https://www-scmp-com.libproxy1.nus.edu.sg/rss/122087/feed Intel Corp is the world's biggest semiconductor chip-maker, based on revenue. It invented the x86 series of microprocessors, which are found most personal computers, but has found itself on the back foot with the move to mobile devices powered by operating systems created by Apple and Google. en https://assets-v2.i-scmp.com/production/static/img/icons/scmp-meta-1200x630.png https://www-scmp-com.libproxy1.nus.edu.sg Associated Press Associated Press A sell-off for tech stocks got even worse on Friday on worries that Wall Street’s frenzy around artificial intelligence technology sent prices too high. The S&P 500 tumbled 1.8 per cent for its worst day since June, and it closed out a third straight losing week. The weakness for technology stocks dragged the Nasdaq composite down a market-leading 2.9 per cent, while the Dow Jones Industrial Average dropped 572 points, or 1.1 per cent. The US stock market remains only 3.1 per cent below its... https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3372800/wall-street-drops-its-worst-day-june-after-tech-sell-deepens https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3372800/wall-street-drops-its-worst-day-june-after-tech-sell-deepens Fri, 30 Oct 2026 22:01:13 +0000 Ann Cao Ann Cao Alibaba Group Holding’s two major domestic online marketplaces, Taobao and Tmall, plan to greatly expand the use of artificial intelligence across merchants’ operations next year, a senior executive said, as the e-commerce giant doubles down on the technology to drive growth amid a challenging consumer landscape. “Starting next year, AI will comprehensively enter the internal enterprise workflows of merchants,” Liu Bo, president of Tmall, said at the company’s Singles’ Day media briefing on... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3371203/alibaba-embed-ai-throughout-taobao-tmall-merchant-operations-2027-executive https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3371203/alibaba-embed-ai-throughout-taobao-tmall-merchant-operations-2027-executive Fri, 16 Oct 2026 13:37:50 +0000 Howard Liu Howard Liu Huawei Technologies on Thursday unveiled a new computing architecture that it says could make as many as 1 million processors work as a single computer, putting its UnifiedBus interconnect technology at the centre of an ambitious effort to rethink how large data centres are built. The Peerium Computing Architecture combines nested parallelism, unified memory addressing and peer-to-peer interconnect, with UnifiedBus serving as the high-speed fabric connecting processors, memory, storage and... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3367882/how-huawei-plans-bypass-us-chip-curbs-its-new-unifiedbus-technology https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3367882/how-huawei-plans-bypass-us-chip-curbs-its-new-unifiedbus-technology Thu, 17 Sep 2026 12:00:07 +0000 Zoe SL Chan Zoe SL Chan China’s Mech-Mind Robotics Technologies plans to start taking investor orders for its Hong Kong initial public offering (IPO) on Monday and are targeting a debut date of September 1 amid a boom in artificial intelligence-driven robotics that has lifted investor enthusiasm, according to people familiar with the matter. The Meituan-backed company has started gauging interest for a listing that could raise about US$300 million, up from a US$200 million target a year ago, with its debut expected in... https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3364569/chinas-mech-mind-robotics-set-open-order-book-us300m-ipo-sources-say https://www-scmp-com.libproxy1.nus.edu.sg/business/banking-finance/article/3364569/chinas-mech-mind-robotics-set-open-order-book-us300m-ipo-sources-say Thu, 20 Aug 2026 01:30:10 +0000 Xinmei Shen Xinmei Shen Chinese AI start-up ModelBest has kicked off its pre-initial public offering (IPO) tutoring process for a listing in mainland China, capitalising on growing demand for compact artificial intelligence models that run locally on devices like smartphones and laptops, and in cars. The four-year-old company also appears to be banking on its small-model strategy to overcome China’s acute shortage of advanced American computing chips by training lightweight systems optimised for domestic... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3363762/chinese-ai-start-modelbest-kicks-pre-ipo-tutoring-process-mainland-listing https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3363762/chinese-ai-start-modelbest-kicks-pre-ipo-tutoring-process-mainland-listing Wed, 12 Aug 2026 07:26:50 +0000 Howard Liu Howard Liu Shares of ChangXin Memory Technologies (CXMT) could more than double from Monday’s close as the Chinese chipmaker expands its global dynamic random-access memory (DRAM) market share to 18 per cent by 2028, according to Nomura, which set a price target of 116 yuan. The listing of CXMT, the country’s top maker of DRAM chips, sparked investor momentum as its shares surged 466 per cent to close at 49 yuan. It has become the most valuable company listed on the mainland Chinese market. Its market cap... