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Chip

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.

Lightelligence Surges 380% in HKEX Debut as Photonic Chips Capitalize on AI Compute Bottlenecks

Shanghai Lightelligence surged more than 380% on its Hong Kong trading debut, pushing its market capitalization to approximately HK$80 billion as global investors scramble for next-generation hardware capable of resolving severe artificial intelligence computing bottlenecks. Pricing its shares at HK$183.2, the world’s first artificial intelligence

ChinaBiz Briefing | DeepSeek V4, Huawei Ascend, Tencent Hy3, and China's Robotics Billions

China's AI and technology sectors are moving in lockstep on multiple fronts. In a single day, DeepSeek launched its most capable open-source model yet, Huawei demonstrated same-day chip compatibility, Tencent unveiled a new large model pivoting toward monetization, and data confirmed that China's tech

Huawei Ascend Adapts DeepSeek V4 on Launch Day

Huawei Technologies announced full compatibility for DeepSeek V4-Pro and V4-Flash across its Ascend AI accelerator lineup within hours of the models' April 24 release, marking a strategic push to position domestic chip infrastructure as the go-to alternative for China's rapidly evolving large language model

Kimi's K2.6 Opens Door for China's Domestic Chip Integration

Chinese AI startup Moonshot AI has quietly engineered a breakthrough that could reshape how domestic models interact with homegrown semiconductor infrastructure, releasing technical documentation that charts a viable path for pairing Chinese large language models with domestic chips—potentially weeks before rival DeepSeek unveils its anticipated V4 model. On April

TSMC Faces 3nm Capacity Squeeze on AI Boom, Outlines Global Expansion Plan

Taiwan Semiconductor Manufacturing is wrestling with severe capacity constraints at its cutting-edge 3-nanometer (N3) node, propelled by an unprecedented surge in global artificial intelligence chip demand. During its latest 2026 earnings call, the foundry giant detailed an aggressive strategic roadmap to alleviate current supply bottlenecks. Management confirmed that

Dishan Technology Hits 2nm AI Chip Prototype Milestone Amid Foundry Hurdles

Chinese semiconductor startup Dishan Technology has advanced a 2nm artificial intelligence chip into the prototype verification stage, marking a critical design milestone for domestic silicon developers navigating strict global trade constraints. The development, initially cited by the South China Morning Post referencing local industry outlets, underscores China's accelerated

China Reportedly Sets 80% Chip Self-Sufficiency Goal by 2030, Prioritising Domestic 7nm Tools and Stable 14nm Output

China is accelerating efforts to localise its semiconductor supply chain, with industry leaders said to be targeting 80% chip self-sufficiency by 2030 and pushing to validate fully domestically developed equipment for advanced manufacturing nodes, amid continued US export controls. According to Nikkei’s report published on March 31, 2026,

ChinaBiz Briefing: Tech’s ‘Rational Growth’ Era, Pop Mart’s Reality Check, and the EV AI Push

China’s technology and consumer sectors are entering a new phase of "rational growth," where the era of triple-digit expansion is being replaced by a focus on profitability and strategic pivots. From PDD and Kuaishou navigating domestic saturation to Pop Mart facing the volatility of trend-based

Explainer: The Strategic Push Behind China's Tech IPO Wave

A wave of Chinese technology companies, from AI chip designers to humanoid robot makers, are rushing to go public. This is not a typical market boom, but a calculated and state-supported push to build a self-reliant technology ecosystem amid escalating global competition. The recent IPO application by robotics

ChinaBiz Briefing | Bytedance Hits 100T Tokens, WeRide Expands Robotaxis, Alibaba Launches Xuantie C950

the big picture: China’s technology and mobility sectors are accelerating as AI, autonomous mobility, and EVs scale. Bytedance and JD Cloud expand token usage and AI applications, WeRide signals commercial momentum in robotaxis, Xiaomi navigates EV growth amid smartphone and IoT pressures, and Alibaba pushes RISC-V into server-