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Monday 15 September 2025
Nvidia antitrust ruling clouds US-China trade talks

US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that...

Sunday 14 September 2025
Beijing Tsinghua professor warns China must cut AI reliance on Nvidia

Wei Shaojun, vice chairman of the China Semiconductor Industry Association and professor at Tsinghua University, has called on Asian...

Saturday 13 September 2025
Commentary: China's chip sector faces the citizenship question
Talent has long been the defining currency in the global semiconductor race. For decades, Chinese-born engineers with deep overseas experience drove China's rapid catch-up, fueling...
Saturday 13 September 2025
Beijing's chip advance, from equipment to AI, threatens Seoul's tech stronghold
South Korea's chipmakers are raising red flags as China accelerates in equipment, materials, components, and AI semiconductors. Analysts warn Beijing is no longer just closing the...
Friday 12 September 2025
China's self-sufficiency agenda spurs JPT's leap into optical inspection

Shenzhen JPT Opto-Electronics, a well-established name in China's laser industry, is expanding into optical inspection as Beijing's push...

Thursday 11 September 2025
Beijing's barriers fail to deter China's SiC players from risky push into 8-inch wafer race
China's SiC industry, once viewed as a critical front in global tech rivalry, has been transformed over the past two years. Breakthroughs in domestic SiC materials and mass production...
Thursday 11 September 2025
CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South...
Wednesday 10 September 2025
Commentary: YMTC's decade-long march, leadership shifts, and the undercurrent of China's memory substitution drive
YMTC, China's leading NAND flash producer, has unveiled a US$2.9 billion Phase III venture in Wuhan, signaling its determination to scale up capacity and sharpen its edge in next-generation...
Monday 8 September 2025
China's chip self-sufficiency push spurs foreign suppliers to hike prices and weigh exit
Global chipmakers are signaling shifts in pricing strategies, with more vendors considering hikes. Industry sources say China, long a market of cutthroat competition, is becoming...
Monday 8 September 2025
Ranking China's top 15 chip-equipment makers: Naura leads as R&D investment reshapes competition
China's semiconductor equipment industry posted a polarized first half of 2025, caught between a global downturn and intensifying US–China tech rivalry. A few national champions...
Friday 5 September 2025
China's EV price war defies govt control, complicating EU tariff strategy
Beijing's attempts to curb fierce price competition within China's electric vehicle (EV) market have yielded minimal results, according to industry sources and analysts. The Chinese...
Friday 5 September 2025
South Korea's Nextin expands China operations as G2 strains deepen
While geopolitical tensions push many companies away from China, South Korean chip equipment maker Nextin is doubling down with a new factory in Wuxi, betting big on a market that...
Friday 5 September 2025
China's AI agenda finds a backer: Ant Group expands into chips
Ant Group is ramping up investments in China's semiconductor industry, targeting several domestic chip startups. After securing dominance in payments and fintech, the company is shifting...
Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production...
Friday 5 September 2025
Huawei remains China’s sole heavyweight in AI chips
China's drive to localize artificial intelligence chips briefly sparked speculation that Cambricon Technologies would gain ground and that Alibaba might join the race with its own...