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Semiconductors: Policy

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Semiconductors: Policy
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
E-commerce giant Alibaba has been added to a list of entities that the US says are linked to China’s military. Photo: AP
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

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Science

China team drafts sanctions list on 63 key sectors to preserve technology

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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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The Netherlands’ trade minister, Sjoerd Sjoerdsma, is expected to visit Beijing and Shanghai soon. Photo: EPA
US-China tech war

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

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US-China trade war

The US-China trade war is entering a worrying new phase

The US and China are racing to roll out competing sanctions, rules and regulations, leaving firms trapped in a legal Catch-22.

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China manufacturing

AI, flying cars drive economic transition in China’s Kunshan

City at heart of Yangtze River Delta region sees new tech dreams emerge as old ones based on mass production of electronics fade.

illustration by Lau Ka-kuen
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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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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Illustration: Craig Stephens
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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A worker handles materials at a factory producing semiconductor chips for export in China’s Shandong province. Photo: AFP
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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Semiconductors

Shanghai boosts chip fund 11-fold in China’s self-reliance push

Registered capital increases by US$794 million as country’s semiconductor hub strives to nurture local firms.

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Semiconductors

Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push

Chinese chip designer outlines a multi-year GPU plan to outperform Nvidia’s next-generation Rubin platform within two years.

There is strong capital interest in Chinese chipmakers amid Beijing’s push for semiconductor self-reliance. Photo: Shutterstock
Science

China-US team’s feat could ‘open entirely new avenues’ in semiconductors

Paper outlines novel ‘self-etching’ technique enabling world’s first fabrication of intricate structures in 2D perovskite materials.

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Materials scientist and study lead author Zhang Shuchen (left) pictured in a lab at the University of Science and Technology of China. Photo: Xinhua
Semiconductors

The great chip leap: China’s semiconductor equipment self-reliance beats targets

Domestic suppliers capture 35 per cent share as China accelerates push for semiconductor self-sufficiency.

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US-China trade war

Explainer | Will US-led ‘Pax Silica’ be a new dawn for the international AI supply chain?

Trump administration aims for deeper technology cooperation on new AI infrastructure with allies.

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Artificial intelligence

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

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An employee works at a semiconductor wafer workshop in Chongqing on August 24, 2023. Photo: Xinhua
US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

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Artificial intelligence

Huawei-style ‘chip stacking’ seen as a path for China to rival Nvidia’s GPUs

With US curbs biting, experts say near-memory computing and chip stacking could narrow the AI hardware gap with Nvidia.

US-China relations

Opinion | The bright side to US-China decoupling and global self-reliance drives

And despite opposing perspectives, it may reduce mutual dependence such as to assure a strategic peace of mind for both the West and China.

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Illustration: Craig Stephens
Semiconductors

Baidu unveils AI chips to boost China’s self-sufficiency drive

The M100 and M300 provide ‘powerful, low-cost and controllable AI computing power’ to support the nation’s self-reliance push, the firm says.

Baidu CEO Robin Li Yanhong speaks at the annual Baidu World event in Beijing on Thursday. Photo: Handout
Semiconductors

Nexperia crisis: Beijing agrees to talks with Dutch officials in China

The announcement comes a day after the Netherlands indicated that shipments of Chinese-made Nexperia chips would soon resume.

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US-China trade war

After Xi-Trump talks, lack of a chip deal seen as tech-independence issue

Progress on other contentious points during presidential meeting masks ongoing US-China tensions over technological sovereignty and export controls, analysts say.

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US-China relations

The View | Can Scott Bessent see China’s trade counterstrike with clear eyes?

China’s export control regime on rare earths isn’t retaliation for recent US restrictions – it’s a response to overall US policy.

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US Treasury Secretary Scott Bessent arrives for trade talks with Chinese Vice-Premier He Lifeng in Madrid, Spain on September 14. Photo: AFP
US-China relations

Opinion | US-China tit-for-tat escalation is now a feature, not a bug

Expect Beijing and Washington to repeat a familiar pattern every time the other side achieves a breakthrough or an edge in market dominance.

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An employee works at a semiconductor factory in Huaian, Jiangsu province, on April 29, 2024. Photo: AFP
Semiconductors

China’s new hope in breaking reliance on foreign chipmaking machines

Advanced lithography remains a significant bottleneck for China, but a new company founded in February offers new optimism.

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US-China trade war

China’s secret weapon in chip battle with US: intense city rivalry

China’s megacities are racing to draw capital to the semiconductor sector as they compete to become chip powerhouses.

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