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3362012/what-cxmt-must-do-grow-global-memory-market-share-and-build-its-surge-analysts https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3362012/what-cxmt-must-do-grow-global-memory-market-share-and-build-its-surge-analysts Mon, 27 Jul 2026 13:00:07 +0000 Chao Kong Chao Kong Artificial intelligence (AI) is driving unprecedented demand for computing, placing photonic chips at the centre of the race to develop next-generation AI hardware. By transmitting data with light rather than electricity, photonic technologies are widely seen as a way to overcome bandwidth and power constraints. However, translating that potential into mass-producible hardware can be bottlenecked by slow, complex manufacturing. A Chinese research team says it has overcome one of the field’s... https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3360856/china-team-cuts-3d-optical-chip-production-time-hours-seconds https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3360856/china-team-cuts-3d-optical-chip-production-time-hours-seconds Sun, 19 Jul 2026 02:00:08 +0000 Ann Cao Ann Cao A panic over excess computing capacity for artificial intelligence was “erroneous”, according to a report by research firm SemiAnalysis, after a global sell-off erased billions of dollars in value from semiconductor stocks on Thursday. Spooked investors interpreted a potential pivot by Meta Platforms into cloud services as a sign of an AI hardware glut, as they feared the US tech giant was preparing to flood the market with unused graphics processing units. Shares of alternative cloud companies... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3359278/ai-computing-stock-panic-over-meta-cloud-rumour-erroneous-analysts-say https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3359278/ai-computing-stock-panic-over-meta-cloud-rumour-erroneous-analysts-say Fri, 03 Jul 2026 06:28:31 +0000 Zhang Shidong Zhang Shidong BOE Technology is on investors’ radar screens again after announcing its foray into a business linked to artificial intelligence infrastructure, causing the stock price of the Chinese maker of liquid-crystal displays (LCDs) to rally following years of listlessness. Yuan-denominated shares of the world’s biggest LCD maker have surged more than 30 per cent in Shenzhen over the past week after the company said last week that it would partner with Corning, the US manufacturer of optical fibres and... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3355026/30-rally-boe-tech-shows-how-ai-buildout-can-galvanise-chinese-lcd-maker https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3355026/30-rally-boe-tech-shows-how-ai-buildout-can-galvanise-chinese-lcd-maker Wed, 27 May 2026 08:59:49 +0000 Coco Feng,Ann Cao,Iris Deng Coco Feng,Ann Cao,Iris Deng Huawei Technologies has engineered a workaround to one of China’s most crippling chipmaking bottlenecks, but analysts warn that the nation’s path to semiconductor independence is still constrained by manufacturing challenges. The US-sanctioned tech giant on Monday introduced a new scaling law and a chip architecture designed to deliver products equivalent to an advanced 1.4-nanometre processing node by 2031. If true, the innovation marks a significant milestone for Huawei, which has been cut off... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3354912/huaweis-new-chip-scaling-law-aims-sidestep-asml-chokepoint-hurdles-remain-analysts https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3354912/huaweis-new-chip-scaling-law-aims-sidestep-asml-chokepoint-hurdles-remain-analysts Tue, 26 May 2026 14:00:05 +0000 Themis Qi Themis Qi Twenty-six US semiconductor firms, from Qualcomm to Nvidia, saw their China revenue climb by an average of 20 per cent last year, despite trade tensions, according to a new analysis. The data, featured in the latest “Hurun Top 100 US Enterprises in China 2026” report released by the Hurun Research Institute on Monday, tracks the performance of 100 publicly listed American companies based on their revenue in China last year. Among the top 100 earners in China, 26 were from the semiconductor... https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3354805/us-chipmakers-china-see-revenue-rise-defying-trade-tensions-hurun-list https://www-scmp-com.libproxy1.nus.edu.sg/business/china-business/article/3354805/us-chipmakers-china-see-revenue-rise-defying-trade-tensions-hurun-list Mon, 25 May 2026 15:03:11 +0000 Howard Liu Howard Liu Chinese chip designer Loongson Technology has shipped more than 1 million units of its flagship desktop processor, marking a milestone for China’s efforts to build a self-sufficient semiconductor industry and move domestic central processing units (CPUs) beyond basic usability towards broader commercial adoption. The 3A6000 processor, designed for desktop computers, was built on Loongson’s self-developed LoongArch instruction set architecture, proprietary IP cores, and domestic manufacturing... