# Semiconductors
Latest news and articles about Semiconductors
Total: 188 articles found
China's Embedded Chip Squeeze: Nations Technologies Hikes Prices as Supply Chain Costs Bite
Chinese chip designer Nations Technologies has announced a 15% to 20% price increase for its products due to rising raw material costs. The hike affects critical components used in robotics, IoT, and automotive electronics, signaling deepening supply chain pressures for domestic high-tech manufacturing.
Silicon Squeeze: Why the AI Boom is Sending Smartphone Prices Soaring in China
A global shortage of memory chips, exacerbated by the AI hardware boom, has forced major Chinese smartphone brands like Xiaomi, OPPO, and Huawei to raise retail prices. Industry leaders warn that this high-cost cycle could last until 2027, potentially leading to a significant contraction in global smartphone shipments as consumers face higher costs.
Orbital Intelligence: Beijing Deploys Millions to Secure the Future of Space Computing
Beijing has launched a major funding initiative for space computing, offering up to 10 million RMB per project to solve critical bottlenecks in reusable rockets and radiation-resistant chips. The program uses a market-driven 'Open Competition' model to accelerate China's commercial space capabilities.
Beyond the Die: How Advanced Packaging is Rewriting the Semiconductor Rulebook
At SEMICON China 2026, Henkel's Ram Trichur emphasized that 2.5D and 3D packaging have become the primary drivers of AI performance. As the industry faces massive thermal and structural challenges, the focus is shifting toward material innovation, AI-assisted R&D, and sustainable manufacturing to overcome the physical limits of traditional silicon scaling.
Silicon Resilience: Biren Technology Signals Strategic Pivot as Revenue Triples Amid AI Arms Race
Biren Technology has reported a 207% revenue increase for 2025, marking its transition from a chip startup to a systemic provider of massive AI computing clusters. With over 8.5 billion yuan in total cash following its IPO, the firm is positioning itself as a domestic alternative to high-end global GPUs by focusing on optical interconnects and inference-optimized architectures.
SMIC’s High-Stakes Pivot: Chasing Advanced Packaging as the Next Frontier in China’s Silicon Shield
SMIC reported strong 2025 growth but faces margin pressure from a massive $37 billion expansion drive and a missed AI storage boom. The company’s strategic pivot toward advanced packaging signals a new phase in China's pursuit of semiconductor self-reliance, focusing on system-level performance to bypass lithography limitations.
Huawei Extends Domestic Reach with Enjoy 90 Launch as Silicon Sovereignty Solidifies
Huawei has launched the Enjoy 90 smartphone series in China, featuring proprietary Kirin 8-series chips and the new HarmonyOS 6. The budget-friendly series is strategically priced to expand Huawei's domestic ecosystem and solidify its transition away from foreign software and hardware dependencies.
Robotics and Silicon: Guangdong Accelerates Shift Toward 'New Quality Productive Forces'
Guangdong has reached a critical industrial milestone with the opening of China's first 10,000-unit capacity humanoid robot production line. Coupled with a 26.4 billion yuan investment in AI and semiconductor hubs in Nansha, the province is aggressively pivoting toward 'New Quality Productive Forces' while simultaneously resolving property market bottlenecks.
Huawei’s Great Restoration: Returning to Peak Revenue with an AI-First Mandate
Huawei has reported 2025 revenue of 880.9 billion yuan, returning to pre-sanction peak levels while pivoting its core strategy toward AI infrastructure and intelligent automotive solutions. Led by Rotating Chairwoman Meng Wanzhou, the company is doubling down on R&D to bypass hardware limits through system-wide engineering and a now-stable HarmonyOS ecosystem.
Huawei’s R&D Fortress: 2025 Results Reveal a Tech Giant Doubling Down on AI and Ecosystem Sovereignty
Huawei reported 2025 revenues of 880.9 billion RMB and a net profit of 68 billion RMB, driven by a record 21.8% R&D reinvestment rate. The company is successfully transitioning toward AI computing and the HarmonyOS ecosystem to mitigate the impact of international trade restrictions.
Beyond the ‘Crash’: Why the Global Memory Market Remains an AI-Driven Powder Keg
While retail memory prices are cooling after a massive rally, the correction masks a deeper supply crunch driven by AI infrastructure. With production capacity pivoting toward high-margin enterprise products, the era of cheap consumer RAM is unlikely to return before 2027.
Silicon Shivers: China’s Memory Market Braces for Impact as DDR5 Prices Crater
China's retail memory market is facing a significant downturn, with DDR5 prices dropping sharply within 24 hours. This collapse, fueled by panic selling in hubs like Huaqiangbei and global supply shifts, indicates a potential end to the recent speculative bubble in consumer-grade computer hardware.