Subject


China


2026-04-15

[News] China Reportedly Sees Record 2025 Chip Tool Imports from Singapore, Malaysia; U.S. Hit Lowest Since 2017

As U.S. curbs continue to reshape supply chains, China is accelerating its push for semiconductor self-sufficiency and increasingly sourcing critical chipmaking tools from outside the U.S. According to Nikkei, imports of such equipment from Malaysia and Singapore surged in 2025, surpassing shipments...

2026-04-15

[News] Chinese Startup Dishan Reportedly Develops 2nm AI Chip in Prototype Verification; Foundry Access Uncertain

China may be on the verge of another advanced chip breakthrough. According to South China Morning Post, citing local outlets icrank and Shanghai Morning Post, sources say Chinese startup Dishan Technology has made progress in developing a 2nm AI chip. The company is currently in the prototype verifi...

2026-04-14

[News] China Reportedly Closes AI Performance Gap with U.S., Stanford Report Says; Anthropic Leads by Just 2.7%

The U.S.’s lead in AI may be narrowing. According to the latest report from the Stanford Institute for Human-Centered Artificial Intelligence (Stanford HAI), China has reportedly closed the performance gap with the U.S. The report notes that U.S. and Chinese models have traded the lead multiple ti...

2026-04-13

[News] China Achieved Breakthrough in High-Performance 2D Semiconductor Materials

Recently, a joint research team from the National University of Defense Technology and the Institute of Metal Research, Chinese Academy of Sciences, has made a major breakthrough in wafer-scale growth and controllable doping of a new class of high-performance two-dimensional (2D) semiconductor mater...

2026-04-10

[News] China Memory Firms Ride AI Upcycle: Biwin 2025 Net Profit Surges 429% YoY; GigaDevice Leads HK Listings

Driven by AI demand, memory chips have entered a new price upcycle since the second half of 2025. What developments among China’s A-share memory-related companies are worth watching? According to Cailian Press, recent 2025 annual reports by major companies reflect varied performance across the val...

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