China's rapid advance in legacy semiconductors presents a geopolitical risk that is "more dangerous than rare earths," warns Chip War author and economic historian Chris...
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
Chris Miller, the influential author of Chip War, is warning that while the West is focused on advanced AI, China is quietly weaponizing the market for older legacy semiconductors.
SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026. Co-CEO Zhao Haijun said Chinese manufacturers...
US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...
China is enhancing its DUV lithography technology amid US export restrictions. Yuliangsheng's 28nm immersion DUV machine is being tested at SMIC, while SMEE has patented a method...
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
In response to US export controls and to reduce reliance on ASML, China has begun testing its first domestically manufactured deep ultraviolet (DUV) lithography machine. According...
Since its IPO application was accepted by Shanghai's STAR Market in September 2024, Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) has updated its prospectus to highlight its...
Talent has long been the defining currency in the global semiconductor race. For decades, Chinese-born engineers with deep overseas experience drove China's rapid catch-up, fueling...
South Korea's chipmakers are raising red flags as China accelerates in equipment, materials, components, and AI semiconductors. Analysts warn Beijing is no longer just closing the...
China is accelerating its drive for homegrown AI semiconductors. JPMorgan forecasts Huawei will ship 600,000–650,000 AI chips in 2025, while Cambricon Technologies is on track...
Simon Yang, the former YMTC CEO and later deputy chairman, has joined Rong Semiconductor (Ningbo) Co. (RongSemi) as head of its technical expert committee. The announcement came alongside...
The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...
