Chip

VeriSilicon, China's publicly listed semiconductor IP and chip design services firm, nearly doubled its first-half revenue in 2026 — yet burned through cash at an accelerating rate, underscoring the brutal economics of scaling a fabless model in a capital-intensive industry. The Shanghai-listed company reported H1 2026

Semiconductor International Manufacturing Corporation (SMIC), China's largest contract chipmaker, posted second-quarter 2026 revenue of $3.006 billion — blowing past both analyst consensus of $2.87 billion and its own guidance of 14-16% sequential growth — as artificial intelligence infrastructure buildout redirects mature-node capacity demand toward domestic

TrendForce's dramatic eight-month revision—from 50% to nearly 90%—signals a structural, not cyclical, shift in China's AI semiconductor landscape, with Nvidia's market share projected to collapse from 40% to roughly 8% by year-end. The revision is striking in its speed. In

China's leading domestic GPU developer Moore Threads is pursuing a Hong Kong listing just eight months after raising RMB 8 billion (US$1.11 billion) on Shanghai's STAR Market — a dual-listing push that exposes the tension between its aggressive global ambitions and an unresolved path

Apple is evaluating DRAM chips from Changxin Memory Technologies (CXMT) for use in iPhones and MacBooks, a move that would mark the first time the Cupertino company has sourced memory from a Chinese supplier — and signals how severely the AI compute boom has distorted the global semiconductor supply chain. The