China semiconductor industry: CXMT IPO, HBM, risks

China semiconductor industry outlook is tested as CXMT targets a US$4.3b IPO, accelerates HBM plans, and faces possible US export restrictions.

Semiconductor Supply Chain Bottlenecks Lift Prices

New bottlenecks are lifting chip costs across the semiconductor supply chain, tightening lead times and forcing AI buyers to rework budgets and procurement.

China tests hypersonic ramjet with shape-shifting design

China disclosed a ground test of a hypersonic ramjet that changes internal geometry in real time, pointing to variable-cycle propulsion gains for high-speed flight.

US Moves to Restrict China Drones in Security Debate

US lawmakers weigh rules for China drones, citing data security, procurement risk, and supply chain resilience as agencies plan phased restrictions.

Kuaishou Chip Spin-Off Funding Amid Export Curbs

Kuaishou chip spin-off secures new funding to build in-house semiconductors as US export controls tighten, reshaping China tech supply chains.

China electric vehicles boom lifts sales, strains grids

China electric vehicles are seeing strong sales momentum, but the boom is pressuring local budgets, charging networks, grid upgrades, and climate targets.

China semiconductor industry gains momentum on stability

China semiconductor industry advances as stability draws capital, supports tech growth and speeds semiconductor projects despite export controls and policy risks.

C919 aircraft inspections: C-check milestone draws scrutiny

C919 aircraft inspections are entering the first C-check cycle, testing heavy maintenance records, parts traceability, and regulator confidence for future expansion.

Middle Eastern markets drive China drone offshore output

China weighs overseas drone assembly, licensing and support hubs for Middle Eastern markets, aiming to shorten delivery times and reduce sanctions risks.

China semiconductor stocks rise on court GaN ruling

China semiconductor stocks jumped after a Supreme People’s Court move in a GaN patent dispute, reportedly affecting certain Infineon products and reshaping the compound chip race.