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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.
The United States’ growing dependence on China’s pharmaceutical industry for its supply chain is concerning US lawmakers. Photo: Shutterstock
US-China trade war

Fears grow over US drug supply’s growing dependence on Chinese ingredients

Beijing’s global pharmaceutical push follows same playbook as rare earths, semiconductors and electric vehicles, warn US lawmakers.

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Nvidia

Nvidia restarts H200 AI chip production as China allows sales

Iran

Korea, Taiwan chip sectors most exposed to helium shortage amid Middle East war

Nvidia

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

Nvidia CEO Jensen Huang at the Nvidia GTC global AI conference in San Jose, California on Tuesday. Photo: Reuters
Nvidia

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

US-China relations

Beijing on Iran war, Trump trade plan, new AI arena: 7 US-China relations reads

From a new US maritime strategy to the Iran crisis, here are highlights from SCMP’s overseas correspondents in the first half of March 2026.

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Smartphones

Chinese smartphone makers Vivo, Oppo raise prices as memory costs surge

Unable to absorb rising memory-chip prices, popular handset makers are passing on the costs to consumers.

Smartphone prices are rising amid higher memory-chip costs. Photo: Xinhua
China technology

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

US-China relations

Opinion | 3 realities shaping China-US tech competition

Beijing’s policy priorities point to a more intense, multidimensional contest, with a smaller but still meaningful space for cooperation.

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Cambricon

Cambricon to pay maiden dividend after turning profitable in 2025

The Shanghai-listed chip designer will distribute a cash dividend of 15 yuan for every 10 shares, its first since listing in 2020.

Cambricon’s MLU220 AI acceleration card. Photo: Handout
Artificial intelligence

China’s AI-led technology drive carries hidden risks

Benefits from new technology in China, including greater productivity and exports, have to be weighed against risks from workers being sidelined.

Workers at a Chinese chipmaker. Photo: VCG via Getty Images
US-China relations

Mainland Chinese see Taiwan positively, won’t retreat from US trade war: survey

China Pulse polling study gives rare window into views of ordinary people on mainland, where opinions are often restricted or even banned.

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Artificial intelligence

Memory price hikes ‘the new normal’ as AI fuels storage demand, Seagate says

Explosive growth in AI workloads is forcing the storage industry to pack more data onto disks to meet demand from cloud giants.

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Artificial intelligence

China’s chip exports surge 73% as AI demand fuels semiconductor growth

Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.

Semiconductor chips under process at a factory in Binzhou, in eastern China’s Shandong province. Photo: AFP
CPPCC

China’s chip bosses endorse semiconductor push in next 5-year plan

Industry leaders say the draft blueprint underscores Beijing’s determination to reduce reliance on foreign technology.

The five-year plan blueprint calls for breakthroughs in critical technologies across the entire semiconductor value chain. Photo: AFP
US-China trade war

US to counter China’s critical minerals dominance with innovative upgrades

New improvements in recycling electronic waste, refining and processing can close the gap on China, says Department of Energy official.

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Artificial intelligence

China’s chip industry seeks more state support for AI dominance

Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance.

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Mainland China

China warns of fresh chip crisis as Nexperia dispute flares up

China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.

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Nexperia is a key supplier of automotive semiconductors. Photo: AFP
China manufacturing

China bets on AI-manufacturing integration to narrow digital gap with US

Beijing’s new five-year plan calls for digital economy to account for bigger share of GDP, backed by 28 major projects, 5G upgrades and data-focused industrial policy.

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US-China tech war

Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.

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Malaysia

‘I am not Jho Low 2.0’: Malaysia Arm chip deal probe turns political

The probe into a flagship chip-design deal has sparked criticism, with Prime Minister Anwar’s allies questioning the investigation.

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James Chai is a former aide to ex-minister Rafizi Ramli. Photo: Facebook/James Chai
Technology

Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains

South Korea’s Kospi is the worst-hit in Asia, with Samsung Electronics and SK Hynix falling 11.7 per cent and 9.6 per cent, respectively.

Currency dealers monitor exchange rates as an electronic screen shows South Korea’s benchmark stock index on Wednesday. Photo: AFP
Taiwan

US investors now own 23% of Taiwan’s equity market amid AI boom

US investors currently hold about 23 per cent of the Taiwan Stock Exchange’s total market capitalisation.

Smartphones

Will Apple’s low-cost iPhone 17e make a splash in China’s smartphone market?

Presales for the new entry-level iPhone start on Wednesday, with a wide release set for March 11.

Nvidia

US considers capping Nvidia H200 sales at 75,000 per Chinese customer

Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181.

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The Nvidia headquarters in Santa Clara, California. Photo: EPA
Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
Huawei

Huawei holds global debut for AI computing clusters in challenge to Nvidia

US-sanctioned Huawei Technologies brings ‘world’s most powerful’ AI compute systems to an international audience at MWC Barcelona 2026.

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US-China relations

Editorial | China now holds more cards ahead of Xi-Trump meeting

US Supreme Court reversal of Trump’s tariffs leaves China with lower tariffs and US deals with allies in doubt.

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