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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.
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US-China trade war
Explainer
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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.
4 hours ago
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Artificial intelligence
Opinion
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China still needs Nvidia’s advanced AI chips – but for how long?
17 Dec 2025 - 5:12PM
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US-China trade war
US-China tech thaw? Trump clears Nvidia H200 exports – why it matters
9 Dec 2025 - 10:00PM
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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.
2 Dec 2025 - 9:02PM
US-China relations
Opinion
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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.
21 Nov 2025 - 9:15PM
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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.
13 Nov 2025 - 4:18PM
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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.
8 Nov 2025 - 3:44PM
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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.
31 Oct 2025 - 4:38PM
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US-China relations
The View
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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.
21 Oct 2025 - 4:30PM
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10
US-China relations
Opinion
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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.
19 Oct 2025 - 5:53PM
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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.
19 Oct 2025 - 10:00AM
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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.
17 Oct 2025 - 4:59PM
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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.
17 Oct 2025 - 4:11AM
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12
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.
11 Oct 2025 - 12:05PM
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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’.
2 Oct 2025 - 5:06AM
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.
29 Sep 2025 - 9:04AM
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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.
27 Sep 2025 - 11:28AM
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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.
25 Sep 2025 - 10:00PM
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China technology
Opinion
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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.
23 Sep 2025 - 12:15PM
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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.
17 Sep 2025 - 9:54PM
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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.
16 Sep 2025 - 1:40PM
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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.
5 Sep 2025 - 9:30PM
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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.
5 Sep 2025 - 9:59AM
China technology
Opinion
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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.
3 Sep 2025 - 8:30PM
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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.
22 Aug 2025 - 10:04AM
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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.
16 Aug 2025 - 12:00PM
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.
15 Aug 2025 - 12:52AM
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Semiconductors
China’s first-half semiconductor investment shifts to equipment: report
The change reflects the country’s efforts to establish a self-sufficient supply chain, according to research firm CINNO.
12 Aug 2025 - 7:00PM
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