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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.
China's top two chipmakers saw their revenues and profits surge in the second quarter amid high demand for AI chips. Photo: Shutterstock
Semiconductors

Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC, Hua Hong Grace results highlight how local foundries are aggressively running their plants at full capacity to meet domestic needs.

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Science

China is sending scientists to Iran for rare earth ‘exploration and processing’

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Semiconductors

What is delaying Chinese AI giants switching from Nvidia to local chips?

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European Union

Europe hails AI gigafactory plan, but industry fears deeper US tech reliance

Brussels’ €30b tender for up to 7 AI hubs already benefits US chipmakers and could result in EU-funded computing capacity being sold to US tech giants.

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Industry insiders have welcomed the EU’s €30 billion AI gigafactory plan, but there is nothing to stop computing capacity from being sold to US tech giants. Photo: Reuters
China-EU relations

What would a German audit for Chinese supply chain dependencies find?

Although many analysts deem the search long overdue, they warn that German leverage would be both hard to implement and short-lived.

Huawei

Slapped with reality: why Huawei’s top chip scientist embraces war-hero mindset

In viral interview, Liao Heng talks navigating US curbs to make Ascend processors, placing innovation over nanometres for chip self-reliance.

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US-China relations

Trump election claims debunked, US-China AI gap: 7 US-China relations reads

From smaller US-China AI gap to crawfish soup on Mars, here are highlights from our overseas correspondents in the second half of July 2026.

US President Donald Trump listens in the Oval Office of the White House on July 29. Photo: AP
Semiconductors

China boosts chip-design safeguards amid tech self-sufficiency push

Revised rules sharpen penalties and expand rights, underscoring Beijing’s strategy to build resilience across semiconductor and AI ecosystem.

Semiconductors

Exclusive | ‘Science is a universal language’: US materials pioneer defends global ties

Elsa Reichmanis spent decades collaborating with Chinese science teams and says research should remain distinct from tech rivalry.

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US-China trade war

Nvidia’s Jensen Huang meets US officials as issues grow over China chip access

Washington visit comes amid investigation into whether restricted processors were used to train Moonshot AI models.

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Nvidia CEO Jensen Huang is reportedly meeting with US officials and lawmakers in Washington this week, while the Trump administration continues to investigate potential violations related to Nvidia’s AI chip exports to China. Photo: AFP
US-China relations

Exclusive: The Jacob Helberg interview

In this exclusive interview, US Undersecretary of State for Economic Affairs Jacob Helberg discusses the AI battle between Washington and Beijing, talks American efforts to end dependence on China’s rare earths, and gives a commitment to the Philippines on the Pax Silica Initiative.

Undersecretary of State for Economic Affairs Jacob Helberg speaks at the AI Impact Summit in New Delhi, India, in February 2026. Photo: AP
Alibaba

From CXMT to Zhipu AI, Alibaba’s strategic investments are paying off

The company’s strategic shift to AI and chip investments is not only yielding significant returns, but also boosting its tech portfolio.

Semiconductors

China’s DUV progress not the biggest threat to ASML, analysts say

Dutch leader’s dominance in chipmaking gear not at risk amid China’s lithography push – unless the US steps in.

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Artificial intelligence

Can Anthropic CEO’s chip ban proposal curb China’s AI advancements?

Dario Amodei wants the US to retain its AI advantage over China, highlighting distillation risks and advocating mandatory model safety tests.

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Anthropic co-founder and CEO Dario Amodei speaks at an AI conference in San Francisco last year. Amodei is urging Washington to tighten chip export bans and clamp down on Chinese "distillation". Photo: Getty Images
US-China relations

US congressional group plans annual visits to China after trade trip

The fact-finding mission by members of a congressional advisory body to Beijing, Shanghai and Hangzhou was the first of its kind since 2019.

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A US congressional advisory panel focused on China has returned from their trip. Photo: Shutterstock
China’s private sector

How Beijing became China’s biggest tech venture capitalist, from AI to chips

China’s tech sector thrives on state-backed investment, reshaping funding dynamics and sparking a debate about balancing risk and innovation.

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US-China trade war

Nvidia, Palantir, Meta warn about ‘premature restrictions’ of open-weight models

Top US tech companies urge policymakers in open letter not to undermine competition and drive more users to Chinese AI systems.

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Huawei

Huawei’s Tau Scaling Law: a new path amid US sanctions

Company founder Ren Zhengfei says the new framework is crucial for survival, enabling chip advancements without EUV lithography.

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Huawei CEO Ren Zhengfei is interviewed in Taiyuan, northern Shanxi province on February 9, 2021. Photo: Xinhua
US-China trade war

More Americans think China is world leader in AI, new survey reveals

Findings come as AI race between Washington and Beijing ramps up and with technology high on agenda at planned Trump-Xi summit in September.

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US-China relations

US not getting enough critical minerals from China, Greer warns Senate

Remarks on minerals vital for electronics come as Marco Rubio and Wang Yi discuss upcoming meeting of leaders.

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US-China trade war

Trump tech official accuses China’s Moonshot AI of stealing from Anthropic

Michael Kratsios alleges Beijing-based company targeted Anthropic’s most powerful model, Claude Fable 5, through large-scale ‘distillation’.

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The Trump administration claims that outputs from Anthropic’s most powerful model, Claude Fable 5, have been incorporated into Moonshot AI's new Kimi K3 model. Photo: Shutterstock
US-China tech war

US levels AI sanctions threat as China models gain

Washington mulls penalties after Anthropic and OpenAI say Chinese tech firms are stealing intellectual property by distilling their frontier models.

US Treasury Secretary Scott Bessent. Photo: AP Photo
Artificial intelligence

Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry

The new model from Moonshot AI has revived doubts over Silicon Valley’s cost-heavy strategy, but analysts expect demand for compute to keep rising.

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US-China tech war

The View | China cannot win the chip war through self-reliance alone

Beyond GPU supremacy, America’s greatest asset lies in its leverage over its allies’ critical technologies and capacities.

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Artificial intelligence

Xi’s call on AI, Trump blasts China, US tariffs

This week: Chinese president urges open and secure AI, US leader accuses Beijing over 2020 election, GDP growth slows. Next week: US global tariff expiry, Apec ministers meet, Hong Kong lawmakers decamp to Beijing.

Chinese President Xi Jinping waves as he arrives at the opening ceremony of the World AI Conference in Shanghai. Photo: EPA//Pool
US-China trade war

US must act quickly to counter China’s growing tech progress, lawmakers told

Analysts claim Washington needs to slow down Chinese momentum and speed up US technology advances now or fall well behind the Asian giant.

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Witnesses told lawmakers at a Congressional round table on Tuesday that the US needs to implement new strategies to counter Beijing’s growing prowess in the global technology industry, especially AI. Photo: Shutterstock
US-China trade war

US says Nvidia’s H200 exports to China remain ‘trivial’ despite approvals

US commerce official Jeffrey Kessler says only a ‘very small quantity’ of AI chips have reached mainland China and Hong Kong so far.

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Semiconductors

Global AI boom sees China’s chip exports nearly double in first half of year

Exports of automatic data processing machines and parts jumped more than 41 per cent to top US$138 billion.

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