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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.
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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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?

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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.

A worker checks a diamond at a facility in China’s Henan province. Photo: Xinhua
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.

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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.

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An image of a semiconductor displays the name of Huawei Technology’s chip-design unit, HiSilicon. Photo: handout
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.

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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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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The logo of Dutch company ASML is seen at the China International Import Expo in Shanghai on November 5, 2025. Photo: DPA
China's economic recovery

Payment arrears and ‘involution’ still slam traditional China industries: survey

Most entrepreneurs polled cite problematic payment delays and intense competition, even as AI, semiconductors and advanced materials lift profits.

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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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Findings from a Pew Research Centre survey reveal that more than one-third of Americans see China, rather than the United States, as the global leader in artificial intelligence. Photo: Shutterstock
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
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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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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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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Dongfang Suanxin’s DF1000 chip, which is expected to enter mass production in late 2026. Photo: Dongfang Suanxin
Semiconductors

Chinese chip start-up launches 8-inch production line pilot for 2D chips

The company says the production line launch marks a critical step towards China’s drive for tech self-sufficiency.

Semiconductors

China’s chip equipment sector faces earnings scrutiny amid soaring stock prices

With first-half earnings season looming, the question for the semiconductor industry is whether results can justify stock rally.

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Semiconductors

Top China chip toolmakers consolidate to build national champions, defy US curbs

Big Fund-invested Piotech plans to acquire Wuxi Shangji and diversify into wafer-bonding, leveraging a big revenue surge to capture the local tool market.

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China aims to boost its semiconductor self-sufficiency as Washington's export controls have tightened its access to advanced foreign chipmaking tools. Photo: Shutterstock
Artificial intelligence

Huawei and Cambricon tighten grip on China’s AI chip market as Nvidia slips

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
Artificial intelligence

US AI lead vulnerable to China amid ‘structural challenges’: scholar

China’s advantages in energy and industrial applications could erode America’s AI ‘moat’, according to University of Hong Kong academic.

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Semiconductors

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.

Semiconductors

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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The Wuxi Institute of Photonic Chips at Shanghai Jiao Tong University announced a major breakthrough a year ago: China’s first mass production of high-performance 6-inch thin-film lithium niobate chips. Photo: Handout
Semiconductors

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

Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy.

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Major domestic chip design software firms will benefit from opportunities brought by Huawei’s ambitious target of achieving 1.4 nanometre-equivalent chips by 2031, according to analysts. Photo: Shutterstock
US-China trade war

US Congress warned: AI race winner will rule world, and it must not be China

As Washington and Beijing battle for global supremacy in artificial intelligence, US must establish next technological edge, Congress told.

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Semiconductors

To beat chip crunch, Chinese firm inks memory deal bigger than its sales

The US$1.86 billion multi-year flash deal with unnamed supplier underscores how downstream companies scramble to secure capacity.

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