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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.
last updated:
12 December, 2024
An assembly engineer works on a DUV lithography system at ASML in Veldhoven, Netherlands. Photo: Reuters
Semiconductors

ASML-backed Dutch university suspends classes after cyberattack

The world’s top producer of advanced chipmaking tools invests heavily in Eindhoven University of Technology to instruct future employees.

TSMC

Exclusive | TSMC cuts ties with Singapore firm over Huawei processor: sources

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Semiconductors

US semiconductor firm SiFive taps China’s growing appetite for open-source chips

Semiconductors

Chinese scientists vow to launch breakthrough open-source chip in 2025

Efforts by the Chinese Academy of Sciences form part of Beijing’s push to reduce reliance on foreign semiconductor technology.

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A research team from the Chinese Academy of Sciences aims to produce a RISC-V processor in 2025. Photo: Handout
Semiconductors

China struggles to build car chip supply chain to break free of imports

The country’s self-sufficiency rate for automotive chips is currently less than 10 per cent, according to an official at MIIT.

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Artificial intelligence

China catches up fast in AI race, but US chip curbs cast shadow

Abundant investment and an open-source approach have pushed China to the AI forefront, but a lack of advanced chips may prove devastating.

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Huawei

Huawei’s latest phones still rely on South Korean memory chips

While Huawei has used Chinese memory chips in other handsets, the Mate 70 series features products from SK Hynix, a teardown analysis shows.

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A visitor looks at Huawei’s latest Mate 70 smartphone series at a flagship store in Beijing. Photo: Reuters
US-China relations

US launches trade investigation into China’s ‘legacy’ chips

Trade agency say ‘evidence indicates’ that China seeks to dominate domestic and global chip markets.

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Semiconductors

My Take | With Nvidia antitrust probe, China hardens its stance towards US ‘AI partners’

Beijing may be looking to add teeth to its response to Washington’s escalating chip war, starting with a slap on the wrist for the AI-chip maker.

Semiconductors

Exclusive | US to cap countries’ advanced chip access, with China in sights: sources

In a second escalation of chip restrictions this month, the US is planning to close sourcing loopholes through third-party countries, sources say.

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As the US has sought to curb China’s access to advanced semiconductors, the smuggling trade for these chips has grown. Photo: Shutterstock
Semiconductors

Chinese chip tool maker hands reins to state-owned firm after US sanctions

Empyrean Technology is handing control of its board to its largest shareholder, a state-owned enterprise, after Washington blacklisted the software maker.

China’s top maker of electronic design automation tools, Empyrean Technology, is handing control of its board over to its largest shareholder, a state-owned enterprise, showing how US sanctions are leading to unprecedented collaboration between the government and private chip firms. Photo: Shutterstock
Semiconductors

Huawei suppliers face new limits under US defence bill considered a ‘must-pass’

The National Defence Authorisation Act unveiled on Saturday would effectively bar contractors from selling chips or tools to Huawei or affiliates.

Semiconductors

China industry bodies call for ‘caution’ in buying US chips amid latest sanctions

This initiative could deal a blow to the mainland businesses of Nvidia, Qualcomm and Intel.

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US-China tech war

Chip war: Chinese firms play down fresh US sanctions, tout local supply chain

Newly blacklisted Empyrean and Skyverse say the sanctions will have little impact, pointing to their local tech stack and domestic customers.

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Semiconductor firms newly added to the US Entity List say they will see little impact from the sanctions, as their supply chain is largely localised already. Photo: Reuters
US-China tech war

ASML says US chip curbs on China won’t affect 2025 sales forecast

The Dutch chip equipment maker says it is studying the impact of the new restrictions, but sees little impact on long-term demand.

An assembly engineer works on a DUV lithography system at ASML in Veldhoven, Netherlands. Photo: Reuters
China manufacturing

With more than 10,000 ‘little giants’, China beats 2025 goal amid US tech war

China set a goal of cultivating 10,000 so-called ‘little giant’ firms by 2025 amid increasing tech competition with the US.

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US-China relations

Biden takes a last aim at China’s hi-tech ambitions with new chip restrictions

Sweeping rules target Chinese access to US-origin and foreign-made products using high-bandwidth memory technologies.

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US-China tech war

New US chip sanctions to deal fresh blow to China’s self-reliance push

The impact on the Chinese chip industry would be significant if major domestic suppliers are blacklisted, sources say.

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China’s chip industry is bracing for new US export controls as soon as this week. Photo: Reuters
Semiconductors

Nvidia meets Chinese trade negotiator as fresh US chip sanctions loom

China’s top trade negotiator and key figure during Trump’s first term met Nvidia’s global business head amid reports of fresh US export restrictions.

China trade

China races to stockpile US chips before Trump ramps up sanctions

As more US tech curbs look likely in second Trump term, China’s imports of made-in-America integrated circuits have surged by 60 per cent.

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Semiconductors

Beijing chip forum attendees mull impact of TSMC block, second Trump term

At the 21st China International Semiconductor Expo, industry experts weighed in on the challenges and opportunities ahead in domestic chipmaking.

Naura Technology’s booth at Semicon China in Shanghai in March. Photo: Che Pan
Semiconductors

Beijing plans 12-inch wafer fab, pouring US$4.6 billion into new chip project

Beijing Yandong Microelectronics will take a controlling position with a 25 per cent stake, while other investors include display maker BOE Technology.

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Beijing is pouring billions of dollars into a new wafer fabrication plant as China looks to ramp up capacity in its pursuit of technological self-sufficiency. Photo: Shutterstock
Semiconductors

China’s chip production slows in October amid threat of new US sanctions

Although production growth slowed to 11.8 per cent in October, semiconductors remain one of China’s fastest-growing industries this year.

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Semiconductors

China’s top chip packaging firm sees major board shake-up

Former SMIC chairman Gao Yonggang has resigned from JCET’s board after China Resources became the firm’s largest shareholder.

Semiconductors

China’s chip start-up taking on Nvidia kicks off pre-IPO process

Moore Threads has hired Citic Securities to start the ‘tutoring’ process as it seeks to capitalise on enthusiasm in China’s semiconductor industry.

Graphics processing unit designer Moore Threads is pursuing a potential public listing amid enthusiasm around progress in China’s chip industry. Photo: Moore Threads Technology
US-China tech war

China’s tech firms fear bigger curbs as TSMC stops AI chip supply

A wider shipment ban on TSMC-made chips could affect a range of mainland businesses from electric vehicles to smartphones.

TSMC has stopped taking advanced AI chip orders from mainland Chinese clients. Photo: Reuters
Semiconductors

China’s AI chip unicorn Moore Threads moves closer to possible IPO

The GPU and AI-accelerator start-up, founded by an Nvidia veteran, has become a joint-stock company after fresh investments.

US-China tech war

China’s chip industry braces for another 4 years under Trump

Chinese semiconductor firms are ramping up purchases of foreign chipmaking equipment and looking to forge new alliances.

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