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US-China tech war

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US-China tech war
The US and China are competing for supremacy in the suite of advanced technologies that will affect the means of future economic production. US efforts to curtail China's access to American technology are threatening to unravel decades of globalisation and interdependent supply chains and raising the risk of a confrontation that has been likened to a new cold war.
Open Questions series

Liu Qian on Chinese innovation, the US rivalry and women holding up half the sky

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Illustration: Victor Sanjinez Garcia

Fuchsia Dunlop tells how she fell for China’s cuisine and names her perfect dish

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Illustration: Lau Ka-kuen

80 years on from WWII, China’s interests lie in peaceful Asia-Pacific: Mitter

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Illustration: Lau Ka-kuen

‘Delusional’: Jeffrey Sachs on why Western hegemony has ended

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Illustration: Henry Wong

Scholar Jing Qian on right-sizing China’s economy in the age of Trump

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Illustration: Lau Ka-kuen

US-China rivalry doesn’t have to be a zero-sum game: Jessica Chen Weiss

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Illustration: Victor Sanjinez

Liu Qian on Chinese innovation, the US rivalry and women holding up half the sky

7
Illustration: Victor Sanjinez Garcia

Fuchsia Dunlop tells how she fell for China’s cuisine and names her perfect dish

videocam
5
Illustration: Lau Ka-kuen

80 years on from WWII, China’s interests lie in peaceful Asia-Pacific: Mitter

videocam
18
Illustration: Lau Ka-kuen

‘Delusional’: Jeffrey Sachs on why Western hegemony has ended

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93
Illustration: Henry Wong

Scholar Jing Qian on right-sizing China’s economy in the age of Trump

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40
Illustration: Lau Ka-kuen

US-China rivalry doesn’t have to be a zero-sum game: Jessica Chen Weiss

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29
Illustration: Victor Sanjinez
MORE FROM THIS SERIES
The latest move by iFlytek underscores the growing importance of semiconductor design in China. Photo: Shutterstock
Semiconductors

Chinese AI champion iFlytek forms new entity to expand into semiconductor design

Shandong Yixun Information Technology’s scope of operations includes integrated circuit design and other AI-related fields.

US-China relations

China vows to retaliate against ‘unreasonable’ US semiconductor tariffs

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Robotics

China’s AgiBot aims for US$142 million revenue as humanoid robots gain momentum

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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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

‘Bad policy’: China’s drone makers to shrug off US ban, analysts say

The addition of foreign drone makers, including those from China, to a US trade blacklist is unlikely to heat up relations, observers said.

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Xiaomi

China’s Xiaomi rejects claims of military ties after appeal by US lawmakers

Smartphone-to-vehicle giant says it ‘has always been and continues to be a consumer product company’.

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Technology

Opinion | Forget the US dollar. Watch water and energy resources instead

In our increasingly hi-tech-based economy and financial systems, energy and water resources will be macroeconomically critical.

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Illustration: Craig Stephens
US-China trade war

US adds new models of China’s DJI and all other foreign drones to its blacklist

The FCC move, which does not affect existing DJI models, is a significant escalation in Washington’s battle to crack down on Chinese drones.

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Nvidia

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

Democrats ‌Elizabeth Warren and Gregory Meeks also asked for an assessment of the military potential of the AI chips approved for export.

TikTok

Exclusive | TikTok owner ByteDance’s valuation hits US$500 billion as US plan advances

Figure marks a record for China’s tech giant, which will divest its US entity into a joint venture that includes Oracle and Silver Lake.

Investors are happy as ByteDance can continue to reap earnings from TikTok in the US, according to a source. Photo: Reuters
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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Biren’s IPO has attracted 23 cornerstone investors, including major asset management firms, domestic mutual funds and insurers. Photo: Handout
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.

Robotics

Building a humanoid robot without China? Then you better bring a bigger wallet

China has issued five times the number of patents related to humanoid robots than the US, says Morgan Stanley.

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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.

US Secretary of War Pete Hegseth speaks as President Donald Trump listens at a meeting in the White House in Washington on December 2. Photo: CNP/Abaca Press/TNS
US-China relations

US lawmakers want DeepSeek, Xiaomi added to list of China military-linked firms

Republicans want to add 19 more entities to the document that already includes tech giant Tencent Holdings and major ‍battery maker CATL.

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A letter, from US lawmakers asks for AI firm DeepSeek and other Chinese companies to be put on what is known as the Section 1260H list. Photo: Reuters
US-China relations

TikTok seals US deal but core algorithm could still rattle ties with China

Compliance questions remain and Beijing’s approval for the spin-off is not guaranteed, observers say.

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Semiconductors

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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Semiconductors

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 relations

China still targeting US-based researchers for ‘malign’ purposes, lawmakers told

Multiple US government agencies told a House committee that security concerns should not stop efforts to retain foreign-born researchers.

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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-China relations

Opinion | Mark 2025. It’s the year China became a peer power to America

China not only forced a trade war backdown, it displayed its hi-tech military might from the waters off Australia to the skies near Japan.

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Illustration: Craig Stephens
China exports

China confirms issuing of first general licences for rare earth exports

Beijing says it is now granting longer permits giving foreign companies easier access to vital minerals, but many details remain unclear.

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Workers transport soil containing rare earth elements for export at a port in China’s eastern Jiangsu province. Photo: Reuters
Science

Why US lawmakers killed a proposal targeting science efforts with China

US researchers and industry experts warn that even the revised version may have unintended consequences.

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China trade

China jails antimony smugglers in tough stance on critical minerals

Dozens convicted of illegally shipping 166 tonnes of the strategic material, marking a major enforcement of Beijing’s export controls.

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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
Artificial intelligence

China’s open-source AI models rival US giants, making engagement urgent: report

The report calls on US actors to engage with Chinese firms as the AI landscape continues to evolve.

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Chinese AI developers are largely pursuing an open-source approach, releasing the weights of their models for end-users to freely deploy and modify. Photo: Shutterstock
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.

E-commerce

No ‘lowest-price’ requirement: China warns platforms on monopolistic tactics

Regulators tell platforms that demanding the ‘lowest price’ from vendors may not be permitted under new draft guidelines.

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