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3353309/loongsons-flagship-chip-hits-1-million-units-boosting-chinas-tech-self-reliance https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3353309/loongsons-flagship-chip-hits-1-million-units-boosting-chinas-tech-self-reliance Tue, 12 May 2026 23:30:05 +0000 Eunice Xu Eunice Xu China’s chip champions channelled a larger proportion of revenue into research and development (R&D) than their US peers, first-quarter earnings show, as Beijing presses ahead with its tech self-reliance drive amid an artificial intelligence boom. Beijing-based Moore Threads spent half of its revenue on R&D in the quarter ended March 2026, while Shanghai-based MetaX spent 45 per cent over the same period, according to exchange filings. By contrast, US chipmakers such as AMD and Intel have... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3352533/chinas-chipmakers-pour-revenue-rd-outpacing-us-ratios https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3352533/chinas-chipmakers-pour-revenue-rd-outpacing-us-ratios Wed, 06 May 2026 02:30:05 +0000 Ling Xin Ling Xin China has unveiled a new supercomputer built from entirely home-grown CPUs, with the aim of beating the world’s fastest machine while sidestepping US export controls. Known as Lingsheng or LineShine, it is designed to reach 2 exaflops – or two quintillion calculations per second – edging past the 1.8-exaflop El Capitan, the current record holder at the Lawrence Livermore National Laboratory in California. Unlike other exascale supercomputers, which rely on graphics processing units (GPUs),... https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3352514/china-targets-top-spot-supercomputing-fully-domestic-machine https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3352514/china-targets-top-spot-supercomputing-fully-domestic-machine Tue, 05 May 2026 12:05:34 +0000 Wency Chen Wency Chen The central processing unit (CPU) – the chip technology that drove Intel’s sales and profits for decades but was overshadowed by the graphics processing unit (GPU) in the AI age – is making a comeback. That’s according to Intel CEO Lip-Bu Tan, speaking on the company’s latest earnings call. “The CPU is [reasserting] itself as the indispensable foundation of the AI era,” he said. “This isn’t just our wishful thinking, it’s what we hear from our customers.” Intel shares rose about 20 per cent in... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3351277/how-intel-riding-cpu-comeback-ai-shifts-and-where-china-stands https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3351277/how-intel-riding-cpu-comeback-ai-shifts-and-where-china-stands Fri, 24 Apr 2026 08:00:21 +0000 Iris Deng Iris Deng China’s hunt for semiconductor talent has intensified as Beijing aims to achieve artificial intelligence breakthroughs amid deepening tech rivalry with the US, but the plans have triggered fresh probes by Taiwanese authorities into talent poaching by mainland Chinese firms in what analysts describe as a “quiet tech war” over the human capital. A total of 11 new mainland Chinese firms were put under investigation for allegedly poaching semiconductor and other hi-tech talent, according to Taiwan’s... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-war/article/3349072/semiconductor-ai-talent-race-heats-taiwan-tightens-crackdown-alleged-poaching https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-war/article/3349072/semiconductor-ai-talent-race-heats-taiwan-tightens-crackdown-alleged-poaching Mon, 06 Apr 2026 03:00:12 +0000 Ben Jiang Ben Jiang US President Donald Trump lashed out at Taiwan for undermining the US chip sector, sparking renewed unease in the global semiconductor industry despite the island’s earlier pledge to invest heavily in the US. “Taiwan came [into the chip sector and] they stole our chip business,” Trump said in a press conference on Saturday following the US Supreme Court’s ruling that he had exceeded his authority by imposing sweeping tariffs under a law designated for national emergencies. Trump directed his ire... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3344246/trump-renews-attack-taiwans-chip-sector-after-us-supreme-court-tariff-ruling https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3344246/trump-renews-attack-taiwans-chip-sector-after-us-supreme-court-tariff-ruling Sun, 22 Feb 2026 08:03:24 +0000 Ann Cao Ann Cao Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese engineers capitalise on the global memory supercycle. Since the two Shanghai-listed companies completed their dual listings in Hong Kong recently, investors have driven up the shares of GigaDevice and Montage by 151 per cent and 97 per cent, respectively. The companies’ listings in January and February... