China’s semiconductor industry is entering a decisive phase in 2026 as domestic fabrication capacity expands under mounting external pressure. Export controls imposed over the past several years have reshaped supply chains and limited access to certain advanced chipmaking equipment. In response, policymakers and
Hua Hong Semiconductor reported record quarterly revenue for the fourth quarter of 2025, citing resilient demand and improved market dynamics, while executives pointed to the ongoing global memory shortage as a supportive factor for pricing across the broader semiconductor sector. The Shanghai based
China’s semiconductor consolidation drive is gathering momentum as Hua Hong Semiconductor moves to acquire near full control of Shanghai Huali Microelectronics, underscoring how domestic chip manufacturers are restructuring in response to geopolitical constraints and shifting market dynamics. Hua Hong plans to purchase a
Semiconductor Manufacturing International Corp, China’s largest contract chipmaker, has forecast flat revenue for the first quarter as weakening demand for low end chips offsets rising orders tied to artificial intelligence applications. The outlook highlights the uneven recovery within the semiconductor sector, where growth
The United States has shifted to a more controlled framework for overseeing semiconductor equipment exports to China, replacing a long standing waiver system with annual export licences for major foreign chipmakers operating on the mainland. The move affects companies including Samsung Electronics, SK
China is tightening its drive toward semiconductor self-sufficiency by requiring chipmakers to source at least half of their manufacturing equipment from domestic suppliers when building new plants or expanding capacity. The policy, communicated directly to companies seeking regulatory approval, is already reshaping procurement
China’s semiconductor ambitions are entering a more pragmatic phase in 2026. After years of intense effort aimed at narrowing technological gaps with global chip leaders, policy direction is becoming less about rapid breakthroughs and more about system durability. The emphasis has shifted toward
China’s semiconductor fabrication sector is moving into a more disciplined phase after several years of rapid capacity expansion. The focus is no longer on how many fabs can be built, but on how efficiently existing facilities can operate. Yield optimization, process stability, and
China’s semiconductor industry is in the midst of a fab revolution, transforming the country from a chip importer into a global manufacturing powerhouse. At the heart of this transformation are the fabrication plants commonly called fabs, where raw silicon is turned into the
China’s semiconductor industry is undergoing one of the most ambitious expansions in global technology history. With the world increasingly dependent on advanced chips for everything from smartphones and electric vehicles to artificial intelligence and defense systems, China’s effort to scale chip manufacturing carries
