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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...
Sunday 7 September 2025
China’s SiCarrier rallies suppliers with US$1.4B in orders, yet lithography gap persists
Chinese semiconductor equipment maker SiCarrier has booked over CNY10 billion (US$1.4 billion) in orders and is mobilizing upstream suppliers for large-scale production. With nearly...
Friday 5 September 2025
Commentary: As Trump heightens global tensions, Taiwan needs to consider industrial policy responses
US President Donald Trump's imposition of reciprocal tariffs and aggressive "Make America Great Again" measures has deepened political and economic rifts even among allies, undermining...
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...
Wednesday 3 September 2025
Ant Group buys stake in InnoStar to back China's chip self-sufficiency
Ant Group has taken a minority stake in InnoStar Semiconductor (Shanghai) Co., a rising Chinese memory chipmaker, highlighting Beijing's drive for semiconductor self-sufficiency as...
Tuesday 2 September 2025
China promotes computing power vouchers to boost AI adoption among enterprises
Multiple local governments in China have introduced "computing power vouchers" to reduce costs and increase access to artificial intelligence (AI) technology for small and medium-sized...
Tuesday 2 September 2025
China's SMIC seeks 100% control of SMIC North; what's really behind state investor exits?
China's chipmakers remain blocked from sub-7nm breakthroughs, but expansion in mature-node manufacturing is surging, led by 12-inch wafer fabs. SMIC has accelerated construction since...
Tuesday 2 September 2025
China's GPU startup Lisuan secures US$70 million as Dosilicon deepens stake, despite heavy losses
Dosilicon Co. has doubled down on Lisuan Technology, a Chinese GPU startup with no revenue but soaring investor attention. The Shanghai firm raised CNY500 million (US$70 million)...
Monday 1 September 2025
SMIC tightens grip on Beijing unit in latest wave of China wafer fab mergers
China's SMIC said it will acquire the remaining 49% stake in its subsidiary, SMIC North Integrated Circuit Manufacturing (Beijing), also known as SMIC North, through an issuance of...
Monday 1 September 2025
Cambricon's second act: From Huawei's castoff to China's AI hopeful
China's Cambricon Technologies, a leading domestic AI chip startup, has endured a turbulent rise marked by the brilliance of its founding brothers and the pressure of shifting geopolitics...
Friday 29 August 2025
VeriSilicon to buy RISC-V pioneer Nuclei, shares halted in Shanghai
VeriSilicon Microelectronics (Shanghai), China's top semiconductor IP and custom chip design service provider, said on August 28 that it will acquire Nuclei System Technology, a Shanghai-based...
Thursday 28 August 2025
China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the...
Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time...

Monday 25 August 2025
AI glass race intensifies: Sunny Optical trades tech for equity in Goertek
Sunny Optical Technology (Group) Co. said on August 22, 2024, it signed a memorandum of understanding (MoU) with Goertek Inc. and its subsidiary Goertek Optical Technology, a move...
Monday 18 August 2025
Hua Hong Semiconductor to acquire HLMC to expand 12-inch chipmaking capacity

Hua Hong Semiconductor announced on August 17 that it will acquire a controlling stake in Shanghai Huali Microelectronics Corporation...