Topic

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.

China's CXMT Enters Global DRAM Elite With 11.95nm Node, No EUV Required

ChangXin Memory Technologies defies the industry assumption that sub-15nm DRAM requires extreme ultraviolet lithography, mass-producing its fifth-generation platform at an 11.95nm active-area half-pitch—a milestone that reshapes the competitive calculus for Samsung, SK Hynix and Micron in the world's largest memory market.

ChinaBiz Briefing | Enflame IPO, HBM Price Surge, WeRide & Pony.ai in Europe, Amap's 3D World Model

China's technology sector delivered a dense cluster of structural signals on September 11: a domestic GPU maker's explosive market debut exposed the fault lines of China's chip ambitions; an HBM supply crunch is repricing the entire AI compute stack; ByteDance is consciously throttling its

Enflame’s $24 Billion IPO: China’s GPU Race Moves From Scarcity Premium to Profitability Test

China's last domestic GPU "dragon" to list completes the quartet on the Star Market, commanding a RMB 170.7 billion (US$23.7 billion) intraday market cap — yet three years of cumulative losses exceeding RMB 4 billion and a single-customer revenue concentration of nearly 84%

China's AI Chip Makers Raise Prices Up to 50% as HBM Shortage Tightens Supply Chain Grip

Huawei and Cambricon have quietly lifted asking prices on key AI accelerators by as much as 50% in two months, exposing a structural bottleneck in high-bandwidth memory that threatens to inflate computing costs across China's booming AI industry well into 2027. The price moves, first reported by

ChinaBiz Briefing | DeepSeek V4.1 Flash, Enflame IPO, JD Logistics Robots, Mubadala-Luckin

China's tech and business landscape on September 10 is defined by a single underlying tension: who controls the infrastructure layer — whether in AI models, chips, logistics, or consumer platforms. DeepSeek's architectural overhaul, Enflame's high-stakes market debut, NVIDIA's $12.9 billion move

Enflame’s $8.5B IPO Tests How Much China’s GPU Growth Is Worth

A domestic GPU maker backed by Tencent debuts on Shanghai's STAR Market Friday with a revenue growth trajectory of up to 455%, but its RMB 6.12 billion (US$850 million) IPO valuation at 61.8x price-to-sales raises a harder question: in a market now crowded

ChinaBiz Briefing | Huawei's Comeback Chip, ByteDance's World Model, Xiaomi's Full Stack

China's technology sector delivered one of its most consequential single-day dispatches of 2026 on September 7–8, with six major developments spanning semiconductors, spatial AI, EVs, humanoid robotics, and capital markets. Taken together, the day's news sketches a coherent strategic portrait: Chinese technology companies are

Moore Threads’ 20% Plunge Exposes a Broader Reckoning in China’s GPU Stocks

A RMB 5 billion (US$694 million) single-day market cap wipeout at Moore Threads has exposed a structural fault line running through China's entire listed GPU sector: astronomical price-to-sales multiples built on pre-commercial revenues are colliding head-on with an accelerating unlock calendar. On

Xiaomi’s Full-Stack Bet Takes Shape as Xring Chips Expand Across Its Hardware Ecosystem

Xiaomi deployed its most ambitious product offensive to date on September 7, launching three proprietary chips, two flagship devices and four new vehicles simultaneously — a coordinated push that signals the company has moved from building individual hardware to engineering a vertically integrated technology stack. The autumn event in Beijing marked

Huawei’s Kirin 9050 Pro Tests a New Scaling Path Under Chip Sanctions

Huawei launched the Kirin 9050 Pro on September 7, 2026, its first flagship-class mobile processor in six years, embedding it inside the second-generation tri-fold smartphone Mate XT 2—a device that now serves as both a commercial product and a public proof-of-concept for an alternative

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