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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.
Representatives of the “Pax Silica” signatories hold signed documents at a summit held in Washington on December 12. The initiative is America’s new vision for the international AI supply chain. Photo: Getty Images/AFP
US-China trade war

Explainer | Will US-led ‘Pax Silica’ be a new dawn for the international AI supply chain?

Trump administration aims for deeper technology cooperation on new AI infrastructure with allies.

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IPO

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

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Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

Artificial intelligence

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

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An employee works at a semiconductor wafer workshop in Chongqing on August 24, 2023. Photo: Xinhua
MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

China-EU relations

Beijing urges Dutch government to push for China visit by Nexperia execs

China’s Ministry of Commerce says trip by Dutch chip firm’s management should be made ‘as soon as possible’ amid heated war of words.

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China-EU relations

As I see it | How Nexperia became a casualty of the US-China trade war

Unless the two superpowers reach a long-term solution to trade tensions, smaller companies and economies will get caught in the crossfire.

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Dutch economy minister Vincent Karremans arrives for a cabinet meeting in The Hague, Netherlands, on November 7. Photo: EPA
US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

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Artificial intelligence

China AI chipmaker MetaX draws more IPO investors than Moore Threads

More than 5 million investors vied for allotments in the chipmaker’s share offering, which aims to raise US$594 million.

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HKEX

Baidu mulls Hong Kong spin-off of Kunlunxin chip unit as China tech deals surge

Baidu’s Kunlunxin unit is eyeing a Hong Kong listing amid brisk deal activity among China’s chipmakers.

A picture of XPU-R chip by Kunlunxin (Beijing) Technology. Photo: Handout
Huawei

Huawei founder Ren Zhengfei sees divergence in US and China AI strategies

US focusing on supercomputing power while China is adopting a more practical approach to solve real-world problems, says Ren Zhengfei.

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Huawei Technologies’ founder Ren Zhengfei in Taiyuan in Shanxi province on February 9, 2021. Photo: Xinhua
China stock market

Moore Threads shares dazzle with fivefold jump in Shanghai debut

Moore’s shares began trading at 650 yuan amid a declining market, a 468 per cent jump from their initial public offering price of 114.28 yuan.

Artificial intelligence

Senators unveil bill to keep Trump from easing curbs on AI chip sales to China

The SAFE CHIPS Act is a rare effort led in part by Trump’s own party to stop him from further relaxing tech export restrictions on Beijing.

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Huawei

How Huawei could use a 2022 patent to make 2-nm-class chips without key tool

The proposed solution offers a technical pathway to support a 2-nm process using older DUV technology.

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In 2023, Huawei filed 3,091 GPU-related patents – a tenfold increase from 2018. Photo: Costfoto/NurPhoto via Getty Images
US-China relations

Nvidia CEO meets Trump, says he’s not sure if China would accept H200 chips

He says he and the US president discussed export controls before he met lawmakers on the Senate Banking Committee.

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Nvidia CEO Jensen Huang speaks briefly to reporters in Washington on Wednesday. Photo: EPA
Artificial intelligence

Huawei-style ‘chip stacking’ seen as a path for China to rival Nvidia’s GPUs

With US curbs biting, experts say near-memory computing and chip stacking could narrow the AI hardware gap with Nvidia.

Nexperia

China, EU shift Nexperia strategy: let the companies work it out

Wang Wentao shifts focus to the boardroom but warns the Dutch government must still scrap the executive order and court ruling fuelling the crisis.

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Semiconductors

Wingtech says Nexperia’s headquarters remains silent on call for talks

In a statement, Wingtech reiterates its intention to fully regain its shareholder rights in the chipmaker.

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Nexperia’s factory in Dongguan, southern China’s Guangdong province. Photo: Reuters
US-China relations

Trump team considering selling Nvidia H200 chips to China, insiders say

While still in the early stages, the talks mark a big departure from the administration’s public stance on semiconductor export controls.

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Semiconductors

China Future Tech webinar: assessing the impact of the Nexperia saga

Post reporters discuss the dispute’s apparent resolution, what happens next and what it means for the future of Chinese investments abroad.

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US-China trade war

Exclusive | Top Democrat demands US probe into Chinese firms potentially supplying Nexperia

Letter by Raja Krishnamoorthi to US Commerce Department claims wafers made by China-based suppliers pose safety and reliability concerns.

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The head office of Chinese-owned chipmaker Nexperia in Nijmegen, Netherlands. A senior US Democrat has questioned the reliability of four Chinese semiconductor firms supplying the Dutch chipmaker. Photo: AP
China-EU relations

‘Show of goodwill’: Netherlands suspends Cold War-era act tied to Nexperia crisis

Crisis over Chinese-owned chipmaker eases a little, but major doubts still hang over the future of a company at war with itself.

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Nexperia produces around 100 billion semiconductors in Europe every year and an estimated 70 per cent of the wafers then go to Dongguan in southern China for testing and packaging, before being shipped to clients as legacy chips. Photo: Reuters
Semiconductors

How Nexperia saga exposes Europe’s waning influence in US-China chip war

The dispute around the Dutch chipmaker shows the erosion of Europe’s geopolitical neutrality in the face of escalating US-China rivalry.

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Semiconductors

Hong Kong-backed ‘Lion Rock’ chip boosts city’s semiconductor standing

The maker of the RISC-V chip, Shanghai-based StarFive, received an investment from the Hong Kong Investment Corporation in March.

China-EU relations

Nexperia civil war erupts as Chinese and Dutch arms trade blows

Fiery exchange raises tension further ahead of crunch government talks in the Chinese capital next week aimed at resolving the stand-off.

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The head office of Chinese-owned chipmaker Nexperia in Nijmegen, Netherlands. A war of words erupted on Friday between the company’s Chinese and Dutch arms. Photo: AP
Science

Quantum chip gives China’s AI data centres ‘1,000-fold’ speed boost: researchers

Emerging tech that uses light to boost computer power is already being used in aerospace, biomedicine and finance.

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Researchers at CHIPX pose for a photo with their high-performance 6-inch thin-film lithium niobate chip, an advance that is poised to accelerate progress in AI and quantum computing. Photo: Handout
Semiconductors

Baidu unveils AI chips to boost China’s self-sufficiency drive

The M100 and M300 provide ‘powerful, low-cost and controllable AI computing power’ to support the nation’s self-reliance push, the firm says.

Semiconductors

Nexperia crisis: Beijing agrees to talks with Dutch officials in China

The announcement comes a day after the Netherlands indicated that shipments of Chinese-made Nexperia chips would soon resume.

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