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US-China tech war

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US-China tech war
The US and China are competing for supremacy in the suite of advanced technologies that will affect the means of future economic production. US efforts to curtail China's access to American technology are threatening to unravel decades of globalisation and interdependent supply chains and raising the risk of a confrontation that has been likened to a new cold war.
Open Questions series

George Yeo on superpower ‘headaches’ and why the US dollar could crack

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Illustration: Lau Ka-kuen

Liu Qian on Chinese innovation, the US rivalry and women holding up half the sky

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Illustration: Victor Sanjinez Garcia

Fuchsia Dunlop tells how she fell for China’s cuisine and names her perfect dish

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Illustration: Lau Ka-kuen

80 years on from WWII, China’s interests lie in peaceful Asia-Pacific: Mitter

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Illustration: Lau Ka-kuen

‘Delusional’: Jeffrey Sachs on why Western hegemony has ended

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Illustration: Henry Wong

Scholar Jing Qian on right-sizing China’s economy in the age of Trump

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Illustration: Lau Ka-kuen

George Yeo on superpower ‘headaches’ and why the US dollar could crack

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11
Illustration: Lau Ka-kuen

Liu Qian on Chinese innovation, the US rivalry and women holding up half the sky

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Illustration: Victor Sanjinez Garcia

Fuchsia Dunlop tells how she fell for China’s cuisine and names her perfect dish

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5
Illustration: Lau Ka-kuen

80 years on from WWII, China’s interests lie in peaceful Asia-Pacific: Mitter

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18
Illustration: Lau Ka-kuen

‘Delusional’: Jeffrey Sachs on why Western hegemony has ended

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93
Illustration: Henry Wong

Scholar Jing Qian on right-sizing China’s economy in the age of Trump

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40
Illustration: Lau Ka-kuen
MORE FROM THIS SERIES
Biren’s IPO has attracted 23 cornerstone investors, including major asset management firms, domestic mutual funds and insurers. Photo: Handout
IPO

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

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Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

Robotics

Building a humanoid robot without China? Then you better bring a bigger wallet

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US-China relations

Editorial | Less hostility towards China in new US security strategy is welcome

The plan’s watering down of America’s antagonism towards China bodes well for both nations and the world.

US Secretary of War Pete Hegseth speaks as President Donald Trump listens at a meeting in the White House in Washington on December 2. Photo: CNP/Abaca Press/TNS
US-China relations

US lawmakers want DeepSeek, Xiaomi added to list of China military-linked firms

Republicans want to add 19 more entities to the document that already includes tech giant Tencent Holdings and major ‍battery maker CATL.

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US-China relations

TikTok seals US deal but core algorithm could still rattle ties with China

Compliance questions remain and Beijing’s approval for the spin-off is not guaranteed, observers say.

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Semiconductors

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.

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

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

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

US-China relations

China still targeting US-based researchers for ‘malign’ purposes, lawmakers told

Multiple US government agencies told a House committee that security concerns should not stop efforts to retain foreign-born researchers.

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US-China trade war

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

Key provisions target contracts with Chinese biotech companies and outbound investment in technologies with military applications in China.

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US President Donald Trump signed an extensive defence bill on Thursday that restricts US investment in Chinese technology companies and military firms. Photo: TNS
US-China relations

Opinion | Mark 2025. It’s the year China became a peer power to America

China not only forced a trade war backdown, it displayed its hi-tech military might from the waters off Australia to the skies near Japan.

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Illustration: Craig Stephens
China exports

China confirms issuing of first general licences for rare earth exports

Beijing says it is now granting longer permits giving foreign companies easier access to vital minerals, but many details remain unclear.

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Science

Why US lawmakers killed a proposal targeting science efforts with China

US researchers and industry experts warn that even the revised version may have unintended consequences.

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China trade

China jails antimony smugglers in tough stance on critical minerals

Dozens convicted of illegally shipping 166 tonnes of the strategic material, marking a major enforcement of Beijing’s export controls.

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The Shenzhen Intermediate People’s Court in Guangdong province has found several people guilty of illegally shipping antimony without obtaining export licences. Photo: SCMPOST
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.

US President Donald Trump (left) shakes hands with Nvidia CEO Jensen Huang at the White House in Washington on April 30. Photo: Getty Images
Artificial intelligence

China’s open-source AI models rival US giants, making engagement urgent: report

The report calls on US actors to engage with Chinese firms as the AI landscape continues to evolve.

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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.

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E-commerce

No ‘lowest-price’ requirement: China warns platforms on monopolistic tactics

Regulators tell platforms that demanding the ‘lowest price’ from vendors may not be permitted under new draft guidelines.

Chinese regulators are warning platforms that demanding the “lowest price” from vendors may be deemed monopolistic under new draft guidelines. Photo: Shutterstock
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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US-China trade war

Surviving the shocks: what China and the US learned from 2025’s trade war

Businesses and officials faced a year of disruption – and in some cases, resilience – as tariffs and export controls roiled global markets.

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Illustration: Davies Christian
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
Semiconductors

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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Nvidia’s H200 artificial intelligence processors will give China a much-needed boost in computing power. Photo: Shutterstock
Mainland China

Kimi developer Moonshot shows China’s growing AI depth: US government report

Washington’s evaluation highlights an increasing number of Chinese companies developing world-leading open-weight AI models, not just DeepSeek.

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.

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