Company
SMIC is China's largest contract chip foundry, manufacturing semiconductors for domestic and global clients amid US export curbs.
Nvidia's slice of China's data center chip market fell to 34% over the first six months of 2026, according to IDC data cited by Reuters. Its AI accelerator shipments dropped 44% from a year earlier, a fall that fits the backfire argument critic Rakesh Kumar makes in Fortune.
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DeepSeek is reportedly doubling its second round to 100 billion yuan at a valuation near 500 billion yuan, four months after the first. Government-backed and corporate funds are setting that price, on revenue figures attributed to The Information.
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Huawei's Mate 90 launch gives the Kirin 9050 Pro only to its top editions, with a Kirin 9035 in the Pro and a Kirin 9030 in the standard model. Richard Yu said smartphone chip capacity remains tight and is shared with Huawei's Ascend AI chips.
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China's industry ministry told ByteDance and Alibaba it intends to approve Nvidia RTX Pro 5500 purchases, and ByteDance is weighing about 1 million cards. Washington has not said whether the card can ship, so Nvidia's China supply belongs in capacity plans as a contingency.
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Cambricon fell 5.7% and SMIC 3.6% on September 27 against a 2% drop in the CSI 300, as reports said the US may ease limits on Nvidia's H200 chips. If buyers can get American chips, the two stocks depend on how firmly Beijing enforces its preference for local suppliers.
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Samsung's 2028 High-NA start and TSMC's 2030 both land well before the twelve-inch photomasks that ASML credits with 40 percent more throughput, so the first fleets amortise at the field size the upgrade exists to fix.
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T-Head has published a basic spec sheet for the Zhenwu V900 and Eddie Wu claimed clusters of up to 500,000 chips, yet the foundry behind the part is still unnamed, and Wu himself named supply shortages as the limit on Alibaba's compute.
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Alibaba says the Zhenwu V900 trebles the performance of its previous accelerator and can run in clusters of up to 500,000 units. The supply question behind those clusters went unanswered at the launch.
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Counterpoint puts TSMC at 73% of second-quarter foundry revenue and Samsung Foundry at 5.9%. Because that share is weighted by leading-edge prices, it measures the scarcity of advanced capacity as much as the volume of it.
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The pull-forward at Samsung's Texas fab is sourced to unnamed industry people; the dated company statements are an April equipment ceremony and a July tape-out. TrendForce puts Samsung 0.5 point ahead of SMIC in second-quarter foundry share.
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Lip-Bu Tan told a Splunk keynote in Denver that relying on one Taiwan-based company for 95% of AI chip production is very risky. The one 14A commitment he can point to, Terafab, ships its first product in mid-2028.
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Huawei now coordinates China's lithography effort, according to the Financial Times, and the flagship tool it is coordinating uses projection optics that Zeiss says it sells only to ASML, which bounds how fast substitution can actually arrive.
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The bank's advanced-node shortfall falls from 92% to 34% over ten years, but the count of wafers China still cannot make roughly doubles. Hardware buyers should plan for a rationed second pool.
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A week-long GLM-5.3-Flash preview ran on tens of thousands of domestic chips at per-token cost Z.ai says matches mainstream Nvidia parts, but with no vendor named and no power or throughput figures, the result speaks to inference sourcing and not to training.
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Taiwan's indictment over 130 Nvidia B300 servers rests on forged paperwork and a staged site visit. The defendants are salaried vendor staff, not brokers, and the charges are personal.
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Export controls walled off China's AI demand from TSMC and Samsung. SMIC, the only domestic route to 7nm-class logic, is now repricing the captive pool it inherited.
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TrendForce now expects domestic silicon to take about 90% of China's AI accelerator market in 2026, up from 45%. The arithmetic says the constraint is fab and packaging output, not Washington.
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China's largest foundry says orders for BCD power-management parts are already visible through the end of 2027. Plan your mature-node lead times accordingly.
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The foundry says AI demand let it raise prices on its most sought-after capacity while running at 93.7% utilization. Average wafer selling price rose 5.7% in the quarter.
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China's largest foundry is weighing extra equipment and hinting at another wafer price rise. The tight part is not AI logic but BCD power-management silicon.
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