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  1. [News] SMIC Reportedly Rations Output as China Faces Widening ...

    4 hours ago · According to The Wall Street Journal, the shortage has become so severe that authorities are rationing output at SMIC, directing its limited capacity toward Huawei, the …

  2. Sources: the Chinese government is intervening in how SMIC ...

    8 hours ago · Sources: the Chinese government is intervening in how SMIC allocates its chip output, prioritizing Huawei amid US export restrictions on advanced chips — Shortages of …

  3. Exclusive: China bans foreign AI chips from state-funded data ...

    Nov 5, 2025 · The Chinese government has issued guidance requiring new data centre projects that have received any state funds to only use domestically-made artificial intelligence chips, …

  4. Backfire: Export Controls Helped Huawei and Hurt U.S. Firms

    Oct 27, 2025 · Indeed, Huawei asserts that it has built an ecosystem entirely independent from U.S. technologies. While export controls made Huawei a more robust competitor, they also …

  5. China's strategy in AI race with US — big chip clusters ...

    5 days ago · China's strategy for competing with the U.S. on AI revolves around huge clusters of Huawei chips and cheap energy.

  6. Breaking the Silicon Straitjacket: How Huawei and SMIC Are ...

    Jul 9, 2025 · Huawei and SMIC's advances—flawed but functional—prove that China will find a way around the barriers. For investors, the question isn't whether these firms will hit all their …

  7. Huawei, SMIC struggle to achieve 5-nanometer chip tech: report

    Jun 25, 2025 · Huawei Technologies is facing difficulties in achieving 5-nanometer chip production due to ongoing US sanctions, according to an analysis by Canadian research firm TechInsights.