Semiconductors

Smaller suppliers aim to lift rates for the first time in years amid a supply crunch.

Backed by Beijing, Huawei and SMIC lead efforts on advanced production tech.

Supply constraints offer chipmakers a chance to close gap with rivals Samsung, SK Hynix, and Micron.

China’s largest foundry reported higher sales and strong utilization, but depreciation from new capacity compressed profitability.

The plan maps four architectures benchmarked against Nvidia’s lineup, culminating with a bid to challenge Rubin.

After building a robust chip stack, the Alibaba subsidiary is ready to test investor appetite in a red-hot market.

A Bernstein report predicts Nvidia’s market share will fall to 8% in 2026 as Chinese tech continues to make strides.

The Chinese chipmaker has built a vertically integrated GPGPU ecosystem, and now seeks new capital to scale it.