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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.
Chinese scientists at a high-security Shenzhen laboratory earlier this year built a prototype extreme ultraviolet lithography machine. Photo: Shutterstock
China technology

China eyes mastery of EUV lithography, bolstering AI chip ambitions: analysts

‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.

Nvidia

US launches review of Nvidia’s H200 chip sales to China: sources

US-China trade war

Trump signs defence bill restricting investment in Chinese tech, military firms

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United States

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

China will remain the top consumer of semiconductor manufacturing hardware at least until 2027, a report says. Photo: Xinhua
Artificial intelligence

SenseTime pushes open-source AI model to provide a ‘smart brain’ for every robot

The Chinese AI pioneer also releases first robot dogs under new venture Ace Robotics.

US-China trade war

Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge

US debate over how to contain China’s tech development is irrelevant as Chinese domestic industry development has already taken full flight.

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AMD

AMD chief Lisa Su commits to ‘deeper’ China investments after MIIT meeting

In Beijing on Wednesday, Su exchanged views with MIIT director on ‘strengthening cooperation’ in the digital economy and AI sectors.

AMD CEO Lisa Su meets Lenovo executives in Beijing on Tuesday. Photo: Sina
Xiaomi

Memory crunch: China’s Xiaomi and Honor raise tablet prices as chip costs surge

Supplies of memory products for electronic devices squeezed by AI pivot of chipmakers, spurring companies to pass on costs to consumers.

China trade

China bets big on copper processing, but ‘weaponisation’ risks are low: analysts

Beijing views copper as critical for EVs and AI, but a reliance on imported ore limits China’s ability to use the strategic metal as leverage.

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Artificial intelligence

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

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

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An employee works at a semiconductor wafer workshop in Chongqing on August 24, 2023. Photo: Xinhua
Artificial intelligence

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

The deal is under discussion could value OpenAI upwards of US$500 billion, a source said.

OpenAI was last valued at US$500 billion in an employee share sale. Photo: Reuters
MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

AMD

AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs

Su’s visit to China – including a whistle-stop at Lenovo’s headquarters – comes as Washington signals a shift on export restrictions.

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IPO

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

Biren Technology is expected to raise about US$300 million from its Hong Kong listing, according to Chinese media reports. Photo: Handout
IPO

MetaX set for Shanghai debut amid frenzy over AI chip stocks, Nvidia uncertainty

The Shanghai-based graphics processing unit designer plans to raise US$596 million from the sale of 40.1 million shares.

MetaX Integrated Circuits’ C500 graphics processing unit is designed for AI and high-performance computing applications. Photo: Handout
US-China tech war

China’s tech ambitions stoke red-hot chip IPO market

MetaX shares make their debut on Wednesday after a wildly popular IPO as China’s tech self-sufficiency push fuels investor demand for AI-related stocks.

Huawei

Huawei’s Kirin 9030 processor shows China’s chip progress despite US curbs

Despite ‘meaningful density improvements’ in its N+3 process, SMIC’s capabilities are still behind leading chipmakers TSMC and Samsung.

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Science

Why China’s growing demand for rare-earth steel is bad news for America’s F-35

Advanced product is used in huge infrastructure projects but that has further reduced supply for overseas buyers like the US defence sector.

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The vast mining district of Bayan Obo in Inner Mongolia holds 36 per cent of the world’s light rare-earth reserves. Photo: VCG via Getty Images
Artificial intelligence

Why Nvidia chip is unlikely to derail ambitions of China’s Huawei, Moore Threads

China’s huge demand for AI computing power leaves room for growth for both US and domestic chips, analysts say.

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United States

China’s AI sector poised for growth despite US restrictions: venture capitalist

China’s AI sector gains confidence with DeepSeek’s emergence, but tech ecosystem needs to improve, GSR United Capital’s Zhou Qi says.

Science

US green tech retreat echoes mistake of China’s Qing dynasty before collapse

While Washington pulls back on climate, Beijing is making it possible for developing nations to leapfrog into a cleaner energy era.

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Illustration: Henry Wong
US-China trade war

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

Despite Trump easing curbs, domestic chipmakers expected to remain central to Beijing’s tech ambitions.

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The chip industry remains a crucial battleground in the US-China tech rivalry, with the high-end market still dominated by American, Japanese and European companies Photo: Shutterstock Images
China-EU relations

Beijing urges Dutch government to push for China visit by Nexperia execs

China’s Ministry of Commerce says trip by Dutch chip firm’s management should be made ‘as soon as possible’ amid heated war of words.

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Artificial intelligence

Nvidia builds location verification tech that could help fight chip smuggling

China’s top cybersecurity regulator has called Nvidia in for questioning about whether its products contain back doors.

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Artificial intelligence

Less hype, more hardware: SenseTime banks on multimodal AI to regain its edge

SenseTime may have slipped from the spotlight as one of China’s “AI dragons”, but its tilt at multimodal, real-world AI hints at a comeback.

SenseTime co-founder and chief scientist Lin Dahua. Photo: Vincent Chow
US-China trade war

US seeks ‘constructive’ reset with China as trade tensions ease: Greer

Trade envoy says Washington aims to steady ties after a bruising tariff year, even as disputes over minerals and AI chips persist.

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US Trade Representative Jamieson Greer during an interview at the White House in October. Photo: Reuters
US-China relations

China heads into 2026 with economic strains, uneasy US rivalry: Asia Society

Report says Beijing must juggle control and growth as debt, demographics and US tech tensions shape the year ahead.

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Mergers & Acquisitions

Chinese supercomputer maker Sugon and chip developer Hygon call off merger plans

The aborted merger dashes industry expectations for a major domestic ecosystem covering advanced processors and high-performance servers.

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