https://www.scmp.com/rss/518014/feed The latest news, analysis and opinion on Advanced Micro Devices. In-depth analysis, industry insights and expert opinion. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Ann Cao Ann Cao Agentic artificial intelligence and advanced packaging technology will be key growth drivers for China’s chip industry in coming years, as the country is expected to increase its share of chipmaking capacity to nearly half of the world’s total by 2028. According to data revealed at Semicon China, the world’s largest chip industry trade show, China’s share of wafer fabrication capacity for mainstream processes was expected to reach 42 per cent of global capacity by 2028. That would mark a rapid... https://www.scmp.com/tech/big-tech/article/3347902/semicon-china-ai-advanced-packaging-set-drive-countrys-chip-industry-growth?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3347902/semicon-china-ai-advanced-packaging-set-drive-countrys-chip-industry-growth?utm_source=rss_feed Wed, 25 Mar 2026 14:13:25 +0000 Ben Jiang Ben Jiang Chips from Chinese semiconductor designer Hygon Information Technology were found unaffected by a recently disclosed vulnerability in products developed by its US tech licenser and former joint venture partner Advanced Micro Devices (AMD), according to analysts, which showed progress in China’s self-reliance drive. Hygon’s central processing units (CPUs), which were developed under a licence to use AMD’s X86-based Zen chip architecture, did not have the hardware security flaw that affected a... https://www.scmp.com/tech/tech-trends/article/3341570/hygons-chips-safe-amd-security-flaw-amid-chinas-tech-self-reliance-drive?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3341570/hygons-chips-safe-amd-security-flaw-amid-chinas-tech-self-reliance-drive?utm_source=rss_feed Wed, 28 Jan 2026 14:00:12 +0000 Vincent Chow Vincent Chow State-owned China Telecom has developed the country’s first artificial intelligence models with the innovative Mixture-of-Experts (MoE) architecture that are trained entirely on advanced chips from Huawei Technologies. This marked the first time a Chinese developer publicly validated the feasibility of using only Huawei chips to train AI models with MoE architecture, which has become widely adopted because of its ability to deliver high performance with fewer computational resources. The... https://www.scmp.com/tech/big-tech/article/3340591/china-telecom-develops-countrys-first-moe-models-trained-entirely-huaweis-ai-chips?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3340591/china-telecom-develops-countrys-first-moe-models-trained-entirely-huaweis-ai-chips?utm_source=rss_feed Tue, 20 Jan 2026 14:00:12 +0000 Ann Cao Ann Cao The shortages and associated price increase in the global memory chip sector could potentially intensify, as the US government threatened to impose hefty new tariffs on some major foreign manufacturers. Speaking at Friday’s groundbreaking ceremony for Micron Technology’s US$100 billion factory in New York, US Commerce Secretary Howard Lutnick warned that memory chipmakers – without naming any company – had two options: “They can pay 100 per cent tariff, or they can build in America.” Lutnick... https://www.scmp.com/tech/tech-trends/article/3340428/global-memory-chip-crunch-set-intensify-amid-trumps-new-industrial-policy?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3340428/global-memory-chip-crunch-set-intensify-amid-trumps-new-industrial-policy?utm_source=rss_feed Mon, 19 Jan 2026 11:00:10 +0000 Wency Chen Wency Chen Chinese companies are expected to shoulder higher costs for deploying advanced chips from the US, owing to a new 25 per cent tariff imposed by Washington on select high-performance semiconductors, according to analysts. The administration of US President Donald Trump on Wednesday said the new import duties on advanced artificial intelligence chips covered Nvidia’s H200 and Advanced Micro Devices’ MI325X graphics processing units, as well as their equivalent products and derivatives. According to... https://www.scmp.com/tech/tech-war/article/3340035/chinese-firms-incur-higher-costs-deploying-advanced-ai-chips-us-analysts?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3340035/chinese-firms-incur-higher-costs-deploying-advanced-ai-chips-us-analysts?utm_source=rss_feed Thu, 15 Jan 2026 13:00:11 +0000 Xinmei Shen Xinmei Shen China’s humanoid robot and artificial intelligence hardware makers are expected to be out in force next week at CES, the annual consumer electronics trade show in Las Vegas, to show their latest innovations to a global audience amid an escalating US-China tech rivalry. Nearly a dozen well-known humanoid robot manufacturers – including Unitree Robotics, AgiBot, Galbot, Engine AI, Noetix Robotics and state-backed X-Humanoid, also known as the Beijing Humanoid Robot Innovation Centre – are expected... https://www.scmp.com/tech/tech-trends/article/3338600/chinas-humanoid-robot-makers-hong-kong-start-ups-set-dazzle-ces-2026?