China’s semiconductor industry is entering a new phase of accelerated growth as the country advances its “corner overtaking” strategy—a development model that focuses on seizing leadership at key technological paradigm shifts rather than following traditional upgrade paths. Nowhere is this approach more evident than in China’s rapid progress in artificial intelligence (AI) chips, which are becoming a central driver of innovation across the country’s technology sector. Lee Byung-chul, former vice president of Samsung Electronics with over 15 years of experience working in China, has described this strategy as a decisive move to reshape the global semiconductor landscape. According to Lee, ...

China’s semiconductor equipment industry continues to gain strong momentum as PSR Semi, a high-tech equipment manufacturer based in Wuxi, Jiangsu Province, announced the successful completion of a Series A funding round worth several hundred million yuan. The round was led by Yongxin Fangzhou, Jinyuan Capital, and Hefei Industry Investment, highlighting strong capital support for advanced manufacturing technologies within China’s strategic industrial system. PSR has built a powerful, internationally trained R&D team, with its core leadership consisting of more than 10 PhD-level experts, including five talents selected for national-level high-end talent programs. This deep pool of scientific and engineering expertise positions ...

China’s semiconductor industry is entering a decisive period marked by scale-driven growth, deep industrial integration, and a renewed commitment to technological self-reliance. As the country prepares to implement the 15th Five-Year Plan (2026–2030), its approach to semiconductor development is becoming increasingly coordinated and forward-looking. The emerging strategy blends centralized guidance with decentralized competition, forming a hybrid model that prioritizes rapid innovation, resilient supply chains, and long-term national competitiveness. At the heart of this model is the recognition that semiconductors are not merely a sectoral priority but a foundational pillar of China’s future economy. The chip industry serves as the backbone ...

China is taking bold steps to strengthen its artificial intelligence infrastructure and accelerate the growth of its domestic semiconductor ecosystem. In a significant move, local governments are now offering substantial power subsidies to major tech enterprises — including ByteDance, Alibaba, and Tencent — that operate data centres powered by homegrown AI chips from Huawei and Cambricon. According to industry sources, these subsidies can cover up to 50% of electricity costs, providing strong financial support for data centres adopting locally produced processors. The initiative is being actively rolled out in regions such as Gansu, Guizhou, and Inner Mongolia, areas known for ...

China’s latest export controls on semiconductor products from Nexperia—a Dutch company owned by China’s Wingtech Technology—are drawing global attention to Beijing’s growing influence over critical technology supply chains. The move, which underscores China’s ability to safeguard its strategic interests and industrial sovereignty, marks a new step in strengthening the nation’s leadership in semiconductor production and advanced manufacturing. Industry experts note that Nexperia, a key supplier of automotive semiconductors, plays an important role in the global electronics ecosystem. The company produces about 3,000 semiconductor components every second, powering essential vehicle functions such as power management, sensors, and steering control systems. More ...

China’s semiconductor industry is entering a decisive new chapter, marked by accelerated progress in domestic chipmaking and equipment manufacturing. As of September 2025, local chips already account for about 40% of consumption, well below the “Made in China 2025” target of 70%, yet the momentum is unmistakable. Breakthroughs in mature-node capacity, lithography equipment, and advanced AI chips are reshaping not only China’s technology ecosystem but also its role in the global innovation landscape. The Power of Policy and Investment Central to this transformation is the coordinated push under the “Made in China 2025” initiative, which positioned semiconductors at the core ...

China is taking decisive steps to strengthen its semiconductor ecosystem, launching two major investigations aimed at creating a fairer market environment for its domestic chipmakers and ensuring long-term industry stability. On September 13, the Ministry of Commerce announced an anti-dumping investigation into imports of certain analogue integrated circuits (ICs) such as interface chips and gate driver ICs. The decision follows data showing that imports grew by more than one-third between 2022 and 2024, while prices dropped by over 50 percent, a combination that placed significant pressure on Chinese manufacturers. The probe is expected to help level the playing field and ...

Alibaba is reportedly developing a new artificial intelligence (AI) chip, marking a significant step in China’s effort to reduce its reliance on U.S. semiconductor technology amid growing geopolitical tensions. The move comes just months after Washington banned Nvidia from selling its most advanced Blackwell processors to China, citing national security concerns. A Strategic Push into AI Hardware The reports suggest that Alibaba’s forthcoming chip will not be sold directly to customers but will instead power the company’s cloud computing services. Clients will be able to rent computing capacity partially supported by the new hardware. This mirrors a strategy increasingly favored ...

China’s semiconductor industry may be on the brink of one of its largest consolidations in recent years. Hua Hong Semiconductor, the country’s second-largest foundry, is reportedly seeking to acquire a controlling stake in Shanghai Huali Microelectronics (HLMC) through a mix of share issuance, cash, and a supporting capital raise. The move, reported by ijiwei and Security Times, comes as Hua Hong aims to address competition issues it pledged to resolve during its IPO. If completed, the transaction would significantly reshape the domestic foundry landscape. Both companies are under the umbrella of Huahong Group, but they operate with different strategic focuses: ...

In a landmark breakthrough that could redefine the future of chip manufacturing, Chinese researchers have unveiled a novel method to mass-produce high-quality indium selenide, commonly referred to as the “golden semiconductor.” The development opens a new path for building next-generation chips that could surpass the limits of current silicon-based technology. The findings, published in the prestigious journal Science on Friday, were led by scientists from Peking University and Renmin University of China. The study addresses a longstanding challenge in the semiconductor world: how to produce indium selenide at scale while maintaining its delicate atomic structure and ideal 1:1 elemental ratio. ...