Berlin are concerned about Germany losing its industrial base to Chinese competition. Photo: Getty Images
China stock market

China’s AI rout triggers 14% margin retreat in record tech sell-off

Tech stocks plummeted in July as traders unwound leveraged positions, sparking a drop in margin financing and raising concerns in Beijing.

An investor walks by an electronic board displaying stock prices at a brokerage house in Beijing. China's stock traders unwound their leveraged positions in July, fuelling a brutal technology stock sell-off. Photo: AP
Semiconductors

China boosts chip-design safeguards amid tech self-sufficiency push

Revised rules sharpen penalties and expand rights, underscoring Beijing’s strategy to build resilience across semiconductor and AI ecosystem.

Technology

Opinion | In an era defined by AI, can work still be measured by the clock?

From Seoul to Taipei, Tokyo to Beijing, Asia is running a 21st century economy on a labour contract designed for the 20th century.

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US-China trade war

Nvidia’s Jensen Huang meets US officials as issues grow over China chip access

Washington visit comes amid investigation into whether restricted processors were used to train Moonshot AI models.

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Nvidia CEO Jensen Huang is reportedly meeting with US officials and lawmakers in Washington this week, while the Trump administration continues to investigate potential violations related to Nvidia’s AI chip exports to China. Photo: AFP
Alibaba

From CXMT to Zhipu AI, Alibaba’s strategic investments are paying off

The company’s strategic shift to AI and chip investments is not only yielding significant returns, but also boosting its tech portfolio.

Alibaba's logo at the World Artificial Intelligence Conference in Shanghai on July 6, 2023. The company's strategic shift to AI and chip investments is yielding significant returns and also boosting its tech portfolio. Photo: Getty Images
Semiconductors

China’s DUV progress not the biggest threat to ASML, analysts say

Dutch leader’s dominance in chipmaking gear not at risk amid China’s lithography push – unless the US steps in.

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US-China relations

US congressional group plans annual visits to China after trade trip

The fact-finding mission by members of a congressional advisory body to Beijing, Shanghai and Hangzhou was the first of its kind since 2019.

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Semiconductors

CXMT projected to further soar as it narrows gap with Samsung, Micron, SK Hynix

Company’s wafer expansion and AI demand could lift its DRAM share and more than double the stock’s value, analysts say.

Workers at a booth for CXMT wait for visitors at the China International Semiconductor Expo in Beijing. Photo: AP
Huawei

Huawei’s Tau Scaling Law: a new path amid US sanctions

Company founder Ren Zhengfei says the new framework is crucial for survival, enabling chip advancements without EUV lithography.

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US-China trade war

More Americans think China is world leader in AI, new survey reveals

Findings come as AI race between Washington and Beijing ramps up and with technology high on agenda at planned Trump-Xi summit in September.

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US-China trade war

Trump tech official accuses China’s Moonshot AI of stealing from Anthropic

Michael Kratsios alleges Beijing-based company targeted Anthropic’s most powerful model, Claude Fable 5, through large-scale ‘distillation’.

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The Trump administration claims that outputs from Anthropic’s most powerful model, Claude Fable 5, have been incorporated into Moonshot AI's new Kimi K3 model. Photo: Shutterstock
Semiconductors

Chinese memory giant CXMT oversubscribed 212 times in mega Shanghai IPO

Nearly 10 million investor accounts apply for a rare listed proxy on Beijing’s semiconductor self-reliance drive.

A view of the headquarters of ChangXin Memory Technologies in Hefei, in eastern China’s Anhui province, on July 16. Photo: AFP
Semiconductors

CXMT’s mega IPO draws frenzy from retail investors to DeepSeek founder’s fund

Investors are hoping for a relatively generous allotment rate and sharp gains when the memory-chip maker debuts on Shanghai’s Star Market.

IPO

China’s CXMT valued at US$85 billion in record Shanghai IPO

Chinese DRAM maker is set to raise 57.9 billion yuan (US$8.5 billion), nearly twice the amount earmarked for its investment projects.

US-China trade war

US must act quickly to counter China’s growing tech progress, lawmakers told

Analysts claim Washington needs to slow down Chinese momentum and speed up US technology advances now or fall well behind the Asian giant.

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Witnesses told lawmakers at a Congressional round table on Tuesday that the US needs to implement new strategies to counter Beijing’s growing prowess in the global technology industry, especially AI. Photo: Shutterstock
US-China trade war

US says Nvidia’s H200 exports to China remain ‘trivial’ despite approvals

US commerce official Jeffrey Kessler says only a ‘very small quantity’ of AI chips have reached mainland China and Hong Kong so far.

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A top US official told Congress on Tuesday that "very few" Nvidia H200 chips have been shipped to China or Hong Kong to date. Photo: Reuters
US-China tech war

Nvidia’s future challenger? Chinese start-up reveals aggressive AI chip road map

As US sanctions block access to advanced lithography, a Shanghai-based firm bets on chip redesign, 3D memory stacking to break bottlenecks.

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China stock market

Chinese hard tech giants see market value surge as overseas capital pours in

Under the mainland-Hong Kong Connect programme, northbound holdings rise to record high of 3.13 trillion yuan by end of June.

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