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3338600/chinas-humanoid-robot-makers-hong-kong-start-ups-set-dazzle-ces-2026?utm_source=rss_feed Mon, 05 Jan 2026 03:00:10 +0000 Coco Feng Coco Feng Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), on Wednesday met the Chinese minister of industry and information technology (MIIT), where she affirmed the US chipmaker’s “commitment to deepening its investments” in China, the ministry said. On her second day of a China trip, Su exchanged views with MIIT head Li Lecheng on “strengthening cooperation in the digital economy and artificial intelligence sectors”, according to a statement issued by MIIT on Wednesday. Su reportedly... https://www.scmp.com/tech/article/3336818/amd-chief-lisa-su-commits-deeper-china-investments-meeting-industry-minister?utm_source=rss_feed https://www.scmp.com/tech/article/3336818/amd-chief-lisa-su-commits-deeper-china-investments-meeting-industry-minister?utm_source=rss_feed Wed, 17 Dec 2025 14:04:37 +0000 Coco Feng Coco Feng Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), began a visit to China on Tuesday, meeting Chinese computer giant Lenovo in Beijing just days after US President Donald Trump said Washington would ease restrictions on certain chip shipments to China. Su and other AMD executives visited Lenovo’s headquarters, where photos circulating on Chinese social media showed multiple digital screens displaying “Welcome AMD”. On RedNote, Lenovo’s official account replied to one post with a... https://www.scmp.com/tech/article/3336656/amd-chief-lisa-su-visits-lenovo-beijing-us-hints-easing-chip-curbs?utm_source=rss_feed https://www.scmp.com/tech/article/3336656/amd-chief-lisa-su-visits-lenovo-beijing-us-hints-easing-chip-curbs?utm_source=rss_feed Tue, 16 Dec 2025 12:00:15 +0000 Ann Cao Ann Cao Chinese supercomputer maker Sugon and chip designer Hygon Information Technology have called off a planned mega-merger that had been under discussion for months, in a surprise move that could complicate the country’s tech self-sufficiency efforts in the semiconductor and high-performance computing sectors. The two Shanghai-listed companies late on Tuesday said they cancelled merger talks because “the market environment has changed significantly since the initial planning stages of this... https://www.scmp.com/tech/big-tech/article/3335930/chinese-supercomputer-maker-sugon-and-chip-developer-hygon-call-merger-plans?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3335930/chinese-supercomputer-maker-sugon-and-chip-developer-hygon-call-merger-plans?utm_source=rss_feed Wed, 10 Dec 2025 13:00:16 +0000 Richard Heydarian Richard Heydarian “We do not need to chase [after other countries], we are the road,” said President Xi Jinping after inaugurating a major scientific project in Sanya, Hainan province, in 2018. Xi urged scientists to push the boundaries of technological development. Xi’s bold statement not only reflected his boundless confidence in China’s scientific community but also the wisdom of the “Made in China 2025” national economic strategy, which has produced nothing less than a technological renaissance. Thanks to a... https://www.scmp.com/opinion/china-opinion/article/3330495/chinas-development-model-reverberating-around-world?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3330495/chinas-development-model-reverberating-around-world?utm_source=rss_feed Tue, 28 Oct 2025 12:30:08 +0000 Agence France-Presse Agence France-Presse Wall Street stocks rebounded on Monday from steep pre-weekend falls as US President Donald Trump softened his posture on China following earlier threats of large tariffs. European stock markets made modest gains while Asia’s leading stock markets began the week in the red as they caught up with Wall Street’s sharp losses on Friday. Gold reached a fresh record high thanks to its status as a safe-haven investment. “Things have calmed down almost as dramatically as the flare up on Friday when... https://www.scmp.com/business/banking-finance/article/3328876/wall-street-stocks-bounce-trump-softens-posture-china-after-tariff-threats?utm_source=rss_feed https://www.scmp.com/business/banking-finance/article/3328876/wall-street-stocks-bounce-trump-softens-posture-china-after-tariff-threats?utm_source=rss_feed Mon, 13 Oct 2025 22:40:17 +0000 Bloomberg Bloomberg Artificial intelligence chip firms Nvidia Corp and Advanced Micro Devices (AMD) would have to ensure American companies get priority access to their products before China under legislation the US Senate has passed, a setback for the technology industry’s efforts to block the measure. The bipartisan legislation was easily approved in a vote late on Thursday. It is designed to bolster US competitiveness in cutting-edge industries and curb exports to China and other foreign adversaries, according... https://www.scmp.com/tech/tech-war/article/3328501/us-senate-passes-measure-limits-nvidia-and-amds-ai-chip-exports-china?