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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.
The founder of chipmaker AMEC says its technology has become a standard in the semiconductor industry. Photo: Shutterstock
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

Alibaba

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

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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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Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

China is expanding the scope of its chip self-sufficiency drive under the new 15th five-year plan amid an intensified race with the US in advanced chipmaking. Photo: Xinhua
Artificial intelligence

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

Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance.

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Smartphones

Will Apple’s low-cost iPhone 17e make a splash in China’s smartphone market?

Presales for the new entry-level iPhone start on Wednesday, with a wide release set for March 11.

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.

Montage and GigaDevice are capitalising on the global memory supercycle, with the industry in the grip of a massive supply crunch. Photo: Shutterstock
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

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.

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.

Science

China-US team’s feat could ‘open entirely new avenues’ in semiconductors

Paper outlines novel ‘self-etching’ technique enabling world’s first fabrication of intricate structures in 2D perovskite materials.

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Materials scientist and study lead author Zhang Shuchen (left) pictured in a lab at the University of Science and Technology of China. Photo: Xinhua
Science

Chinese scientists shrink semiconductor chip into fibre as thin as human hair

Advance allows fibres to compute like chips or display information like transistors, paving the way for machine-wearable smart textiles.

A fibre integrated circuit is a novel electronic device that is as thin as a strand of human hair. Photo: Handout
European Union

Opinion | In the tech race, Europe can choose a path that sidesteps US-China rivalry

To avoid technological marginalisation, Europe can play to its strengths by focusing on deployment standards instead of the US-China rivalry.

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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