Chinese semiconductor stocks rise on optimism over Huawei’s chip plans
Chinese semiconductor stocks have surged following Huawei's announcement of a new chip architecture. This development has sparked optimism regarding China's ability to produce advanced semiconductors despite US sanctions. Investors are particularly focused on the upcoming launch of Huawei's Kirin mobile chips, which will utilize this new technology.
- ▪Huawei's new chip architecture, called LogicFolding, aims to achieve performance comparable to 1.4-nanometer processes by 2031.
- ▪SMIC, China's largest contract chipmaker, saw its shares rise over 17% after the announcement.
- ▪The Kirin mobile chips, which will integrate the new architecture, are set to launch this fall.
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Chinese semiconductor stocks rise on optimism over Huawei’s chip plans Huawei's unveiling of a novel chip architecture sent SMIC shares soaring over 17% and reignited confidence in China's ability to build advanced semiconductors without Western tools. Share Add us on Google by Editorial Team May. 25, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Huawei just told the world it found a workaround. And the market believed it.
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