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Semiconductors: Companies

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Semiconductors: Companies
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
A wafer sample on display during a semiconductor exhibition in Shanghai on March 25. Photo: AFP
Semiconductors

Wingtech says core of Nexperia’s China unit now based on mainland

The statement comes amid escalation in the Nexperia conflict, as Wingtech files a lawsuit in China against chip firm.

Semiconductors

Peking University unveils design tool to power Huawei’s chip ambitions

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Semiconductors

Nvidia ‘likely the most concerned’ as Huawei bets on new chip architecture law

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Semiconductors

Huawei’s workaround for US chip curbs faces hurdles on road to self-reliance

If proven, the innovation marks a significant milestone for Huawei, which has been cut off from advanced semiconductor technology since 2019.

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A concept illustration of a Huawei chip. Photo: Shutterstock Images
US-China relations

The View | In Beijing, the US and China tiptoed around tech and critical minerals

Summit addressed the top and bottom layers – geopolitical framing and trade mechanics – but left the strategic middle layer largely implicit.

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US-China tech war

US chipmakers in China see revenue rise, defying trade tensions: Hurun list

American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand.

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Nexperia

Wingtech sues Dutch unit Nexperia for US$1.17b amid delisting risk

Nexperia and its executives carried out ‘discriminatory restrictive measures’ under China’s Anti-Foreign Sanctions Law, Wingtech says.

Wingtech’s shares on the Shanghai Stock Exchange have been under a delisting risk warning since May 6. Photo: Shutterstock Images
Artificial intelligence

AMD meeting with China’s vice-premier raises optimism on US AI chips

‘Relatively advanced’ chips to start entering China in second half, as US is ‘pulling back’ on tariff war and tech decoupling, analysts say.

Semiconductors

China’s Amec setting industry standard for chipmaking tech, founder says

The head of one of China’s leading semiconductor makers said its technology has been adopted by overseas competitors.

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US-China tech war

Trump, Xi weigh AI ‘guard rails’ as Nvidia chip exports hang in the balance

Meeting in Beijing, the presidents weighed safety protocols for the rapidly emerging technology, and H200 chip shipments were a ‘sovereign decision’ for ‌China.

Billionaire Elon Musk gestures after attending a welcome ceremony for US President Donald Trump with President Xi Jinping at the Great Hall of the People in Beijing on Thursday. Photo: Reuters
US-China trade war

The US-China trade war is entering a worrying new phase

The US and China are racing to roll out competing sanctions, rules and regulations, leaving firms trapped in a legal Catch-22.

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Illustration: Lau Ka-kuen
Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

Alibaba’s quarterly revenue arrived largely in line with estimates as the tech giant disclosed its first AI sales data, and in early US trading, the shares jumped 6%.

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2026 Xi-Trump summit

Nvidia’s Jensen Huang joins Trump’s trip to China at last minute

The Nvidia CEO boarded Air Force One during a refuelling stop in Alaska, with Trump saying it was ‘an honour’ to have him on the trip.

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Semiconductors

Huawei’s chip research gains attention ahead of Trump visit to China

Tech giant’s advances in AI and semiconductors reflect Beijing’s push for tech breakthroughs and self-sufficiency amid US sanctions.

Huawei’s chip progress is being closely watched for signs of China’s ability to overcome Western export restrictions. Photo: Shutterstock
US-China trade war

China and US in AI revolution race as tech rivals battle for global supremacy

Two countries will lock horns for foreseeable future, with key industry certain to be a point of negotiation at next week’s Trump-Xi summit.

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China and the US are set to fight out an intense battle for global AI supremacy in a high-stakes race to the top. Photo: Shutterstock
Semiconductors

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.

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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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
Semiconductors

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.

Semiconductors

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.

Semiconductors

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
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
US-China trade war

‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics

US lawmakers, experts accused Beijing of buying ‘what they can’ and stealing ‘what they cannot’ from America to advance their AI technology.

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Semiconductors

ASML boosts 2026 sales forecast despite shrinking China sales

The Dutch chipmaker expects annual net sales of €36 billion (US$42.5 billion) to €40 billion after releasing its first-quarter results.

Semiconductors

China’s Dishan Technology nears 2nm AI chip breakthrough, reports say

The Shanghai-based start-up says its chip design is likely to improve energy efficiency by 40 per cent compared with its predecessor.

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Chinese chip start-up Dishan Technology has achieved a breakthrough in designing a 2-nanometre artificial intelligence chip. Photo: Shutterstock
Artificial intelligence

AI fuels global trade growth as China-US flows shift, McKinsey finds

Data-centre expansion and AI investment push global trade ahead of economic growth, consultancy says.

AI-linked goods accounted for about one-third of global trade growth last year, according to McKinsey. Photo: AFP
Semiconductors

Proposed US chip curbs on China risk deeper supply chain disruption

New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.

Semiconductors

China’s top chip foundry SMIC unveils growth action plan

Firm aims for above-average growth this year under plan for ‘optimising existing stock and digging for new increments’.

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