China's Chip Makers Split Three Ways Beneath the Revenue Growth
First-half filings reveal diverging paths: one reached scale, one rebuilt margins, and one posted stellar profits selling something other than processors
Every BriefAsia story tagged China Semiconductors, newest first.

First-half filings reveal diverging paths: one reached scale, one rebuilt margins, and one posted stellar profits selling something other than processors

China's largest outsourced assembly house plans private placement to triple HPC and memory capacity as domestic chip ecosystem accelerates

China Resources Microelectronics and Silan Microelectronics posted sharp profit gains as semiconductor utilisation rates and product mix improved through mid-2026.

CCSH Corporation aims to raise at least RMB 33 billion on the Star Market as AI data center demand fuels memory chip growth

The flash-memory maker's listing would mark one of the largest offerings on Shanghai's STAR Market, following recent debuts by other state-backed technology champions.

Surging demand for advanced deposition tools and improved scale drive earnings growth at the domestic semiconductor equipment maker

State backing and corporate innovation converge as Beijing accelerates semiconductor self-sufficiency, reshaping Asia's tech supply chain landscape

First-half earnings surge comes as Beijing-based equipment supplier accelerates push beyond etch tools into broader semiconductor manufacturing portfolio

Yangtze Memory Technologies Holding clears a critical pre-listing milestone while its chipmaking subsidiary expands enterprise storage portfolio and readies new production capacity

Chinese tech group posted sharp revenue decline as legal battles overseas complicate its pivot to a domestic chip supply chain

Jiangsu-based optical semiconductor firm pivots from VCSELs to indium phosphide technology as AI data centers demand faster interconnects

Local suppliers expected to control nearly nine-tenths of high-end AI chip sales in 2026, squeezing Nvidia and AMD to marginal positions

The Chinese analog semiconductor maker posted a 67% revenue jump in the first half of 2026, driven by demand from data centers and electric vehicle manufacturers

Grace Semiconductor posted its first operating profit in five quarters as June revenue hit $717.5 million and gross margin climbed to 16.5%, signaling pricing discipline is finally paying off for mature-node fabs.

China's leading memory manufacturer claims breakthrough manufacturing efficiency on 17-nanometer DDR5 chips as major PC vendors begin limited adoption

The AST6200 stepper marks a strategic expansion for the Chinese equipment maker beyond its core advanced-packaging business, validated at a major compound-semiconductor facility.
China's leading AI chip designer posted $890 million in first-half revenue, but scaling production remains the critical bottleneck for sustained growth

Chinese GPU maker narrows losses while riding China's AI infrastructure build-out, positioning itself as a domestic alternative to Nvidia amid export restrictions.

Homegrown equipment marks milestone in semiconductor self-sufficiency, though production viability remains years away

Component constraints collide with AI marketing push in the second half of 2026, forcing global brands to reconsider supply chains

Beijing tightens protection framework for chip designs as domestic semiconductor push intensifies under US export controls