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3328501/us-senate-passes-measure-limits-nvidia-and-amds-ai-chip-exports-china?utm_source=rss_feed Fri, 10 Oct 2025 06:44:53 +0000 Bloomberg Bloomberg Taiwan Semiconductor Manufacturing Company (TSMC) reported a 30 per cent increase in its third-quarter sales as major US tech companies continued to make multibillion-dollar bets on artificial intelligence. Revenue for the three-month period ending in September totalled NT$989.9 billion (US$32.5 billion), according to Bloomberg News calculations based on monthly sales numbers provided by the company, while analysts on average were looking for NT$962.8 billion. The shares of Asia’s most valuable... https://www.scmp.com/tech/big-tech/article/3328365/tsmc-posts-better-expected-sales-ai-demand?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3328365/tsmc-posts-better-expected-sales-ai-demand?utm_source=rss_feed Thu, 09 Oct 2025 08:37:42 +0000 Reuters Reuters Advanced Micro Devices (AMD) will supply artificial intelligence chips to OpenAI in a multi-year deal that would bring in tens of billions of dollars in annual revenue and give the ChatGPT creator the option to buy up to roughly 10 per cent of the chipmaker. Shares of the chipmaker surged 24 per cent on Monday, adding roughly US$63 billion to the company’s market value. The deal, latest in a string of investment commitments, underscores OpenAI and the broader AI industry’s voracious appetite for... https://www.scmp.com/tech/big-tech/article/3328066/amd-shares-surge-24-after-signing-ai-chip-supply-deal-openai?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3328066/amd-shares-surge-24-after-signing-ai-chip-supply-deal-openai?utm_source=rss_feed Tue, 07 Oct 2025 01:48:01 +0000 Wency Chen Wency Chen Chinese companies are stepping out of Nvidia’s chipmaking shadow by developing processors that play a different role in artificial intelligence (AI). Application-specific integrated circuits, or ASICs, do the work when AI systems interact with the real world, for instance, performing real-time video analysis in autonomous vehicles, surveillance or surgery. The chips are custom-designed to do that one specific task as efficiently as possible. By contrast, Nvidia graphics processing units (GPUs)... https://www.scmp.com/plus/article/3327767/ai-accelerators-offer-opportunity-china-chipmakers?utm_source=rss_feed https://www.scmp.com/plus/article/3327767/ai-accelerators-offer-opportunity-china-chipmakers?utm_source=rss_feed Fri, 03 Oct 2025 08:42:26 +0000 Ann Cao Ann Cao Moore Threads Technology, a Chinese developer of graphics processing units (GPUs), on Friday received approval for an initial public offering (IPO) on Shanghai’s Nasdaq-style Star Market. Founded in 2020, Beijing-based Moore Threads plans to raise 8 billion yuan (US$1.1 billion) from its IPO, according to its prospectus. It took the company just 88 days from filing an application for an IPO in June to receiving regulatory approval from the Shanghai Stock Exchange. Moore Threads, which was added... https://www.scmp.com/tech/tech-trends/article/3327051/chinese-ai-chip-developer-moore-threads-gets-go-ahead-shanghai-ipo?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3327051/chinese-ai-chip-developer-moore-threads-gets-go-ahead-shanghai-ipo?utm_source=rss_feed Fri, 26 Sep 2025 14:53:36 +0000 Wency Chen,Ann Cao Wency Chen,Ann Cao Huawei Technologies’ recent unveiling of a three-year road map for its Ascend artificial intelligence processors has provided fresh momentum for China’s tech self-sufficiency efforts, according to analysts. US-sanctioned Huawei’s disclosure “is educating the market about what’s ahead”, while signalling that the Shenzhen-based company “can match Nvidia’s multi-year road map”, said Kevin Xu, founder of US-based investment firm Interconnected Capital. Huawei deputy chairman Eric Xu Zhijun, who... https://www.scmp.com/tech/big-tech/article/3326210/tech-war-huaweis-ai-chip-road-map-bolsters-chinas-tech-self-sufficiency-efforts?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3326210/tech-war-huaweis-ai-chip-road-map-bolsters-chinas-tech-self-sufficiency-efforts?utm_source=rss_feed Sat, 20 Sep 2025 03:00:13 +0000 Reuters Reuters Nvidia is developing a new artificial intelligence chip for China based on its latest Blackwell architecture that will be more powerful than the H20 model it is currently allowed to sell there, according to two people briefed on the matter. US President Donald Trump last week opened the door to the possibility of more advanced Nvidia chips being sold in China, but the sources noted US regulatory approval was far from guaranteed amid deep-seated fears in Washington about giving China too much... https://www.scmp.com/tech/tech-war/article/3322354/nvidia-plans-more-powerful-chip-china-after-trump-approves-h20-export-sources-say?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3322354/nvidia-plans-more-powerful-chip-china-after-trump-approves-h20-export-sources-say?utm_source=rss_feed Tue, 19 Aug 2025 07:32:17 +0000 Xinmei Shen Xinmei Shen Chinese semiconductor firm Cambricon Technologies, seen as a potential future challenger to Nvidia, plans to raise nearly 4 billion yuan (US$560 million) for AI chip development, boosting its standing in the country’s tech self-sufficiency drive. In a statement on the weekend, Cambricon said the Shanghai Stock Exchange had given the go-ahead for its 3.98 billion yuan fundraising plan, which is pending approval from the China Securities Regulatory Commission. The move comes after its stock price... https://www.scmp.com/tech/big-tech/article/3322203/chinas-nvidia-challenger-cambricon-raise-us560-million-ai-chip-development?