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Semiconductors

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Semiconductors
Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.
Chinese apps like DeepSeek have raised concerns about their potential to siphon sensitive data from American users. Photo: Reuters
US-China trade war

From apps to autos: China’s data reach sparks US espionage and sabotage concerns

Washington accused of not doing enough to counter Beijing’s harvesting of key American data and weaponising it as a strategic asset.

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Artificial intelligence

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

Nexperia

Wingtech faces delisting risk after audit failure in wake of Nexperia saga

US-China trade war

Chips, oil and Iran: why US is raising pressure on China before Xi-Trump talks

Washington’s latest moves target semiconductor access and small Chinese oil refineries, though analysts expect Beijing to remain resilient.

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The US chip industry is a major backer of greater restrictions on China. Others bills that have advanced in Washington recently include the Stop Stealing Our Chips Act, which would establish a programme to reward whistle-blowers who report export control violations. Photo: Shutterstock
China technology

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

BYD

Hit from memory costs spreads from smartphones to BYD EVs in China

Carmaker explicitly cites sky-high memory costs as it raises the price of a high-end driver-assistance system by 21 per cent.

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SCMP Exclusives

Exclusive | Un-sanctioned: China to welcome Dutch trade minister amid Nexperia, ASML discord

Source says Beijing has quietly dropped an old sanctioning of Sjoerd Sjoerdsma, who recently spoke of wanting to lead a Dutch trade mission to China.

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Sjoerd Sjoerdsma, the Dutch trade minister, is interviewed in The Hague, Netherlands, on April 10. Photo: EPA
Hong Kong

Photonics chipmaker Lightelligence surges 400% in Hong Kong debut amid AI frenzy

Shanghai-based firm’s IPO reflects mainland China’s push for photonics chips as a fast-growing alternative to conventional semiconductors.

Artificial intelligence

Chinese optical chipmaker’s profit soars 1,153% on strong AI demand

Yuanjie Semiconductor Technology’s profit gain matches its elevenfold share price increase over the past year.

Artificial intelligence

DeepSeek takes step away from Nvidia amid export curbs on China

DeepSeek’s new artificial intelligence model puts up a price challenge to US rivals and is a further step towards a stand-alone Chinese AI ecosystem.

Photo: AFP
Moore Threads

Moore Threads posts US$4.3m profit as Nvidia rival surges amid Beijing chip push

Beijing-based GPU maker turns a corner in the first quarter of 2026 after posting a US$16.5 million loss a year earlier.

The stock price of Moore Threads is displayed on a smartphone. Photo: CFOTO/Future Publishing via Getty Images
Artificial intelligence

OpenClaw adds DeepSeek V4 models as tech world assesses Huawei tie-up

The popular AI agent adopts the Chinese firm’s V4 Flash and its flagship V4 Pro models and also integrates other capabilities.

US-China relations

Trump ally visits China, DeepSeek releases V4, EV earnings

This week: Trump ally Daines is set to visit China, DeepSeek unveils new AI model, Xi calls for Strait of Hormuz reopening, Auto China opens. Next week: BYD, Geely and Chinese banks post earnings, Politburo probably meets, May Day holiday begins, and more.

Artificial intelligence

How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands

What’s behind the ‘CPU renaissance’ and where China stands in designing and manufacturing central processing units in the AI age.

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The Intel logo seen on its Core i9-14900K CPU. Photo: Shutterstock Images
Artificial intelligence

DeepSeek unveils next-gen AI model as Huawei vows ‘full support’ with new chips

The company says its cost-efficient new V4 model is competitive with top closed-source models from OpenAI and Google DeepMind.

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The logo of Hangzhou-based AI start-up DeepSeek. Photo: Reuters
Electric & new energy vehicles

Chinese EV makers bet on in-house chips to make cars smarter and more autonomous

Chinese EV makers are showcasing advanced in-house chips at Auto China, powering smarter vehicles and challenging global tech leaders.

US-China tech war

Tech war: US Congress rolls out ‘largest’ export control upgrade against China

US lawmakers push export controls to limit China’s tech access in a bid to protect the US semiconductor industry.

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US, Israel war on Iran

Asia’s chipmakers feel the heat as naphtha crunch hits photoresist supply

Japanese suppliers warn of photoresist strain as upstream shocks ripple through Asia’s semiconductor supply chain.

Shortages are expected to hit advanced nodes that rely on extreme ultraviolet lithography the hardest. Photo: EPA
Artificial intelligence

Beijing sounds alarm over urgent need to clean up online ads

Market watchdog flags AI abuse and traffic-driven tactics as it launches first campaign to overhaul online advertising.

US-China trade war

US lawmakers slam China’s ‘parasitic’ theft of military and tech secrets

US senators pointed to legal channels, including work visas and university research, as potential pathways for China-linked espionage.

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US-China trade war

Zero H200 chips sold to China ‘as of today’, Lutnick tells US lawmakers

Commerce chief says Beijing is prioritising its own semiconductor industry when asked whether selling US chips would aid Chinese military.

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Howard Lutnick testifies at a Senate hearing on the 2027 budget in Washington on Wednesday. Photo: Reuters
Science

Semiconductors | China bets on RISC-V in global AI race

RISC-V, an open-source chip architecture, has gained popularity in China in reaction to widening US restrictions on exports of advanced technology.

China bets on RISC-V in global AI race
US-China tech war

Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition

The failed Lumileds deal highlights the growing hurdles Chinese tech firms face in overseas acquisitions under tightening US policy.

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US-China tech war

‘Horrible’ for US if DeepSeek AI models run on Huawei chips: Nvidia CEO

DeepSeek on Huawei chips could help China – powered by ‘abundant’ energy and large pool of researchers – catch up with US in AI: Nvidia CEO.

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US-China trade war

‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics

US lawmakers, experts accused Beijing of buying ‘what they can’ and stealing ‘what they cannot’ from America to advance their AI technology.

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Employees train AI service robots in a Southern Power Grid company laboratory in Guangzhou, Guangdong province, China, on Thursday. Photo: EPA-EFE
Taiwan

TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom

AI dominates TSMC revenues as foundry giant pivots from smartphones to high-performance computing.

The TSMC logo is seen outside the company’s Museum of Innovation in Hsinchu, Taiwan April 9, 2026. Photo: Reuters
China stock market

Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

Shanghai Beite Technology saw the largest share spike among suppliers, up as much as 4.6 per cent on Thursday morning.

Artificial intelligence

ASML boosts 2026 sales forecast despite shrinking China sales

The Dutch chipmaker expects annual net sales of €36 billion (US$42.5 billion) to €40 billion after releasing its first-quarter results.

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