Semiconductor News & Analysis Feed
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2026-06-29
www.ottumwacourier.com
2026-06-29
Ottumwa Courier
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
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Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. (AP Photo/Ng Han Guan)
CHAN HO-HIM
June 28, 2026 6 min read
HONG KONG (AP) — In the race between
2026-06-29
www.independent.co.uk
2026-06-29
The Independent
News
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
In the race between the U.S. and China to develop artificial intelligence, the battle over hardware and computing power is heating up as Chinese companies like Huawei overtake global industry leaders like Nvidia in their home market
Chan Ho-Him
Monday 29 June 2026 05:39 BST
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2026-06-29
apnews.com
2026-06-29
AP News
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. (AP Photo/Ng Han Guan)
Visitors pass near the Huawei booth during the MWC26 in Shanghai, China on June 24, 2026. (Chinatopix via AP)
Visitors pass near the Atlas 950 SuperPod on display at the Huawei booth during the MWC26 in Shanghai, China on June 24, 2026. (Chinatopix
2026-06-29
www.newsday.com
2026-06-29
Newsday
BUSINESS
Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the lead
A worker stands near robots at the Nvidia booth during the China International Supply Chain Expo in Beijing on June 22, 2026. Credit: AP/Ng Han Guan
By The Associated Press
June 29, 2026 12:42 am
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HONG KONG — In the race between the U.S. and China to develop artificial intelligence, the battle ove
2026-06-26
www.lightreading.com
2026-06-26
Light Reading
Both IBM and Huawei say three-dimensional designs could improve chip performance, but IBM may have gone one better.
A month ago, Huawei's executives were feeling very pleased with themselves about a purported breakthrough in chip design that would allow the Chinese vendor to wriggle out of the constraints imposed by US sanctions. They were so pleased, in fact, that they issued a rare announcement
2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-20
www.huaweicentral.com
2026-06-20
Huawei Central
NEWS
US suspects an advanced chip-making EUV tool has reached China
Published
3 days ago
on
June 20, 2026
By
Emiko Matsui
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Huawei Mate Series
Mobile Phone Accessories
US is worried as it believes China has an advanced EUV chip-making tool. A new report suggests that the American authorities suspect that cutting-edge tech equipment may have reached the rival country,
2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is stepping up its export controls enforcement.
2026-06-18
digitimes.com
2026-06-18
A teardown of Huawei's latest Mate 80 Pro Max smartphone has put China's semiconductor progress back under scrutiny, after analysis showed the HiSilicon Kirin 9030 processor was made on SMIC's third-generation 7nm-class N+3 process with a local metal pitch narrower than that of Intel's 18A chip used in Panther Lake.
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
wccftech.com
2026-06-16
Wccftech
The U.S. trade sanctions on Huawei pretty much mean the latter is fighting an uphill battle with other chipmakers, as it lacks access to the latest and greatest in EUV equipment. Fortunately, a new report states that later this year, when the Mate 90 series materializes, the former Chinese giant will finally show to the world that its use of DUV machinery is sufficient to mass produce competitive
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
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Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
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Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s c
2026-06-11
www.phonearena.com
2026-06-11
PhoneArena
www.phonearena.com
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2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-08
www.astutegroup.com
2026-06-08
Astute Group
Home > General > Huawei Chip Technology Push Reshapes Semiconductor Supply Chains
New US export controls drive component sourcing changes in China
Huawei has outlined a new semiconductor development strategy that aims to achieve transistor density equivalent to 1.4nm-class technology by 2031, despite continuing US restrictions on advanced chipmaking equipment. The announcement, made at the IEEE
2026-06-06
tomshardware.com
2026-06-06
Luke James
A research group that includes Huawei Technologies says it completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model.
2026-06-04
www.digitimes.com
2026-06-04
digitimes
Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route...
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