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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.
The logo of China’s top memory chipmaker, CXMT, appears on the facade of one of the company’s production facilities, in Beijing. Photo: Reuters
Semiconductors

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.

Semiconductors

AI boom, profit surge fuel China’s ambitious chip assembly buildout

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Semiconductors

Cut off from Europe, Nexperia China eyes self-reliance through domestic wafers

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Semiconductors

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.

While the final offer price and total proceeds have yet to be set, the planned size of YMTC’s listing signals a massive fundraising push. Photo: Reuters
Alibaba

Alibaba to issue US$10 billion in new shares for global AI push

The Chinese tech giant is going ‘full stack’, expanding beyond retail into chips, cloud and large language models as surging spending weighs on quarterly profits.

Banking & finance

Why Hong Kong’s SK Hynix fund kept full leverage – and left investors strained

The chip fund maintained peak exposure as shares plunged, underscoring risks before regulators rolled out new flexible leverage rules.

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Alibaba

Alibaba’s AI cloud growth surge drives earnings despite soaring tech spending

Tech giant posts fastest growth in cloud and AI revenue in 22 quarters, says huge AI computing investments will pay off within three years.

The Alibaba booth at the World Artificial Intelligence Conference in Shanghai on July 26, 2025. Photo: Reuters
Artificial intelligence

Semiconductors | China’s supernodes go mainstream as AI model sizes grow

Giant arrays of AI chips, China’s way around US export curbs on the most advanced silicon, become widely available to meet growing compute needs of models, agents.

Hong Kong stock market

China fund managers stick with AI, chips this month after July sell-off: survey

Investor interest in defensive shares also surges across Asia as more try to hedge against the downside risks of AI investments.

US-China relations

US urged to follow China’s lead in treating data as an economic asset

Congressional advisory panel urges Washington to develop national strategy as Beijing’s data push gives Chinese firms edge in AI, robotics.

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An employee programmes a robot to sort items at Maniformer, a physical AI data service platform, in Shanghai on August 5. Photo: Xinhua
Semiconductors

CXMT value tops 4 trillion yuan as global memory rally lifts China chip champion

Shares jump 12 per cent to a record as bullish signals from SanDisk reinforce expectations that AI-driven memory demand will keep supplies tight.

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The logo of ChangXin Memory Technologies (CXMT) is displayed on a smartphone screen in this photo illustration from July. Photo: Getty Images
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?

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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Nvidia

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

Apollo Global Management, Blackstone and Goldman Sachs are among the firms in talks with Nvidia on the deal, the Financial Times reported.

The Nvidia headquarters in Silicon Valley, San Francisco, California. Photo: dpa
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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