InsightsChina aims for fivefold increase in advanced chip output to meet AI demandBacked by Beijing, Huawei and SMIC lead efforts on advanced production tech. 7 mins read
Supply constraints offer chipmakers a chance to close gap with rivals Samsung, SK Hynix, and Micron. NewsChina’s CXMT and YMTC to massively expand memory output amid global crunch4 mins read
China’s largest foundry reported higher sales and strong utilization, but depreciation from new capacity compressed profitability. NewsSMIC posts revenue growth in Q4 as expansion weighs on margins3 mins read
The plan maps four architectures benchmarked against Nvidia’s lineup, culminating with a bid to challenge Rubin. NewsIluvatar CoreX lays out GPU roadmap to surpass Nvidia by 20272 mins read
After building a robust chip stack, the Alibaba subsidiary is ready to test investor appetite in a red-hot market. NewsAlibaba clears public listing plan for chip unit T-Head as China’s semiconductor push accelerates5 mins read
A Bernstein report predicts Nvidia’s market share will fall to 8% in 2026 as Chinese tech continues to make strides. NewsMoore Threads and peers bring China AI chip independence closer3 mins read
The Chinese chipmaker has built a vertically integrated GPGPU ecosystem, and now seeks new capital to scale it. NewsIluvatar CoreX becomes first Chinese GPGPU firm to gain HKEX listing approval3 mins read
The firm’s valuation appears stretched, with investor enthusiasm outpacing its underlying financials. NewsMoore Threads makes record IPO debut as China’s AI chip fever rages on5 mins read
Supply constraints spark warnings of price rises and launch delays for consumer electronics. InsightsRampant AI demand throws the memory chip market into turmoil9 mins read
NewsDeals in brief: SG Enviro completes Series A round, Return Helper raises USD 4 million, 14 new China investments, and more