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US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

Raccontata dascmp.comcryptobriefing.com

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AI · summaries
scmp.comStai leggendo1 mesi fa

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

originale
cryptobriefing.com1 mesi fa

Chinese semiconductor stocks rise on optimism over Huawei's chip plans

Huawei unveiled LogicFolding and Tau Scaling Law, claiming 1.4nm-equivalent performance by 2031 without EUV; SMIC surged 17% in Shanghai. If the Kirin launch this fall validates the approach, China's AI chip dependency on TSMC and Nvidia narrows materially.

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Timeline cronologica

  1. lunedì 25 maggio 2026·scmp.com

    US chipmakers in China see revenue rise, defying trade tensions: Hurun list

    American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

  2. martedì 26 maggio 2026·cryptobriefing.com

    Chinese semiconductor stocks rise on optimism over Huawei's chip plans

    Huawei unveiled its LogicFolding chip architecture, sending SMIC shares up over 17% and boosting Chinese semiconductor stocks on hopes of sanctions-proof innovation.