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Semiconductors: Geopolitics

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Semiconductors: Geopolitics
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
Nvidia CEO Jensen Huang at President Xi Jinping's state dinner in Washington on Thursday. Photo: AP
Artificial intelligence

Nvidia, AMD CEOs join Tsinghua advisory board as US-China chip tensions persist

Huang and Su were among three new members appointed to the advisory board of Tsinghua University’s School of Economics and Management.

2026 Xi-Trump summits

‘Important and consequential’: Jensen Huang on US-China AI race, risk management

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Science

China targets AI and frontier tech in newly unveiled innovation blueprint

US-China tech war

Xi-Trump dinner puts US tech titans in spotlight – what does it mean for ties?

Nvidia, Apple, AMD and Tesla executives secured prime seats at the White House, underscoring the centrality of AI, chips and tech amid persistent tensions.

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AMD CEO Lisa Su, her husband Daniel Lin, Nvidia CEO Jensen Huang, his wife Lori Huang and Apple’s executive chairman Tim Cook attend a state dinner hosted by US President Donald Trump for President Xi Jinping in the East Room of the White House in Washington on Thursday. Photo: AFP
2026 Xi-Trump summits

Why China’s top AI pioneers are expected to miss this week’s Xi-Trump summit

Beijing has not officially announced details of the delegation, but the leaders of DeepSeek and Moonshot AI are absent from the reported list.

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Semiconductors

China’s old Han Xin barcode gets a second life – this time shrunk on silicon

After failing to unseat the QR code years ago, Beijing is betting that a “micro” version of its home-grown barcode can gain a foothold in the global semiconductor supply chain.

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2026 Xi-Trump summits

In Focus | The US-China tech war has evolved since Xi and Trump last met. Who has the edge?

The two sides have found new sources of leverage across AI, chips, rare earths and wider technology supply chains since the US leader’s May visit to Beijing.

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Illustration: Henry Wong
Huawei

How Huawei plans to bypass US chip curbs with its latest technology

The Chinese tech giant is leveraging its UnifiedBus technology to link hundreds or thousands of chips into single computing unit.

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China manufacturing

Xi’s industrial power play sees China bet big on AI, chips and smarter factories

Beijing is accelerating its push for resilient supply chains amid geopolitical tensions and domestic weaknesses.

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Semiconductors

Huawei quickens AI chip pace, promises next entrant 3 quarters early

Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.

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The Huawei logo is seen on glass at the compamy’s Lianqiu Lake research campus during a media tour in Shanghai on September 16, 2026. Photo: AFP
US-China relations

ICE death, AI military strike proposal, Huawei trial: 7 US-China relations reads

From a drone ban to birth tourism, here are highlights from the SCMP’s overseas correspondents in the first half of September 2026.

Immigration and Customs Enforcement agents stand guard holding less-lethal weapons as protesters gather outside Delaney Hall, which is being used as an ICE detention center, in Newark, New Jersey, in June. Photo: AFP/Getty Images/TNS
Artificial intelligence

DeepSeek AI engineer slams Anthropic, OpenAI over ‘pacing’ calls, invokes Hitler

Heated rhetoric highlights tensions over how quickly artificial intelligence should advance and who should shape its future amid mounting safety concerns.

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Semiconductors

As AI race with US heats up, China targets US$4.5b tech goal in new 5-year plan

Plan forecasts that operating revenue of enterprises and manufacturers in related sectors will exceed 30 trillion yuan by 2030.

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2026 Xi-Trump summits

Exclusive | AI fight shadows final preparations for Xi Jinping’s White House visit

Chinese side is said to view US requests as limiting both harmful outcomes from AI and Beijing’s ability to develop its own capabilities.

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US President Donald Trump and Chinese leader Xi Jinping last met in person in Beijing in May. Photo: AP
US-China trade war

Anthropic claims Moonshot, DeepSeek secretly diverted user requests to Claude

AI giants accused of cloning American models by funnelling real Chinese user queries to them via network of intermediate platforms.

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The Anthropic report accuses Kimi model developer Moonshot of secretly showing users Claude model outputs and passing them off as Kimi’s, then using those exchanges to improve its own models. Illustration: Reuters
Semiconductors

Huawei tests LogicFolding chip in handset as high-stakes AI tests loom

New smartphone processor is a crucial test of the firm’s attempt to route around US-led curbs on the most advanced chipmaking technology.

China trade

China hits vital Japanese chipmaking chemical with steep anti-dumping measures

The preliminary ruling targets a vital material that Chinese manufacturers have historically imported from Japan and comes amid continued bilateral friction.

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Semiconductors

Huawei’s Tau Scaling Law chip overcomes overheating hurdle, paper shows

The research directly counters claims that vertical stacking creates a thermal bottleneck, the tech giant’s paper says.

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Avoiding overheating is a key technical hurdle for Huawei’s anticipated Kirin 2026 smartphone chip release, according to analysts. Photo: Shutterstock
Semiconductors

Attack the chokepoints: how years of US export curbs reshaped China’s tech scene

China’s tech start-ups now focus far more on key ‘chokepoint’ technologies, especially in the chip supply chain, Morgan Stanley report finds.

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Semiconductors

China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost

A rapid R&D drive is powering the firm’s transition beyond its core business.

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Semiconductors

What’s next after China court freezes US$318 million in Nexperia assets?

Bitter custody fight sparked by Dutch intervention has affected European supply lines, and assets look to remain frozen for years.

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A Chinese court has frozen 2.14 billion yuan worth of Nexperia-affiliated assets. Photo: Shutterstock
2026 Xi-Trump summits

Prediction markets have priced the Trump-Xi summit. Do the bets have any value?

Trump has announced a September 24 meeting, but Beijing has not. As prediction market bets multiply, they may begin to shape diplomacy.

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Illustration: Huy Truong
Semiconductors

CXMT vs Pentagon: how China’s tech firms are challenging US blacklists in court

Chipmaker CXMT has sued the US government to be removed from a Pentagon blacklist – joining a wave of legal challenges by Chinese tech firms.

Belt and Road Initiative

In Focus | Can Beijing’s gateway plan for Tibet survive geopolitics and natural disasters?

Beijing hopes trade will stabilise Tibet, but friction with India and the looming Dalai Lama succession are hampering its efforts.

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US-China relations

In a small Virginia town, distrust of Big Tech hampers Trump’s AI push

Controversy over first data centres in Danville typifies ongoing debate with concerns over secrecy, distrust and China’s influence.

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The proposed data-centre campus at Berry Hill, a 3,500-acre industrial site 16 kilometres outside Danville, Virginia. Photo: Vincent Chow
Semiconductors

Cut off from Europe, Nexperia China eyes self-reliance through domestic wafers

The Chinese division is betting on a high-stakes, home-grown supply chain pivot to bypass suspended European wafer shipments.

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An employee works with a wafer on a production line of semiconductor firm Nexperia in Hamburg, Germany, on June 27, 2024. Photo: Reuters
Artificial intelligence

Semiconductors | China’s supernodes go mainstream as AI model sizes grow

Giant arrays of AI chips, China’s way around US export curbs on the most advanced silicon, become widely available to meet growing compute needs of models, agents.

US-China relations

US urged to follow China’s lead in treating data as an economic asset

Congressional advisory panel urges Washington to develop national strategy as Beijing’s data push gives Chinese firms edge in AI, robotics.

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