Advertisement
Advertisement
-
TOPIC

Semiconductors: Geopolitics

Related Topics:
Semiconductors: Geopolitics
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP
Artificial intelligence

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

5
Semiconductors

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

Semiconductors

Trump takes aim at Taiwan’s chip sector after Supreme Court tariff ruling

37
Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

videocam
67
The EU has barred most organisations based in China from applying for its Horizon Europe grants in “critical areas”. Image: Shutterstock
US-China relations

Sudden Xi-Trump call, secret nuclear testing claims: 7 US-China relations reads

From China’s grip on minerals to the US’ Apec plans, here are highlights from our overseas correspondents in the first half of February 2026.

Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

Advertisement
Advertisement
Advertisement
China-EU relations

How Europe, not the US, became China’s No 1 trade headache

Electric vehicles, critical minerals and chips have become flashpoints in the relationship, survey shows.

videocam
4
China and the EU have faced mounting trade disputes in recent years, spanning electric vehicles, rare earths, chips and agricultural goods. Photo: Shutterstock
Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

China trade

What haunts China’s investors? Geopolitics and a demographic abyss, survey finds

Weak domestic demand, shrinking confidence in the property market and a declining fertility rate fuel caution among investors in China’s major hubs.

videocam
China’s plummeting birth rates present a daunting challenge, as the nation’s newborn population fell below 8 million in 2025 for the first time since 1949. Photo: AFP
Semiconductors

Beijing weighs H200 imports amid uncertainty for China tech giants

More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push.

6
The first batch of Nvidia chip shipments is expected to go to China’s Big Tech companies. Photo: Shutterstock
Semiconductors

Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push

Chinese chip designer outlines a multi-year GPU plan to outperform Nvidia’s next-generation Rubin platform within two years.

Semiconductors

China’s manufacturing powerhouse Guangdong exports record chip equipment

Exports of chip equipment rose 20 per cent last year, while exports of EVs, lithium batteries and solar products rose 30 per cent.

China technology

‘Epoch-making’: Xi Jinping urges home-grown AI breakthroughs – but flags risks

The Chinese leader says emerging technologies bring huge opportunities, while warning officials against blind investment.

videocam
President Xi Jinping addresses the study session at the Central Party School in Beijing on January 20. Photo: Xinhua
Science

China-US team’s feat could ‘open entirely new avenues’ in semiconductors

Paper outlines novel ‘self-etching’ technique enabling world’s first fabrication of intricate structures in 2D perovskite materials.

videocam
14
Materials scientist and study lead author Zhang Shuchen (left) pictured in a lab at the University of Science and Technology of China. Photo: Xinhua
Artificial intelligence

Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai

CEO of world’s most valuable company receives rock-star welcome as Beijing appears ready to allow imports of the H200 GPU to resume.

US-China trade war

Trump’s decision to sell AI chips to China under pressure as House bill advances

A key Republican challenges White House AI czar and Nvidia despite Maga backlash; it must still pass both chambers and get Trump’s signature.

videocam
8
Advertisement
Advertisement
Advertisement
Artificial intelligence

AI shaping world’s biggest infrastructure buildout: Nvidia CEO

Each country should build their own AI system, incorporating its own language and culture into the AI models, Huang says at the WEF in Davos.

videocam
8
Nvidia founder and CEO Jensen Huang speaks at the World Economic Forum meeting in Davos on Wednesday. Photo: AFP
US-China relations

Bessent cites trade progress after meeting China’s He Lifeng in Davos

US Treasury chief says rare earths are flowing and China is buying soybeans as talks move towards an April Trump-Xi meeting.

videocam
10
Science

Could China’s ion implanter ‘scalpel’ carve out secure chip supply chains?

The technology is central to some forms of semiconductor manufacturing and dominated by overseas players.

videocam
4
Taiwan economy

TSMC buys up land in Arizona as Taiwan pledges US$500 billion US tech investment

Chip giant TSMC plans to build a ‘gigafab cluster’ in the US, with Taiwan committing to US$500 billion investment under a new trade deal.

videocam
28
Morris Chang, founder of Taiwan Semiconductor Manufacturing Company (TSMC), gives a speech at the company’s production site in Phoenix, Arizona, in 2022. The firm has now bought a second tract of land adjoining the site. Photo: AP
China-EU relations

Secret plans, angry emails: Nexperia hearing exposes tussle over China control

The court hearing could be decisive in the tug-of-war over control of the Dutch chipmaker, which sparked supply chain worries and China tensions.

videocam
8
A view of a Nexperia factory in China’s southern Guangdong province. The Dutch chipmaker has been locked in a legal battle with its Chinese parent company Wingtech Technology over control of the firm. Photo: Reuters
US-China relations

Trump administration faces backlash over Nvidia H200 AI chip sales to China

Critics warn easing export controls could boost Beijing’s military and undermine US lead in the AI race, as White House defends decision.

videocam
10
US-China trade war

Why China may buy Nvidia’s AI chips as US eases curbs – and replace them later

As the US reverses Biden-era restrictions, Beijing likely to take advantage – without compromising own industry, analysts say.

videocam
21
US-China trade war

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

videocam
24
The Trump administration has approved the sale ​of Nvidia’s H200 chip to China. Photo: Shutterstock
Semiconductors

The great chip leap: China’s semiconductor equipment self-reliance beats targets

Domestic suppliers capture 35 per cent share as China accelerates push for semiconductor self-sufficiency.

32
China’s semiconductor industry is being encouraged to favour local suppliers over US rivals. Photo: Reuters
China trade

China initiates anti-dumping probe against Japan over key semiconductor chemical

Beijing’s investigation targets imports of dichlorosilane from Japan, alleging dumping that harms Chinese production, amid escalating bilateral and trade tensions.

videocam
5
Semiconductors

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

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