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.

CXMT Reorders DRAM Supply, Putting Xiaomi and Alibaba Ahead of Apple

China's sole advanced DRAM producer is deliberately deprioritizing Apple's supply requests, locking capacity into long-term agreements with domestic tech giants—a strategic reversal that exposes the fragility of Apple's China supply chain ambitions and signals a maturing of Chinese semiconductor suppliers. Apple'

ChinaBiz Briefing | Huawei's Tao's Law V2, Tencent's AI Pivot, ByteDance’s AI Agent

China's technology and industrial sectors delivered a dense set of signals on July 6 that collectively point to a single underlying theme: the easy growth phase is over, and the competition is now being fought on infrastructure, compliance, and capital efficiency. From a landmark chip architecture paper to

Zhongji Innolight Seeks $7B Hong Kong Listing, Poised to Eclipse CATL as Largest HK IPO of 2026

China's dominant optical transceiver maker eyes dual listing as AI-driven profit surge — Q1 net income alone topped full-year 2024 — draws institutional investors into a bifurcating Hong Kong market. Zhongji Innolight, China’s largest optical transceiver manufacturer by market capitalization, has raised its Hong Kong IPO fundraising

Abandoned by Giants, Backed by CXMT: GigaDevice’s RMB 570 Billion Niche DRAM Revaluation

A structural exit by Samsung, SK Hynix and Micron from the legacy DRAM market—driven by HBM's insatiable appetite for wafer capacity—has handed GigaDevice a once-in-a-decade market seizure opportunity, catapulting its A-share price 200%-plus year-to-date to RMB 815 and its

Huawei’s Tao’s Law V2 Bypasses EUV Constraints, Repricing China’s Chip Supply Chain

Huawei CEO of Semiconductor Division He Tingbo has published a second-generation theoretical framework—dubbed Tao's Law (τ-Law) V2—that uses logic folding and hybrid bonding to achieve advanced-node performance without EUV lithography, with the Kirin 2026 chip set for mass production in H2 2026 and

ChinaBiz Briefing | China EV H1 Record, AI² $2.78B Valuation, Horizon Test, Battery Exports $40B

China's technology and industrial sectors closed the first half of 2026 with a set of results that collectively signal a market in structural transition: capital is concentrating in AI and robotics at valuations that demand proof of commercial execution, while the EV industry's growth story is

ChinaBiz Briefing | Cambricon ¥1T, Kimi $31.5B, DeepSeek V4 Pricing, BYD Chip, 15 Embodied AI Unicorns

China's technology and capital markets closed the first half of 2026 with a cluster of milestones that collectively signal a sector in structural acceleration, not speculative drift. A domestic AI chipmaker crossed a valuation threshold that would have seemed implausible two years ago. A large language model startup

Cambricon Crosses RMB 1 Trillion Threshold, Cementing China's Domestic AI Chip Crown

Cambricon became China's first AI chip company to breach the RMB 1 trillion (US$138.9 billion) market capitalization barrier on June 30, 2026, a milestone that crystallizes the convergence of aggressive state policy, accelerating import substitution, and a fundamental earnings inflection that has transformed the stock from

Kunlunxin’s IPO and Tencent’s Cross-Rival Bet Mark China’s AI Infrastructure Shift

As Baidu's AI chip unit targets a $50 billion Hong Kong IPO — 40% above its parent's entire market cap — a landmark cross-rival procurement deal reveals that China's internet giants can no longer afford to build everything alone. Tencent has become a significant customer

BYD's In-House Autonomous Driving Chip Set for 2027 Production Debut on Denza Models

BYD is on track to deploy its proprietary autonomous driving chip in a mass-production vehicle for the first time in 2027, marking a significant milestone in the Chinese automaker's push to vertically integrate its intelligent driving technology stack, according to an exclusive report. According to LatePost Auto&

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