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Semiconductors: Companies

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Semiconductors: Companies
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
Mark Chen, president of Huawei Cloud Latin America, speaks at Web Summit Rio in Rio de Janeiro, Brazil. Photo: Paul Devlin/Web Summit via Sportsfile
China-Latin America relations

Exclusive | Huawei considering deploying Ascend AI chips in Latin America, cloud chief says

Ascend processors are central to Beijing’s effort to build a self-reliant AI industry and reduce dependence on US technology.

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Semiconductors

Can Huawei’s breakthrough help China’s chip design software firms catch US rivals?

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US-China trade war

US Congress warned: AI race winner will rule world, and it must not be China

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US-China relations

US adds Alibaba, BYD, other Chinese tech champions to military company blacklist

Trump administration has designated top China firms as ‘Chinese military companies’ operating in the United States.

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E-commerce giant Alibaba has been added to a list of entities that the US says are linked to China’s military. Photo: AP
Semiconductors

‘Not afraid’: TSMC brushes off mainland chip rivals amid AI boom

Wei’s comments come as mainland foundries expand mature-node capacity and Huawei pushes alternative chip-scaling ideas under US sanctions.

US-China trade war

Trump looks to balance ‘lead over China’ and national security with AI order

Voluntary framework to vet powerful new AI systems up to 30 days before their public release, stopping short of mandating review regulations.

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China technology

Editorial | US pressure has only helped make China’s tech giants stronger

Huawei can now bypass ASML’s technology to make the advanced chips that the US has barred from export to China. This has become a familiar story.

Huawei plans to scale up production of chips with transistor density equivalent to 1.4-nanometre processes by 2031. Photo: Shutterstock
Semiconductors

Is Huawei’s new chip scaling law a true breakthrough, or mere hype?

Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.

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Semiconductors

Wingtech says core of Nexperia’s China unit now based on mainland

The statement comes amid escalation in the Nexperia conflict, as Wingtech files a lawsuit in China against chip firm.

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Semiconductors

Peking University unveils design tool to power Huawei’s chip ambitions

The university’s new chip design software is compatible with Huawei’s LogicFolding architecture introduced on Monday.

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A concept illustration of a Huawei chip. Photo: Shutterstock Images
Semiconductors

Nvidia ‘likely the most concerned’ as Huawei bets on new chip architecture law

Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power.

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People visit the exhibition area of Huawei at the 10th China-Russia Expo in Harbin, northeast China’s Heilongjiang province, on May 19. Photo: Xinhua
Semiconductors

Huawei’s workaround for US chip curbs faces hurdles on road to self-reliance

If proven, the innovation marks a significant milestone for Huawei, which has been cut off from advanced semiconductor technology since 2019.

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US-China relations

The View | In Beijing, the US and China tiptoed around tech and critical minerals

Summit addressed the top and bottom layers – geopolitical framing and trade mechanics – but left the strategic middle layer largely implicit.

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US-China tech war

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

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An AMD logo and a computer motherboard appear in this illustration. Image: Reuters
Nexperia

Wingtech sues Dutch unit Nexperia for US$1.17b amid delisting risk

Nexperia and its executives carried out ‘discriminatory restrictive measures’ under China’s Anti-Foreign Sanctions Law, Wingtech says.

Wingtech’s shares on the Shanghai Stock Exchange have been under a delisting risk warning since May 6. Photo: Shutterstock Images
Artificial intelligence

AMD meeting with China’s vice-premier raises optimism on US AI chips

‘Relatively advanced’ chips to start entering China in second half, as US is ‘pulling back’ on tariff war and tech decoupling, analysts say.

Semiconductors

China’s Amec setting industry standard for chipmaking tech, founder says

The head of one of China’s leading semiconductor makers said its technology has been adopted by overseas competitors.

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US-China tech war

Trump, Xi weigh AI ‘guard rails’ as Nvidia chip exports hang in the balance

Meeting in Beijing, the presidents weighed safety protocols for the rapidly emerging technology, and H200 chip shipments were a ‘sovereign decision’ for ‌China.

Billionaire Elon Musk gestures after attending a welcome ceremony for US President Donald Trump with President Xi Jinping at the Great Hall of the People in Beijing on Thursday. Photo: Reuters
US-China trade war

The US-China trade war is entering a worrying new phase

The US and China are racing to roll out competing sanctions, rules and regulations, leaving firms trapped in a legal Catch-22.

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Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

Alibaba’s quarterly revenue arrived largely in line with estimates as the tech giant disclosed its first AI sales data, and in early US trading, the shares jumped 6%.

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2026 Xi-Trump summits

Nvidia’s Jensen Huang joins Trump’s trip to China at last minute

The Nvidia CEO boarded Air Force One during a refuelling stop in Alaska, with Trump saying it was ‘an honour’ to have him on the trip.

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Jensen Huang, CEO of Nvidia, will reportedly travel to China with US President Donald Trump this week. Photo: Reuters
Semiconductors

Huawei’s chip research gains attention ahead of Trump visit to China

Tech giant’s advances in AI and semiconductors reflect Beijing’s push for tech breakthroughs and self-sufficiency amid US sanctions.

Huawei’s chip progress is being closely watched for signs of China’s ability to overcome Western export restrictions. Photo: Shutterstock
US-China trade war

China and US in AI revolution race as tech rivals battle for global supremacy

Two countries will lock horns for foreseeable future, with key industry certain to be a point of negotiation at next week’s Trump-Xi summit.

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Semiconductors

China’s chipmakers pour revenue into R&D, outpacing US ratios

Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance.

US-China relations

Exiting China market a ‘self-inflicted wound’ for US tech, think tank warns

ITIF argues that regional sales help finance domestic R&D and block local rivals, while warning that a full exit would be a self-inflicted wound to innovation leadership.

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Visitors take pictures and videos of a human-like robot head on display at the Humanoid Robots Industry Base in Beijing’s Shougang Park on April 28. Photo: AP
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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Chinese apps like DeepSeek have raised concerns about their potential to siphon sensitive data from American users. Photo: Reuters
Semiconductors

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

South Korea’s memory chip giants warn of a prolonged crunch, with worried Samsung customers already pre-booking memory capacity for 2027.

Semiconductors

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.

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