01 · MEMBERS
The New AI Chip Race Is About More Than Raw Performance
Compute, packaging, memory and manufacturing capacity are becoming strategic advantages.
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Follow China’s semiconductor ecosystem from memory and AI accelerators to lithography, packaging and manufacturing capacity.
02 · MEMBERS
China Put LPDDR6 Into a Commercial Phone — The Memory Race Just Changed
CXMT says its LPDDR6 has entered mass production, moving China’s memory ambitions from catch-up toward next-generation products.
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03 · MEMBERS
China’s DUV Push Is Reaching the Hardest Part: Industrial Scale
Building a scanner is only the first step. Reliability, optics, overlay accuracy and fab qualification determine whether domestic lithography can matter commercially.
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