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Chinese chipmakers
Trends
- 1Chips JU Launches €80M Call for European AI Chips●Chips JU Offers €80M for European AI Chips and Compute Systems
The Chips Joint Undertaking has opened an €80 million funding call to support the development of European AI chips and compute systems. The move is part of ongoing EU efforts to strengthen Europe's semiconductor sovereignty and reduce reliance on foreign chip suppliers, with funding aimed at boosting domestic AI hardware capabilities.
- 2Chinese chip stocks fall on Nvidia approval signal●Chinese chip stocks dropped on the Nvidia approval signal—SMIC down 3.7%, Moore Threads 6.3%, Cambricon 5.7%. ByteDance
Shares of Chinese chipmakers fell after signals that Nvidia would receive approval to sell GPUs in China, with SMIC down 3.7%, Moore Threads 6.3% and Cambricon 5.7%. Reports also suggest ByteDance may order about one million Nvidia RTX Pro 5500 cards for multi-card server setups, though the workstation GPU lacks the high-bandwidth memory needed for large-scale AI training.
- 3China's AI sector moves from catch-up to commercialization●China's AI sector is shifting from catch-up to commercialization. Source: DigiTimes Asia https://www. digitimes.com/news
China's artificial intelligence industry is entering a new phase, DigiTimes Asia reports, shifting from trying to catch up with US rivals to monetizing AI at scale. The report links the trend to domestic semiconductor efforts, including CXMT's DRAM production and advanced hardware packaging, as Chinese firms build homegrown supply chains to support commercial AI deployment and reduce reliance on foreign chip technology.
- 4China explores alternative EUV light sources beyond ASML approach●China is expanding the definition of the extreme ultraviolet race by investigating alternative EUV light sources rather
China is reportedly broadening its approach to extreme ultraviolet lithography by investigating alternative EUV light sources, rather than solely trying to replicate the ASML platform. According to DigiTimes Asia, the strategy suggests Chinese researchers are pursuing different technical routes to overcome export restrictions on advanced chipmaking equipment.
- 5Nvidia may sell more chips in China as Huang's Trump influence grows●Nvidia may sell more chips in China as Jensen Huang’s influence over Trump grows
Nvidia could gain permission to sell more of its chips in China, with reports pointing to CEO Jensen Huang's growing influence over President Trump shaping US export policy. The potential shift would ease restrictions on the chipmaker's access to the Chinese market, a major revenue source, and is drawing attention given the strategic importance of semiconductors in US-China trade tensions.