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Semiconductors: Geopolitics

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Semiconductors: Geopolitics
Semiconductors: Geopolitics
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
Full Vision Capital managing partner Alan Chan, left, and StarFive CEO Thomas Xu, holding a RISC-V chip. Photo: Jonathan Wong
Semiconductors

Hong Kong investment arm backs Chinese RISC-V start-up StarFive

The partnership will see Hong Kong support StarFive in rolling out RISC-V chip applications in the city.

Mergers & Acquisitions

Wingtech sells 4.6 billion yuan assembly assets after losses from US sanctions

Artificial intelligence

AMD CEO visits China, touts chip compatibility with DeepSeek models

Huawei

Huawei develops computer chips in move away from Intel, Windows

The company is expected to forgo US hardware and software in favour of self-developed technology in its next personal computers.

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Huawei has received certification for its self-developed computer chip. Photo: DigiTimes
Artificial intelligence

AI start-up challenges Nvidia’s dominance with Beijing support

A team with ties to Tsinghua University has unveiled a new framework for building advanced AI models using Chinese-made chips.

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Artificial intelligence

China’s iFlyTek eyes Europe expansion as US trade war heats up

iFlyTek plans to expand in Europe, diversifying its supply chain amid rising US-China trade tensions and aiming for new markets.

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Business of climate change

China miners accelerate overseas buying spree

Last month, MMG said it would buy British miner Anglo American’s nickel business in Brazil.

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A Leapmotor EV production line in Jinhua, China. Photo: AFP
Technology

Opinion | How American AI ambitions limit options for Southeast Asia

As the US touts opportunity over safety in artificial intelligence, countries must balance potential economic gains with strategic interests.

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US-China tech war

Hong Kong to launch 2 AI forums as US-China tech war rages

The city is shifting towards a technology-driven economy to align with Beijing’s strategic goals, with major investments planned for AI.

US-China trade war

Stay or go? Taiwan’s chipmakers explore US factories to avoid tariffs

Higher US tariffs would put Taiwan’s semiconductor industry under pressure, but most smaller firms cannot afford to open an American site.

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Morris Chang, the founder of Taiwan Semiconductor Manufacturing Co., gives a speech at the company’s new facility in Arizona, 2022. Photo: AP
China economy

My Take | China’s secret weapons in a US tech war victory? Talent and supply chains

DeepSeek, Huawei and Unitree represent booming tech industries benefiting from China’s unique advantages in overcoming US sanctions.

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Chinese President Xi Jinping shakes hands with Huawei founder Ren Zhengfei at a symposium that brought together the country’s leading tech entrepreneurs on February 17. Photo: Xinhua
US-China tech war

What did China’s tech titans tell Xi Jinping at the symposium?

Ren Zhengfei from Huawei, Lei Jun from Xiaomi and Wang Xingxing from Unitree all gave speeches at the high-profile meeting.

DeepSeek

DeepSeek fuels China’s push to cut reliance on Nvidia ecosystem

Chinese chipmakers’ rush to support DeepSeek’s popular AI models is giving a boost to the country’s efforts to cut reliance on US tech.

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Science

Top chip designer Sun Nan leaves US and finds ‘room to play’ in China

Tsinghua University highlights professor who has returned to China to train next generation of chip experts and tackle tech problems.

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Professor and chip expert Sun Nan has returned to his alma mater, Tsinghua University in Beijing, after more than a decade at institutions in the US. Photo: Handout
DeepSeek

China’s chip firms embrace DeepSeek in AI self-sufficiency drive

From Moore Threads to Iluvatar Corex, China’s leading chip designers are rushing to adopt DeepSeek’s latest models.

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Moore Threads CEO Zhang Jianzhong. The chip designing company says it will open its KUAE platform to support the distribution of DeepSeek’s V3 and R1 models. Photo: Handout
DeepSeek

World’s top AI brains debate if DeepSeek’s model is a game changer

Experts weigh in on how quickly China is catching up on the US in AI, as DeepSeek takes an open-source approach.

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Artificial intelligence

US tech giants embrace DeepSeek’s AI model despite scrutiny

From Nvidia to Microsoft and Amazon, US companies have rushed to adopt the Chinese start-up’s R1 model.

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Semiconductors

China’s top memory chip maker narrows tech gap with S Korean and US leaders

The Hefei-based firm’s latest DDR5 memory chips use a 16nm node process, breaking through a limit that Washington sought to impose with sanctions.

The latest DDR5 memory chips from ChangXin Memory Technologies are using a 16-nanometre node process. Photo: CXMT
Semiconductors

China’s top memory chip maker again defies US sanctions with design breakthrough

Yangtze Memory Technologies Co is integrating a new design into chips with 294 gates, research firm finds.

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US-China tech war

Nvidia CEO concludes whirlwind Taiwan tour after key meetings

Jensen Huang met top industry leaders, including TSMC founder Morris Chang and Foxconn chairman Liu Young-way.

Semiconductors

Nvidia CEO Huang thanks China staff for loyalty amid US chip curbs

The American entrepreneur touted Nvidia’s contribution to China’s modernisation on a trip to Beijing.

Nvidia CEO Jensen Huang holds a computer chip mock-up during a speech at CES 2025 in Las Vegas. Photo: Reuters
Malaysia

Trump’s tariffs threaten Malaysia’s chip sector, may stoke inflation: minister

Trade Minister Zafrul Aziz fears Trump’s policies could particularly hit Malaysia’s growing electronic chips market.

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An electronics manufacturing hub in Kuching, Malaysia’s Sarawak state. Photo: Shutterstock
US-China tech war

US blacklists Chinese AI unicorn as tech rivalry escalates

Zhipu AI is among more than two dozen China and Singapore-based companies added to the US Entity List on Wednesday.

Semiconductors

Cambricon, China’s answer to Nvidia, predicts first quarterly profit

The Chinese investors’ darling of 2024 is one of the nation’s best hopes in developing home-grown advanced graphics processors.

Semiconductors

ASML-backed Dutch university suspends classes after cyberattack

The world’s top producer of advanced chipmaking tools invests heavily in Eindhoven University of Technology to instruct future employees.

An assembly engineer works on a DUV lithography system at ASML in Veldhoven, Netherlands. Photo: Reuters
TSMC

Exclusive | TSMC cuts ties with Singapore firm over Huawei processor: sources

The world’s largest chip foundry ended its relationship with a Singapore-based firm after a client review.

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A TSMC logo seen at its headquarters in Hsinchu, Taiwan. Photo: AFP
Semiconductors

US semiconductor firm SiFive taps China’s growing appetite for open-source chips

California-based SiFive has set up a subsidiary in Shanghai to help customers ‘achieve technological breakthroughs’.

Semiconductors

Chinese scientists vow to launch breakthrough open-source chip in 2025

Efforts by the Chinese Academy of Sciences form part of Beijing’s push to reduce reliance on foreign semiconductor technology.

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