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3322203/chinas-nvidia-challenger-cambricon-raise-us560-million-ai-chip-development?utm_source=rss_feed Mon, 18 Aug 2025 07:33:52 +0000 Alex Lo Alex Lo The United States is fighting two chip wars against China. One involves playing dirty, which it has already lost, though it doesn’t know it yet. The other, more legitimate, remains to be seen. It depends on whether America can maintain its longstanding tech innovation and leadership. But with Donald Trump at the helm with his weird and often incomprehensible “strategies” – from cuts and firings in government-funded basic research to direct interference in the tech sector – things don’t look... https://www.scmp.com/opinion/article/3322140/washington-has-already-lost-dirty-chip-war-does-not-know-it-yet?utm_source=rss_feed https://www.scmp.com/opinion/article/3322140/washington-has-already-lost-dirty-chip-war-does-not-know-it-yet?utm_source=rss_feed Sun, 17 Aug 2025 13:00:15 +0000 Alex Lo Alex Lo Donald Trump is demanding his cut in every deal. This is true with both the shooting war in Ukraine and the trade war with China. In his lopsided trade deal with the European Union, the US president has boasted that the bloc will be required to buy “vast amounts” of American weapons worth “hundreds of billions”. Even before the deal, Vice-President J.D. Vance declared that if Europe wanted to continue the war in Ukraine, they would have to pay for it by buying US weapons. Brussels has denied... https://www.scmp.com/opinion/article/3322053/trump-trade-war-china-starting-look-partnership?utm_source=rss_feed https://www.scmp.com/opinion/article/3322053/trump-trade-war-china-starting-look-partnership?utm_source=rss_feed Fri, 15 Aug 2025 15:30:08 +0000 Ralph Jennings,Kandy Wong Ralph Jennings,Kandy Wong US President Donald Trump’s “unprecedented” deal to allow exports of some advanced chips to China in exchange for a cut of the revenues – and hints that similar deals for other industries are being considered – signals that Washington is moving towards a potentially dangerous “pay to play” foreign trade policy, analysts said. Conflicts of interest loom if the revenue-sharing model takes root, which could make it harder for American investors and exporters to do business in the world’s... https://www.scmp.com/economy/china-economy/article/3321877/trumps-chip-deal-signals-new-pay-play-china-trade-policy-analysts-say?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3321877/trumps-chip-deal-signals-new-pay-play-china-trade-policy-analysts-say?utm_source=rss_feed Thu, 14 Aug 2025 15:00:08 +0000 Reuters Reuters US authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk of illegal diversion to China, according to two people with direct knowledge of the previously unreported law enforcement tactic. The measures aimed to detect artificial intelligence chips being diverted to destinations that were under US export restrictions, and applied only to select shipments under investigation, the people said. They show the lengths to which... https://www.scmp.com/tech/tech-war/article/3321788/us-secretly-embeds-trackers-ai-chip-shipments-catch-smuggling-china-sources-say?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3321788/us-secretly-embeds-trackers-ai-chip-shipments-catch-smuggling-china-sources-say?utm_source=rss_feed Thu, 14 Aug 2025 02:06:16 +0000 Wency Chen Wency Chen Huawei Technologies has unveiled a software tool designed to accelerate inference in large artificial intelligence models, an advancement that could help China reduce its reliance on expensive high-bandwidth memory (HBM) chips. Unified Cache Manager (UCM) is an algorithm that allocates data according to varying latency requirements across different types of memories – including ultra-fast HBM, standard dynamic random access memory and solid-state drive – thereby enhancing inference efficiency,... https://www.scmp.com/tech/tech-war/article/3321578/tech-war-huawei-unveils-algorithm-could-cut-chinas-reliance-foreign-memory-chips?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3321578/tech-war-huawei-unveils-algorithm-could-cut-chinas-reliance-foreign-memory-chips?utm_source=rss_feed Tue, 12 Aug 2025 09:00:10 +0000 Danielle Popov Danielle Popov Huawei Technologies is set to unveil a technological breakthrough that could reduce China’s reliance on high-bandwidth memory (HBM) chips for running artificial intelligence reasoning models, according to state-run Securities Times. The announcement will take place in collaboration with China UnionPay at the 2025 Financial AI Reasoning Application Landing and Development Forum in Shanghai on Tuesday, according to the report on Sunday. The event aims to promote AI reasoning models and... https://www.scmp.com/tech/big-tech/article/3321442/tech-war-huawei-unveil-tech-cut-chinas-reliance-hbm-chips-report-says?