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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.
People visit the MetaX booth at the World Artificial Intelligence Conference in Shanghai on July 26, 2025. Photo: CFOTO/Future Publishing via Getty Images
Semiconductors

Thirst for local AI chips raises revenue for China’s Cambricon, MetaX

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

US-China tech war

Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition

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US-China trade war

‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics

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Semiconductors

ASML boosts 2026 sales forecast despite shrinking China sales

The Dutch chipmaker expects annual net sales of €36 billion (US$42.5 billion) to €40 billion after releasing its first-quarter results.

The ASML logo is seen at the company’s headquarters in Veldhoven, Netherlands. Photo: Reuters
Artificial intelligence

China profits from US AI boom despite Washington’s tech curbs, research says

Country remains ‘enmeshed in Asian supply chains’ and is likely to benefit from US AI spending, report says.

Semiconductors

Proposed US chip curbs on China risk deeper supply chain disruption

New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.

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Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP
China-EU relations

China and the Netherlands seek ‘pragmatic’ reset as Nexperia row rolls on

Wang Yi hails ‘positive signals’ from new Dutch minister as US pressure and EU de-risking leave The Hague juggling security and trade interests.

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US-China trade war

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

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US-China trade war

Fears grow over US drug supply’s growing dependence on Chinese ingredients

Beijing’s global pharmaceutical push follows same playbook as rare earths, semiconductors and electric vehicles, warn US lawmakers.

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The United States’ growing dependence on China’s pharmaceutical industry for its supply chain is concerning US lawmakers. Photo: Shutterstock
US-China relations

Beijing on Iran war, Trump trade plan, new AI arena: 7 US-China relations reads

From a new US maritime strategy to the Iran crisis, here are highlights from SCMP’s overseas correspondents in the first half of March 2026.

Plumes of smoke rise over Tehran, Iran, on March 1. Photo: Mowj/Middle East Images/AFP via Getty Images/TNS
Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

US-China relations

Opinion | 3 realities shaping China-US tech competition

Beijing’s policy priorities point to a more intense, multidimensional contest, with a smaller but still meaningful space for cooperation.

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US-China relations

Mainland Chinese see Taiwan positively, won’t retreat from US trade war: survey

China Pulse polling study gives rare window into views of ordinary people on mainland, where opinions are often restricted or even banned.

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Tourists strike a pose next to a giant Ultraman inflatable displayed at Kaohsiung Wonderland during the Lunar New Year holidays in Kaohsiung, Taiwan, in February. Photo: AFP
Semiconductors

China’s chip bosses endorse semiconductor push in next 5-year plan

Industry leaders say the draft blueprint underscores Beijing’s determination to reduce reliance on foreign technology.

The five-year plan blueprint calls for breakthroughs in critical technologies across the entire semiconductor value chain. Photo: AFP
Artificial intelligence

China’s chip industry seeks more state support for AI dominance

Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance.

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Semiconductors

China warns of fresh chip crisis as Nexperia dispute flares up

China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.

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Semiconductors

Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.

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China’s chip industry is fragmented and has too many small players, according to the nation’s top chip executives. Photo: Shutterstock
Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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Taiwan

As I see it | Taipei must break free of its abusive relationship with Washington

US President Donald Trump’s tariff blitz is not Taiwan’s fault, but the self-ruled island must come to see that Washington is unreliable.

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Artificial intelligence

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

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The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP
Semiconductors

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.

SJ Semiconductor, a key player in China’s advanced chip packaging sector, has received approval to list on Shanghai’s Nasdaq-style Star Market. Photo: Shutterstock
Semiconductors

Trump takes aim at Taiwan’s chip sector after Supreme Court tariff ruling

Taiwan has edged out top US chipmakers and Taiwanese firms are setting up factories in the US to avoid paying tariffs, Trump says.

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Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

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US-China relations

Sudden Xi-Trump call, secret nuclear testing claims: 7 US-China relations reads

From China’s grip on minerals to the US’ Apec plans, here are highlights from our overseas correspondents in the first half of February 2026.

US Secretary of State Marco Rubio holds a press conference during the Critical Minerals Ministerial at the State Department in Washington DC on February 4, 2026. Photo: Reuters
Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

TSMC is doing an incredible job, says Nvidia CEO Jensen Huang, right, who is seen with TSMC CEO C C Wei in Taiwan. Photo: Reuters
China-EU relations

How Europe, not the US, became China’s No 1 trade headache

Electric vehicles, critical minerals and chips have become flashpoints in the relationship, survey shows.

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Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

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