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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.
Tourists visit the Alibaba Group booth at the 2026 World Artificial Intelligence Conference in Shanghai, China, on July 17. Photo: CFOTO/Future Publishing via Getty Images
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.

Hong Kong stock market

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

Semiconductors

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

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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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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.

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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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An exhibitor looks at a wafer during the Semicon China semiconductor exhibition in Shanghai on March 25. Photo: AFP
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.

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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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.

People learn about a reconfigurable AI chip at the permanent exhibition at the Zhongguancun Exhibition Center in Beijing. Photo: Xinhua
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.

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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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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A worker checks automated spool winders at a factory in China’s Zhejiang province last month. A recent poll of private firms in the country found that many are still struggling. Photo: Xinhua
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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Huawei CEO Ren Zhengfei is interviewed in Taiyuan, northern Shanxi province on February 9, 2021. Photo: Xinhua
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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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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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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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.

A Chinese chip start-up has launched what it claims to be the world’s first 8-inch production line for two-dimensional (2D) semiconductors. Photo: qq.com
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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A demonstration of robots assembling semiconductor chips. Photo: Reuters
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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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.

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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By driving down adoption costs, China has accelerated AI integration across its economy to a greater degree than the US, according to a prominent scholar. Photo: Shutterstock Images
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.

Iluvator CoreX and a few of its peers are vying for spots in top AI infrastructure builders’ supply chains. Photo: Shutterstock Images
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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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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