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Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
Nvidia’s graphics processing units have become a hot commodity in China as US restrictions on the technology increase. Photo: Nvidia
Semiconductors

Tencent, Alibaba buy Nvidia GPUs from ByteDance stockpile, report says

ByteDance’s rivals are acquiring some of its US$13.7 billion worth of Nvidia’s H20 chips, which are now barred from export to China.

Semiconductors

US-China trade war drives demand for Intel’s older chips

TSMC

TSMC shows off new tech for stitching together bigger, faster chips

Semiconductors

China’s memory chip giant issues rare recruitment ad for Japan unit

The hiring notice sheds light on CXMT’s Japanese subsidiary for the first time since it was established in 2020.

China’s top memory chip maker is looking for fresh graduates to join its Japanese subsidiary. Photo: Shutterstock
TSMC

TSMC’s profit beats estimates amid chip stockpiling in pre-tariff rush

The main chipmaker for Nvidia and Apple reported March-quarter net income of US$11.1 billion.

Semiconductors

Chip war: US Nvidia H20 restrictions could boost China’s AI chip business

Nvidia’s China business is likely to ‘fall to nearly zero’, as tech giants such as ByteDance and Tencent turn to domestic suppliers, analysts say.

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Huawei

Huawei launches new AI architecture to challenge Nvidia’s dominance

Huawei’s alleged advancement points to the US-sanctioned company’s progress in achieving self-sufficiency in computing power.

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Huawei logo is seen at the Mobile World Congress in Shanghai in June 2024. Photo: AFP
Semiconductors

China amends ‘place of origin’ in boost to local semiconductor manufacturers

The China Semiconductor Industry Association clarified that the place of origin for chips is determined by the location of the wafer fabrication plant.

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Semiconductors

Sanctioned Chinese chip firms shrug off Trump tariffs, anticipate new business

Chipmakers and analysts anticipate benefits to China’s chip supply chain from the fresh US tariffs, including for equipment and components.

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Business of climate change

Emissions from AI chip manufacturing rose fourfold in 2024, Greenpeace says

There are many opportunities to invest directly in wind and solar energy, yet global chipmakers have failed to do so on a meaningful scale, Greenpeace says.

Demand for AI chips boomed as ChatGPT started an evolution in AI services and sparked a rise of Chinese rivals. Photo: AFP
Semiconductors

China’s top chip tool maker Naura sees revenue surge amid US trade tensions

China’s largest chipmaking equipment supplier expects another 50 per cent jump in profits last quarter after its third year of growth.

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Naura’s booth at Semicon China in March 2024. Photo: Che Pan
Semiconductors

Hong Kong investment arm backs Chinese RISC-V start-up StarFive

The partnership will see Hong Kong support StarFive in rolling out RISC-V chip applications in the city.

Artificial intelligence

AMD CEO visits China, touts chip compatibility with DeepSeek models

The US semiconductor firm and main rival of Nvidia has been promoting its infrastructural support for DeepSeek’s AI models.

Artificial intelligence

AI start-up challenges Nvidia’s dominance with Beijing support

A team with ties to Tsinghua University has unveiled a new framework for building advanced AI models using Chinese-made chips.

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A Chinese team says its new AI framework can run on domestic chips. Photo: AFP
Artificial intelligence

China’s iFlyTek eyes Europe expansion as US trade war heats up

iFlyTek plans to expand in Europe, diversifying its supply chain amid rising US-China trade tensions and aiming for new markets.

The iFlyTek stand at MWC Barcelona 2025. Photo: Reuters
Semiconductors

Alibaba’s research arm launches a high-performance RISC-V chip for servers

Damo Academy announced its new server-grade C930, along with plans for future XuanTie chips that include AI acceleration.

Semiconductors

Taking a RISC: Hong Kong puts weight behind China’s open-source chips bet

Amid a flurry of RISC-V-focused conferences in China, Hong Kong is promoting research in the open-source chip standard.

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US-China tech war

Hong Kong to launch 2 AI forums as US-China tech war rages

The city is shifting towards a technology-driven economy to align with Beijing’s strategic goals, with major investments planned for AI.

Hong Kong is organising two inaugural AI forums. Photo: Reuters
Artificial intelligence

Nvidia results beat expectations despite DeepSeek’s breakthrough

Orders for Nvidia’s new Blackwell chips are ‘amazing’, CEO Jensen Huang says.

DeepSeek

DeepSeek’s AI models boost Nvidia chip demand in China

Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global attention.

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US-China tech war

What did China’s tech titans tell Xi Jinping at the symposium?

Ren Zhengfei from Huawei, Lei Jun from Xiaomi and Wang Xingxing from Unitree all gave speeches at the high-profile meeting.

A giant screen at a Beijing shopping centre shows news footage of Huawei founder Ren Zhengfei speaking next to BYD CEO Wang Chuanfu and New Hope’s founder and chairman Liu Yonghao at a symposium with Chinese President Xi Jinping on Monday. Photo: Reuters
DeepSeek

DeepSeek fuels China’s push to cut reliance on Nvidia ecosystem

Chinese chipmakers’ rush to support DeepSeek’s popular AI models is giving a boost to the country’s efforts to cut reliance on US tech.

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DeepSeek is fuelling China’s push to cut reliance on the ecosystem of US chip giant Nvidia. Photo: Reuters
DeepSeek

China’s chip firms embrace DeepSeek in AI self-sufficiency drive

From Moore Threads to Iluvatar Corex, China’s leading chip designers are rushing to adopt DeepSeek’s latest models.

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DeepSeek

World’s top AI brains debate if DeepSeek’s model is a game changer

Experts weigh in on how quickly China is catching up on the US in AI, as DeepSeek takes an open-source approach.

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Artificial intelligence

US tech giants embrace DeepSeek’s AI model despite scrutiny

From Nvidia to Microsoft and Amazon, US companies have rushed to adopt the Chinese start-up’s R1 model.

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US tech firms are rushing to adopt DeepSeek as part of their AI offerings. Photo: Reuters
US-China tech war

Nvidia CEO concludes whirlwind Taiwan tour after key meetings

Jensen Huang met top industry leaders, including TSMC founder Morris Chang and Foxconn chairman Liu Young-way.

Nvidia CEO Jensen Huang arrives for Nvidia’s end-of-year party in Taipei. Photo: AFP
Semiconductors

Cambricon, China’s answer to Nvidia, predicts first quarterly profit

The Chinese investors’ darling of 2024 is one of the nation’s best hopes in developing home-grown advanced graphics processors.

Semiconductors

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

California-based SiFive has set up a subsidiary in Shanghai to help customers ‘achieve technological breakthroughs’.

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