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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.
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
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?

Semiconductors

Facing US chip curbs, China launches photonics lab to power AI with light

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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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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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US-China trade war

Trump looks to balance ‘lead over China’ and national security with AI order

Voluntary framework to vet powerful new AI systems up to 30 days before their public release, stopping short of mandating review regulations.

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US President Donald Trump signed an executive order on Tuesday to create a voluntary framework for the US government to vet powerful new AI models before they are released. Photo: AFP/Getty Images/TNS
China technology

Editorial | US pressure has only helped make China’s tech giants stronger

Huawei can now bypass ASML’s technology to make the advanced chips that the US has barred from export to China. This has become a familiar story.

Semiconductors

Is Huawei’s new chip scaling law a true breakthrough, or mere hype?

Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.

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Semiconductors

Nvidia ‘likely the most concerned’ as Huawei bets on new chip architecture law

Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power.

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People visit the exhibition area of Huawei at the 10th China-Russia Expo in Harbin, northeast China’s Heilongjiang province, on May 19. Photo: Xinhua
US-China tech war

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

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An AMD logo and a computer motherboard appear in this illustration. Image: Reuters
Semiconductors

China’s Amec setting industry standard for chipmaking tech, founder says

The head of one of China’s leading semiconductor makers said its technology has been adopted by overseas competitors.

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US-China tech war

Trump, Xi weigh AI ‘guard rails’ as Nvidia chip exports hang in the balance

Meeting in Beijing, the presidents weighed safety protocols for the rapidly emerging technology, and H200 chip shipments were a ‘sovereign decision’ for ‌China.

Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

Alibaba’s quarterly revenue arrived largely in line with estimates as the tech giant disclosed its first AI sales data, and in early US trading, the shares jumped 6%.

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A man walks past an Alibaba display featuring the Olympic rings outside an Alibaba office building in Shenzhen, Guangdong province, on Tuesday. Photo: Getty Images
Semiconductors

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

South Korea’s memory chip giants warn of a prolonged crunch, with worried Samsung customers already pre-booking memory capacity for 2027.

Samsung says its order fulfilment rate has plunged to a “record low”. Photo: Reuters
Semiconductors

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

Semiconductors

Chinese optical chipmaker’s profit soars 1,153% on strong AI demand

Yuanjie Semiconductor Technology’s profit gain matches its elevenfold share price increase over the past year.

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US-China trade war

‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics

US lawmakers, experts accused Beijing of buying ‘what they can’ and stealing ‘what they cannot’ from America to advance their AI technology.

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Employees train AI service robots in a Southern Power Grid company laboratory in Guangzhou, Guangdong province, China, on Thursday. Photo: EPA-EFE
Semiconductors

China’s Dishan Technology nears 2nm AI chip breakthrough, reports say

The Shanghai-based start-up says its chip design is likely to improve energy efficiency by 40 per cent compared with its predecessor.

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Artificial intelligence

China profits from US AI boom despite Washington’s tech curbs, research says

Country remains ‘enmeshed in Asian supply chains’ and is likely to benefit from US AI spending, report says.

Science

Semiconductor leap: China looks to ‘2D chip’ with 1,000-fold growth speed

Advanced material offers promise in optoelectronics, where it can be used in LEDs, photodetectors and lasers.

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2D semiconductors have emerged as a leading candidate for post‑Moore chip materials. Photo: Shutterstock
Semiconductors

China’s top chip foundry SMIC unveils growth action plan

Firm aims for above-average growth this year under plan for ‘optimising existing stock and digging for new increments’.

People visit a display of semiconductor device at Semicon China, a trade fair for semiconductor technology, in Shanghai on March 17, 2021. Photo: Reuters
Artificial intelligence

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

China manufacturing

AI, flying cars drive economic transition in China’s Kunshan

City at heart of Yangtze River Delta region sees new tech dreams emerge as old ones based on mass production of electronics fade.

illustration by Lau Ka-kuen
Semiconductors

Huawei challenges Nvidia with powerful new AI accelerator card

The Atlas 350 can deliver 1.56 petaflops of FP4 computing power, a 2.8-times improvement over Nvidia’s H20 chip, an executive says.

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Huawei is accelerating its computing hardware strategy amid the rapid rise of agentic AI. Photo: dpa
US-China trade war

Fears grow over US drug supply’s growing dependence on Chinese ingredients

Beijing’s global pharmaceutical push follows same playbook as rare earths, semiconductors and electric vehicles, warn US lawmakers.

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Semiconductors

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

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