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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.
US Treasury Secretary Scott Bessent says Wednesday’s announcement underscores the department’s commitment to protecting US national security through investment security measures. Photo: Getty Images/TNS
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?

Artificial intelligence

DeepSeek opens tools to help Huawei chips supplant Nvidia in AI

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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.

Nvidia CEO Jensen Huang at President Xi Jinping's state dinner in Washington on Thursday. Photo: AP
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.

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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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Semiconductors

As AI race with US heats up, China targets US$4.5b tech goal in new 5-year plan

Plan forecasts that operating revenue of enterprises and manufacturers in related sectors will exceed 30 trillion yuan by 2030.

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A technician works on a semiconductor production line in Chongqing, China, on July 29. Photo: VCG via Getty Images
Semiconductors

Chinese breakthrough in chip material aims to clear hurdle for next-gen memory

Restricting nitrogen-vacancy movement in wurtzite ferroelectrics looks to improve the reliability of next-generation storage, scientists find.

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A worker produces chips for mobile phones, cars and LED lighting at a workshop in China’s Jiangsu province. Photo: Future Publishing via Getty Images
Semiconductors

Beijing pushes AI chip design as part of self-sufficiency drive

Agentic AI is creating a ‘paradigm shift’ in semiconductor design, chairman of domestic EDA leader Empyrean Technology says.

Semiconductors

Huawei tests LogicFolding chip in handset as high-stakes AI tests loom

New smartphone processor is a crucial test of the firm’s attempt to route around US-led curbs on the most advanced chipmaking technology.

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Smartphones

Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip

Coming just ahead of new models from Apple and Xiaomi, the device highlights a fierce battle in the high-end foldable market.

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Huawei Mate XT 2 smartphone. Photo: Weibo
Semiconductors

China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost

A rapid R&D drive is powering the firm’s transition beyond its core business.

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US-China relations

Data centre anger, Bill Gates’ AI warning: 7 US-China relations reads

From Ivy League China audits to Trump’s ‘Economic D-Day’, highlights from our overseas correspondents in the second half of August 2026.

Alibaba

Alibaba to issue US$10 billion in new shares for global AI push

The Chinese tech giant is going ‘full stack’, expanding beyond retail into chips, cloud and large language models as surging spending weighs on quarterly profits.

Tourists visit the Alibaba Group booth at the 2026 World Artificial Intelligence Conference in Shanghai, China, on July 17. Photo: CFOTO/Future Publishing via Getty Images
Hong Kong stock market

China fund managers stick with AI, chips this month after July sell-off: survey

Investor interest in defensive shares also surges across Asia as more try to hedge against the downside risks of AI investments.

A footbridge with a screen displaying the Shanghai Composite Index is seen in Shanghai’s financial district of Shanghai on Wednesday. Photo: AFP
Semiconductors

Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC, Hua Hong Grace results highlight how local foundries are aggressively running their plants at full capacity to meet domestic needs.

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Nvidia

Nvidia to team with Wall Street on US$500 billion package for AI projects

Apollo Global Management, Blackstone and Goldman Sachs are among the firms in talks with Nvidia on the deal, the Financial Times reported.

Semiconductors

What is delaying Chinese AI giants switching from Nvidia to local chips?

High transition costs are keeping AI developers in China reliant on Nvidia chips, industry sources say.

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Huawei Technologies’ Compute Architecture for Neural Networks requires developers to rewrite and optimise large amounts of code. Photo: Shutterstock
China trade

Lab-made diamonds ride AI demand for chip cooling as China leads industrial boom

Exports surge in first half of year, as the superior heat dissipation of diamonds expands market beyond jewellery, positioning China for further growth.

A worker checks a diamond at a facility in China’s Henan province. Photo: Xinhua
Semiconductors

Beyond lithography: Chinese chip toolmaker achieves wafer polishing breakthrough

While global attention focuses on the most advanced bottlenecks, domestic equipment makers are quietly closing the gap in other essential technologies.

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China-EU relations

What would a German audit for Chinese supply chain dependencies find?

Although many analysts deem the search long overdue, they warn that German leverage would be both hard to implement and short-lived.

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