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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.
Representatives of the “Pax Silica” signatories hold signed documents at a summit held in Washington on December 12. The initiative is America’s new vision for the international AI supply chain. Photo: Getty Images/AFP
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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US-China trade war

US labels Chinese chips an economic threat, but delays tariff impact until 2027

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Jack Ma

Jack Ma-backed YF Capital takes stake in Shanghai memory chipmaker InnoStar

Nvidia

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

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Significant uncertainty remains, as Beijing has yet to approve any H200 chip purchases. Photo: Shutterstock
IPO

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

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Japan

Japan announces US$6 billion support for home-grown AI development

A new company will be established by around 10 firms including SoftBank Group Corp, aiming to develop the country’s largest base AI model.

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Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

Moore Threads’ shares have soared since their debut in Shanghai on December 5. Photo: CFOTO/Future Publishing via Getty Images
US-China relations

Editorial | Less hostility towards China in new US security strategy is welcome

The plan’s watering down of America’s antagonism towards China bodes well for both nations and the world.

China technology

China eyes mastery of EUV lithography, bolstering AI chip ambitions: analysts

‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.

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Nvidia

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

A high-performance server equipped with Nvidia’s H200 graphics processing units seen at an event in Barcelona, Spain, earlier this year. Photo: Shutterstock
US-China trade war

Trump signs defence bill restricting investment in Chinese tech, military firms

Key provisions target contracts with Chinese biotech companies and outbound investment in technologies with military applications in China.

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US President Donald Trump signed an extensive defence bill on Thursday that restricts US investment in Chinese technology companies and military firms. Photo: TNS
United States

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

Artificial intelligence

SenseTime pushes open-source AI model to provide a ‘smart brain’ for every robot

The Chinese AI pioneer also releases first robot dogs under new venture Ace Robotics.

US-China trade war

Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge

US debate over how to contain China’s tech development is irrelevant as Chinese domestic industry development has already taken full flight.

US President Donald Trump (left) shakes hands with Nvidia CEO Jensen Huang at the White House in Washington on April 30. Photo: Getty Images
AMD

AMD chief Lisa Su commits to ‘deeper’ China investments after MIIT meeting

In Beijing on Wednesday, Su exchanged views with MIIT director on ‘strengthening cooperation’ in the digital economy and AI sectors.

AMD CEO Lisa Su meets Lenovo executives in Beijing on Tuesday. Photo: Sina
Xiaomi

Memory crunch: China’s Xiaomi and Honor raise tablet prices as chip costs surge

Supplies of memory products for electronic devices squeezed by AI pivot of chipmakers, spurring companies to pass on costs to consumers.

China trade

China bets big on copper processing, but ‘weaponisation’ risks are low: analysts

Beijing views copper as critical for EVs and AI, but a reliance on imported ore limits China’s ability to use the strategic metal as leverage.

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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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An employee works at a semiconductor wafer workshop in Chongqing on August 24, 2023. Photo: Xinhua
Artificial intelligence

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

The deal is under discussion could value OpenAI upwards of US$500 billion, a source said.

MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

AMD

AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs

Su’s visit to China – including a whistle-stop at Lenovo’s headquarters – comes as Washington signals a shift on export restrictions.

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AMD’s Lisa Su visits Beijing. Photo: Sina
IPO

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

Biren Technology is expected to raise about US$300 million from its Hong Kong listing, according to Chinese media reports. Photo: Handout
IPO

MetaX set for Shanghai debut amid frenzy over AI chip stocks, Nvidia uncertainty

The Shanghai-based graphics processing unit designer plans to raise US$596 million from the sale of 40.1 million shares.

US-China tech war

China’s tech ambitions stoke red-hot chip IPO market

MetaX shares make their debut on Wednesday after a wildly popular IPO as China’s tech self-sufficiency push fuels investor demand for AI-related stocks.

Huawei

Huawei’s Kirin 9030 processor shows China’s chip progress despite US curbs

Despite ‘meaningful density improvements’ in its N+3 process, SMIC’s capabilities are still behind leading chipmakers TSMC and Samsung.

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The Kirin 9030 chip was unveiled with the launch of Huawei’s Mate 80 series smartphones in November. Photo: Handout
Science

Why China’s growing demand for rare-earth steel is bad news for America’s F-35

Advanced product is used in huge infrastructure projects but that has further reduced supply for overseas buyers like the US defence sector.

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The vast mining district of Bayan Obo in Inner Mongolia holds 36 per cent of the world’s light rare-earth reserves. Photo: VCG via Getty Images
Artificial intelligence

Why Nvidia chip is unlikely to derail ambitions of China’s Huawei, Moore Threads

China’s huge demand for AI computing power leaves room for growth for both US and domestic chips, analysts say.

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United States

China’s AI sector poised for growth despite US restrictions: venture capitalist

China’s AI sector gains confidence with DeepSeek’s emergence, but tech ecosystem needs to improve, GSR United Capital’s Zhou Qi says.

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