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Semiconductors: Industry Trends

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Semiconductors: Industry Trends
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
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

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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Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

Artificial intelligence

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

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Artificial intelligence

Huawei-style ‘chip stacking’ seen as a path for China to rival Nvidia’s GPUs

With US curbs biting, experts say near-memory computing and chip stacking could narrow the AI hardware gap with Nvidia.

China hopes to steal a march on Nvidia by combining relatively mature chips with new computing architectures. Photo: Shutterstock
Semiconductors

China’s CXMT challenges Samsung, SK Hynix with cutting-edge DDR5 AI memory chips

CXMT’s new DDR5 chips reached speeds of up to 8,000 megabits per second and had a maximum die capacity of 24 gigabits.

Semiconductors

Hong Kong-backed ‘Lion Rock’ chip boosts city’s semiconductor standing

The maker of the RISC-V chip, Shanghai-based StarFive, received an investment from the Hong Kong Investment Corporation in March.

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Science

Quantum chip gives China’s AI data centres ‘1,000-fold’ speed boost: researchers

Emerging tech that uses light to boost computer power is already being used in aerospace, biomedicine and finance.

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Researchers at CHIPX pose for a photo with their high-performance 6-inch thin-film lithium niobate chip, an advance that is poised to accelerate progress in AI and quantum computing. Photo: Handout
Semiconductors

Baidu unveils AI chips to boost China’s self-sufficiency drive

The M100 and M300 provide ‘powerful, low-cost and controllable AI computing power’ to support the nation’s self-reliance push, the firm says.

Artificial intelligence

MetaX, backed by AMD veterans, enters spotlight with Shanghai listing

Shanghai-based MetaX has won approval to list on the city’s Star Market as China ramps up efforts to build its AI chip ecosystem.

US-China relations

The View | Can Scott Bessent see China’s trade counterstrike with clear eyes?

China’s export control regime on rare earths isn’t retaliation for recent US restrictions – it’s a response to overall US policy.

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US Treasury Secretary Scott Bessent arrives for trade talks with Chinese Vice-Premier He Lifeng in Madrid, Spain on September 14. Photo: AFP
US-China relations

Opinion | US-China tit-for-tat escalation is now a feature, not a bug

Expect Beijing and Washington to repeat a familiar pattern every time the other side achieves a breakthrough or an edge in market dominance.

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An employee works at a semiconductor factory in Huaian, Jiangsu province, on April 29, 2024. Photo: AFP
Semiconductors

China’s new hope in breaking reliance on foreign chipmaking machines

Advanced lithography remains a significant bottleneck for China, but a new company founded in February offers new optimism.

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US-China tech war

China’s lesson for the US: it takes more than chips to win the AI race

The AI war is increasingly waged among ‘hyperscalers’ – companies with full-stack capabilities across software, hardware and applications.

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TSMC

TSMC posts better-than-expected sales on AI demand

The Taiwanese company is the go-to chipmaker for major AI accelerator designers including Nvidia and Advanced Micro Devices.

The TSMC fabrication plant in Hsinchu, Taiwan. Photo: EPA
Artificial intelligence

How Huawei and DeepSeek are tending the garden of China’s AI aspirations

Amid growing AI rivalry with the US, the two companies are leading China’s drive to shake off the nation’s dependence on Nvidia processors.

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Huawei and DeepSeek have become champions of China’s AI ambitions. Illustration: Brian Wang
China technology

Opinion | China’s rejection of Nvidia chips a turning point in global tech race

To continue buying the chips would be seen as accepting US-dictated tech inferiority. China would rather push for tech independence.

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ByteDance

ByteDance moves chip staff to Singapore unit in internal rejig

The employment contracts for ByteDance’s chip team are managed by various entities controlled by Singapore-incorporated Picoheart.

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Semiconductors

China’s first-half semiconductor investment shifts to equipment: report

The change reflects the country’s efforts to establish a self-sufficient supply chain, according to research firm CINNO.

Overall semiconductor industry investment in China saw a decline in the first half of 2025, according a research firm. Photo: Reuters
Huawei

Huawei’s new algorithm could cut China’s reliance on foreign memory chips

Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.

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United States

Trump administration issues plan to limit AI exports to China

Move comes amid hawks’ concerns that US chips could help Chinese AI, military development.

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Artificial intelligence

Nvidia CEO meets China’s commerce minister to discuss AI cooperation

In a meeting with Jensen Huang, Minister Wang Wentao says China’s doors are wide open for Nvidia and other multinational firms.

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Nvidia CEO Jensen Huang attends the opening ceremony of the China International Supply Chain Expo in Beijing on Wednesday. Photo: Kyodo
Science

Warning of glut in AI computing centres as China readies for Nvidia H20’s return

Industry demands are changing and only about 30 per cent of the country’s intelligent computing capacity is being used.

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Only about 30 per cent of China’s intelligent computing capacity is being used, according to an industry report. Photo: Shutterstock
TSMC

Chipmaking giant TSMC raises 2025 sales forecast amid AI optimism

TSMC’s move underscores resilient demand for high-end chips from the likes of Nvidia, despite earlier doubts brought by China’s DeepSeek.

Semiconductors

Nvidia, AMD to win market share in China as US eases export curbs

The return of Nvidia's H20 chip is set to increase foreign chip imports in China, where Huawei has been gaining ground, analysts say.

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Science

China’s optical chip advances such as Meteor-1 light the way for AI development

Optical computing is a promising alternative or addition to electronic computing, potentially improving system efficiency, a professor says.

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Chinese researchers have developed the world’s first highly parallel optical computing integrated chip, named “Meteor-1,” a milestone in photonic computing. Photo: Handout
Artificial intelligence

China catching up fast with US in algorithms: ex-Microsoft AI head

While the US is still far ahead in AI chip technology, China is following very closely in algorithms, says computer scientist Harry Shum.

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Harry Shum Heung-yeung, former head of AI and research at Microsoft, speaks at an economic summit hosted by the HKU Business School on Friday. Photo: Handout
Huawei

Huawei, SMIC struggle to advance chips to 5-nm level, MateBook shows: report

Huawei’s newly released MateBook Fold laptop runs on another 7-nm Kirin chip made by SMIC, as the Mate 60 Pro smartphone did two years ago.

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Huawei

Huawei opens HarmonyOS 6 to developers, prepares AI features for public launch

The tech giant did not give a public launch date for the latest version of the operating system, but said it will be more intelligent and open.

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