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Semiconductors

A collection of 4 issues

ChinaBiz Briefing | DeepSeek's $2.56B Huawei Bet, Alibaba's Driving AI, China Autos Go Global

China's tech and industrial sectors delivered a cluster of signals on September 7 that collectively point in one direction: the country's leading companies are no longer playing catch-up — they are building independent infrastructure, staking out global market share, and competing for platform dominance in the

Huawei’s τ-Law Gets Its First Silicon Test: 55% More Density, 66% Lower NPU Power

τ-Law paper reveals LogicFolding cuts data-transport energy—not compute energy—rewriting the post-Moore scaling playbook and signaling China's advanced packaging as an independent technology vector Huawei has published hard silicon evidence that its proprietary LogicFolding architecture can simultaneously raise transistor density and slash power consumption,

Enflame Technology's IPO Exposes the Fault Lines of China's Domestic GPU Race

A chip startup burning RMB 4.3 billion (US$597 million) over eight years, generating 83% of its revenue from a single shareholder-customer, and holding just 1.7% market share is now asking China's public markets to fund its next act — and the terms of that bet

Why China's AI Chip Self-Sufficiency Push Is Hitting an Inflection Point

SMIC's record margins, Enflame's IPO, and Zhipu's 100,000-chip domestic cluster show China's AI semiconductor ecosystem is crossing from laboratory validation into commercial scale — with inference and edge workloads leading the way.