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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 President Donald Trump displays a signed executive order at an AI summit in Washington on Wednesday, where he discussed his administration’s strategy to outcompete China on artificial intelligence. Photo: AFP
US-China relations

China’s quest for AI self-reliance undeterred by Trump’s new action plan

Growth expected for Beijing’s AI industry despite US curbs, with some estimating a 55 per cent domestic market share for Chinese firms by 2027.

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Artificial intelligence

Nvidia CEO meets China’s commerce minister to discuss AI cooperation

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Semiconductors

Nvidia, AMD to win market share in China as US eases export curbs

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Semiconductors

Stanford-educated expert leads new semiconductor school in China

Wuhan University’s School of Integrated Circuits has teamed up with China’s top memory chipmaker to overcome US tech curbs.

Wuhan University appoints renowned semiconductor expert Liu Sheng as the head of its new School of Integrated Circuits. Photo: Handout
US-China tech war

Tech war: US lifts export control of chip design software to China

Siemens, Synopsys and Cadence – three of the world’s largest EDA software developers – are set to resume sales to China.

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Electric & new energy vehicles

Exclusive | SemiDrive to supply cockpit chips in European EVs as Chinese firms go global

‘Striving to be a top global chip supplier, we need to expand from the China market to the global market,’ general manager Eugene Wang says.

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Semiconductors

Chinese academy launches automated system to speed up chip design

The system, developed by the Chinese Academy of Sciences, uses AI for semiconductor design, dispensing with the need for human developers.

Chips seen on a circuit board of a computer. Photo: Reuters
Semiconductors

A quantum leap: Chinese institute begins photonic chip production

Photonic chips are a critical hardware component for quantum computing and high-speed optical communications.

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US-China trade war

Trump-Xi call: US to allow Chinese students, mineral trade to resume

US president says he has accepted an invitation to visit China and extended his own offer of a visit to Xi.

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China-EU relations

China, EU semiconductor firms meet to enhance supply-chain security amid ‘bullying’

More than 40 companies participate in a government-hosted meeting in Beijing to enhance supply-chain resilience, with rare earths discussed.

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A worker handles materials during the semiconductor-production process in China’s Shandong province. Photo: AFP
US-China relations

Why is China fighting so hard against the US’ new chip ban – and will it work?

Beijing’s strong reaction to new US curbs on Chinese chips stems from a growing confidence that it can outlast Washington in a stand-off, analysts say.

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The US ban on the global use of advanced Chinese microchips specifically references Ascend chips made by tech giant Huawei Technologies. Photo: Getty Images
Technology

Opinion | Beware the hubris of an AI narrative centred on the US and China

It would be a mistake to neglect the agency of states, multinational organisations and powerful firms not fully aligned with either side.

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US-China tech war

For Nvidia, losing China’s AI market would be ‘tremendous loss’, CEO says

China’s AI market is likely to grow to US$50 billion in the next two to three years, Huang told US broadcaster CNBC.

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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.

Nvidia’s graphics processing units have become a hot commodity in China as US restrictions on the technology increase. Photo: Nvidia
Taiwan

Can Taiwan still trust the US as Trump tariffs threaten heavy blow?

Poll shows most Taiwanese ‘have lost confidence’ in the US, with social media users saying that after Ukraine, ‘Trump will sell out Taiwan next’.

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Questions are being raised over whether Taiwan’s strategic value to the United States is being judged primarily by what the island can deliver economically and militarily. Photo: AFP
Semiconductors

China’s chip trade faces uncertainty after growing in first quarter

As the trade war escalates, Chinese chip merchants have reportedly stopped providing price quotes.

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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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The booth of Cambricon Technologies a the 2021 World Artificial Intelligent Conference in Shanghai. Photo: Cambricon Technologies
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.

Huawei

Huawei develops computer chips in move away from Intel, Windows

The company is expected to forgo US hardware and software in favour of self-developed technology in its next personal computers.

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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
Foxconn

Foxconn breaks ground on new China headquarters in EV push

The move marks a major step by the Apple contractor to diversify its business into EVs, semiconductors, robots and other areas.

Foxconn is building a new global headquarters in China. Photo: Reuters
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.

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.

US-China trade war

Stay or go? Taiwan’s chipmakers explore US factories to avoid tariffs

Higher US tariffs would put Taiwan’s semiconductor industry under pressure, but most smaller firms cannot afford to open an American site.

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Morris Chang, the founder of Taiwan Semiconductor Manufacturing Co., gives a speech at the company’s new facility in Arizona, 2022. Photo: AP
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
Semiconductors

Nvidia CEO Huang thanks China staff for loyalty amid US chip curbs

The American entrepreneur touted Nvidia’s contribution to China’s modernisation on a trip to Beijing.

US-China tech war

US blacklists Chinese AI unicorn as tech rivalry escalates

Zhipu AI is among more than two dozen China and Singapore-based companies added to the US Entity List on Wednesday.

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