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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.
An XPU-R chip developed by Kunlunxin. Photo: Handout
Hong Kong

Exclusive | Baidu chip unit eyes US$14.7b valuation in Hong Kong IPO: sources

The company is seeking to list on the Sci-Tech Innovation Board, also known as the Star Market, of the Shanghai Stock Exchange.

China-Latin America relations

Lula won’t sideline China on rare earths, tells Trump refining stays in Brazil

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Samsung Electronics

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

US-China trade war

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

Despite declarations of cooperation, friendship and respect from both sides, major trade conflict is brewing between the two superpowers.

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Despite politeness in public, there are fears that the future looks rocky for US-China trade. Illustration: Shutterstock
Artificial intelligence

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

As global memory giants cash in on AI demand, Shenzhen’s Huaqiangbei traders are grappling with plunging chip prices and losses.

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.

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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.

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

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.

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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.

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Chinese supercomputer experts aim for their LineShine computer, with all domestically made CPUs, to be the fastest in the world in the face of US export restrictions. Photo: Shutterstock
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.

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Visitors take pictures and videos of a human-like robot head on display at the Humanoid Robots Industry Base in Beijing’s Shougang Park on April 28. Photo: AP
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.

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.

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.

The launch of DeepSeek’s V4 may lower the costs of AI integration into daily lives and broaden commercial usage, according to analysts. Photo: AFP
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.

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Chinese apps like DeepSeek have raised concerns about their potential to siphon sensitive data from American users. Photo: Reuters
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.

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.

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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.

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The US chip industry is a major backer of greater restrictions on China. Others bills that have advanced in Washington recently include the Stop Stealing Our Chips Act, which would establish a programme to reward whistle-blowers who report export control violations. Photo: Shutterstock
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.

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.

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.

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Sjoerd Sjoerdsma, the Dutch trade minister, is interviewed in The Hague, Netherlands, on April 10. Photo: EPA
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.

Lightelligence says it is the first company to achieve large-scale deployment of hybrid optical-electronic computing globally. Photo: Handout
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.

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.

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.

The stock price of Moore Threads is displayed on a smartphone. Photo: CFOTO/Future Publishing via Getty Images
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.

OpenClaw has adopted DeepSeek’s new V4 Flash as the default model. Photo: Shutterstock
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.

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.

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