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Howard Liu
Reporter, Tech
Howard Liu is a Beijing-based technology and business reporter at the South China Morning Post, covering the semiconductor industry, AI and global tech supply chains. Previously at Caixin Media, he focused on China’s AI, semiconductor and cloud computing sectors. A graduate of Columbia University, he enjoys running, swimming and hiking.
Howard Liu is a Beijing-based technology and business reporter at the South China Morning Post, covering the semiconductor industry, AI and global tech supply chains. Previously at Caixin Media, he focused on China’s AI, semiconductor and cloud computing sectors. A graduate of Columbia University, he enjoys running, swimming and hiking.
Areas of Expertise:
AI, semiconductorLanguages Spoken:
English, Mandarin
Gathering will showcase Beijing’s push to compete across the full AI stack, from models and chips to robots, consumer devices.
Investors are hoping for a relatively generous allotment rate and sharp gains when the memory-chip maker debuts on Shanghai’s Star Market.
Chinese DRAM maker is set to raise 57.9 billion yuan (US$8.5 billion), nearly twice the amount earmarked for its investment projects.
Chinese leader will deliver a keynote address at the Shanghai conference, underscoring Beijing’s focus on AI development.
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From a Silicon Valley garage to China’s largest DRAM maker and a US$4.4 billion IPO, Zhu reportedly refused pay until CXMT became profitable.
Listing would rank behind only SMIC’s on Shanghai’s Star Market, as AI demand boosts memory-chip market.
With first-half earnings season looming, the question for the semiconductor industry is whether results can justify stock rally.
Longsys says net profit could reach up to 11 billion yuan, as strong demand and tight global wafer supply lift the downstream memory sector.
CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says.
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.
The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders.
China Telecom’s 40,000-server procurement puts Huawei’s Kunpeng ecosystem in focus as Beijing pushes for greater use of domestic hardware.
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches.
TikTok owner’s expanding spending could benefit a few second-tier domestic chipmakers, with Iluvatar CoreX in pole position, analysts say.
Carmakers strive for more control over computing hardware to reduce reliance on Nvidia and Horizon Robotics.
The US$1.86 billion multi-year flash deal with unnamed supplier underscores how downstream companies scramble to secure capacity.
Chinese tech giants including Alibaba and Baidu strongly reject the Pentagon’s characterisation of them as “Chinese military companies”.
There is debate over the real value of nanoimprint lithography when it comes to volumes, yields and non-photonic chips.
Beijing has criticised the move, but lawyers say the US document is more a clarification than a brand-new curb.
Wei’s comments come as mainland foundries expand mature-node capacity and Huawei pushes alternative chip-scaling ideas under US sanctions.
As higher memory prices raise costs for China’s handset makers, a research firm predicted Huawei would be the only domestic brand to increase shipments.
Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.
Presentation in Shanghai shows how company is trying to shift conversation from what it cannot buy to what it can still build.
The latest list extends China’s trusted technology certification system to cover AI processors as Beijing pushes the use of home-grown chips.
A filing shows adjusted profit fell 53 per cent, even as revenue continued to rise, highlighting tough competition in humanoid robot sector.
SMNC is to become a wholly owned subsidiary of SMIC, boosting the semiconductor manufacturer’s prowess and market position.
As China’s memory-chip giants YMTC and CXMT progress towards IPOs, they shine a spotlight on Beijing’s tech self-sufficiency ambitions.
US chip giant reports 85 per cent year-on-year rise in quarterly revenue amid surge in AI demand, but no revenue from H200 sales in China.
ChangXin Memory Technologies is sparking investor interest as DRAM profits soar, AI drives shortages and China pushes for chip self-reliance.
