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In-depth analysis of China’s semiconductor industry, covering chips, GPUs, AI accelerators, manufacturing, and supply chain constraints. This section focuses on policy support, capital markets activity, and efforts toward technological self-reliance.

What Is the Tau (τ) Scaling Law? Understanding Huawei's Alternative to Moore's Law

On May 25, 2026, Huawei introduced the "Tau (τ) Scaling Law," a proposed framework for advancing semiconductor performance as traditional transistor miniaturization approaches fundamental physical limits. But what exactly does this mean, and why does it matter? What Is the Tau (τ) Scaling Law? The Tau Scaling Law

Huawei Unveils New Chip Law, Promises Major Kirin Boost This Fall

Huawei Technologies officially introduced "Tao's Law" at the 2026 International Symposium on Circuits and Systems held in Shanghai on May 25, marking China's first systematic principle guiding semiconductor industry development on the global stage. The company has successfully designed and mass-produced 381 chips

Alibaba Bets on Proprietary Chips and Autonomous AI Agents to Drive Cloud Growth

HONG KONG — Alibaba is repositioning its cloud business around autonomous artificial intelligence agents as China’s AI market shifts from chatbot competition toward enterprise infrastructure monetization and large-scale workflow automation. During the Alibaba Cloud Summit on May 20, senior executives described the industry’s transition into an “agentic era,

Is CXMT Really China’s SK Hynix?

For months, investors and semiconductor analysts have increasingly referred to Changxin Memory Technologies (CXMT) as “China’s SK Hynix” — a label fueled by soaring profits, tightening global memory supply, and China’s growing push for technological self-sufficiency. The comparison is understandable. After nearly a decade of losses, CXMT has

ChinaBiz Briefing | Alibaba's AI Full-Stack, Global EV Shift, and MiniMax Growth

Vertical integration and aggressive market share expansion define today's Chinese business landscape. From Alibaba’s closed-loop AI ecosystem to EV makers capturing Western market share amid price wars, companies are leveraging structural cost advantages to dominate both domestic and global markets. These developments highlight a critical shift:

How the Economics of the Global DRAM Market are Shifting

For decades, the global memory chip market has been one of the most impenetrable oligopolies in the technology sector. Recently, however, a structural shift has emerged: localized manufacturing in China is beginning to achieve commercial scale and profitability in the highly capital-intensive DRAM sector. The most prominent example of

Alibaba T-Head Unveils Next-Gen AI Chip Roadmap Targeting Enterprise Agentic Workloads

Alibaba Group's semiconductor division, T-Head, unveiled a two-year roadmap for its proprietary artificial intelligence processors at the 2026 Alibaba Cloud Summit, signaling an aggressive push to capture domestic enterprise demand for AI computing infrastructure. The Hangzhou-based chip designer detailed plans to release two advanced iterations

Alibaba-Backed Optical Module Firm Tests HK IPO Market as AI Price Wars Squeeze Margins

Beijing Haiguang Xinzheng Technology, a silicon photonics optical module manufacturer backed by Alibaba and Xiaomi, has filed for a Hong Kong initial public offering, testing investor appetite for Tier-2 AI infrastructure plays grappling with severe margin compression. The filing, marking the company’s third attempt at a public listing

ChinaBiz Briefing | Big Tech’s AI Split, SMIC Surge, and Li Auto’s Flagship Bet

First-quarter 2026 earnings reveal a stark turning point for Chinese technology and manufacturing giants: the brutal cost of innovation is forcing a divergence in capital allocation. Across e-commerce, semiconductors, and smart hardware, companies are fracturing between those subsidizing open-ended AI scale and those fiercely protecting near-term

Li Xiang Positions Li Auto's In-House Chip Push as AI Infrastructure Play, Not a Vanity Project

The debut of Li Auto's Mach M100 chip — delivering claimed single-chip performance roughly three times that of Nvidia's Thor-U — signals the company's pivot from smart-car maker to vertically integrated AI hardware platform, a strategic bet that carries both competitive upside and