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3321442/tech-war-huawei-unveil-tech-cut-chinas-reliance-hbm-chips-report-says?utm_source=rss_feed Mon, 11 Aug 2025 10:01:06 +0000 Bloomberg Bloomberg Nvidia and Advanced Micro Devices agreed to pay 15 per cent of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure export licences, the Financial Times reported on Sunday. The newspaper cited a US official as saying that Nvidia would share 15 per cent of the revenue from sales of its H20 chip in China and AMD will deliver the same share from MI308 revenues. It followed an earlier report from the paper that the Commerce Department... https://www.scmp.com/news/us/economy-trade-business/article/3321395/nvidia-amd-pay-15-china-chip-sale-income-us-financial-times-reports?utm_source=rss_feed https://www.scmp.com/news/us/economy-trade-business/article/3321395/nvidia-amd-pay-15-china-chip-sale-income-us-financial-times-reports?utm_source=rss_feed Sun, 10 Aug 2025 21:58:33 +0000 Hadi Azmi Hadi Azmi Intel’s Malaysian-born CEO was thrust into the international spotlight this week as the latest subject of US President Donald Trump’s scatter-gun targeting, calling for him to “resign immediately” over alleged links to Chinese military contractors and surveillance companies. Lip-Bu Tan, 65, born in the riverine town of Muar on Malaysia’s Malacca Strait coast in 1959, grew up in Singapore and studied at Nanyang University, which later merged with the University of Singapore to become the National... https://www.scmp.com/week-asia/people/article/3321303/malaysians-singaporeans-brush-trump-attack-intel-ceo?utm_source=rss_feed https://www.scmp.com/week-asia/people/article/3321303/malaysians-singaporeans-brush-trump-attack-intel-ceo?utm_source=rss_feed Sat, 09 Aug 2025 05:21:36 +0000 Bloomberg Bloomberg Tesla is disbanding its Dojo supercomputer team and its leader will depart the company, according to people familiar with the matter, upending the automaker’s effort to develop in-house semiconductors for autonomous vehicle technology. Peter Bannon, who was heading up Dojo, is leaving and CEO Elon Musk has ordered the effort to be shut down, according to the people, who asked not to be identified discussing internal matters. The team has lost about 20 workers recently to newly formed DensityAI,... https://www.scmp.com/tech/big-tech/article/3321198/tesla-disbands-dojo-supercomputer-team-blow-ai-semiconductor-effort?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3321198/tesla-disbands-dojo-supercomputer-team-blow-ai-semiconductor-effort?utm_source=rss_feed Fri, 08 Aug 2025 07:08:58 +0000 Xinyi Wu Xinyi Wu China’s most dynamic local economies are no longer metropolises like Beijing and Shanghai, but lesser-known cities including Hangzhou and Hefei, according to a new report by the Economist Intelligence Unit. The findings reflect a growing shift in China’s economic landscape, as smaller cities emerge as a main engine of growth due to their strength in advanced manufacturing, clean energy and other emerging sectors. The annual report by the EIU ranks Chinese cities in terms of their growth... https://www.scmp.com/economy/china-economy/article/3319997/what-are-chinas-most-dynamic-cities-new-report-gives-surprising-answer?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3319997/what-are-chinas-most-dynamic-cities-new-report-gives-surprising-answer?utm_source=rss_feed Tue, 29 Jul 2025 23:30:07 +0000 Reuters Reuters Intel was set to end the year with a workforce that would be over a fifth smaller than last year, it said on Thursday, as new CEO Tan Lip-bu presented a blueprint for a more cost-disciplined, streamlined chipmaker that would issue “no more blank checks”. The job cuts – a majority of which have been completed already – are part of an effort by Tan since he took the helm in March to turn around the storied US chipmaker. Intel has divested businesses, laid off employees and redirected... https://www.scmp.com/tech/big-tech/article/3319531/intel-slashes-fifth-workforce-new-ceo-tan-lip-bu-ends-blank-checks-era?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3319531/intel-slashes-fifth-workforce-new-ceo-tan-lip-bu-ends-blank-checks-era?utm_source=rss_feed Fri, 25 Jul 2025 03:19:25 +0000 Bloomberg Bloomberg Advanced Micro Devices (AMD) chair and CEO Lisa Su said that the integrated circuits her company gets from supplier Taiwan Semiconductor Manufacturing Co (TSMC) cost more when these are produced in the chipmaker’s Arizona facilities. Compared with similar parts from factories in Taiwan, the US chips will be “more than 5 per cent but less than 20 per cent” in terms of higher costs, she said at an artificial intelligence (AI) event in Washington on Wednesday. AMD expects its first chips from... https://www.scmp.com/tech/big-tech/article/3319386/amds-lisa-su-sees-chips-tsmcs-arizona-plant-costing-5-20-more?