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Multi-source AI news clustered, deduplicated, and scored 0–100 across authority, cluster strength, headline signal, and time decay.

  1. RESEARCH · SCMP — Tech English(EN) ·

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

    Despite ongoing trade tensions and US export restrictions on advanced chips, American semiconductor companies experienced a notable revenue increase in China last year. A report from the Hurun Research Institute indicates that 26 US chipmakers collectively saw their China revenue grow by an average of 20%. This growth is attributed to strong demand for AI computing power and the broader semiconductor industry supply chain within China. AI

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

    IMPACT Demonstrates continued demand for AI hardware in China despite geopolitical restrictions, potentially influencing global supply chains.

  2. SIGNIFICANT · Tom's Hardware English(EN) · · [2 sources]

    SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines — equipment makers post record revenue but falling margins

    SMIC founder Richard Chang and AMEC CEO Gerald Yin are urging Chinese semiconductor manufacturers to test domestic chipmaking equipment on their active production lines. This call comes as Chinese equipment vendors achieved record revenues in 2025, but are experiencing declining profit margins due to intense domestic price competition. While localization has advanced in mature-node tools, lithography remains a significant bottleneck with no immediate domestic solution, all under tightening U.S. export controls. AI

    SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines — equipment makers post record revenue but falling margins

    IMPACT Accelerates domestic AI hardware development by pushing for wider adoption of Chinese semiconductor manufacturing tools.