The past two weeks saw two significant news stories. Both stories evidence the Russian microelectronic sector’s growing interest in – and risk appetite for adopting - Chinese-origin IP. Both stories have flown under the radar so far as I can tell, so I want to take the opportunity to give my thoughts on what I think is a pretty significant trend.
Yesterday, CNews reported that Russian microelectronics investor Tramplin Electronics had invested more than one billion rubles in a bid to develop a new server processor, known as Irtysh, based on Chinese-origin chip architecture. Last week CNews separately reported that Russian chip major Element had obtained rights to chip design IP from Shijiazhuang Tonhe Electronics, which makes chips for the aerospace and defense sectors. The latter development builds on reports from last summer that Element had set up subsidiaries in China and Taiwan with the aim of producing chips in those jurisdictions.
Such dealings w/China industry point to stresses in Russia’s microelectronics sector. Sanctions/export controls have tangled the acquisition of the equipment necessary to enhance Russia’s fab capabilities. Russia’s access to qualified, high-tech engineering talent is under stress. China, by contrast, has made progress in growing its semiconductor fabrication capabilities and relevant talent pools. For the Russian microelectronics sector and its stakeholders, engagement with their Chinese peers is probably a necessary compromise. Even so, it’s not a great sign for Putin’s “technological sovereignty” aims when the Russian microelectronics has to lean on Chinese IP. Nationalistically inclined observers within Russian society and state structures will likely be especially unhappy.
The deals at issue are likely just facets of a broader engagement whose most significant manifestation would be Chinese fabs producing Russian-designed chips or analogues of western chips, including those already used in Russian weapon systems. Alternatively, Element and Tramplin might be looking to backfill demand from electronics-intensive sectors of the Russian civilian economy, though that scenario appears is unlikely given the Kremlin’s prioritization on the ongoing war effort in Ukraine. Indeed, Ukrainian hackers reportedly gained access to a Minpromtorg call this week in which participant bemoaned the volume of foreign, and especially Chinese, materials and components used in Russian drones – including plastic and copper.
The idea that Russia might incorporate Chinese chips into its more advanced weapon and C2 systems any time soon is strange to consider. But these are strange times.
cnews.ru/news/top/2026-04-23…
cnews.ru/news/top/2026-04-17…
cnews.ru/news/top/2025-07-11…
cnews.ru/news/top/2026-02-04…
kyivpost.com/post/74379