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3319386/amds-lisa-su-sees-chips-tsmcs-arizona-plant-costing-5-20-more?utm_source=rss_feed Thu, 24 Jul 2025 06:03:10 +0000 Victoria Bela Victoria Bela China is facing a glut of AI computing power and the booming service sector needs to adapt to changing demand, state media has warned as US tech titan Nvidia prepares to resume exports of its made-for-China chips. Citing data from the Inspur Institute of Artificial Intelligence, Science and Technology Daily reported on Thursday that despite the rapid adoption of artificial intelligence, only about 30 per cent of the country’s intelligent computing capacity was being used. As of November, nearly... https://www.scmp.com/news/china/science/article/3318622/warning-glut-ai-computing-centres-china-readies-return-nvidias-h20-chip?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3318622/warning-glut-ai-computing-centres-china-readies-return-nvidias-h20-chip?utm_source=rss_feed Thu, 17 Jul 2025 12:00:19 +0000 Bloomberg,Kyodo Bloomberg,Kyodo Taiwan Semiconductor Manufacturing Company (TSMC) raised its outlook for 2025 revenue growth, shoring up investors’ confidence in the momentum of the global artificial intelligence spending spree. The world’s biggest contract chipmaker on Thursday forecast sales growth of about 30 per cent in US dollar terms this year, up from mid-20 per cent previously. That reinforced expectations that tech firms from Meta Platforms to Google will keep spending to build the data centres essential to AI... https://www.scmp.com/tech/big-tech/article/3318596/chipmaking-giant-tsmc-raises-2025-sales-forecast-amid-ai-optimism?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3318596/chipmaking-giant-tsmc-raises-2025-sales-forecast-amid-ai-optimism?utm_source=rss_feed Thu, 17 Jul 2025 09:21:10 +0000 Coco Feng Coco Feng The sales resumption of Nvidia’s H20 processors and Advanced Micro Devices’ (AMD) MI308 chips in China is expected to ease the anxiety of local artificial intelligence companies, according to analysts. Speaking at the China International Supply Chain Expo in Beijing on Wednesday, Nvidia CEO Jensen Huang said he hoped to introduce more advanced chips to China. The H20, designed to comply with US trade curbs, is less powerful than the H200. Under current US rules, most advanced Nvidia chips,... https://www.scmp.com/tech/tech-war/article/3318479/nvidia-amd-expected-win-market-share-china-us-eases-export-curbs?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3318479/nvidia-amd-expected-win-market-share-china-us-eases-export-curbs?utm_source=rss_feed Thu, 17 Jul 2025 00:00:15 +0000 James David Spellman James David Spellman Nvidia CEO Jensen Huang secured an apparent reprieve from US President Donald Trump, allowing the company to resume sales of its H20 chips to China. The chipmaker’s shares jumped about 4 per cent on the news. Nvidia recently became the first public company to be worth US$4 trillion; one analyst sees its market capitalisation increasing to US$5 trillion. Advanced Micro Devices expects to ship to China soon, as well. These are major wins in the torrent of constantly changing tariffs, fraught... https://www.scmp.com/opinion/world-opinion/article/3318376/china-us-target-trumps-chip-policies-miss-mark?utm_source=rss_feed https://www.scmp.com/opinion/world-opinion/article/3318376/china-us-target-trumps-chip-policies-miss-mark?utm_source=rss_feed Wed, 16 Jul 2025 21:30:09 +0000 Bloomberg Bloomberg Huawei Technologies is trying to export small quantities of artificial intelligence (AI) chips to the Middle East and Southeast Asia, in an effort to establish a foothold in markets dominated by Nvidia Corp in spite of ongoing manufacturing challenges. The smartphone maker and world’s largest telecommunications equipment supplier – which has become China’s strongest competitor to leading US chipmakers – has reached out to potential customers in the United Arab Emirates (UAE), Saudi Arabia and... https://www.scmp.com/tech/big-tech/article/3317966/huawei-eyes-export-ai-chips-middle-east-southeast-asia-rival-nvidia?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3317966/huawei-eyes-export-ai-chips-middle-east-southeast-asia-rival-nvidia?utm_source=rss_feed Sat, 12 Jul 2025 05:08:56 +0000 Reuters Reuters Samsung Electronics is expected to forecast a 39 per cent plunge in second-quarter operating profit on Tuesday, weighed down by delays in supplying advanced memory chips to artificial intelligence (AI) chip leader Nvidia. The world’s biggest maker of memory chips is projected to report an April-June operating profit of 6.3 trillion won (US$4.62 billion), its lowest income in six quarters, according to LSEG SmartEStimate. The prolonged weakness in its financial performance has deepened investor... https://www.scmp.com/tech/big-tech/article/3317172/samsungs-quarterly-profit-likely-drop-39-cent-weak-ai-chip-sales?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3317172/samsungs-quarterly-profit-likely-drop-39-cent-weak-ai-chip-sales?utm_source=rss_feed Mon, 07 Jul 2025 02:00:11 +0000 Bloomberg Bloomberg Advanced Micro Devices Chief Executive Officer Lisa Su said her company’s latest AI processors can challenge Nvidia chips in a market she now expects to soar past US$500 billion in the next three years. The new instalments in AMD’s MI350 chip series are faster than Nvidia counterparts and represent major gains over earlier versions, Su said at a company event Thursday in San Jose, California. The MI355 chips, which started shipping earlier this month, are 35 times faster than predecessors, she... https://www.scmp.com/tech/big-tech/article/3314257/amd-says-new-chips-can-top-nvidias-booming-ai-chip-field?