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3343706/how-chinas-gigadevice-and-montage-earned-place-memory-chip-market https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3343706/how-chinas-gigadevice-and-montage-earned-place-memory-chip-market Tue, 17 Feb 2026 06:00:09 +0000 Wency Chen Wency Chen China’s supply chain is stepping up investments in liquid cooling technology as the global AI build-out pushes data centre power densities to levels that air cooling can no longer efficiently handle. Dozens of Chinese listed companies have in recent months announced plans to expand into, or ramp up, liquid-cooling systems as demand surges for technology that uses circulating fluids to keep racks of AI chips from overheating. Among them are HVAC specialist Sanhua Intelligent Controls, electronics... https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3343582/china-moves-deeper-liquid-cooling-ai-data-centres-push-their-thermal-limits https://www-scmp-com.libproxy1.nus.edu.sg/tech/article/3343582/china-moves-deeper-liquid-cooling-ai-data-centres-push-their-thermal-limits Sun, 15 Feb 2026 08:00:13 +0000 Ben Jiang Ben Jiang Chips from Chinese semiconductor designer Hygon Information Technology were found unaffected by a recently disclosed vulnerability in products developed by its US tech licenser and former joint venture partner Advanced Micro Devices (AMD), according to analysts, which showed progress in China’s self-reliance drive. Hygon’s central processing units (CPUs), which were developed under a licence to use AMD’s X86-based Zen chip architecture, did not have the hardware security flaw that affected a... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3341570/hygons-chips-safe-amd-security-flaw-amid-chinas-tech-self-reliance-drive https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3341570/hygons-chips-safe-amd-security-flaw-amid-chinas-tech-self-reliance-drive Wed, 28 Jan 2026 14:00:12 +0000 Xinmei Shen Xinmei Shen China’s humanoid robot and artificial intelligence hardware makers are expected to be out in force next week at CES, the annual consumer electronics trade show in Las Vegas, to show their latest innovations to a global audience amid an escalating US-China tech rivalry. Nearly a dozen well-known humanoid robot manufacturers – including Unitree Robotics, AgiBot, Galbot, Engine AI, Noetix Robotics and state-backed X-Humanoid, also known as the Beijing Humanoid Robot Innovation Centre – are expected... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3338600/chinas-humanoid-robot-makers-hong-kong-start-ups-set-dazzle-ces-2026 https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3338600/chinas-humanoid-robot-makers-hong-kong-start-ups-set-dazzle-ces-2026 Mon, 05 Jan 2026 03:00:10 +0000 Zhang Zhipeng Zhang Zhipeng US President Donald Trump last month signed an executive order for the “Genesis Mission”, a national campaign to use artificial intelligence (AI) to boost scientific breakthroughs. In the opening section, the mission is explicitly described as “comparable in urgency and ambition to the Manhattan Project”. The comparison is compelling, but also misleading. At first glance, the order evokes the image of America in the 1940s, muscular and confident, mobilising the whole nation to end World War II.... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/world-opinion/article/3337800/likening-trumps-ai-mission-manhattan-project-sadly-mistaken https://www-scmp-com.libproxy1.nus.edu.sg/opinion/world-opinion/article/3337800/likening-trumps-ai-mission-manhattan-project-sadly-mistaken Sun, 28 Dec 2025 08:30:07 +0000 SCMP Editorial SCMP Editorial The Biden administration pursued a strategy – once described as a “small yard, high fence” approach – of containing China technologically by denying it access to many types of powerful computer chips. Now, US President Donald Trump has relaxed the curbs. Leading American firms such as Nvidia, AMD and Intel will be allowed to sell some powerful artificial intelligence (AI) chips to China. Trump likes the deal because it entitles the US government to a share of the profits. His critics, though,... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/comment/article/3336739/export-curbs-or-not-trumps-america-cant-slow-chinas-tech-surge https://www-scmp-com.libproxy1.nus.edu.sg/opinion/comment/article/3336739/export-curbs-or-not-trumps-america-cant-slow-chinas-tech-surge Wed, 17 Dec 2025 23:15:12 +0000 Ann Cao Ann Cao Chinese supercomputer maker Sugon and chip designer Hygon Information Technology have called off a planned mega-merger that had been under discussion for months, in a surprise move that could complicate the country’s tech self-sufficiency efforts in the semiconductor and high-performance computing sectors. The two Shanghai-listed companies late on Tuesday said they cancelled merger talks because “the market environment has changed significantly since the initial planning stages of this... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3335930/chinese-supercomputer-maker-sugon-and-chip-developer-hygon-call-merger-plans https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3335930/chinese-supercomputer-maker-sugon-and-chip-developer-hygon-call-merger-plans Wed, 10 Dec 2025 13:00:16 +0000 Bloomberg Bloomberg Microsoft pledged to invest US$17.5 billion on artificial intelligence and cloud computing in India over four years, targeting the world’s most populous nation to help fuel its growth. Chief Executive Officer Satya Nadella made the announcement Tuesday after meeting with Prime Minister Narendra Modi in New Delhi, ahead of a tour through the country. Microsoft said the investment will focus on three pillars – scale, skills and sovereignty – which align with Modi’s goal of building a broad... