Qualcomm is in discussions to provide custom chip-design services to TikTok owner ByteDance, marking a strategic shift in China's AI chip supply chain as it moves beyond merely replicating Nvidia's technology.
The Trump administration has formally raised concerns with Dutch semiconductor equipment maker ASML that one of its most advanced chip-making machines may have reached China in violation of US-led export restrictions.
Chinese memory brands Gloway and KingBank have switched to domestically produced DDR5 chips from CXMT and YMTC, with global giants Dell, HP, and Corsair now adopting the same silicon.
CNNC has begun mass-producing ultra-pure silicon-28, breaking a foreign monopoly on a material critical for error-resistant quantum chips and advancing China’s push for self-reliant quantum computing.
Chinese memory chip leader CXMT and Alibaba Group have formed a 3.91 billion yuan ($577 million) long-term investment fund to accelerate semiconductor innovation as Beijing counters Washington's technology curbs.