search
Chinese chipmakers
Trends
- 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.
- 2Nvidia 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.
- 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.
- 4
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.
- 5China 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.
- 6China'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.
- 7ESWIN 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.
- 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.
- 9Calterah 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.