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Semiconductors

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Semiconductors
Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.
US Senator Steve Daines. Photo: Reuters
US-China relations

Trump ally visits China, DeepSeek releases V4, EV earnings

This week: Trump ally Daines is set to visit China, DeepSeek unveils new AI model, Xi calls for Strait of Hormuz reopening, Auto China opens. Next week: BYD, Geely and Chinese banks post earnings, Politburo probably meets, May Day holiday begins, and more.

Artificial intelligence

How Intel is riding the ‘CPU comeback’ as AI shifts - and where China stands

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Artificial intelligence

DeepSeek unveils next-gen AI model as Huawei vows ‘full support’ with new chips

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Electric & new energy vehicles

Chinese EV makers bet on in-house chips to make cars smarter and more autonomous

Chinese EV makers are showcasing advanced in-house chips at Auto China, powering smarter vehicles and challenging global tech leaders.

Hesai CEO David Li speaks at the lidar maker’s tech open day in Shanghai, on April 17, 2026. Photo: Reuters
US-China tech war

Tech war: US Congress rolls out ‘largest’ export control upgrade against China

US lawmakers push export controls to limit China’s tech access in a bid to protect the US semiconductor industry.

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US, Israel war on Iran

Asia’s chipmakers feel the heat as naphtha crunch hits photoresist supply

Japanese suppliers warn of photoresist strain as upstream shocks ripple through Asia’s semiconductor supply chain.

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Artificial intelligence

Beijing sounds alarm over urgent need to clean up online ads

Market watchdog flags AI abuse and traffic-driven tactics as it launches first campaign to overhaul online advertising.

China’s top market regulator is set to launch a six-month crackdown on the country’s internet advertising sector. Photo: Shutterstock
US-China trade war

US lawmakers slam China’s ‘parasitic’ theft of military and tech secrets

US senators pointed to legal channels, including work visas and university research, as potential pathways for China-linked espionage.

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US-China trade war

Zero H200 chips sold to China ‘as of today’, Lutnick tells US lawmakers

Commerce chief says Beijing is prioritising its own semiconductor industry when asked whether selling US chips would aid Chinese military.

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Science

Semiconductors | China bets on RISC-V in global AI race

RISC-V, an open-source chip architecture, has gained popularity in China in reaction to widening US restrictions on exports of advanced technology.

China bets on RISC-V in global AI race
US-China tech war

Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition

The failed Lumileds deal highlights the growing hurdles Chinese tech firms face in overseas acquisitions under tightening US policy.

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A worker produces LED chips on a production line in China’s Jiangsu province. Photo: Getty Images
US-China tech war

‘Horrible’ for US if DeepSeek AI models run on Huawei chips: Nvidia CEO

DeepSeek on Huawei chips could help China – powered by ‘abundant’ energy and large pool of researchers – catch up with US in AI: Nvidia CEO.

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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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Taiwan

TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom

AI dominates TSMC revenues as foundry giant pivots from smartphones to high-performance computing.

The TSMC logo is seen outside the company’s Museum of Innovation in Hsinchu, Taiwan April 9, 2026. Photo: Reuters
China stock market

Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers

Shanghai Beite Technology saw the largest share spike among suppliers, up as much as 4.6 per cent on Thursday morning.

Employees work inside the Tesla Gigafactory in Shanghai during a government-organised media tour on April 14. Photo: Reuters
Artificial intelligence

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.

Artificial intelligence

Lightelligence on track with IPO plans as China’s AI photonics race gathers pace

Shanghai-based company aims to become Hong Kong’s first listed AI photonics chipmaker as AI infrastructure buildout drives momentum.

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China technology

Opinion | US controls chips in the AI race, but China controls the scoreboard

Whoever produces tokens cheaply, at scale, has an advantage in the AI economy, just as cheap steel once decided industrial supremacy.

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A lobster-shaped pendant at an OpenClaw event in Beijing on March 22. At a time when AI agent platforms like OpenClaw are taking China by storm, the Chinese government has proposed a new unit of account for the intelligent era. Photo: Xinhua
Artificial intelligence

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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Artificial intelligence

China profits from US AI boom despite Washington’s tech curbs, research says

Country remains ‘enmeshed in Asian supply chains’ and is likely to benefit from US AI spending, report says.

US, Israel war on Iran

How prolonged Iran war could disrupt Asia tech from chipmaking to data centres

LNG and helium shortages risk crippling Asia’s semiconductor supply chain and delaying AI infrastructure expansion, experts say.

An LNG tanker is moored in Kawasaki, Kanagawa prefecture, Japan, on April 8, 2026. Photo: AFP
Artificial intelligence

Victory Giant joins IPO push by China’s circuit-board makers amid AI frenzy

Nvidia supplier aims to raise up to US$2.2 billion in Hong Kong as AI data centre demand makes boards ‘all the rage’.

A robotic arm is seen in a factory of Victory Giant Technology. Photo: Handout
Science

Semiconductor leap: China looks to ‘2D chip’ with 1,000-fold growth speed

Advanced material offers promise in optoelectronics, where it can be used in LEDs, photodetectors and lasers.

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Artificial intelligence

DeepSeek ramps up hiring ahead of V4 launch as chip strategy questions swirl

New roles in Inner Mongolia point to expansion of computing capacity ahead of V4 release, fuelling speculation over chip sourcing.

Mainland China

Samsung weighs China overhaul as local rivals pile on the pressure

Reports of a potential pullback come as domestic competitors gain ground in China, forcing Samsung to reassess where it deploys resources.

Samsung is considering a broad restructuring of its China business, potentially exiting segments such as home appliances and displays, say analysts. Photo: Handout
US, Israel war on Iran

Asian economies face ‘formidable test’ as Middle East conflict drags on: ADB

Even if oil prices stabilise in the coming months, developing Asia-Pacific countries will still take years to recover, the bank says.

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A farmer sprinkles fertiliser on crops in a field on the outskirts of Amritsar, India, on Thursday. Photo: AFP
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.

Alibaba

Alibaba sets up top tech committee led by CEO to sharpen AI push

Restructuring brings core AI teams under tighter leadership as competition in China’s model and agent space intensifies.

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