china

China’s CXMT Is Set to Challenge DRAM Incumbents

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CXMT IPO, SKHynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs

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Chinese GPU maker, [Lisuan Tech], sells out over 30,000 gaming GPUs within 48 hours despite lukewarm benchmarks — LX 7G100 proves hype trumps performance

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The paper tiger that’s flying off the hardware shelves.

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Huawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand —  Chinese fabs can barely keep up as Nvidia's market share craters within the region

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Export controls, DeepSeek V4, and SMIC’s production have reshaped China’s AI hardware market in less than a year.

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US gov't blocks China's largest LED chipmaker's $239 million bid to acquire Dutch lighting firm Lumileds — US blocks acquisition attempt of European firm

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Semiconductors using gallium nitride tech continue to be a red line for CFIUS.

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US punishes China’s chip ‘dominance’ [in mature nodes] with 0% tariffs [until mid 2027]

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China mandates 50% domestic equipment rule for chipmakers, sources say

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Chinese chipmakers made record profit in 2025, despite slipping margins — U.S shipments fall 34% as Beijing shores up local chipmaking efforts

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Domestic price competition is eroding profitability even as Beijing hits localization targets.

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Ryzen 5 5500X3D hits China, keeping AM4 upgrades relevant

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AMD’s Ryzen 5 5500X3D is making the jump from a limited regional SKU to broader retail availability, with new listings indicating the processor is now being sold in China.

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Nvidia still hasn’t sold a single H200 to China nearly three months after getting the green light from the White House — U.S. Commerce official says department hasn’t approved any sales during a House hearing

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It’s now Beijing’s turn to say no to Chinese tech companies.

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