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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.
The new tariffs are due to take effect in 18 months’ time. Photo: Reuters
US-China relations

China vows to retaliate against ‘unreasonable’ US semiconductor tariffs

Beijing has pledged to ‘take corresponding measures’ in response to the levy, which Washington says is designed to counter economic threat.

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US-China trade war

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

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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
Science

US green tech retreat echoes mistake of China’s Qing dynasty before collapse

While Washington pulls back on climate, Beijing is making it possible for developing nations to leapfrog into a cleaner energy era.

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US-China trade war

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

Despite Trump easing curbs, domestic chipmakers expected to remain central to Beijing’s tech ambitions.

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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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US-China relations

Trump gives green light for Nvidia to sell H200 AI chips in China

The move has upset China hawks in Washington, who are concerned that selling more advanced AI chips to Beijing could help boost its military.

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Nvidia CEO Jensen Huang speaks at the Nvidia GPU Technology Conference in Washington in October. US President Donald Trump says he will allow the sale of Nvidia H200 AI chips to China. Photo: AFP
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
US-China trade war

China’s vice-premier has ‘constructive’ call with US officials Bessent and Greer

Both sides agree to promote the development of bilateral trade ties to ‘expand the list for cooperation and shorten the list of problems’.

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China-EU relations

Dutch minister admits he was blindsided by China in Nexperia chip crisis

Karremans faces criticism after Beijing choked off chip flows and scrutiny of his move to invoke a Cold War-era security law.

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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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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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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.

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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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US-China relations

Opinion | The bright side to US-China decoupling and global self-reliance drives

And despite opposing perspectives, it may reduce mutual dependence such as to assure a strategic peace of mind for both the West and China.

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Illustration: Craig Stephens
US-China relations

Chinese commerce minister calls for deeper US-China cooperation on trade

Nations should work together to ensure trade serves as the ‘engine of China-US relations, not as a stumbling block’, Wang Wentao said.

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Chinese Commerce Minister Wang Wentao has called for greater US-China cooperation on trade. Photo: Reuters
US-China trade war

‘Close the loopholes’: US officials urge tougher chip rules to limit China gains

Lawmakers seek stronger BIS powers and more staff, saying Beijing could use one-year pause in export controls to advance domestic abilities.

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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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US-China trade war

US must deny China cutting-edge technology, ex-commerce secretary says

Gina Raimondo believes tougher export controls are vital for US national security and high-end chips should be kept out of Chinese hands.

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