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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.

Report: Huawei's Latest Kirin Chip Uses SMIC's 5nm-Class Process Technology

Recent media reports indicate that the latest smartphone processor from distinct Chinese tech giant Huawei has achieved a significant manufacturing breakthrough, utilizing a 5-nanometer (5nm) class process node despite ongoing restrictions on advanced lithography equipment. According to a report published by Huawei Central on December 12, 2025, technical analysis

Moore Threads Soars on STAR Market as Investors Bet on Tech Sovereignty Over Earnings

Moore Threads Intelligent Technology, a prominent Chinese graphics processing unit (GPU) developer, saw its valuation surge in a dramatic initial public offering on the Shanghai STAR Market. The listing underscores a fundamental shift in how Chinese capital markets price hard technology assets: pivoting from traditional metrics of commercial profitability to

Trump's H200 Export Deal Raises Questions on Timeline, Market Impact and Domestic Competition

President Donald Trump's announcement allowing Nvidia to export H200 chips to mainland China in exchange for a 25% revenue share has triggered questions about implementation timelines, competitive positioning, and implications for the country's domestic semiconductor ecosystem, while potentially unlocking billions in suspended orders for the chipmaker.

Novosense Debuts in Hong Kong at HK$18.7 Billion Valuation Backed by BYD, Xiaomi and State Capital

Novosense Microelectronics, a leading Chinese analog chip manufacturer, commenced trading on the Hong Kong Stock Exchange on Monday, achieving a market capitalization of HK$18.7 billion. The debut marks a significant step for the Jiangsu-based company as it secures international capital to fuel its expansion amid China’s

Huawei Set to Capture Half of China’s AI Chip Market by 2026, Report Says

Huawei is projected to secure a dominant position in China’s artificial intelligence semiconductor sector, potentially controlling half the market by 2026 as domestic production accelerates. A new report by Bernstein Research indicates a dramatic shift in competitive dynamics, forecasting that the Shenzhen-based technology giant will significantly outperform foreign

Nio Leverages Proprietary Shenji Chip to Bridge ADAS and Cockpit Visuals, Enhancing Safety Architecture

Nio is deploying its proprietary Shenji chip to bridge the technical gap between autonomous driving sensors and digital cockpit displays. This integration, demonstrated in the latest ES8 model, utilizes a cross-domain fusion architecture to repurpose high-definition ADAS cameras for driver-centric safety and visual applications, effectively merging machine

Chinese GPU Chipmaker Moore Threads Surges 469% on Trading Debut

Moore Threads Intelligent Technology surged 469% in its trading debut on Shanghai's STAR Market on December 5, valuing the domestic graphics processing unit maker at over 300 billion yuan ($41.5 billion) and marking one of the year's most successful initial public offerings in China'

Huawei Patent Indicates Potential for 2nm Chip Production Without EUV Equipment

Huawei has reportedly outlined a technical pathway to manufacture advanced 2-nanometer semiconductors using legacy equipment, signaling a potential breakthrough in bypassing strict U.S. technology export controls. According to a report by the technology news outlet Huawei Central published on December 2, 2025, Huawei has secured a new patent

Moore Threads Leads China’s Chip IPO Wave with Record US$1.1 Billion STAR Market Listing

Moore Threads Technology, a leading Beijing-based graphics processing unit developer often dubbed the "Chinese Nvidia," has formally initiated the subscription process for its initial public offering on Shanghai’s Science and Technology Innovation Board, known as the STAR Market. The listing marks a pivotal moment for China’

NIO Licenses Self-Developed Autonomous Driving Chip Technology to Automotive Chipmaker

NIO has begun licensing its proprietary high-level autonomous driving chip technology to an automotive semiconductor company, marking the first external commercialization of its internally developed Shenji NX9031 chip. Industry sources indicate that licensing deals vary significantly in value depending on the arrangement. Single intellectual property licenses typically command fees