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Semiconductors: Companies

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Semiconductors: Companies
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
Semiconductor chips under process at a factory in Binzhou, in eastern China’s Shandong province. Photo: AFP
Semiconductors

China’s chip exports surge 73% as AI demand fuels semiconductor growth

Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.

Semiconductors

China’s chip bosses endorse semiconductor push in next 5-year plan

Artificial intelligence

China’s chip industry seeks more state support for AI dominance

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Semiconductors

China warns of fresh chip crisis as Nexperia dispute flares up

China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.

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Nexperia is a key supplier of automotive semiconductors. Photo: AFP
Semiconductors

Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.

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Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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Semiconductors

Chinese chip firms Cambricon, Moore Threads post sales jump on domestic demand

Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent.

Chinese AI chip designer Cambricon posted its first annual profit since listing in 2020. Photo: VCG/VCG via Getty Images
China technology

China computing tech stalwarts Hygon, Sugon post revenue surge amid AI boom

Their strong 2025 revenue reflects a broader trend across China to increase support for domestic technology suppliers.

Artificial intelligence

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

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Semiconductors

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.

SJ Semiconductor, a key player in China’s advanced chip packaging sector, has received approval to list on Shanghai’s Nasdaq-style Star Market. Photo: Shutterstock
Banking & finance

South Korean investors pour millions into Chinese AI and tech stocks

Despite a sizzling home market, the country’s investors are stepping up buying on the Hong Kong and mainland exchanges this year.

Currency traders work near a screen showing the Korea Composite Stock Price Index (Kospi) at Hana Bank headquarters in Seoul on February 23, 2026. Photo: AP Photo
Semiconductors

China’s tech self-sufficiency progress evident in these 2 companies

GigaDevice and Montage carve a niche in the semiconductor sector, with the global memory supercycle boosting their fortunes further.

IPO

Will Chinese AI chip designer Enflame’s Shanghai IPO be another blockbuster?

Tencent-backed Enflame’s listing on the Star Market could follow successful recent flotations from peers Moore Threads, MetaX and Biren.

Semiconductors

Shanghai boosts chip fund 11-fold in China’s self-reliance push

Registered capital increases by US$794 million as country’s semiconductor hub strives to nurture local firms.

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The Shanghai IC Fund has invested in more than 20 local chip companies, including wafer foundries SMIC and HLMC. Photo: Reuters
Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

TSMC is doing an incredible job, says Nvidia CEO Jensen Huang, right, who is seen with TSMC CEO C C Wei in Taiwan. Photo: Reuters
Artificial intelligence

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

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Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

ASML CFO Roger Dassen attends a news conference after the company’s fourth-quarter earnings report in 2020. Photo: Reuters
Semiconductors

Beijing weighs H200 imports amid uncertainty for China tech giants

More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push.

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Semiconductors

Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push

Chinese chip designer outlines a multi-year GPU plan to outperform Nvidia’s next-generation Rubin platform within two years.

Artificial intelligence

Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai

CEO of world’s most valuable company receives rock-star welcome as Beijing appears ready to allow imports of the H200 GPU to resume.

Jensen Huang hands out tangerines at Nvidia’s annual Lunar New Year celebration in Shanghai on January 24, 2026. Photo: Handout
Semiconductors

Alibaba prepares potential spin-off, listing of chip unit T-Head

The wholly owned chip unit will first be restructured into a separate business partly held by employees, Bloomberg reported, citing sources.

Alibaba plans to spin off and list its T-Head chip arm. Photo: Handout
Artificial intelligence

Chinese AI chipmaker Moore Threads set to report tripling of revenue

AI chipmakers have emerged as the most valuable companies in China’s AI field as the country pushes for chips that rival Nvidia’s.

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US-China trade war

Trump’s decision to sell AI chips to China under pressure as House bill advances

A key Republican challenges White House AI czar and Nvidia despite Maga backlash; it must still pass both chambers and get Trump’s signature.

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Artificial intelligence

AI shaping world’s biggest infrastructure buildout: Nvidia CEO

Each country should build their own AI system, incorporating its own language and culture into the AI models, Huang says at the WEF in Davos.

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Nvidia founder and CEO Jensen Huang speaks at the World Economic Forum meeting in Davos on Wednesday. Photo: AFP
IPO

China’s stock rally on AI optimism to stretch fundraising frenzy in 2026

Tech companies on Shanghai, Shenzhen exchanges now trade nearly 40 per cent above the Nasdaq 100, boosting the appeal of going public.

People walk near a screen displaying stock exchange and economic data in Shanghai on January 6, 2026. Photo: EPA
US-China trade war

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

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Smartphones

Surging chip prices force Chinese smartphone maker Meizu to abandon launch

Memory-chip prices could jump between 40 and 50 per cent in the first quarter after rising by the same level in the previous quarter.

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