Subject


China


2026-05-26

[News] Huawei Unveils New Semiconductor Principle – Tau (τ) Scaling Law

At the 2026 International Symposium on Circuits and Systems (ISCAS), held in Shanghai on Sunday, Huawei officially introduced the Tau (τ) Scaling Law during a keynote speech titled Exploration and Practice of New Semiconductor Pathways, delivered by He Tingbo, Huawei board member and president of t...

2026-05-20

[News] Joint Team Led by Shanghai AI Lab Cracks Stable Production Challenge for Photoresist

Shanghai AI Laboratory announced a breakthrough in the stable production of photoresists — one of the core materials used in semiconductor manufacturing. As a critical material in chip fabrication, the quality of photoresists directly determines chip performance and manufacturing yield. Backed ...

2026-05-18

[News] China’s Rare Earth Compound Exports Fell 17% in Value; Alternative Supply Chains Gain Momentum

Since China tightened rare earth export controls, how has the industry adapted? According to Nikkei, analysis of Chinese customs data shows that between April 2025 and March 2026, exports of rare earth permanent magnets fell 4% year over year by volume to 58.1 million kilograms, while export value e...

2026-05-14

[News] China’s Wide Bandgap Chip Players Diverge, as GaN RF Surges; SiC Profitability Under Pressure

In the first quarter of 2026, China’s wide bandgap semiconductor industry—spanning silicon carbide (SiC) and gallium nitride (GaN)—saw a stark divergence in performance. Driven by robust demand from 5G base station deployment and on-board chargers (OBCs) in electric vehicles, GaN RF-focused co...

2026-05-11

[News] SMIC Founder Says China May Gain Edge in Niche Chips as 80% of Demand Lies Outside Advanced Nodes

As China pushes to strengthen its chip industry, Richard Chang, founder of SMIC, China’s largest foundry, suggests that success in semiconductors is not solely about winning the 2nm or 3nm race, with niche markets potentially emerging as a key competitive advantage for China. According to STAR Mar...

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