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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 aims to boost its semiconductor self-sufficiency as Washington's export controls have tightened its access to advanced foreign chipmaking tools. Photo: Shutterstock
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

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US-China relations

US adds Alibaba, BYD, other Chinese tech champions to military company blacklist

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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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Chinese researchers say global high-purity quartz resources are “scarce and highly unevenly distributed, leading to significant supply chain risks”. Photo: Getty Images
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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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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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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An AMD logo and a computer motherboard appear in this illustration. Image: Reuters
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.

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.

China is expanding the scope of its chip self-sufficiency drive under the new 15th five-year plan amid an intensified race with the US in advanced chipmaking. Photo: Xinhua
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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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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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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Taiwanese leader Lai Ching-te delivers a New Year’s Day speech on January 1 at the presidential hall in Taipei. Photo: Handout via AFP
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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The Shanghai IC Fund has invested in more than 20 local chip companies, including wafer foundries SMIC and HLMC. Photo: Reuters
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.

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

China hopes to steal a march on Nvidia by combining relatively mature chips with new computing architectures. Photo: Shutterstock
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.

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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China has agreed to talks with the Netherlands to resolve the crisis over chipmaker Nexperia. Photo: dpa
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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There did not appear to be a deal made on the semiconductor trade between the United States and China during talks on Thursday between presidents Donald Trump and Xi Jinping. Photo: Shutterstock
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-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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