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Semiconductors: Industry Trends
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Semiconductors: Industry Trends
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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Smartphones
Apple leads China smartphone sales after launch of iPhone 18 Pro. Can it last?
Sales in the first three days were 12 per cent higher than the previous generation’s entire first week.
30 Sep 2026 - 4:45PM
Artificial intelligence
DeepSeek opens tools to help Huawei chips supplant Nvidia in AI
30 Sep 2026 - 3:25PM
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Artificial intelligence
Nvidia, AMD CEOs join Tsinghua advisory board as US-China chip tensions persist
30 Sep 2026 - 3:19PM
Semiconductors
CXMT leans on Chinese toolmakers in US$5.2b expansion push: source
As it begins massive output increase, China’s top memory supplier sets ‘aggressive’ target for local chipmaking equipment, source says.
29 Sep 2026 - 5:30PM
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Science
China targets AI and frontier tech in newly unveiled innovation blueprint
Top research body also names quantum technology, brain-computer interfaces and controlled nuclear fusion as priorities for five-year plan.
29 Sep 2026 - 12:32AM
Semiconductors
China’s storage makers bet on advanced packaging to climb value chain
Biwin Storage Technology invests US$672 million in latest example of a storage firm looking to upgrade its business model.
23 Sep 2026 - 7:29PM
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Semiconductors
China’s Hygon expands into physical AI with new chips for robots and factories
Shanghai-listed firm says new chips will help bring AI from cloud servers to factory floors and industrial machines.
23 Sep 2026 - 12:45AM
Semiconductors
China’s old Han Xin barcode gets a second life – this time shrunk on silicon
After failing to unseat the QR code years ago, Beijing is betting that a “micro” version of its home-grown barcode can gain a foothold in the global semiconductor supply chain.
22 Sep 2026 - 4:00PM
Semiconductors
China’s CXMT touts new chip process as close to ‘world’s most advanced’
Fifth-generation process narrows gap with global leaders Samsung and SK Hynix as the DRAM maker shows two 24-gigabit chips.
20 Sep 2026 - 6:30PM
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Huawei
China to see major shift to Huawei for AI model training in 2027: deputy chair
The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.
18 Sep 2026 - 3:56PM
China manufacturing
Xi’s industrial power play sees China bet big on AI, chips and smarter factories
Beijing is accelerating its push for resilient supply chains amid geopolitical tensions and domestic weaknesses.
17 Sep 2026 - 6:29PM
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Semiconductors
Huawei quickens AI chip pace, promises next entrant 3 quarters early
Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.
17 Sep 2026 - 2:37PM
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Semiconductors
As AI race with US heats up, China targets US$4.5b tech goal in new 5-year plan
Plan forecasts that operating revenue of enterprises and manufacturers in related sectors will exceed 30 trillion yuan by 2030.
15 Sep 2026 - 8:00PM
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Semiconductors
Chinese breakthrough in chip material aims to clear hurdle for next-gen memory
Restricting nitrogen-vacancy movement in wurtzite ferroelectrics looks to improve the reliability of next-generation storage, scientists find.
13 Sep 2026 - 6:52PM
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Semiconductors
Beijing pushes AI chip design as part of self-sufficiency drive
Agentic AI is creating a ‘paradigm shift’ in semiconductor design, chairman of domestic EDA leader Empyrean Technology says.
13 Sep 2026 - 2:00PM
Semiconductors
Huawei tests LogicFolding chip in handset as high-stakes AI tests loom
New smartphone processor is a crucial test of the firm’s attempt to route around US-led curbs on the most advanced chipmaking technology.
8 Sep 2026 - 2:43PM
Smartphones
Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip
Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market.
7 Sep 2026 - 6:32PM
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Semiconductors
China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost
A rapid R&D drive is powering the firm’s transition beyond its core business.
2 Sep 2026 - 5:29PM
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US-China relations
Data centre anger, Bill Gates’ AI warning: 7 US-China relations reads
From Ivy League China audits to Trump’s ‘Economic D-Day’, highlights from our overseas correspondents in the second half of August 2026.
31 Aug 2026 - 10:00PM
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.
23 Aug 2026 - 9:34PM
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.
19 Aug 2026 - 6:12PM
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.
13 Aug 2026 - 7:09PM
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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.
11 Aug 2026 - 4:06AM
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.
10 Aug 2026 - 2:13PM
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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.
7 Aug 2026 - 7:30PM
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.
7 Aug 2026 - 6:30PM
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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.
5 Aug 2026 - 4:01PM
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.
5 Aug 2026 - 5:49AM
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