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Semiconductors

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Semiconductors
Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.
Workers walk outside a data centre building under construction in Johor Bahru Malaysia, on September 28, 2024. Photo: AP
Artificial intelligence

Macroscope | Don’t expect the rising tide of AI to lift all boats

While economies linked to hi-tech supply chains may perform well, unequal outcomes and economic instability still loom for much of the world.

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Mainland China

Chinese chip start-up launches 8-inch production line pilot for 2D chips

China property

Expanding AI, chip firms push up rents in Beijing’s hi-tech area

US-China relations

China accuses US of ignoring Trump, Xi rapport and targeting Chinese firms

Beijing claims US misused its power by blacklisting more than 60 Chinese companies after goodwill generated at Trump-Xi summit in May.

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Chinese President Xi Jinping and US President Donald Trump enjoy a friendly exchange after a visit to Zhongnanhai Garden in Beijing on May 15, 2026. Photo: AFP
US-China tech war

Nvidia gets China boost, Iran ceasefire breaks, GDP release

This week: China allows limited imports of Nvidia H200 chips, the US and Iran resume attacks in the Middle East, and a Chinese submarine fires a test missile into the Pacific Ocean. Next week: Second-quarter GDP numbers come out, CXMT starts mainland IPO, Hong Kong Book Fair opens its doors, and more.

Nvidia

Game-changer? Why China is finally letting its AI firms buy the Nvidia H200

Beijing aims to ‘temporarily ease the training bottleneck’ in China’s AI industry, but it remains focused on tech self-sufficiency, analysts say.

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Artificial intelligence

Why Chinese AI labs like DeepSeek and Zhipu are looking beyond models to chips

Custom silicon allows for hardware optimisation tailored to specific architectures, such as the DeepSeek-R1 model.

Custom AI chips offer better performance per dollar and per watt when designed around a hyperscaler’s own software stack and data-centre architecture. Photo: Shutterstock Images
IPO

Chinese chipmaker CXMT set for US$4.3b IPO, riding memory boom

Listing would rank behind only SMIC’s on Shanghai’s Star Market, as AI demand boosts memory-chip market.

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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Hong Kong economy

Editorial | In the age of AI, Hong Kong’s strategy as a ‘superconnector’ is progressing

At SCMP’s China Conference, Chief Executive John Lee and panellists made clear the city’s potential as an innovation centre, building on its traditional strengths.

(From left) Jeanne Lim, founder and CEO of beingAI; Hendrick Sin, president of the Hong Kong Internet Professional Association; and Zhang Xiaoyan, vice-president of the China Centre for Information Industry Development, at South China Morning Post’s China Conference on July 7. Photo: Jonathan Wong
Artificial intelligence

World working together ‘as one ecosystem’ on RISC-V chip research: executive

Alibaba vice-president Qi Xiaoning says global tech firms continue to build a unified, open-standard ecosystem amid rising geopolitical barriers.

Alibaba Group Vice-President Qi Xiaoning speaks at the SCMP China Conference 2026 on Tuesday, in a keynote speech. Photo: SCMP/Jonathan Wong
Artificial intelligence

China previews new AI tech ahead of flagship Shanghai summit

China’s shipments of AI phones and computers are expected to overtake non-AI gadgets this year.

Artificial intelligence

China’s chip equipment sector faces earnings scrutiny amid soaring stock prices

With first-half earnings season looming, the question for the semiconductor industry is whether results can justify stock rally.

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US-China tech war

Alibaba wins reprieve on US lobbying after Pentagon blacklisted companies

Ruling gives Chinese firm temporary relief in closely watched legal battle that could decide whether Pentagon blacklist is legitimate.

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The logo of Chinese technology firm Alibaba is seen at its office in Beijing on August 2021. Photo: AP
Huawei

Huawei’s new Kirin processor first to use LogicFolding tech, firm says

The chip is set to power the Mate handset and will use Huawei’s Tau Scaling Law framework, which drastically shortens distance that signals travel in circuit.

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A Huawei semiconductor chip. Photo: Shutterstock
European Union

Opinion | EU should think twice before weaponising its market against China

Market size and coercive leverage are not the same thing and the EU remains more dependent on China than policymakers think.

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Artificial intelligence

China’s Biren seeks US$900m to fund GPU push and challenge Nvidia

The company says 60 per cent of the fresh capital will be for commercialisation and mass production of next generation general-purpose GPUs.

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Mainland China

China memory module giant’s first-half profit set to jump more than 600-fold

Longsys says net profit could reach up to 11 billion yuan, as strong demand and tight global wafer supply lift the downstream memory sector.

Longsys says net profit for the six months ended June 30 could jump more than 600-fold, as strong demand and tight global wafer supply is lifting China’s downstream memory sector. Photo: Handout
US-China tech war

Chinese AI chip start-up bets on 3D stacking to bypass US controls

Dongfang Suanxin is headed by Wei Shaojun, who is also vice-president of the China Semiconductor Industry Association.

Science

Chinese team’s brain-mimicking chip ‘up to 478 times faster than Nvidia GPU’

New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says.

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Artificial intelligence

AI computing stock panic over Meta rumour ‘erroneous’, analysts say

Fears of AI hardware glut not warranted, as ‘Meta’s data centre and compute procurement will accelerate, not slow down’, SemiAnalysis says.

A report that Meta Platforms was developing plans for a cloud business that would sell access to AI computing power led to a stock rout on Thursday. Photo: Reuters
US-China tech war

Can China’s memory chip giant CXMT keep thriving after IPO and AI boom?

CXMT is taking orders for its advanced DDR5 server memory from Tencent and ByteDance after completing customer validation, a source says.

The CXMT logo is displayed on a smartphone screen in this photograph take on May 28, 2026. Photo: CFOTO/Future Publishing via Getty Images
Singapore

Singapore seizes US$42.4 million bungalow linked to Nvidia chip fraud

Police have issued a prohibition of disposal order against the mansion and seized about US$770,000 as part of the probe.

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US-China trade war

Washington, Beijing should de-escalate from tit-for-tat actions, US senator says

Steve Daines calls Beijing’s export controls on US companies and Pentagon’s blacklisting of Chinese tech firms ‘unfortunate developments’.

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US-China relations

US must innovate faster to counter China’s tech rise, lawmakers told

Witnesses urge investment in AI, robotics and chips, warning US research cuts risk eroding America’s technological edge.

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An EngineAI robot demonstrates martial arts movements in Shenzhen, as China pushes to expand its robotics industry. Photo: Korea Times
Artificial intelligence

The AI industrial revolution: why US faces a historic tech reckoning from China

From EVs to robotics, China’s advancement in cutting-edge tech has seen it shake off the West’s long-standing belief in US exceptionalism.

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Illustration: Lau Ka-kuen
Artificial intelligence

Beyond GPUs: AI-driven shortages hit chip materials and components

Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices.

Artificial intelligence

Meituan claims China’s biggest AI model trained on local chips

LongCat-2.0 boasts 1.6 trillion parameters and a million-token context window, on par with DeepSeek’s latest flagship model.

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