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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

Wu Shicun on why Beijing will not rule out Scarborough Shoal construction

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Illustration: Victor Sanjinez

Economist James Heckman on the value of risk-taking, and China’s ‘common goal’

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Illustration: Lau Ka-kuen

Zheng Yongnian on what US’ ‘neocolonialism’, Venezuela operation mean for China

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Illustration: Victor Sanjinez

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

Wu Shicun on why Beijing will not rule out Scarborough Shoal construction

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28
Illustration: Victor Sanjinez

Economist James Heckman on the value of risk-taking, and China’s ‘common goal’

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7
Illustration: Lau Ka-kuen

Zheng Yongnian on what US’ ‘neocolonialism’, Venezuela operation mean for China

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15
Illustration: Victor Sanjinez

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
MORE FROM THIS SERIES
The United Nations General Assembly Hall in New York on March 25. Governments increasingly face the same demand: prove the depth of your commitment by closing the door on everyone else. Photo: Zuma press wire / dpa
Diplomacy

Opinion | For states, being part of everything doesn’t mean being part of nothing

The opposite of commitment is breach, not multiplicity. A nation’s reliability isn’t measured by how many treaties it signs.

Semiconductors

Why is Xiaomi doubling down on in-house chips amid a profit slump?

China-Latin America relations

US targets China’s telecoms grip in Venezuela with new sanctions carve-out

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US-China relations

Opinion | China’s view of Trump’s America has changed from alarm to a shrug

Erratic and transactional, the US leader’s approach exposes domestic governance flaws and the limits of Washington’s containment strategy.

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Illustration: Lau Ka-kuen
Semiconductors

China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says

The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.

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Artificial intelligence

In Focus | Once known for livestock, a rural Chinese city pivots to AI super units

Fueled by cheap wind power and a cool climate, Inner Mongolia’s Ulanqab is turning energy produced in its pastureland into power for the AI boom.

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China-Africa relations

African businesses keep options open as Chinese AI gains ground

Lower costs, downloadable models and greater language flexibility are helping Chinese AI models gain ground across the continent.

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Chinese AI models including DeepSeek, Alibaba’s Qwen and Moonshot AI’s Kimi are gaining ground with African businesses. Photo: Shutterstock
China technology

Opinion | Asia is reaching for the open road that Chinese AI offers

Countries seeking sovereign AI want to control their own AI capabilities rather than rent them from a foreign platform.

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Robotics

Are humanoid robots the future? Chinese makers instead highlight practicality

The industry is seeing a shift from flashy demonstrations, like kickboxing and dancing, to real-world deployment.

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China technology

As talent tug of war rages, who are China’s most generous tech employers?

Companies are rolling out an unprecedented wave of stock grants amid fierce domestic headhunting and an intensifying US-China tech race.

Tech companies are caitalising on a bull market to roll out aggressive incentive plans to retain talent. Photo: Shutterstock
US-China relations

TikTok, ByteDance agree to US$400 million settlement with US government

TikTok will pay US$300 million immediately and an additional US$100 million after entering an order vacating a prior consent decree.

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The US Justice Department and TikTok reached a US$400 million settlement to resolve allegations that the social-media company violated laws meant to protect children’s online privacy rights. Photo: AFP/Getty Images/TNS
US-China relations

Exclusive | Waico vs Pax Silica: Southeast Asia caught between China and US in AI race

Beijing reportedly offers exclusive perks to attract Global South partners while describing the American-led body as exclusionary.

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Artificial intelligence

OpenAI-backed legal tech firm pivots to Chinese Kimi K3 open-weight model

San Francisco-based Harvey says its new model, Harvey Tenet, was post-trained on top of the open-weight Kimi K3 base.

Alibaba

What’s next for Alibaba as US$56 billion AI spending plan hits halfway mark?

Aggressive spending strains cash, but Alibaba’s AI cloud growth points to strong long-term returns, analysts say.

The Alibaba cloud unit’s growth has not yet peaked, according to analysts. Photo: Shutterstock
China’s private sector

China clears Geely for landmark satellite test to spur commercial space drive

Geespace secures a two-year satellite IoT trial from MIIT, the first approval for a private Chinese firm.

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A rendering of Geespace’s push to deploy proprietary orbital networks. Photo: Handout
US-China relations

US pushes China to back its ‘most crushing economic operation’ against Iran

US Treasury Secretary Scott Bessent tells Beijing to ‘get with the programme’ and support Washington’s campaign to isolate Iran economically.

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US-China trade war

China urges US to drop sweeping drone tariffs, warns of supply chain fallout

Beijing also hit back at US allegations that Chinese exporters are evading duties, while drone shipments are already under serious pressure.

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Artificial intelligence

Chinese AI firms forced to optimise software as local chips trail Nvidia’s

Surging token usage as artificial intelligence moves into large-scale deployment spurs search for new approaches.

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Chinese AI companies are optimising software to cope with surging workloads. Photo: Shutterstock Images
Artificial intelligence

Semiconductors | China’s supernodes go mainstream as AI model sizes grow

Giant arrays of AI chips, China’s way around US export curbs on the most advanced silicon, become widely available to meet growing compute needs of models, agents.

Space

SpaceSail’s record funding fuels China’s satellite challenge to Musk’s Starlink

Company pairs landmark capital with rapid satellite deployment and overseas expansion as China’s private aerospace sector breaks new ground.

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Robotics

From spectacle to scale: why China’s robotics firms face a ‘critical juncture’

China’s robots have won global attention with a string of viral stunts. But firms now face growing pressure to generate real-world returns.

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A robot band plays music during the 2026 World Robot Conference in Beijing on Wednesday. Photo: AFP
US-China relations

US urged to follow China’s lead in treating data as an economic asset

Congressional advisory panel urges Washington to develop national strategy as Beijing’s data push gives Chinese firms edge in AI, robotics.

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An employee programmes a robot to sort items at Maniformer, a physical AI data service platform, in Shanghai on August 5. Photo: Xinhua
US-China relations

US Democrats rebuke Trump for easing sanctions on Beijing, Hong Kong officials

Lawmakers said sanctions should remain as mainland Chinese, Hong Kong officials were ‘complicit in Beijing’s dismantling of Hong Kong’s autonomy’.

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US-China relations

Will Washington’s tech crackdown test fragile US-China truce?

FCC restrictions on Chinese technology are challenging Beijing’s restraint as Trump and Xi prepare for an expected summit next month.

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Artificial intelligence

Meet the Chinese AI star who splashed a reported US$70m on a California mansion

Tony Wu Yuhuai, co-founder of Elon Musk’s AI lab, reportedly buys 12-acre estate, putting a spotlight on China’s Silicon Valley talent.

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A 31-year-old Chinese AI star reportedly just purchased the sprawling 12-acre Californian estate at 3000 Ralston Ave, Hillsborough, for US$70 million. Photo: Youtube/Golden Gate Sotheby’s International Realty
SCMP Exclusives

Exclusive | Nokia to close almost all sites in mainland China by year end: sources

Retreating from China, once Nokia’s largest single-country market globally, would mark an acquiescence to domestic competition.

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The Nokia campus in Espoo, Finland. Photo: dpa
Artificial intelligence

Zhipu AI’s answer to Project Glasswing marks shift for Chinese cyber safety

Company’s ‘Shield of Open Source’ programme offers free security audits to help users patch software vulnerabilities.

US-China relations

Pentagon orders 30 US universities to scrutinise Chinese research ties

Institutions have two weeks to audit foreign collaborations and could be required to terminate partnerships to preserve federal funding.

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