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Monday 4 May 2026
Taiwan moves to close the gap on semiconductor equipment self-sufficiency
Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's...
Tuesday 28 April 2026
Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion
China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
Thursday 23 April 2026
Taiwan's semiconductor equipment gap persists despite govt subsidies
With government incentives, Taiwan has achieved significant success in localizing display equipment, though the competitiveness of the display industry has declined considerably in...
Friday 17 April 2026
Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

Wednesday 15 April 2026
China seeks energy self-sufficiency as geopolitical risks rise
China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels...
Monday 13 April 2026
China chipmaker Hygon expands CPU-GPU strategy for AI compute

China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform...

Thursday 2 April 2026
Chinese companies capture nearly 41% of domestic AI accelerator server market
China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...
Wednesday 1 April 2026
Arm, Tesla chip push reshuffles supply chains, lifts AI memory demand
Global technology and semiconductor companies are moving to build independent chip ecosystems to meet rising artificial intelligence (AI) demand, a shift that stands to reshape semiconductor...
Monday 30 March 2026
China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

Monday 23 March 2026
China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...
Tuesday 6 January 2026
China accelerates semiconductor self-sufficiency through foundry M&A: updates on Hua Hong, SMIC
China's semiconductor sector is entering a new phase of domestic consolidation, as leading foundries Hua Hong Semiconductor and SMIC move to tighten control over key manufacturing...
Friday 2 January 2026
Baidu's AI chip unit Kunlunxin confidentially files for Hong Kong IPO
Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January...
Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Saturday 8 November 2025
How China hits hard to power its AI ambitions post-Nvidia
China is accelerating its drive for technological self-sufficiency by subsidizing electricity costs for data centers that use domestic AI chips, even though they consume far more power...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...