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Semiconductors: Industry Trends

Semiconductors: Industry Trends
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
A silicon semiconductor wafer. Photo: EPA
Semiconductors

AI, fuelled by advanced chips, set to power their manufacture: industry veteran

Not only is AI driving up demand for semiconductors, it is also becoming integrated into their manufacture, corporate leaders say.

Semiconductors

China’s Iluvatar CoreX says new GPU matches Nvidia’s H200 as chip gap closes

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Semiconductors

Short-term cash burn overshadows AI revenue boom at China’s Biwin, Moore Threads

China trade

How China’s ancient capital staked a claim to the nation’s fastest export growth

Exports jumped 142.1 per cent in the first nine months of 2026, with computing equipment and integrated circuits making up more than 76 per cent.

View over the historic city walls and skyline of Xian in China. Photo: Shutterstock
Artificial intelligence

Open Questions | Why cloud computing pioneer Wang Jian thinks space is the next AI frontier

Alibaba Cloud founder says open-source, closed-source AI philosophies not at odds, calls for more Chinese cloud competition to strengthen industry.

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US-China trade war

Top Democrat says chip restrictions are ‘key lever’ for US AI edge over China

Jim Himes claims ‘slowing dispersion of advanced chips into China’ essential for Washington in global tech race as US midterm elections near.

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Alibaba

Alibaba’s RISC-V IP powers over 6 billion shipped chips as tech giant targets AI

The milestone comes as Chinese chipmakers seek to reduce dependence on foreign tech amid US-led export restrictions.

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The XuanTie C950, a RISC-V chip made by Alibaba’s Damo Academy. Photo: Handout
US-China relations

US sanctions 5 Chinese entities over ex-Google engineer’s AI trade secrets theft

Firms include Shanghai Zhisuan Technology, founded by former Google software engineer Ding Linwei, MiraclePlus and three related entities.

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Semiconductors

ASML eyes hybrid bonding, report finds, as Chinese firms adopt chip technique

The company has reportedly filed dozens of patent families related to the technology, which can improve chip performance.

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US-China relations

Blast simulation, university probes, AI spies: 7 US-China relations reads

From Ivy League woes to OpenAI spy fears, here are highlights from the SCMP’s overseas correspondents in the first half of October 2026.

Nuclear-capable missiles are paraded in Beijing in September 2025. Photo: Xinhua
China manufacturing

China’s CXMT gets official support pledge amid chip industry goals

Anhui province party secretary and former MIIT head Li Lecheng vows to foster IC ecosystem during visit to memory giant’s headquarters.

Provincial party secretary Li Lecheng carried out an on-site inspection at China’s home-grown memory chip giant ChangXin Memory Technologies on Wednesday. Photo: Handout
Semiconductors

Lithography start-up provides glimpse of China’s chipmaking progress

Shanghai-based Langdao Silex displays self-developed EUV light-source system, marking crucial step in Beijing’s chip self-reliance drive.

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Semiconductors

‘Easy money is past’: why investors are rethinking the AI memory-chip trade

Investors seem to be weighing strong earnings prospects against the risk of slower memory price growth as supply catches up with demand.

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Semiconductors

China’s CXMT makes progress in chip design pursued by Samsung, SK Hynix

Memory chip giant says its proprietary transistor design could increase storage density and improve efficiency.

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A CXMT chip is displayed at the 2026 World Manufacturing Convention in Hefei, Anhui province. Photo: Xinhua
Semiconductors

China state funds double down on Hua Hong in legacy chip push

State investors increase support for the contract chipmaker and a new Wuxi fab as Beijing strengthens domestic semiconductor supply.

People visit the stand of Hua Hong at an exhibition in Shanghai. Photo: Getty Images
US-China relations

US issues first outbound investment fine over Chinese robotics AI deal

Parent of Plug and Play Tech Centre fined US$200,000 for failing to report a roughly US$92,000 investment in Shanghai robotics AI firm.

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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.

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Artificial intelligence

DeepSeek opens tools to help Huawei chips supplant Nvidia in AI

With introduction of suite of six tools, AI model developer aims to create ‘independent’ software ecosystem for AI processors.

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Huawei’s CloudMatrix 384 system with Ascend 910 AI processors is displayed at the World Internet Conference in Tongxiang, in eastern China’s Zhejiang province, on November 8, 2025. Photo: Reuters
Artificial intelligence

Nvidia, AMD CEOs join Tsinghua advisory board as US-China chip tensions persist

Huang and Su were among three new members appointed to the advisory board of Tsinghua University’s School of Economics and Management.

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.

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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.

A worker operates equipment at a semiconductor firm in China's Jiangsu province on September 16. Semiconductors have become a field of intense competition between Washington and Beijing. Photo: VCG via Getty Images
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.

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Packaging is shifting from a manufacturing step into a factor that directly affects product performance, integration and reliability, according to Sinolink Securities. Photo: Shutterstock
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.

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.

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.

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The logo of memory chipmaker CXMT appears on the company’s production facility in Beijing on July 29, 2026. Photo: Reuters
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.

People visit an exhibition during Huawei Connect 2026 in Shanghai on Thursday. Photo: AFP
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.

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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.

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