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3335847/microsoft-makes-us175-billion-pledge-ai-cloud-india https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3335847/microsoft-makes-us175-billion-pledge-ai-cloud-india Wed, 10 Dec 2025 04:03:04 +0000 Ralph Jennings,Kandy Wong Ralph Jennings,Kandy Wong US President Donald Trump’s green light for Nvidia to sell H200 artificial intelligence (AI) chips in China signals a calculated shift to export older technology, according to analysts who see the move as aiming to fortify the US market share while dampening China’s urgency for self-reliance. But some predict an ongoing policy tug of war in the US between advocates of this week’s relaxation and those who prefer continued tight restrictions on hi-tech gear shipped to China. Trump said on Monday... https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3335774/us-china-tech-thaw-trump-clears-nvidia-h200-exports-why-green-light-matters https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3335774/us-china-tech-thaw-trump-clears-nvidia-h200-exports-why-green-light-matters Tue, 09 Dec 2025 14:00:09 +0000 Bochen Han Bochen Han US President Donald Trump said on Monday that the US will allow Nvidia to ship its H200 artificial intelligence chips to approved customers in China, marking the latest lobbying win for the American chip company. The decision follows weeks of deliberations by the Trump administration about whether to grant permission to ship the H200 to China. It comes days after Nvidia Chief Executive Officer Jensen Huang met with Trump in Washington to discuss US export controls. “I have informed President Xi,... https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3335669/trump-says-us-will-allow-sale-nvidia-h200-ai-chips-china https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3335669/trump-says-us-will-allow-sale-nvidia-h200-ai-chips-china Mon, 08 Dec 2025 22:25:40 +0000 Frank Tang Frank Tang The US Supreme Court lawsuit challenging President Donald Trump’s tariff war and the recent budget fight on Capitol Hill might have dragged down – if not sunk – one of Washington’s proposed tools to spearhead its strategic competition with China. Ten months after Trump’s executive order authorising the creation of the nation’s first-ever sovereign wealth fund (SWF), there are still few clues about how it can be funded, structured and managed, leaving a giant question mark on whether it could run... https://www-scmp-com.libproxy1.nus.edu.sg/news/us/diplomacy/article/3334968/why-trumps-sovereign-wealth-fund-brings-high-stakes-and-serious-risks https://www-scmp-com.libproxy1.nus.edu.sg/news/us/diplomacy/article/3334968/why-trumps-sovereign-wealth-fund-brings-high-stakes-and-serious-risks Tue, 02 Dec 2025 19:14:37 +0000 Reuters Reuters Nvidia has invested US$2 billion in chip design software maker Synopsys as part of an expanded multi-year tie-up to jointly develop new tools for designing products across industries using its AI technology. The deal, unveiled by the companies on Monday, comes as Nvidia has carried out a range of investments, such as those in OpenAI and Anthropic, to try to cement its dominance in the artificial intelligence market. The Synopsys deal is about shifting the work of several hi-tech industries that... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3334842/nvidia-takes-us2-billion-stake-synopsys-ai-deal-spree-accelerates https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3334842/nvidia-takes-us2-billion-stake-synopsys-ai-deal-spree-accelerates Tue, 02 Dec 2025 03:23:37 +0000 Xinmei Shen Xinmei Shen A Hong Kong-invested chip start-up on Friday debuted a processor named after the city’s landmark mountain Lion Rock, a development that is set to elevate the city’s standing in the semiconductor landscape. The RISC-V-based data centre chip from Shanghai semiconductor start-up StarFive – which received an undisclosed investment from the Hong Kong Investment Corporation (HKIC) in March – aims to take advantage of surging demand for computing power for artificial intelligence applications. The... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3332852/hong-kong-backed-lion-rock-chip-debuts-boost-citys-semiconductor-standing https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3332852/hong-kong-backed-lion-rock-chip-debuts-boost-citys-semiconductor-standing Sat, 15 Nov 2025 02:00:28 +0000 Reuters Reuters Intel said on Monday its CEO Tan Lip-bu would oversee the chipmaker’s artificial intelligence efforts after the firm’s chief technology officer departed for ChatGPT maker OpenAI. Sachin Katti, who has led Intel’s AI efforts since a management reorganisation at the chipmaker in January, said on social media that he had joined OpenAI. “We thank Sachin for his contributions and wish him all the best. Lip-bu will lead the AI and Advanced Technologies Groups, working closely with the team,” Intel... