# Semiconductors
Latest news and articles about Semiconductors
Total: 481 articles found
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.
China’s Tech Giants Pivot: Sacrificing Margins for a Sovereignty-First Future
China's leading tech firms are reporting significant financial losses and narrowed margins as they pivot toward record-breaking R&D spending and supply chain infrastructure. From Alibaba's breakthrough in RISC-V chip architecture to Meituan's tech-driven expansion, the industry is prioritizing long-term technological sovereignty over short-term profitability.
China’s Industrial Engine Roars Back: Profit Surge Signals Structural Shift Toward High-Tech
Chinese industrial profits jumped 15.2% in the first two months of the year, led by a massive 58.7% surge in high-tech manufacturing. The growth reflects a combination of low-base recovery and a structural shift toward sectors like semiconductors, AI infrastructure, and green energy materials.
Beijing’s High-Energy Ambition: China Debuts First Commercial 12MV Tandem Accelerator
China has successfully produced its first commercial 12MV tandem accelerator, a critical piece of high-end scientific equipment. The device is expected to bolster domestic capabilities in semiconductor manufacturing, aerospace testing, and biomedical research, marking a step forward in China's technological self-sufficiency.
The Helium Trap: How Middle East Conflict Is Rattling the Global Semiconductor Supply Chain
Attacks on Qatari energy infrastructure have disrupted 17% of the nation's gas exports, threatening the global supply of helium essential for semiconductor manufacturing. While South Korean tech giants face significant risk, China is leveraging its ties with Russia and growing domestic production to mitigate the shock.
The Subsidy King’s Fall: Why the Detention of Sanan Optoelectronics’ Founder Rattles China’s Tech Giants
Lin Xiucheng, the founder of Sanan Optoelectronics and Xiamen's former richest man, has been detained following the investigation of a high-ranking official. His company, known as the 'Subsidy King' for receiving 11 billion RMB in state aid, now faces its first major losses as the model of political-commercial linkage unravels.
China’s Industrial Engines Roar: AI and Green Tech Fuel Triple-Digit Profit Surge
China’s industrial profits rose 15.2% in the first two months of the year, led by a massive 203% surge in electronics and 148% growth in non-ferrous metals. The rebound is driven by a recovery in the semiconductor cycle, AI demand, and strategic price increases in green energy materials.
Automation Ambitions Interrupted: Why China’s ‘Robot OS’ Pioneer Scrapped Its Major Merger
China's industrial internet leader Kyland Technology has canceled its full acquisition of Gowis, citing integration complexities. The two firms will instead pursue a strategic partnership focused on AI-driven industrial controllers and semiconductor manufacturing equipment to mitigate financial risks and speed up market entry.