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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 aims to boost its semiconductor self-sufficiency as Washington's export controls have tightened its access to advanced foreign chipmaking tools. Photo: Shutterstock
Semiconductors

Top China chip toolmakers consolidate to build national champions, defy US curbs

Big Fund-invested Piotech plans to acquire Wuxi Shangji and diversify into wafer-bonding, leveraging a big revenue surge to capture the local tool market.

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US-China relations

US officials fear ‘supervillain’ China pulling ahead in AI race even a little

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Hong Kong economy

Opinion | Hong Kong can take the regulatory high road amid US-China AI decoupling

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Semiconductors

China’s JCET to build new plant in Shanghai to expand advanced chip packaging

US$1.15 billion investment underscores advanced packaging’s role in boosting China’s chipmaking capabilities amid rapid AI development.

Employees work in JCET’s plant in Jiangsu province. Photo: Getty Images
Science

China’s LineShine beats US El Capitan in Top500 supercomputer rankings

Built in Shenzhen, it regained the world’s fastest supercomputer crown for China since Sunway TaihuLight’s achievement in 2017.

Artificial intelligence

Alibaba chip unit T-Head triples capital amid AI hardware bet

First injection in over three years comes as Alibaba works on full-stack AI infrastructure, from its Qwen models to chips to cloud services.

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Artificial intelligence

US AI lead vulnerable to China amid ‘structural challenges’: scholar

China’s advantages in energy and industrial applications could erode America’s AI ‘moat’, according to University of Hong Kong academic.

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By driving down adoption costs, China has accelerated AI integration across its economy to a greater degree than the US, according to a prominent scholar. Photo: Shutterstock Images
Semiconductors

As ByteDance goes all in on AI, are Chinese chip start-ups poised to win big?

TikTok owner’s expanding spending could benefit a few second-tier domestic chipmakers, with Iluvatar CoreX in pole position, analysts say.

US-China tech war

China is a step closer to self-reliance in quantum computing production: Beijing

The country is pushing for self-reliance in important industries amid competition with the US over advanced technology fabrication.

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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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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
Semiconductors

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

Lab director says fundamental scientific challenges need to be overcome to achieve theoretical performance.

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The Wuxi Institute of Photonic Chips at Shanghai Jiao Tong University announced a major breakthrough a year ago: China’s first mass production of high-performance 6-inch thin-film lithium niobate chips. Photo: Handout
Semiconductors

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

Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy.

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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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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.

Nvidia remains caught between Washington’s export controls and Beijing’s push for home-grown chips. Photo: Reuters
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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Chinese robotics company Unitree, whose G1 Humanoid Robot was displayed during London Tech Week on Monday, has been added to the Pentagon's updated list of Chinese military-linked companies. Photo: Reuters
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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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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Analysts say CXMT’s IPO approval is further evidence that Chinese memory-chip makers are becoming increasingly competitive with their US and Korean rivals. Photo: Getty Images
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.

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.

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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US President Donald Trump signed an executive order on Tuesday to create a voluntary framework for the US government to vet powerful new AI models before they are released. Photo: AFP/Getty Images/TNS
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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A Chinese team has drawn up a list of sensitive or globally competitive technology sectors that could benefit from export restrictions to the US and its allies. Illustration: Shutterstock
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.

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.

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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People visit the exhibition area of Huawei at the 10th China-Russia Expo in Harbin, in northeast China’s Heilongjiang Province, on May 19. Photo: Xinhua
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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A wafer sample on display during a semiconductor exhibition in Shanghai on March 25. Photo: AFP
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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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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