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3332276/intel-ceo-oversee-its-ai-efforts-after-executive-departs-openai https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3332276/intel-ceo-oversee-its-ai-efforts-after-executive-departs-openai Tue, 11 Nov 2025 03:10:16 +0000 Frank Chen,Alice Li,Mandy Zuo Frank Chen,Alice Li,Mandy Zuo After China and the US reached an agreement on soybeans, Beijing has signalled its intent to seek favourable terms, with the scale of future imports dependent on the competitiveness of American crops, a commerce official said. “With the adjusted tariffs, China will encourage companies to import agricultural products from the US in line with market principles,” said Chen Chao, director general of the Department of American and Oceanian Affairs at the Ministry of Commerce, in a speech at the China... https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3331823/china-signals-soybean-appetite-spark-many-deals-us-farmers-if-prices-are-right https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3331823/china-signals-soybean-appetite-spark-many-deals-us-farmers-if-prices-are-right Thu, 06 Nov 2025 15:00:15 +0000 Frank Chen,Mandy Zuo Frank Chen,Mandy Zuo Less than a week after a high-profile summit between President Xi Jinping and US President Donald Trump – a meeting that cooled the trade conflict between Beijing and Washington after months of heated recriminations – American exhibitors are expected to be more visible at this year’s China International Import Expo (CIIE). More than a dozen agricultural producers from US breadbasket regions will display their wares at a special pavilion at the high-profile trade show, and several of the... https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3331499/after-xi-trump-summit-us-firms-seize-window-opportunity-china-import-expo https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3331499/after-xi-trump-summit-us-firms-seize-window-opportunity-china-import-expo Tue, 04 Nov 2025 23:00:09 +0000 Damien Green Damien Green The adoption of artificial intelligence (AI) as a practical tool is far outweighed by overinflated hype around it. The trending topic of AI is being driven by pundits with seemingly minute-by-minute hot takes, advice and products to sell. However, as the AI bandwagon picks up pace, there is an urgent need for a more thoughtful, independent conversation about preparing for a new reality. The Microsoft/LinkedIn 2024 Annual Work Trend Index trumpets aggressive conclusions such as “Employees want AI... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/world-opinion/article/3331016/survive-ai-age-humans-must-hold-our-humanity https://www-scmp-com.libproxy1.nus.edu.sg/opinion/world-opinion/article/3331016/survive-ai-age-humans-must-hold-our-humanity Sat, 01 Nov 2025 21:30:09 +0000 Richard Heydarian Richard Heydarian “We do not need to chase [after other countries], we are the road,” said President Xi Jinping after inaugurating a major scientific project in Sanya, Hainan province, in 2018. Xi urged scientists to push the boundaries of technological development. Xi’s bold statement not only reflected his boundless confidence in China’s scientific community but also the wisdom of the “Made in China 2025” national economic strategy, which has produced nothing less than a technological renaissance. Thanks to a... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/china-opinion/article/3330495/chinas-development-model-reverberating-around-world https://www-scmp-com.libproxy1.nus.edu.sg/opinion/china-opinion/article/3330495/chinas-development-model-reverberating-around-world Tue, 28 Oct 2025 12:30:08 +0000 Reuters Reuters Intel beat expectations for September-quarter profit as CEO Lip-Bu Tan’s drastic cost-cutting measures helped the chipmaker shore up its finances amid a slew of high-profile investments in the company. Shares were up 7 per cent in after-hours trading. This marks the Santa Clara, California-based company’s first earnings announcement after multibillion-dollar investments from Nvidia and Japan’s SoftBank as well as an unprecedented US government stake, with investors anticipating a major cash... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3330140/intel-beats-third-quarter-profit-estimates-cost-cuts-investments-pay https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3330140/intel-beats-third-quarter-profit-estimates-cost-cuts-investments-pay Fri, 24 Oct 2025 03:30:13 +0000 Shaoshan Liu Shaoshan Liu Beijing has expanded export controls on rare earths. The latest move requires foreign buyers to obtain a Chinese export licence and extends controls to foreign-made products that use rare earths or technology from China. Washington shot back with threats of sweeping tariff hikes. Markets shuddered and supply-chain chiefs braced. The stakes are systemic. China wields a chokepoint through its dominance in processing of rare earths and manufacture of magnets; the US wields the world’s most powerful... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/china-opinion/article/3329374/us-china-tit-tat-escalation-now-feature-not-bug https://www-scmp-com.libproxy1.nus.edu.sg/opinion/china-opinion/article/3329374/us-china-tit-tat-escalation-now-feature-not-bug Sun, 19 Oct 2025 09:53:59 +0000 Reuters Reuters Micron Technology plans to stop supplying server memory chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, according to two people briefed on the decision. Micron was the first US chipmaker to be targeted by Beijing – a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China’s semiconductor industry. Since then, both Nvidia and Intel have... