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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.
The Trump administration has approved the sale ​of Nvidia’s H200 chip to China. Photo: Shutterstock
US-China trade war

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

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Smartphones

Surging chip prices force Chinese smartphone maker Meizu to abandon launch

Artificial intelligence

China’s AI unlikely to surpass US soon despite progress, researchers say

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Semiconductors

The great chip leap: China’s semiconductor equipment self-reliance beats targets

Domestic suppliers capture 35 per cent share as China accelerates push for semiconductor self-sufficiency.

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China’s semiconductor industry is being encouraged to favour local suppliers over US rivals. Photo: Reuters
Semiconductors

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

US-China relations

Trump orders Chinese-linked firm HieFo to divest US chip assets

Chinese-linked company ordered to unwind its acquisition of US semiconductor assets, citing national security concerns.

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IPO

Shares in Chinese GPU start-up Biren soar in Hong Kong listing

Shares leap 82 per cent in debut after retail investors’ demand exceeds supply by 2,347 times.

Zhang Wen, chairman and CEO of Biren, bangs the gong at the company’s listing ceremony in Hong Kong on January 2, 2026, as HKEX CEO Bonnie Chan (left) and Financial Secretary Paul Chan (second from right) look on. Photo: Jonathan Wong
Nexperia

Nexperia, Wingtech set for fresh face-off in January with US$8 billion at stake

Dutch chipmaker’s Chinese owner warns of multi-track legal action, seeking full control of the firm and damages for improper seizure amid supply-chain tensions.

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IPO

China’s Zhipu AI launches US$560 million share sale amid heated IPO tech race

The company, marketed overseas as Z.ai, eyes US$6.6 billion valuation with Hong Kong’s first large language model listing.

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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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
IPO

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

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

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Biren’s IPO has attracted 23 cornerstone investors, including major asset management firms, domestic mutual funds and insurers. Photo: Handout
Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

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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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.

People learn about the AI computing power cabinet equipped with MetaX C600 general-purpose GPU chip at the 2025 World Artificial Intelligence Conference in Shanghai. Photo: Getty
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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The corporate conflict between Dutch semiconductor company Nexperia and its Chinese owner Wingtech has lasted for several weeks. Photo: Shutterstock
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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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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Founded in 2020, MetaX is viewed as one of China’s best hopes to develop chips that can rival Nvidia’s high-performance AI processors. Photo: Handout
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.

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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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.

Chinese GPU manufacturer Moore Threads announced the MTT S4000, its latest AI graphics card, on December 19, 2023. Photo: Handout
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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Nvidia’s headquarters in Santa Clara, California. The US Commerce Department imposed and then rolled back curbs on selling Nvidia’s H20 AI chips to China. Photo: EPA
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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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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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.

China hopes to steal a march on Nvidia by combining relatively mature chips with new computing architectures. Photo: Shutterstock
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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Flags fly next to a logo of Nexperia at the facade of its factory in Guangdong province amid a chip-supply shortage caused by a diplomatic standoff between China and the Netherlands over the company. Photo: Reuters
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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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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