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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    6h 21min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    6h 21min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    6h 22min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    6h 22min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    6h 22min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    6h 24min ago
    NEWS TAGGED SHANGHAI
    Tuesday 4 August 2026
    China's chip output jumps nearly 350% in a decade as semiconductor supply chain expands
    China's industrial enterprises above the designated size produced 484.28 billion integrated circuits in 2025, up nearly 350% from 108.72 billion in 2015, as the country expanded manufacturing...
    Monday 3 August 2026
    MA-tek sells Shanghai unit, expands AI market push in Japan and the US

    MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

    Monday 3 August 2026
    MA-tek sells 80% stake in Shanghai subsidiary to accelerate global expansion
    Semiconductor testing company Materials Analysis Technology (MA-tek) approved the sale of an 80% stake in its Chinese subsidiary MA-tek Technology Testing (Shanghai), as it moves to...
    Friday 31 July 2026
    Shanghai rises as China's lithography hub, powered by SMEE, Huawei and rising DUV rivals

    China's lithography equipment sector has returned to the global semiconductor spotlight following reports that a domestically developed...

    Thursday 30 July 2026
    China's DUV shock: the secretive Aishengna rattles ASML with US$1B state backing

    China's immersion DUV lithography programme has brought a little-known state-backed company into focus. Shanghai Aishengna Electronic...

    Thursday 30 July 2026
    China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts
    China's 28nm DUV lithography programme has entered a new phase after Shanghai Aishengna Electronic Technology delivered its first five immersion deep ultraviolet lithography system...
    Wednesday 29 July 2026
    China's first home-grown immersion DUV production reveals real test beyond prototypes
    China has begun producing domestically developed immersion deep-ultraviolet (DUV) lithography machines, moving a critical semiconductor-equipment programme beyond prototypes and towards...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Tuesday 21 July 2026
    WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

    At the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, held July 17-20 across "three districts and four venues" with...

    Tuesday 21 July 2026
    Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions
    Chinese electric vehicle (EV) maker Li Auto has established a new subsidiary focused on IC chip design, underscoring its long-term strategy of developing core AI technologies in-ho...
    Monday 20 July 2026
    China pushes AI agent interoperability and space computing at WAIC 2026

    China unveiled two major AI initiatives at the 2026 World AI Conference (WAIC) in Shanghai, highlighting efforts to standardize AI agent...

    Monday 20 July 2026
    MiTAC packs 96 AMD GPUs into 52U liquid-cooled rack
    MiTAC Computing Technology, a subsidiary of MiTAC Holdings, showcased its server lineup and high-density liquid-cooled rack solutions at the 2026 World Artificial Intelligence Conference...
    Saturday 18 July 2026
    China positions AI weather-warning system MAZU as a public good for the Global South, targeting 30 countries in five years
    China used the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai to reframe its AI-driven weather early-warning system, MAZU, from a domestic meteorological tool into...
    Saturday 18 July 2026
    China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026
    The largest World Artificial Intelligence Conference (WAIC) to date opened in Shanghai on July 17, and its dominant signal was strategic: China's answer to US limits on advanced chips...
    Friday 17 July 2026
    China moves to institutionalize its vision for global AI governance as Xi launches cooperation body
    China used the opening of the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai to institutionalize its bid to shape global governance of artificial intelligence (AI),...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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