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China’s semiconductor profits soar 18.5‑fold Jan‑July on AI‑driven computing demand, self‑reliance push: expert
Profits made by China’s integrated circuit or semiconductors industry, spanning computing and memory chips, skyrocketed 18.5 times year-on-year in the first seven months of 2026, propelled by explosive demand for artificial intelligence infrastructure and sustained construction of the computing capacity, official data from the National Bureau of Statistics (NBS) showed on Thursday.
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economictimes.indiatimes.com
India’s AI data-centre push could drive 5% of global chip demand by 2030
Global semiconductor revenue is projected to reach $1.6 trillion by 2026. AI data centres will drive significant growth in chip demand worldwide. Memory prices are expected to…
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caixinglobal.com
China’s Advanced Chip Supply to Surge 46% Annually Through 2035, Goldman Says
U.S. investment bank expects domestic wafer output to surge on the back of SMIC expansions and generative AI demand, though a technology gap remains
