Advertisement
Advertisement
TOPIC

Semiconductors

Related Topics:
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.
The logo of the South Korean company Samsung is seen at the International Consumer Electronics Fair IFA. Photo: dpa
Samsung Electronics

Samsung halts all home appliance sales in China as pivot to AI accelerates

The South Korean firm had seen its market share in mainland China dwindle amid intense competition from a slew of domestic rivals.

US-China trade war

Trump-Xi summit hides simmering trade tensions under the surface, experts say

videocam
7
Artificial intelligence

From frenzy to fallout: why the chips are down for Shenzhen’s tech traders

Artificial intelligence

China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

A growing list of Chinese firms – from Huawei to Cambricon – moves fast to integrate DeepSeek’s latest AI model across diverse architectures.

DeepSeek’s release of V4 has been followed by a wave of adoption among domestic semiconductor manufacturers and AI chipmakers. Photo: AFP
US-China tech war

AI | AI ecosystems in China and US grow apart amid tech war

China and US have different goals for artificial intelligence and ways of developing it. Washington’s curbs on tech exports have widened the gap between them.

Artificial intelligence

China’s chipmakers pour revenue into R&D, outpacing US ratios

Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance.

Advertisement
Advertisement
Advertisement
Artificial intelligence

Supersized and scaling: China pushes 10,000-card computing clusters in AI race

Cities and tech giants are racing to build massive AI clusters, betting scale will drive faster model training, lower costs and wider adoption.

videocam
4
A 10,000-card cluster functions as a supercomputer, integrating high-performance GPUs and advanced storage into a single system. Photo: Getty Images
Science

China targets top spot in supercomputing with fully domestic, CPU-only machine

Lingsheng or LineShine, built from home-grown CPUs, is designed to surpass America’s El Capitan, the world’s fastest supercomputer.

videocam
4
US-China relations

Exiting China market a ‘self-inflicted wound’ for US tech, think tank warns

ITIF argues that regional sales help finance domestic R&D and block local rivals, while warning that a full exit would be a self-inflicted wound to innovation leadership.

videocam
9
Artificial intelligence

Hong Kong puts its own spin on DeepSeek with China-chip AI push abroad

Government-backed lab says China-chip compatibility will support secure, local AI use as it explores overseas expansion.

Director at the HKGAI, Guo Yike, said the centre plans to unveil its HKGAI-V3 model in the first half of this year. Photo: Karma Lo
Malaysia

In Malaysia, Anwar’s former ally Rafizi Ramli grilled over Arm chip deal

The MACC is investigating power abuse claims and irregularities linked to the alliance between the economy ministry and the UK chip designer.

Rafizi Ramli (centre) speaks to reporters during a protest on April 25. Photo: Facebook/Rafizi Ramli
China stock market

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

Breakthrough launch could lift stocks from chipmakers to model developers as demand for computing power builds and adoption widens: analysts.

US-China trade war

From apps to autos: China’s data reach sparks US espionage and sabotage concerns

Washington accused of not doing enough to counter Beijing’s harvesting of key American data and weaponising it as a strategic asset.

videocam
8
Artificial intelligence

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

South Korea’s memory chip giants warn of a prolonged crunch, with worried Samsung customers already pre-booking memory capacity for 2027.

Samsung says its order fulfilment rate has plunged to a “record low”. Photo: Reuters
Nexperia

Wingtech faces delisting risk after audit failure in wake of Nexperia saga

Wingtech says it is working to restore its internal system and gain full access to Nexperia China’s data to solve the audit issues.

Flags flutter in front of the headquarters of Nexperia in Nijmegen, the Netherlands, January 14 2026. Photo: Reuters
US-China trade war

Chips, oil and Iran: why US is raising pressure on China before Xi-Trump talks

Washington’s latest moves target semiconductor access and small Chinese oil refineries, though analysts expect Beijing to remain resilient.

videocam
25
China technology

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

Advertisement
Advertisement
Advertisement
BYD

Hit from memory costs spreads from smartphones to BYD EVs in China

Carmaker explicitly cites sky-high memory costs as it raises the price of a high-end driver-assistance system by 21 per cent.

People watch a demonstration of BYD’s self-parking technology during the 2026 Beijing International Automotive Exhibition on April 26, 2026. Photo: Xinhua
SCMP Exclusives

Exclusive | Un-sanctioned: China to welcome Dutch trade minister amid Nexperia, ASML discord

Source says Beijing has quietly dropped an old sanctioning of Sjoerd Sjoerdsma, who recently spoke of wanting to lead a Dutch trade mission to China.

videocam
13
Hong Kong

Photonics chipmaker Lightelligence surges 400% in Hong Kong debut amid AI frenzy

Shanghai-based firm’s IPO reflects mainland China’s push for photonics chips as a fast-growing alternative to conventional semiconductors.

Artificial intelligence

Chinese optical chipmaker’s profit soars 1,153% on strong AI demand

Yuanjie Semiconductor Technology’s profit gain matches its elevenfold share price increase over the past year.

A silicon wafer sample is on display during the Semicon China semiconductor exhibition in Shanghai on March 25, 2026. Photo: AFP
Artificial intelligence

DeepSeek takes step away from Nvidia amid export curbs on China

DeepSeek’s new artificial intelligence model puts up a price challenge to US rivals and is a further step towards a stand-alone Chinese AI ecosystem.

Photo: AFP
Moore Threads

Moore Threads posts US$4.3m profit as Nvidia rival surges amid Beijing chip push

Beijing-based GPU maker turns a corner in the first quarter of 2026 after posting a US$16.5 million loss a year earlier.

Artificial intelligence

OpenClaw adds DeepSeek V4 models as tech world assesses Huawei tie-up

The popular AI agent adopts the Chinese firm’s V4 Flash and its flagship V4 Pro models and also integrates other capabilities.

US-China relations

Trump ally visits China, DeepSeek releases V4, EV earnings

This week: Trump ally Daines is set to visit China, DeepSeek unveils new AI model, Xi calls for Strait of Hormuz reopening, Auto China opens. Next week: BYD, Geely and Chinese banks post earnings, Politburo probably meets, May Day holiday begins, and more.

US Senator Steve Daines. Photo: Reuters
Artificial intelligence

How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands

What’s behind the ‘CPU renaissance’ and where China stands in designing and manufacturing central processing units in the AI age.

24
The Intel logo seen on its Core i9-14900K CPU. Photo: Shutterstock Images
Artificial intelligence

DeepSeek unveils next-gen AI model as Huawei vows ‘full support’ with new chips

The company says its cost-efficient new V4 model is competitive with top closed-source models from OpenAI and Google DeepMind.

videocam
13
Electric & new energy vehicles

Chinese EV makers bet on in-house chips to make cars smarter and more autonomous

Chinese EV makers are showcasing advanced in-house chips at Auto China, powering smarter vehicles and challenging global tech leaders.

Advertisement
Advertisement
Advertisement
Help preserve 120 years of quality journalism.
SUPPORT NOW
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement