As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chinese chipmakers are betting…
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China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?
The release of DeepSeek’s latest large language model, V4, has been followed by a wave of adoption among domestic semiconductor…
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Optical chipmaker’s profit soars 1,153% on AI demand, China’s tech self-reliance push
Chinese optical chipmaker Yuanjie Semiconductor Technology reported an elevenfold surge in first-quarter profits as domestic firms capitalise on soaring demand…
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Asia’s chipmakers feel the heat as naphtha crunch hits photoresist supply
The distant geopolitical conflict in the Middle East is sending shock waves through Asia’s semiconductor industry, exposing fresh vulnerabilities in…
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Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition
China’s leading LED chipmaker and its Malaysian partner have abandoned their US$239 million cash offer to purchase Dutch technology company…
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Chinese analogue chipmakers join wave of global price rises as mature-node firms eye gains
A string of Chinese analogue chipmakers have announced price increases in step with their international peers, as a broader pricing…
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Baidu and Huawei tighten grip on China’s GPU cloud as chipmakers chase IPOs
Baidu and Huawei Technologies collectively accounted for more than 70 per cent of China’s market for cloud services built on…
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China’s top contract chipmakers pursue acquisitions amid Beijing’s self-sufficiency drive
Those big-ticket transactions – 8.27 billion yuan (US$1.2 billion) for Hua Hong and 40.6 billion yuan for SMIC – signalled…
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China’s legacy chipmakers to get a boost from anti-dumping probe into US suppliers
China’s legacy chip companies are set to gain from the latest escalation in the US-China tech war, as Beijing’s latest…
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China’s top chipmakers to see small impact from Trump’s 100% tariff on imports: CLSA
According to a research note published by CLSA, the potential impact of the proposed US tariffs on imported chips –…
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