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-war/article/3329379/micron-cease-supply-server-memory-chips-data-centres-china-after-ban-sources https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-war/article/3329379/micron-cease-supply-server-memory-chips-data-centres-china-after-ban-sources Fri, 17 Oct 2025 07:01:21 +0000 Bloomberg Bloomberg Intel, the embattled chipmaker now backed by the US government, introduced new products and manufacturing technology that are central to its turnaround bid. The company announced Thursday that its Panther Lake processor designs were in full production and would go on sale in laptops early next year. The new chips are made with 18A technology, which Intel said offered advantages that none of its competitors could match yet. The unveiling follows a furious six-month stretch for CEO Tan Lip-bu.... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3328457/intel-debuts-first-chip-built-18a-process-make-or-break-moment-turnaround-bid https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3328457/intel-debuts-first-chip-built-18a-process-make-or-break-moment-turnaround-bid Fri, 10 Oct 2025 02:07:52 +0000 Wency Chen Wency Chen Allowing US companies like Nvidia to compete in China fits the interests of both Beijing and Washington, according to Jensen Huang, the US chipmaker’s founder and CEO, as Chinese players gear up to be Nvidia-free. Washington should allow its technology industry to compete globally – including in China – to “proliferate the technology around the world” and thereby “maximise America’s economic success and geopolitical influence”, he said. China is “nanoseconds behind” the US, “so we’ve got to go... https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3327138/china-nanoseconds-behind-us-chips-says-nvidias-jensen-huang https://www-scmp-com.libproxy1.nus.edu.sg/tech/big-tech/article/3327138/china-nanoseconds-behind-us-chips-says-nvidias-jensen-huang Sun, 28 Sep 2025 08:11:20 +0000 Alice Li,Kandy Wong Alice Li,Kandy Wong From funding Intel to eyeing a potential stake in Lithium Americas, the United States is increasingly wielding the government’s “visible hand” in its once-celebrated free market – a strategy long associated with China. Analysts said Washington’s recent embrace of industrial policy – though limited to certain strategic sectors, such as semiconductors and critical minerals – reflects growing concern over the vulnerability of global supply chains amid rising US-China competition. “I believe the US... https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3326869/intel-lithium-trump-borrows-beijings-industrial-playbook-us-china-race https://www-scmp-com.libproxy1.nus.edu.sg/economy/global-economy/article/3326869/intel-lithium-trump-borrows-beijings-industrial-playbook-us-china-race Thu, 25 Sep 2025 14:00:10 +0000 SCMP SCMP We have put together stories from our coverage on science from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing. 1. China builds record-smashing mega bridge with technology never seen before The Changtai Yangtze River Bridge boasts a number of world firsts, from its striking asymmetric design to the precision tools developed to build it. 2. Intel chip architect Su Fei returns to China after 20 years in the US After nearly... https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3326650/top-ai-expert-moves-china-worlds-longest-cable-stayed-bridge-7-science-highlights https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3326650/top-ai-expert-moves-china-worlds-longest-cable-stayed-bridge-7-science-highlights Wed, 24 Sep 2025 07:15:12 +0000 Reuters Reuters Nvidia said on Thursday it would invest US$5 billion in Intel, throwing its heft behind the struggling US chipmaker just weeks after the White House engineered an extraordinary deal for the federal government to take a massive stake in the company. The stake will instantly make Nvidia one of Intel’s largest shareholders, giving it roughly 4 per cent of the company after new shares are issued to complete the deal. Nvidia’s support represents a new opening for Intel after years of turnaround... https://www-scmp-com.libproxy1.nus.edu.sg/business/article/3326048/nvidia-bets-big-intel-us5-billion-stake-chip-partnership https://www-scmp-com.libproxy1.nus.edu.sg/business/article/3326048/nvidia-bets-big-intel-us5-billion-stake-chip-partnership Thu, 18 Sep 2025 18:42:13 +0000 Bloomberg Bloomberg Shares of chipmakers rose on Tuesday as the group posted its longest winning streak in almost eight years. The Philadelphia Stock Exchange Semiconductor Index rose 0.3 per cent in its ninth straight positive session, its longest such streak since 2017. The gauge has jumped 8.7 per cent over the period and is now up 22 per cent this year, beating the Nasdaq 100 Index’s almost 16 per cent gain. Among notable movers, ON Semiconductor jumped 3 per cent, Intel rose 2 per