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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.
Nvidia CEO Jensen Huang adjusts his glasses as he speaks at the opening ceremony of the 3rd China International Supply Chain Expo, in Beijing, on July 16. Photo: AP
China technology

Opinion | China’s rejection of Nvidia chips a turning point in global tech race

To continue buying the chips would be seen as accepting US-dictated tech inferiority. China would rather push for tech independence.

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US-China trade war

China’s rare earth magnet exports to the US decline amid trade war uncertainty

Semiconductors

Cambricon, China’s ‘little Nvidia’, sees unprecedented scope for local AI chips

Semiconductors

Nvidia CEO says he is disappointed by China’s reported chip curbs

China’s internet regulator is said to be banning domestic tech companies from buying an Nvidia chip model tailored for the local market.

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Nvidia CEO Jensen Huang attends a media briefing during a visit to London on Wednesday. Photo: AP
US-China tech war

China finds US chip giant Nvidia violated anti-monopoly law

The initial investigation lays the groundwork for Beijing to potentially take further action against Nvidia.

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US-China trade war

Why China launched probe into US chips – and what it means for domestic firms

Analysts believe the investigation could force foreign firms to cede market share, triggering a wave of domestic sourcing.

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US-China relations

White House adviser calls for US to defend its AI lead against Chinese advances

Exporting ‘cohesive AI tech stacks’ is the key, Kratsios tells US Senate panel.

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White House Office of Science and Technology Policy Director Michael Kratsios testifies on AI before a US Senate subcommittee on Wednesday. Photo: AFP
Semiconductors

Chinese firms still want Nvidia chips despite Beijing concerns: sources

Alibaba, ByteDance and others are eager to buy Nvidia’s H20 and Blackwell-based B30A processors, people familiar with the matter say.

China technology

Opinion | Techno-nationalism is now the critical battlefront in geopolitics

The assumption that technology is a neutral force driving shared progress is giving way to a reality of competition and contest.

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US-China relations

Trump, Nvidia talks to allow Blackwell chip sales in China will take time: CEO

Asked if he would agree if Trump demanded 15 per cent of such sales to China, chief executive Jensen Huang suggested he was open to the idea.

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Nvidia CEO Jensen Huang gestures during the “Winning the AI Race” Summit in Washington in July. Photo: Reuters
United States

Trump says Intel has agreed to deal for US to take 10% equity stake

The move marks a clear change of direction just weeks after Trump called for CEO Lip-Bu Tan to resign over his ties to Chinese firms.

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Intel’s logo is seen at the entrance to the US chipmaker’s “smart building” in Petah Tikva, near Tel Aviv, Israel, in December 2019. Photo: Reuters
Semiconductors

Nvidia halts H20 AI chip production amid China concerns: report

Nvidia reportedly instructs Amkor Technology to stop production of the H20 chips this week and also notifies Samsung Electronics.

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US-China tech war

Nvidia plans more powerful chip for China after H20 approval: sources

Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, although US regulatory approval is not guaranteed.

Semiconductors

Bargaining chip: Nvidia’s efforts to please US and China get harder

The world’s most valuable company by market cap finds itself in the centre of trade negotiations between Beijing and Washington.

Nvidia has become a bargaining chip in US-China trade negotiations. Illustration: Lau Ka-kuen
Semiconductors

Applied Materials’ forecast hit by weak Chinese demand, US export curb

China, an essential market for chip companies, was Applied’s largest revenue driver in the July quarter.

The headquarters of Applied Materials in Silicon Valley. Photo: Shutterstock
Donald Trump

Trump admin weighs taking stake in Intel, US report says

The plan stems from a meeting between CEO Lip-Bu Tan and Trump, who had demanded he resign over his Chinese investments.

US-China trade war

Trump’s chip deal: has a new ‘pay-to-play’ era in China trade begun?

US’ ‘unprecedented’ move to take a 15 per cent cut of some chip sales to China creates new risks and conflicts of interest, analysts warn.

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Semiconductors

US secretly tracks AI chips to detect smuggling to China, sources say

Sources say the trackers are used in shipments of servers from Dell and Supermicro, which include chips from Nvidia and AMD.

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The US has secretly embedded trackers in some AI chip shipments, according to people actively involved in the supply chain. Photo: Reuters
Semiconductors

China’s first-half semiconductor investment shifts to equipment: report

The change reflects the country’s efforts to establish a self-sufficient supply chain, according to research firm CINNO.

Huawei

Huawei’s new algorithm could cut China’s reliance on foreign memory chips

Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.

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US-China relations

Trump confirms ‘unprecedented’ deal to let Nvidia sell lower-end chips to China

Tech giant agrees to provide US government part of H20 chip sales income; deals for other less-advanced semiconductors are not ruled out.

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US President Donald Trump during his news conference in the White House on Monday. Photo: Reuters
US-China trade war

Some relief, some worry - how did the world react to Trump’s new chip tariffs?

A 100 per cent tariff on US chip imports received a range of responses, as some firms stand to see little impact while others would be hit harder.

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US President Donald Trump said Washington would be imposed a 100 per cent tariff on all semiconductor and chip imports during a visit from Apple CEO Tim Cook. Photo: Reuters
Semiconductors

Voice of doubt in Nvidia’s H20 chips grows louder in China

A media outlet affiliated with state broadcaster CCTV says the chips cannot be trusted because of ‘back-door’ concerns.

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Donald Trump

Trump demands ‘highly conflicted’ Intel CEO resign over China ties

Chief executive Lip-Bu Tan has reportedly invested at least US$200 million in Chinese firms, including some linked to the Chinese military.

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US-China trade war

How China used rare earths to turn on the US chip tap again

Washington tried to slow Chinese AI progress with export bans, a tactic Beijing later employed to regain some ground.

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Illustration: Henry Wong
United States

US charges 2 Chinese nationals with sending Nvidia AI chips to China

Geng Chuan and Yang Shiwei are accused of illegally exporting tens of millions worth of advanced chips, including the advanced H100s.

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The Nvidia logo is seen on the compnay’s headquarters in Santa Clara, California. Photo: TNS
Semiconductors

China summons Nvidia to explain ‘back-door’ safety risk of H20 chip

The Cyberspace Administration of China says it has interviewed Nvidia over risks associated with the potential tracking functions of the chips.

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US-China trade war

China, US end Stockholm trade talks, diverge on timing of tariff pause extension

After third round of negotiations, China signals consensus is reached while US team says no agreement until President Trump approves.

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