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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.
US Senator Steve Daines played a key backchannel role in the run up to last week’s Xi-Trump summit in Washington. Photo: AP
2026 Xi-Trump summits

Exclusive | ‘No retreat’: key Trump ally urges continued US-China engagement on rare earths

Both sides need to keep working on their differences over critical minerals and other issues, Steve Daines tells the SCMP.

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Science

China targets AI and frontier tech in newly unveiled innovation blueprint

Semiconductors

China’s old Han Xin barcode gets a second life – this time shrunk on silicon

2026 Xi-Trump summits

In Focus | The US-China tech war has evolved since Xi and Trump last met. Who has the edge?

The two sides have found new sources of leverage across AI, chips, rare earths and wider technology supply chains since the US leader’s May visit to Beijing.

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Illustration: Henry Wong
China manufacturing

Xi’s industrial power play sees China bet big on AI, chips and smarter factories

Beijing is accelerating its push for resilient supply chains amid geopolitical tensions and domestic weaknesses.

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Semiconductors

Beijing pushes AI chip design as part of self-sufficiency drive

Agentic AI is creating a ‘paradigm shift’ in semiconductor design, chairman of domestic EDA leader Empyrean Technology says.

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2026 Xi-Trump summits

Exclusive | AI fight shadows final preparations for Xi Jinping’s White House visit

Chinese side is said to view US requests as limiting both harmful outcomes from AI and Beijing’s ability to develop its own capabilities.

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US President Donald Trump and Chinese leader Xi Jinping last met in person in Beijing in May. Photo: AP
Belt and Road Initiative

In Focus | Can Beijing’s gateway plan for Tibet survive geopolitics and natural disasters?

Beijing hopes trade will stabilise Tibet, but friction with India and the looming Dalai Lama succession are hampering its efforts.

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US-China relations

In a small Virginia town, distrust of Big Tech hampers Trump’s AI push

Controversy over first data centres in Danville typifies ongoing debate with concerns over secrecy, distrust and China’s influence.

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Semiconductors

Cut off from Europe, Nexperia China eyes self-reliance through domestic wafers

The Chinese division is betting on a high-stakes, home-grown supply chain pivot to bypass suspended European wafer shipments.

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An employee works with a wafer on a production line of semiconductor firm Nexperia in Hamburg, Germany, on June 27, 2024. Photo: Reuters
Huawei

Slapped with reality: why Huawei’s top chip scientist embraces war-hero mindset

In viral interview, Liao Heng talks navigating US curbs to make Ascend processors, placing innovation over nanometres for chip self-reliance.

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An image of a semiconductor displays the name of Huawei Technology’s chip-design unit, HiSilicon. Photo: handout
US-China trade war

Nvidia’s Jensen Huang meets US officials as issues grow over China chip access

Washington visit comes amid investigation into whether restricted processors were used to train Moonshot AI models.

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US-China relations

Exclusive: The Jacob Helberg interview

In this exclusive interview, US Undersecretary of State for Economic Affairs Jacob Helberg discusses the AI battle between Washington and Beijing, talks American efforts to end dependence on China’s rare earths, and gives a commitment to the Philippines on the Pax Silica Initiative.

US-China relations

US not getting enough critical minerals from China, Greer warns Senate

Remarks on minerals vital for electronics come as Marco Rubio and Wang Yi discuss upcoming meeting of leaders.

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The US is struggling to get all of the critical minerals it needs from China, US Trade Representative Jamieson Greer (pictured in the Senate on Wednesday) has said. Such minerals are essential for the manufacturing of technology. Photo: Getty Images via AFP
US-China tech war

The View | China cannot win the chip war through self-reliance alone

Beyond GPU supremacy, America’s greatest asset lies in its leverage over its allies’ critical technologies and capacities.

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Visitors walk by a billboard showing a semiconductor chip, at the Chinese International Supply Chain Expo in Beijing on June 26. Photo: Getty Images
China trade

Beijing seeks chip stability and fair market access during Dutch trade mission

Wang Wentao meets Sjoerd Sjoerdsma amid ASML export limits and Nexperia debacle, with calls for secure chip supply chains and broader EU-China market access.

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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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Hong Kong economy

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

As a global ‘sovereign AI premium’ emerges and US weaponisation of AI models triggers panic, Hong Kong can bridge diverging AI ecosystems.

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Anthropic’s US-ordered shutdown of AI models showed a nation’s digital ecosystem could be paralysed overnight by foreign regulatory caprice. Photo: Reuters illustration
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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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
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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The United States’ growing dependence on China’s pharmaceutical industry for its supply chain is concerning US lawmakers. Photo: Shutterstock
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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