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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.
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US-China trade war
From apps to autos: China’s data reach sparks US espionage and sabotage concerns
Washington accused of not doing enough to counter Beijing’s harvesting of key American data and weaponising it as a strategic asset.
1 May 2026 - 6:16AM
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Semiconductors
Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars
30 Apr 2026 - 4:30PM
Semiconductors
Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom
30 Apr 2026 - 12:37PM
Semiconductors
Chinese optical chipmaker’s profit soars 1,153% on strong AI demand
Yuanjie Semiconductor Technology’s profit gain matches its elevenfold share price increase over the past year.
27 Apr 2026 - 10:00PM
Moore Threads
Moore Threads posts US$4.3m profit as Nvidia rival surges amid Beijing chip push
Beijing-based GPU maker turns a corner in the first quarter of 2026 after posting a US$16.5 million loss a year earlier.
27 Apr 2026 - 7:17PM
US-China trade war
‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics
US lawmakers, experts accused Beijing of buying ‘what they can’ and stealing ‘what they cannot’ from America to advance their AI technology.
17 Apr 2026 - 7:20AM
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Semiconductors
ASML boosts 2026 sales forecast despite shrinking China sales
The Dutch chipmaker expects annual net sales of €36 billion (US$42.5 billion) to €40 billion after releasing its first-quarter results.
16 Apr 2026 - 11:29AM
Semiconductors
China’s Dishan Technology nears 2nm AI chip breakthrough, reports say
The Shanghai-based start-up says its chip design is likely to improve energy efficiency by 40 per cent compared with its predecessor.
14 Apr 2026 - 8:25PM
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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.
9 Apr 2026 - 7:00AM
Semiconductors
Proposed US chip curbs on China risk deeper supply chain disruption
New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.
8 Apr 2026 - 8:02PM
Semiconductors
China’s top chip foundry SMIC unveils growth action plan
Firm aims for above-average growth this year under plan for ‘optimising existing stock and digging for new increments’.
27 Mar 2026 - 11:10AM
Artificial intelligence
Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’
Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.
26 Mar 2026 - 9:25PM
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.
25 Mar 2026 - 10:13PM
China-EU relations
China and the Netherlands seek ‘pragmatic’ reset as Nexperia row rolls on
Wang Yi hails ‘positive signals’ from new Dutch minister as US pressure and EU de-risking leave The Hague juggling security and trade interests.
21 Mar 2026 - 5:50PM
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US-China trade war
Trump administration moves to unify AI rules, bolster edge over China
Policy aims to increase federal government’s ability to fight national security concerns and counter Beijing’s growing dominance in sector.
21 Mar 2026 - 7:09AM
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Semiconductors
Huawei challenges Nvidia with powerful new AI accelerator card
The Atlas 350 can deliver 1.56 petaflops of FP4 computing power, a 2.8-times improvement over Nvidia’s H20 chip, an executive says.
20 Mar 2026 - 9:00PM
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US-China trade war
Fears grow over US drug supply’s growing dependence on Chinese ingredients
Beijing’s global pharmaceutical push follows same playbook as rare earths, semiconductors and electric vehicles, warn US lawmakers.
19 Mar 2026 - 5:33AM
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Semiconductors
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.
17 Mar 2026 - 10:00PM
Semiconductors
Precision strike: China targets US, Japan stranglehold on photoresist supply
Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.
16 Mar 2026 - 8:00AM
US-China relations
Opinion
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3 realities shaping China-US tech competition
Beijing’s policy priorities point to a more intense, multidimensional contest, with a smaller but still meaningful space for cooperation.
15 Mar 2026 - 9:22PM
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Semiconductors
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.
13 Mar 2026 - 3:25PM
Semiconductors
China’s chip exports surge 73% as AI demand fuels semiconductor growth
Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.
10 Mar 2026 - 3:07PM
Semiconductors
China’s chip bosses endorse semiconductor push in next 5-year plan
Industry leaders say the draft blueprint underscores Beijing’s determination to reduce reliance on foreign technology.
10 Mar 2026 - 7:00AM
Artificial intelligence
China’s chip industry seeks more state support for AI dominance
Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance.
9 Mar 2026 - 7:00PM
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Semiconductors
China warns of fresh chip crisis as Nexperia dispute flares up
China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.
8 Mar 2026 - 6:30PM
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Semiconductors
Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs
Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.
5 Mar 2026 - 5:32PM
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Artificial intelligence
AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts
AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.
3 Mar 2026 - 10:42AM
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Semiconductors
Chinese chip firms Cambricon, Moore Threads post sales jump on domestic demand
Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent.
27 Feb 2026 - 10:26PM
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