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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.
Mark Chen, president of Huawei Cloud Latin America, speaks at Web Summit Rio in Rio de Janeiro, Brazil. Photo: Paul Devlin/Web Summit via Sportsfile
China-Latin America relations

Exclusive | Huawei considering deploying Ascend AI chips in Latin America, cloud chief says

Ascend processors are central to Beijing’s effort to build a self-reliant AI industry and reduce dependence on US technology.

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Semiconductors

Facing US chip curbs, China launches photonics lab to power AI with light

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Semiconductors

Can Huawei’s breakthrough help China’s chip design software firms catch US rivals?

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US-China trade war

US Congress warned: AI race winner will rule world, and it must not be China

As Washington and Beijing battle for global supremacy in artificial intelligence, US must establish next technological edge, Congress told.

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US lawmakers at a congressional hearing on Thursday displayed bipartisan support for retaining America’s lead in the global artificial intelligence race with China. Photo: Shutterstock
China-Latin America relations

Nvidia denies Latin America role in China chip smuggling

Suspicious bulk orders from unfamiliar countries are screened out, Nvidia’s regional chief says, as Chinese capital courts Brazil.

US-China relations

How will the Pentagon’s expanded blacklist of Chinese firms affect Xi’s US visit?

Washington’s latest move tests fragile ‘stability’ reached at leadership summit in Beijing and highlights intense competition, analysts say.

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US-China relations

US adds Alibaba, BYD, other Chinese tech champions to military company blacklist

Trump administration has designated top China firms as ‘Chinese military companies’ operating in the United States.

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E-commerce giant Alibaba has been added to a list of entities that the US says are linked to China’s military. Photo: AP
Science

Tibet quartz discovery boosts China’s self-sufficiency push for hi-tech materials

China’s discovery of rare quartz used to make solar panels and semiconductors could help rewrite US import dominance.

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Semiconductors

Chinese memory makers step up challenge to Korea’s chip champions

CXMT and YMTC are nearing public listings, giving China’s memory-chip sector fresh firepower in its pursuit of Samsung and SK Hynix.

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Semiconductors

‘Not afraid’: TSMC brushes off mainland chip rivals amid AI boom

Wei’s comments come as mainland foundries expand mature-node capacity and Huawei pushes alternative chip-scaling ideas under US sanctions.

TSMC expects revenue to grow by more than 30 per cent this year, driven by strong demand for artificial intelligence chips and advanced semiconductor manufacturing. Photo: Reuters
China trade

China’s AI chip demand is surging – and South Korea is riding the wave

Strong demand for memory chips has reshaped South Korea’s exports to China – but analysts warn the gains could be short lived.

South Korea’s semiconductor exports to China jumped 243 per cent in May from a year earlier, according to according to data from Seoul’s Ministry of Trade, Industry and Resources. Photo: Shutterstock
US-China trade war

Trump looks to balance ‘lead over China’ and national security with AI order

Voluntary framework to vet powerful new AI systems up to 30 days before their public release, stopping short of mandating review regulations.

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Science

China team drafts sanctions list on 63 key sectors to preserve technology

Scientists have listed sensitive or globally competitive tech that may benefit from export restrictions to keep them out of foreign hands.

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US-China relations

Xi-Trump aftermath, space tactics, AI policy change: 7 US-China relations reads

From Xi-Trump meeting analysis to soybean worries and tech plans, here are highlights from our correspondents in the second half of May 2026.

Chinese President Xi Jinping gestures as he meets with US President Donald Trump during a visit to Zhongnanhai Garden in Beijing on May 15. Photo: AFP
China technology

Editorial | US pressure has only helped make China’s tech giants stronger

Huawei can now bypass ASML’s technology to make the advanced chips that the US has barred from export to China. This has become a familiar story.

Huawei plans to scale up production of chips with transistor density equivalent to 1.4-nanometre processes by 2031. Photo: Shutterstock
Semiconductors

Is Huawei’s new chip scaling law a true breakthrough, or mere hype?

Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.

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Semiconductors

Wingtech says core of Nexperia’s China unit now based on mainland

The statement comes amid escalation in the Nexperia conflict, as Wingtech files a lawsuit in China against chip firm.

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Semiconductors

Peking University unveils design tool to power Huawei’s chip ambitions

The university’s new chip design software is compatible with Huawei’s LogicFolding architecture introduced on Monday.

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A concept illustration of a Huawei chip. Photo: Shutterstock Images
China trade

Exclusive | China’s date with Dutch trade minister on cards for early July: source

The Netherlands’ trade chief and his delegation will come at a pivotal diplomatic moment, as The Hague faces pressure from US tech-export laws.

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Semiconductors

Nvidia ‘likely the most concerned’ as Huawei bets on new chip architecture law

Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power.

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Semiconductors

Huawei’s workaround for US chip curbs faces hurdles on road to self-reliance

If proven, the innovation marks a significant milestone for Huawei, which has been cut off from advanced semiconductor technology since 2019.

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A concept illustration of a Huawei chip. Photo: Shutterstock Images
US-China relations

The View | In Beijing, the US and China tiptoed around tech and critical minerals

Summit addressed the top and bottom layers – geopolitical framing and trade mechanics – but left the strategic middle layer largely implicit.

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US President Donald Trump gestures towards Chinese President Xi Jinping while leaving after a visit to the Zhongnanhai Garden in Beijing, China, on May 15. Photo: Reuters
US-China tech war

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

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US-China trade war

House foreign affairs chair warns AI sales to China could make America a ‘loser’

Brian Mast stressed that American firms must not let the best US technology reach the ‘wrong places’ when it comes to AI industry.

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Artificial intelligence

AMD meeting with China’s vice-premier raises optimism on US AI chips

‘Relatively advanced’ chips to start entering China in second half, as US is ‘pulling back’ on tariff war and tech decoupling, analysts say.

AMD CEO Lisa Su reinforced AMD’s commitment to China during a keynote speech at AMD’s AI developer day in Shanghai on Tuesday, describing it as “the world’s most dynamic AI ecosystem”. Photo: Shutterstock Images
Semiconductors

China’s Amec setting industry standard for chipmaking tech, founder says

The head of one of China’s leading semiconductor makers said its technology has been adopted by overseas competitors.

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The founder of chipmaker AMEC says its technology has become a standard in the semiconductor industry. Photo: Shutterstock
US-China relations

Opinion | Xi-Trump summit reveals changing shape of US-China tech rivalry

Trump is acknowledging reality: if a full US-China decoupling is unrealistic, the alternative is to shape the terms of interdependence.

US-China tech war

Trump, Xi weigh AI ‘guard rails’ as Nvidia chip exports hang in the balance

Meeting in Beijing, the presidents weighed safety protocols for the rapidly emerging technology, and H200 chip shipments were a ‘sovereign decision’ for ‌China.

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