The article reflects on a past meeting where SMIC's CEO highlighted the company's previously unrestricted access to Western technology. It underscores the significant financial backing SMIC received during its early years, which facilitated its growth in the semiconductor industry.
The article highlights popular stories about an NXP RFID chip, projected semiconductor revenues for 2025, and China's ambitious satellite plans. These topics reflect ongoing trends and innovations within the semiconductor sector.
China has filed with the ITU to launch a total of 193,448 satellites through two separate filings. Each filing consists of 96,714 satellites intended for a non-geostationary orbit system.
Zeekr's 7GT electric vehicle showcases a blend of Chinese technology and European design, set to debut at the Brussels Motor Show with a price tag of €45,990. The vehicle's performance, achieving 0-62 mph in just 3.3 seconds, emphasizes its high-end positioning in the EV market.
AXT Inc has revised its revenue expectations for Q4 2025 to between $22.5 million and $23.5 million, primarily due to a decrease in export control permits for indium phosphide from China's Ministry of Commerce. This adjustment reflects challenges in the supply chain and regulatory environment affecting the semiconductor sector.
Nvidia is focusing on expanding its presence in China with the introduction of its H200 chips. However, the company faces challenges due to Beijing's new local 'matchmaking' mandate that limits chip sales.
The article discusses how affordable Chinese solar panels are poised to significantly impact the economics of small and medium enterprises (SMEs) and households in Africa. Solar power generation in the region has rapidly increased, now accounting for about 10% of energy production since 2019.
Biren Technology, a Chinese AI chip developer, successfully launched its IPO on the Hong Kong stock exchange, with shares surging 75% above the offer price. This significant rise occurred on Boxing Day, highlighting strong investor interest in AI semiconductor firms.
TCL CSOT has acquired an 80% stake in Fujian Prima Optoelectronics, marking its entry into the LED chip market. This acquisition is a strategic move towards establishing a vertically integrated supply chain for LED technologies.
AXT Inc has successfully closed a public offering of over 8 million shares at $12.25 each, raising approximately $100 million. This includes the full exercise of underwriters' options to purchase additional shares.
Meta has acquired Manus, a Chinese AI developer, for a sum between $2 billion and $3 billion. The acquisition is backed by notable investors including Tencent and Benchmark.
AXT Inc has priced a public offering of 7,098,492 shares at $12.25 each to raise $87 million. The company specializes in manufacturing substrates and raw materials for semiconductor applications.
China has launched its $14.3 billion National Startup Investment Guidance Fund along with three regional funds aimed at boosting investment in strategic sectors. This initiative is part of China's broader effort to enhance its technological capabilities and support startups in key economic regions.
The article discusses a call for a slowdown in AI development amidst pressures from tech leaders for rapid advancements to compete with China. This perspective highlights concerns over the pace of AI innovation and its broader implications.
The teardown of the Kirin 9030 chip reveals that SMIC's 'N+3' process has a lower transistor density compared to Samsung and TSMC's 5nm processes, despite aggressive scaling of metal pitch. This indicates potential challenges for SMIC in achieving competitive performance at advanced nodes.
China's activation of a EUV prototype signifies a pivotal shift in the semiconductor landscape, marking the decline of globalized silicon supply chains. This development poses a significant threat to Taiwan's semiconductor dominance, previously shielded by international collaboration.
The article highlights significant advancements in transportation technology for 2025, focusing on electric vehicles, automation, and sustainable shipping solutions. It emphasizes the ongoing developments in U.S. magnet manufacturing and the evolution of EV-charging infrastructure.
MetaX Integrated Circuits Shanghai, a Chinese GPU startup, successfully raised $585 million in an IPO that was oversubscribed by nearly 2986 times, leading to a post-IPO share price increase of over 700%. This remarkable financial performance highlights the growing interest and investment in the GPU sector within China.
Sales of semiconductor manufacturing equipment are projected to increase by 9% to $126 billion in 2026, followed by a further 7.3% growth to $135 billion in 2027. The growth is expected to be driven by demand from regions including China and Taiwan.
iRobot has filed for bankruptcy and will transfer its assets to its Chinese manufacturing partner, Picea. The company's press release attempts to frame this as a strategic move for future growth, despite the negative implications of bankruptcy.