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3314257/amd-says-new-chips-can-top-nvidias-booming-ai-chip-field?utm_source=rss_feed Fri, 13 Jun 2025 05:00:08 +0000 Wency Chen Wency Chen Huawei Technologies is pushing for wider support of its Ascend artificial intelligence (AI) processor-based, high-performance computing architecture – called Supernode 384 – that is touted as a rival to the structure used in US semiconductor firm Nvidia’s NVL72 system in alleviating bottlenecks for data centres. “As the scale of parallel processing grows, cross-machine bandwidth in traditional server architectures has become a critical bottleneck for training,” said Zhang Dixuan, president of... https://www.scmp.com/tech/big-tech/article/3311873/huawei-pushes-ascend-ai-processor-based-supernode-computing-architecture-developers?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3311873/huawei-pushes-ascend-ai-processor-based-supernode-computing-architecture-developers?utm_source=rss_feed Tue, 27 May 2025 00:00:19 +0000 Ann Cao Ann Cao Chinese supercomputer maker Sugon and chip designer Hygon Information Technology have announced a merger plan, marking the latest consolidation in the country’s high-performance computing sector amid US export restrictions. Under the proposed deal, Hygon will absorb Sugon shares through a stock swap agreement and issue new mainland China-listed shares to Sugon’s shareholders, according to their stock exchange filings on Sunday. To avoid fluctuations in share prices from the deal, both companies’... https://www.scmp.com/tech/tech-war/article/3311838/sugon-hygon-merger-latest-sign-consolidation-chinas-computing-sector?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3311838/sugon-hygon-merger-latest-sign-consolidation-chinas-computing-sector?utm_source=rss_feed Mon, 26 May 2025 11:30:09 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma The US attempted to restrict sales of Huawei Technologies’ Ascend series of artificial intelligence processors “anywhere in the world”, opening up a new front in the trade war with China just a day after the two sides had agreed a tariff pause. Use of the processors would breach US export control rules because the technology was likely developed in violation of that same regime, the US Department of Commerce said last week. Still, the “anywhere in the world” quote was gone from the press release... https://www.scmp.com/plus/article/3310897/us-targeting-huawei-worldwide-opens-new-front-trade-war?utm_source=rss_feed https://www.scmp.com/plus/article/3310897/us-targeting-huawei-worldwide-opens-new-front-trade-war?utm_source=rss_feed Mon, 19 May 2025 09:01:02 +0000 Bochen Han,Zhao Ziwen Bochen Han,Zhao Ziwen A senior US congressional Democrat influential on China and tech policy criticised US President Donald Trump’s administration for its rescission of an AI diffusion rule on Friday, calling the move a “horrible idea” that would ultimately benefit China. “They’re rescinding prohibitions on whom we can sell the most advanced semiconductor chips to in the world, and one of them is in the Middle East,” said US congressman Raja Krishnamoorthi, an Illinois Democrat and ranking member of the House Select... https://www.scmp.com/news/china/science/article/3310730/senior-us-democrat-slams-reversal-ai-rule-horrible-idea-helping-china?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3310730/senior-us-democrat-slams-reversal-ai-rule-horrible-idea-helping-china?utm_source=rss_feed Fri, 16 May 2025 21:39:58 +0000 Coco Feng Coco Feng Broad adoption of artificial intelligence (AI) models by enterprises in China remains hampered by the country’s limited access to advanced graphics processing units (GPUs) owing to tightened US export controls, according to a senior Tencent Holdings executive. “The most severe problem is the [limited] resources of [graphics] cards and computing resources,” said Wang Qi, vice-president at Tencent’s cloud computing unit, during a group interview with local media in Guangzhou, capital of southern... https://www.scmp.com/tech/big-tech/article/3310656/chinas-lack-advanced-chips-hinders-broad-adoption-ai-models-tencent-executive?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3310656/chinas-lack-advanced-chips-hinders-broad-adoption-ai-models-tencent-executive?utm_source=rss_feed Fri, 16 May 2025 12:00:12 +0000 Bloomberg Bloomberg The Trump administration is clearing a path for two key Persian Gulf allies to pursue their artificial intelligence (AI) ambitions – and some of the biggest US technology companies are seizing on that opening with plans to spend billions of dollars in the region. Under agreements with the US expected to be unveiled in the coming days, Saudi Arabia and the United Arab Emirates (UAE) are poised to win wider access to advanced AI chips from Nvidia and Advanced Micro Devices that are considered the... https://www.scmp.com/tech/tech-trends/article/3310323/trumps-mideast-visit-clears-path-advanced-ai-chip-deals-led-nvidia?