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According to an analyst from UBS, China's extreme ultraviolet (EUV) lithography technology is at a similar stage to ASML's position in 2004. While China has made progress in semiconductor equipment, particularly in chemical vapor deposition, cleaning, etching, and oxidation/diffusion tools, it still

EUV Lithography ASML Chinese Semiconductors Photolithography Semiconductor Manufacturing Chip Process Technology Gap Semiconductor Supply Chain

Beijing's AI4Chip plan puts AI to work on EDA, fabs, advanced packaging

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digitimes.com 2026-08-27

Beijing's AI4Chip plan puts AI to work on EDA, fabs, advanced packaging - digitimes

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www.digitimes.com 2026-08-27

Google to stop making Pixel devices in China, report claims — India and Vietnam prime candidates for manufacturing shift owing to Beijing-Washington tensions

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tomshardware.com 2026-08-19

According to Nikkei, Google intends to relocate the production of all Pixel smartphones, smartwatches, and wireless earbuds from China to other countries starting in 2027, as part of a broader strategy to diversify its supply chain amid escalating China-US tensions. Major electronics manufacturers l

Google Pixel smartphones Supply chain relocation China-US tensions India manufacturing Vietnam manufacturing EMS ODM

Beijing AI bar that offers unlimited free DeepSeek coding tokens with $1.50 drink haemorrhaging cash

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tomshardware.com 2026-08-19

An AI-themed bar in Beijing’s Zhongguancun tech hub, the AGI Bar, offers unlimited free DeepSeek coding tokens with its drinks, using two NVIDIA DGX Spark mini-PCs for local inference. While the concept is innovative, the bar reportedly operates at a significant loss, giving away far more drinks tha

AI Bar DeepSeek NVIDIA DGX Spark Local Inference AI Applications Chinese AI Industry Technology Showcase Business Model Innovation

First Nvidia H200 shipments reach China, ByteDance and Tencent take deliveries as Beijing loosens its import block

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tomshardware.com 2026-08-19

Recent reports indicate that ByteDance and Tencent have each received approximately 10,000 NVIDIA H200 accelerators, marking the first significant shipment of these chips into mainland China since the U.S. approved their export to China in December last year. Although the U.S. has granted export lic

NVIDIA H200 China semiconductor US-China trade AI accelerator Chip export control ByteDance Tencent

Jim Cramer Slams Trump Team for Blocking Nvidia’s China Chip Sales: ‘So Ill-Advised’ as Beijing Pushes fo - Benzinga

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www.benzinga.com 2026-08-17

Beijing Stock Exchange's First Chip Design Stock Debuts: Xiaomi-Backed Enterprise Sees 181% Surge in Opening Share Price - 36 Kr

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eu.36kr.com 2026-08-12

Micron's Split Personality: A Fully Booked HBM Pipeline Versus a Market Fixated on Beijing - AD HOC NEWS

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www.ad-hoc-news.de 2026-08-04

Micron Technology's stock presents a paradox: while its high-bandwidth memory (HBM) pipeline is fully booked through 2026 and it holds $100 billion in long-term supply contracts, market sentiment remains clouded by concerns over China's expanding DRAM capacity, particularly following reports that Ch

Micron Technology HBM memory DRAM market Chinese semiconductors CXMT AI chips Memory storage Semiconductor supply chain

CXMT is considering a second Beijing DRAM fab as it targets Micron-level output by late 2026 - TweakTown

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www.tweaktown.com 2026-08-04

CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment

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digitimes.com 2026-08-04

CXMT plans second chip plant in Beijing and is in talks on its funding, sources say - ETEnterpriseai.com

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enterpriseai.economictimes.indiatimes.com 2026-08-03

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