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Chinese chipmakers
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- 1Chinese Stocks Fall to One-Year Low on Chip Slump▼Chinese Stocks Hit One-Year Low as Chip, Optical Firms Slide
Chinese equities dropped to their lowest level in a year, with semiconductor and optical technology companies leading the decline. The slide reflects mounting pressure on China's tech sector, particularly firms tied to chipmaking and optical components, which have been hit by weak demand and ongoing US export restrictions. Investors are watching closely for signs of further deterioration or policy support from Beijing to stabilise the market.
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Reports indicate China is considering relaxing restrictions on NVIDIA's AI chips, a potential shift in its stance on foreign semiconductors amid the ongoing US-China technology standoff. Any easing would affect Chinese companies seeking high-end AI hardware and could reshape the competitive landscape for global chipmakers.
- 3China chip stocks fall as Nvidia sales reportedly back on table●China chipmaking stocks tumble as Beijing reportedly mulls allowing Nvidia sales
Shares in Chinese chipmaking companies dropped after reports that Beijing is considering allowing Nvidia to resume selling its chips in China. The move would reopen a major market for the US chipmaker but raises fears of renewed competition for domestic semiconductor firms, which have benefited from restrictions on Nvidia's products. Investors sold Chinese semiconductor names on the prospect.
- 4China may let ByteDance and Alibaba buy Nvidia chips●China planning to allow ByteDance, Alibaba to buy Nvidia chips: Report | China was once a major market for Nvidia | Inshorts
A new report says China is planning to allow ByteDance and Alibaba to purchase Nvidia chips, signalling a possible easing of restrictions on US semiconductor access for major Chinese tech firms. China was once one of Nvidia's largest markets before export controls sharply limited such sales, so any reopening would be a significant development for both the chipmaker and Chinese AI companies.
- 5China's CanSemi draws record demand ahead of market debut▼Betting on light: why China’s CanSemi is drawing record demand ahead of debut
Chinese optoelectronics chipmaker CanSemi is attracting record investor demand ahead of its stock market debut, according to the South China Morning Post. The company, which works with light-based semiconductor technology, is riding strong interest in China's domestic chip sector as investors bet on the country's push for self-sufficiency in semiconductors. The strong appetite for the IPO highlights continued enthusiasm for China's chip industry despite broader market uncertainty.
- 6ESWIN to become Hong Kong's first listed RISC-V chip firm with $2.5 billion raise▼ESWIN is set to be HK's first listed RISC-V open-source chip firm by raising up to $2.5 bln
Chinese chipmaker ESWIN is preparing a Hong Kong listing that would make it the city's first publicly traded RISC-V open-source chip company, aiming to raise up to $2.5 billion. The move highlights growing investor interest in RISC-V, an open-source alternative to Arm and x86 architecture, amid ongoing US-China technology restrictions and efforts to build a domestic semiconductor supply chain.
- 7Huawei Unveils Two Advanced AI Chips Planned For 2027▼NVDA Stock In Focus As Huawei Announces 2 Advanced AI Chips For 2027
Huawei has announced plans for two advanced AI chips targeted for 2027, drawing attention to Nvidia stock as investors weigh potential competition in the AI semiconductor market. Traders are watching how the Chinese chipmaker's roadmap could affect demand for Nvidia's processors, which currently dominate AI computing.
- 8Chipmaker Amicro clears key hurdle for Hong Kong listing▼‘Little giant’ chipmaker Amicro clears key hurdle for Hong Kong listing: sources
Chinese chipmaker Amicro, described as a 'little giant' firm, has cleared a key regulatory hurdle for a listing in Hong Kong, according to sources cited by the South China Morning Post. The move would give the semiconductor company access to fresh capital as China continues pushing to build up its domestic chip industry.
- 9Jensen Huang calls AI distillation 'competition'●Jensen Huang says AI distillation is 'competition.'
Nvidia CEO Jensen Huang described AI distillation — the practice of training smaller models from larger ones — as 'competition', in remarks reported by CNBC in the context of China's AI development. The comment comes as US chipmakers face scrutiny over how Chinese firms obtain or replicate advanced AI capabilities, and it is drawing debate about whether distillation levels the playing field or undermines model developers.
- 10GlobalFoundries sees strong Chinese demand for optical modules●GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The US contra
US contract chipmaker GlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The company is expanding its presence in China to serve domestic clients amid an infrastructure boom, positioning itself to benefit from heavy investment in data centres despite ongoing tensions between Washington and Beijing over semiconductor supply chains.
- 11Calterah accelerates STAR Market listing push▼Calterah Accelerates STAR Market Listing: 2-Year Doubled Revenue & Profitability Breakthrough Timeline Outlook
Chinese semiconductor company Calterah is moving forward with plans to list on the Shanghai STAR Market, a board for tech-focused listings. The chipmaker's revenue has doubled over two years, and it is expected to reach profitability, making it one of the notable domestic chip firms seeking public listings as China pushes self-sufficiency in semiconductors.