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3310323/trumps-mideast-visit-clears-path-advanced-ai-chip-deals-led-nvidia?utm_source=rss_feed Wed, 14 May 2025 09:56:55 +0000 Bloomberg Bloomberg Advanced Micro Devices, Nvidia’s closest rival in artificial intelligence (AI) processors, said that US restrictions on sales to China will cost US$1.5 billion in revenue this year, a warning that clouded an otherwise upbeat outlook. The guidance stems from an export restriction imposed in April that targeted AMD’s MI308 chips, the company said during an earnings call on Tuesday. Data centre revenue will decline in the current period, hurt by a US$700 million reduction in sales of that product,... https://www.scmp.com/tech/big-tech/article/3309369/amd-warns-us15-billion-china-sales-hit-despite-rosier-2025-outlook?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3309369/amd-warns-us15-billion-china-sales-hit-despite-rosier-2025-outlook?utm_source=rss_feed Wed, 07 May 2025 07:00:09 +0000 Ben Jiang Ben Jiang Alibaba Group Holding’s third-generation Qwen3 family of artificial intelligence (AI) models appears to have narrowed the gap between the United States and China in this field, while cementing the company’s leadership position in the global open-source community, according to analysts and reports. Hangzhou-based Alibaba’s cloud computing unit on Tuesday unveiled its much-anticipated Qwen3 family, consisting of eight enhanced models that range from 600 million to 235 billion parameters. Alibaba... https://www.scmp.com/tech/big-tech/article/3308571/alibabas-qwen3-ai-model-family-helps-narrow-tech-gap-between-china-and-us-analysts?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3308571/alibabas-qwen3-ai-model-family-helps-narrow-tech-gap-between-china-and-us-analysts?utm_source=rss_feed Thu, 01 May 2025 00:30:08 +0000 Reuters Reuters Taiwan Semiconductor Manufacturing Company (TSMC) on Wednesday unveiled technology for making faster chips and putting them together in dinner-plate-sized packages that will boost performance needed for artificial intelligence (AI) applications. It said its A14 manufacturing technology would arrive in 2028 and would be able to produce processors that are 15 per cent faster at the same power consumption as its N2 chips scheduled to enter production this year, or would use 30 per cent less power... https://www.scmp.com/tech/big-tech/article/3307689/tsmc-shows-new-tech-stitching-together-bigger-faster-chips?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3307689/tsmc-shows-new-tech-stitching-together-bigger-faster-chips?utm_source=rss_feed Thu, 24 Apr 2025 03:00:09 +0000 Chip developer Advanced Micro Devices (AMD) on Wednesday said it expects new US licensing requirements for semiconductors exported to China to cost it as much as US$800 million. The Silicon Valley company’s earnings warning, filed with the US Securities and Exchange Commission (SEC), came a day after rival Nvidia notified regulators that it expects a US$5.5 billion hit this quarter from licensing requirements on the main chip it can legally sell in China. Shares in both companies were down by... https://www.scmp.com/tech/policy/article/3306856/amd-says-us-rule-chips-china-could-cost-it-us800-million?utm_source=rss_feed https://www.scmp.com/tech/policy/article/3306856/amd-says-us-rule-chips-china-could-cost-it-us800-million?utm_source=rss_feed Thu, 17 Apr 2025 04:05:07 +0000 Warnings from Jerome Powell that trade tensions risk undermining the US Federal Reserve’s employment and inflation goals whipped up fresh volatility on Wall Street Thursday, with stocks resuming sharp declines while haven assets like Treasuries and gold surged. Two days of relative calm were broken as the Fed chief signalled a wait-and-see approach to US President Donald Trump’s tariff offensive, pushing back on hopes he would act quickly to soothe investors. Stocks extended losses that began... https://www.scmp.com/news/world/united-states-canada/article/3306815/wall-street-opens-lower-nvidia-leads-decline-tech-stocks?utm_source=rss_feed https://www.scmp.com/news/world/united-states-canada/article/3306815/wall-street-opens-lower-nvidia-leads-decline-tech-stocks?utm_source=rss_feed Wed, 16 Apr 2025 14:14:20 +0000 Wency Chen Wency Chen Advanced Micro Devices (AMD) CEO Lisa Su has begun her latest visit to China, where she touted the company’s role in supporting the artificial intelligence (AI) development of the country’s top industry players, including DeepSeek and Alibaba Group Holding. AMD chips were compatible with DeepSeek’s AI models and Alibaba’s Qwen series, which had allowed the Chinese companies to develop their technologies faster, Su said at an AMD conference for AI personal computers in Beijing on Tuesday. Alibaba... https://www.scmp.com/tech/big-tech/article/3302895/amd-ceo-lisa-su-visits-china-touting-ai-chip-compatibility-deepseek-alibaba-models?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3302895/amd-ceo-lisa-su-visits-china-touting-ai-chip-compatibility-deepseek-alibaba-models?utm_source=rss_feed Tue, 18 Mar 2025 14:08:46 +0000