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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.

ChinaBiz Briefing | BYD and Geely Lead Global Sales, Tencent Pushes AI Agents, Huawei Expands AI Chips

The Big Picture: China’s tech and industrial ecosystem is scaling globally across autos, AI infrastructure and next-generation hardware. Automakers are gaining share worldwide, while Tencent and Huawei push deeper into AI’s application and compute layers. At the same time, competition is intensifying across drones, aviation and EV

Huawei unveils Ascend 950PR Atlas 350 with 2.9x Nvidia H20 performance as China scales AI inference

Huawei Technologies used its China Partner Conference 2026 to push its Ascend computing stack into broader commercial deployment, unveiling the Ascend 950PR-powered Atlas 350 accelerator card and positioning it as a higher-throughput alternative to Nvidia’s H20 for inference workloads. At the event, Huawei said the Atlas 350

ChinaBiz Briefing: Alibaba’s AI Surge, Hardware Wars, and EV Margins

The Big Picture: Today’s news underscores a critical pivot in China’s tech sector: the transition from "land grab" to "value extraction." Whether it’s Alibaba closing the gap with OpenAI, Huawei and Vivo pushing hardware boundaries, or Chery using exports to subsidize domestic price

China’s Chip Exports Surge 73% as ‘Legacy’ Strategy Pays High-Value Dividends

China’s semiconductor industry has delivered a stinging rebuttal to the effectiveness of U.S. export controls, posting a record 72.6% surge in export value to US$43.3 billion in the first two months of 2026. The data reveals a structural shift in global supply chains: while Washington

Cambricon Posts 453% Revenue Surge, Turns First Profit

Cambricon has posted a 453% revenue surge and its first-ever annual profit for 2025, underscoring a structural shift in China's semiconductor landscape as domestic enterprise customers aggressively adopt local artificial intelligence accelerators. The Beijing-based chipmaker reported a net income of RMB 2.059 billion (US$286

Dreame's Chip Gamble: Can a Robotic Vacuum Maker Conquer Semiconductors?

Dreame Technology, a Chinese smart cleaning appliance maker, has made a bold foray into chip design with the launch of its semiconductor brand "NXMIND", challenging industry norms and reigniting debates about the viability of hardware firms venturing into high-stakes semiconductor development. On March 11 at the AWE

China’s Lisuan to Launch 6nm Gaming GPU on March 12, Targeting NVIDIA RTX

China’s Lisuan plans to introduce its G100 graphics processing unit for gamers on March 12, setting up the latest attempt by a domestic chip developer to challenge Nvidia ’s consumer GPU lineup. The company will showcase its Lisuan eXtreme (LX) series graphics cards at an exhibition, according to CHEAA.

TSMC's Overseas Fabs Tell a Tale of Three Regions: China Profits, Arizona Rebounds, Japan Bleeds

Taiwan Semiconductor Manufacturing, the world's leading contract chipmaker, is navigating a sharply divergent overseas expansion story — one where its mature-node China fabs are quietly minting cash, its Arizona operations have swung to profitability on AI-fueled demand, and its Japan and Germany facilities continue to absorb heavy

NIO's In-House Chip Arm Draws RMB 2.3 Billion in External Funding, Signaling a Potential Re-Rating Catalyst

Morgan Stanley issued a research update on NIO on February 26, 2026, flagging a development that could meaningfully shift how the market values the Chinese electric vehicle maker: its autonomous driving chip subsidiary has just secured its first round of external investment, establishing an initial market valuation and, crucially, demonstrating

Apple Eyes Chinese Memory Chipmakers CXMT and YMTC to Diversify Supply Chain, Counter Rising Costs

Apple is reportedly weighing a significant shift in its memory and storage supply chain strategy, with the tech giant exploring partnerships with two Chinese semiconductor manufacturers to reduce cost pressures and lessen its dependence on established Japanese and South Korean suppliers, according to a report by a foreign technology media