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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.
China’s semiconductor industry is being encouraged to favour local suppliers over US rivals. Photo: Reuters
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?

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Artificial intelligence

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

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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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US President Donald Trump and President Xi Jinping talk after a bilateral meeting in Busan, South Korea, on October 30. Trump said on Monday that he had reached an agreement with Xi to allow US chip giant Nvidia to export advanced artificial intelligence chips to China. Photo: Reuters
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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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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US-China tech war

Nvidia chief holds onto hope as China market share disappears

Jensen Huang calls exile of US technology from the mainland market a ‘mistake’, says company will continue to advocate for re-entry.

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Jensen Huang, co-founder and CEO of Nvidia, speaks during a news conference in Taipei on May 21. Photo: AFP/Getty Images
US-China tech war

China’s lesson for the US: it takes more than chips to win the AI race

The AI war is increasingly waged among ‘hyperscalers’ – companies with full-stack capabilities across software, hardware and applications.

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The US and China are intensifying investments into AI. Illustration: Lau Ka-kuen
China-Latin America relations

China slams US over Mexico remarks as trade dispute escalates

Chinese embassy accuses the US of using Mexico as a tool in supply chain politics, and that their tactics amount to ‘economic bullying’.

Artificial intelligence

China is ‘nanoseconds behind’ US in chips, Nvidia’s Jensen Huang says

Allowing US companies to compete globally – including in China – would ‘maximise’ US economic success and influence, Huang says.

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Artificial intelligence

How Huawei and DeepSeek are tending the garden of China’s AI aspirations

Amid growing AI rivalry with the US, the two companies are leading China’s drive to shake off the nation’s dependence on Nvidia processors.

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Huawei and DeepSeek have become champions of China’s AI ambitions. Illustration: Brian Wang
US-China trade war

From Intel to lithium, Trump borrows Beijing’s industry playbook in US-China race

Supply chain fears are driving Washington’s investments in chips and rare earths, but analysts cast doubt on the strategy.

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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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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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The Nvidia headquarters in Santa Clara, California. Photo: Getty Images/TNS
US-China trade war

China moves to boost electronics self-sufficiency as US tightens chip curbs

Beijing’s new action plan focuses on creating resilient, self-sufficient supply chains for vital telecommunications and electronic equipment.

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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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The United States has imposed restrictions on advanced chip exports and equipment, while China has tightened its control of critical minerals, including gallium and germanium that are crucial in chipmaking. Photo: Shutterstock
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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Nvidia is halting production of its China-specific H20 chips, according to The Information. Photo: Reuters
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.

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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