cent and Applied Materials... https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3325800/chipmakers-post-longest-win-streak-2017-amid-ai-growth https://www-scmp-com.libproxy1.nus.edu.sg/tech/tech-trends/article/3325800/chipmakers-post-longest-win-streak-2017-amid-ai-growth Wed, 17 Sep 2025 03:40:09 +0000 Todd G. Buchholz Todd G. Buchholz Ever since the Reagan boom of the 1980s, many elites outside the United States have been telling Americans that they have been hoodwinked – that cutting taxes and regulations is a reckless, unnecessary way to spur growth. Countries that provide generous childcare subsidies and wrap businesses in reams of red tape still enjoy equivalent incomes, the argument goes. So why put up with a rugged, muddy cowboy economy? Two reasons stand out. First, over the past 10 years, US income growth has left... https://www-scmp-com.libproxy1.nus.edu.sg/opinion/world-opinion/article/3325463/why-world-still-free-riding-america https://www-scmp-com.libproxy1.nus.edu.sg/opinion/world-opinion/article/3325463/why-world-still-free-riding-america Sun, 14 Sep 2025 06:30:09 +0000 Ling Xin Ling Xin After nearly two decades shaping Intel’s chip designs, one of its leading semiconductor architects has left the United States to join Tsinghua University as a full-time professor. Su Fei, a veteran engineer in chip testing and semiconductor reliability, is now the Xing-Hua endowed chair professor at his alma mater’s school of integrated circuits, according to the faculty webpage. At Intel, Su’s work spanned the entire chip life cycle – from early concept to mass production – with a focus on... https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3325326/intel-chip-architect-su-fei-returns-china-after-20-years-us https://www-scmp-com.libproxy1.nus.edu.sg/news/china/science/article/3325326/intel-chip-architect-su-fei-returns-china-after-20-years-us Fri, 12 Sep 2025 12:00:11 +0000 Bloomberg,Reuters Bloomberg,Reuters The US has revoked Taiwan Semiconductor Manufacturing Company’s (TSMC) authorisation to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older generation facility. The change removes a fast track export privilege known as Validated End User (VEU) status, meaning future shipments of US-origin chipmaking tools to TSMC’s Nanjing site will require individual licences. The action mirrors steps the US took to revoke the same... https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3324101/us-revokes-tsmcs-fast-track-china-export-status-controls-tighten https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3324101/us-revokes-tsmcs-fast-track-china-export-status-controls-tighten Tue, 02 Sep 2025 14:46:25 +0000 Agence France-Presse Agence France-Presse Swiss food giant Nestle on Monday dismissed Laurent Freixe as chief executive with immediate effect over an “undisclosed romantic relationship with a direct subordinate”. The multinational behind Nespresso coffee capsules and KitKat chocolate bars said Freixe’s dismissal followed an investigation. In a swift move, Nespresso CEO Philipp Navratil was appointed to take over by his fellow board members. “The departure of Laurent Freixe follows an investigation into an undisclosed romantic... https://www-scmp-com.libproxy1.nus.edu.sg/news/world/europe/article/3323979/nestle-dismisses-ceo-over-office-relationship-subordinate https://www-scmp-com.libproxy1.nus.edu.sg/news/world/europe/article/3323979/nestle-dismisses-ceo-over-office-relationship-subordinate Tue, 02 Sep 2025 01:02:58 +0000 Luna Sun Luna Sun China reported sluggish factory activity in August, as fresh US tech curbs threatened to undermine Beijing’s push into advanced manufacturing. The National Bureau of Statistics said on Sunday that the official manufacturing purchasing managers’ index (PMI) for August was 49.4, edging up from 49.3 in July. The headline reading has remained below the 50-point mark that separates expansion from contraction since April, as strains persist in the industrial sector. The non-manufacturing measure of... https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3323806/china-still-waiting-factory-activity-lift-us-wields-new-tech-curbs https://www-scmp-com.libproxy1.nus.edu.sg/economy/china-economy/article/3323806/china-still-waiting-factory-activity-lift-us-wields-new-tech-curbs Sun, 31 Aug 2025 06:44:05 +0000 Igor Patrick Igor Patrick The Trump administration on Friday revoked waivers that let Samsung Electronics and SK Hynix use American technology in their Chinese factories, a move that tightened controls on Beijing’s access to advanced chips while putting South Korea’s two largest chipmakers under fresh political and commercial pressure. The change, recorded in the Federal Register, meant the companies would need to seek licences each time they bought American chipmaking equipment for their plants in Xi’an and Wuxi. Intel... https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3323722/us-restricts-samsung-intel-sk-hynix-chip-production-china https://www-scmp-com.libproxy1.nus.edu.sg/news/world/united-states-canada/article/3323722/us-restricts-samsung-intel-sk-hynix-chip-production-china Fri, 29 Aug 2025 15:06:04 +0000