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
Global demand for semiconductor manufacturing equipment remained strong in 2025, but China is no longer the growth engine it once was for Europe’s largest chipmaking tools supplier. After a year of double digit sales growth, ASML signaled that its already declining exposure to
China has begun clearing imports of Nvidia’s H200 graphics processing units, easing months of uncertainty for the country’s largest technology companies as demand for advanced artificial intelligence computing capacity continues to rise. The approvals mark a notable development in Beijing’s management of high
China’s semiconductor self reliance push gained a rare and quiet validation this week as processors designed by Hygon Information Technology were found unaffected by a recently disclosed hardware security vulnerability impacting several advanced chips built on US architectures. The flaw, which raised concerns
Alibaba Group Holding is preparing a structural separation of its wholly owned chip design unit T Head, signalling a renewed emphasis on internal semiconductor capability as part of its long term cloud and artificial intelligence strategy. The unit is expected to be reorganised
A senior Chinese semiconductor expert has advised mainland companies to remain cautious when considering purchases of Nvidia’s H200 artificial intelligence chips, warning that the United States’ changing approach to advanced chip exports makes long term intentions difficult to read. Wei Shaojun, vice president
A regulatory breakthrough after a long review process Chinese automotive chipmaker Black Sesame Technologies has reached an important milestone after its Huashan A2000 chip cleared a key United States regulatory review. The approval follows nearly a year of technical clarifications and sustained communication
YF Capital, a private equity firm backed by Chinese billionaire Jack Ma, has taken a minority stake in Shanghai based memory chip developer InnoStar Semiconductor, adding momentum to China’s push to strengthen its domestic semiconductor industry. According to updated corporate records, Hainan Yunfeng
China is expected to remain the world’s largest buyer of semiconductor manufacturing equipment through at least 2027, as domestic chipmakers continue to expand production capacity in line with Beijing’s long term technology strategy. The projection comes from a new report by industry association
Confirmation of a Potential Listing Plan Baidu has confirmed that it is evaluating a possible spin off and Hong Kong listing of its semiconductor subsidiary Kunlunxin, signaling renewed momentum in China’s chip investment landscape. The search engine and artificial intelligence giant said Kunlunxin
