China's top two foundries, SMIC and HHGrace, maintained steady growth in 2Q25, driven primarily by expansion in the AI and automotive semiconductor markets. Key growth areas include analog devices, image sensors, and power devices.
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China Semiconductor Market Brief – May 2025
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The Analyst Team
Hui He
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Hui is responsible for the analysis of China's semiconductor market with a focus on China's local semiconductor manufacturing and design trends, evaluating the impact of these trends on technical and financial factors. She also examines how new application ecosystems in China are shaping the semiconductor market.
Hui earned a master’s degree in microelectronics from Shanghai Jiao Tong University, China.
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