https://www.scmp.com/rss/519752/feed Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com SCMP Editorial SCMP Editorial Whatever doesn’t kill you makes you stronger. From sanctions to hacking and prosecution, the United States and some of its allies have tried everything to kill off Huawei Technologies. Yet, China’s pre-eminent national tech champion comes back stronger every time. If Washington with its hubris had learned to leave China and its tech industry alone, companies like Huawei might have lagged behind and become also-rans. Now, though, across entire fields from artificial intelligence (AI) to... https://www.scmp.com/opinion/comment/article/3355307/us-pressure-has-only-helped-make-chinas-tech-giants-stronger?utm_source=rss_feed https://www.scmp.com/opinion/comment/article/3355307/us-pressure-has-only-helped-make-chinas-tech-giants-stronger?utm_source=rss_feed Sun, 31 May 2026 23:15:11 +0000 Howard Liu Howard Liu Microchip development has always been a race to build smaller and smaller transistors – the fundamental components of chip circuits. Now China’s Huawei Technologies wants to change the game entirely. Faced with US tech export restrictions that block its access to the world’s most advanced chipmaking machinery, Huawei is proposing a fundamental shift in semiconductor progress: stop obsessing over how small the transistors are and start focusing on how fast data moves through the system. It is a... https://www.scmp.com/tech/tech-trends/article/3355314/huaweis-new-chip-scaling-law-true-breakthrough-or-mere-hype?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3355314/huaweis-new-chip-scaling-law-true-breakthrough-or-mere-hype?utm_source=rss_feed Sat, 30 May 2026 03:00:11 +0000 Ann Cao Ann Cao China’s Wingtech Technology says it has developed an independent management operation for Nexperia’s Chinese unit, in a bid to insulate the local business as it fights to regain control of the Dutch chipmaker. Wingtech chairwoman Ruby Yang Mu said on Friday that the core management, research and development and production teams at Nexperia China were now fully based in the country and possessed “complete operational decision-making authority”. “Today I am confident to say that Nexperia China has... https://www.scmp.com/tech/tech-war/article/3355315/wingtech-says-core-nexperia-china-unit-now-based-mainland-can-operate-independently?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3355315/wingtech-says-core-nexperia-china-unit-now-based-mainland-can-operate-independently?utm_source=rss_feed Fri, 29 May 2026 10:01:28 +0000 Iris Deng Iris Deng Researchers at Peking University have claimed a breakthrough in microchip design software, purportedly offering critical support to Huawei Technologies as the tech giant attempts to build cutting-edge semiconductors despite US-led trade restrictions. The innovation, unveiled on Tuesday, comes in the form of a prototype tool for electronic design automation (EDA), according to an announcement by the university’s School of Integrated Circuits. EDA is the highly specialised software that engineers... https://www.scmp.com/tech/tech-war/article/3355066/peking-university-unveils-3d-design-tool-power-huaweis-chip-ambitions?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3355066/peking-university-unveils-3d-design-tool-power-huaweis-chip-ambitions?utm_source=rss_feed Wed, 27 May 2026 14:00:10 +0000 Iris Deng,Ann Cao Iris Deng,Ann Cao Huawei Technologies’ unveiling of a chip architectural workaround to bypass US sanctions marks a major step towards China’s semiconductor self-sufficiency, giving Beijing powerful new leverage in its tech tug of war with Washington, analysts say. The Chinese tech giant captured global attention on Monday by introducing the new Tau (τ) Scaling Law, which it said lay the groundwork for Huawei to achieve transistor density equivalent to a 1.4-nanometre process in high-end chips by 2031. If proven,... https://www.scmp.com/tech/big-tech/article/3354938/another-deepseek-moment-huawei-milestone-alters-china-trajectory-chip-race-analysts?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3354938/another-deepseek-moment-huawei-milestone-alters-china-trajectory-chip-race-analysts?utm_source=rss_feed Wed, 27 May 2026 03:00:09 +0000 Coco Feng,Ann Cao,Iris Deng Coco Feng,Ann Cao,Iris Deng Huawei Technologies has engineered a workaround to one of China’s most crippling chipmaking bottlenecks, but analysts warn that the nation’s path to semiconductor independence is still constrained by manufacturing challenges. The US-sanctioned tech giant on Monday introduced a new scaling law and a chip architecture designed to deliver products equivalent to an advanced 1.4-nanometre processing node by 2031. If true, the innovation marks a significant milestone for Huawei, which has been cut off... https://www.scmp.com/tech/article/3354912/huaweis-new-chip-scaling-law-aims-sidestep-asml-chokepoint-hurdles-remain-analysts?utm_source=rss_feed https://www.scmp.com/tech/article/3354912/huaweis-new-chip-scaling-law-aims-sidestep-asml-chokepoint-hurdles-remain-analysts?utm_source=rss_feed Tue, 26 May 2026 14:00:05 +0000 Winston Mok Winston Mok The Xi-Trump summit in Beijing unfolded much more cordially than the tense truce in Busan. In the six months since the leaders met in the South Korean city, America’s bargaining position has weakened considerably from developments both domestic and international. From a reluctant respite in tensions, US-China relations have evolved to what may be the beginning of a reconciliation. The two great powers interact at three levels. At the bottom is trade and investment; we can expect the terms of the... https://www.scmp.com/opinion/china-opinion/article/3354771/beijing-us-and-china-tiptoed-around-tech-and-critical-minerals?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3354771/beijing-us-and-china-tiptoed-around-tech-and-critical-minerals?utm_source=rss_feed Tue, 26 May 2026 08:30:06 +0000 Themis Qi Themis Qi Twenty-six US semiconductor firms, from Qualcomm to Nvidia, saw their China revenue climb by an average of 20 per cent last year, despite trade tensions, according to a new analysis. The data, featured in the latest “Hurun Top 100 US Enterprises in China 2026” report released by the Hurun Research Institute on Monday, tracks the performance of 100 publicly listed American companies based on their revenue in China last year. Among the top 100 earners in China, 26 were from the semiconductor... https://www.scmp.com/business/china-business/article/3354805/us-chipmakers-china-see-revenue-rise-defying-trade-tensions-hurun-list?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3354805/us-chipmakers-china-see-revenue-rise-defying-trade-tensions-hurun-list?utm_source=rss_feed Mon, 25 May 2026 15:03:11 +0000 Ji Siqi Ji Siqi China’s Wingtech Technology has filed a lawsuit against Dutch chipmaker Nexperia and three of its executives under China’s anti-foreign sanctions law, as the Chinese company remains embroiled in a power struggle for control of its Dutch subsidiary. In an investor statement on Friday, the Shenzhen-based company said it has sued in a Guangdong court, demanding the restoration of full control over Nexperia and 8 billion yuan (US$1.17 billion) in compensation. In September 2025 the Dutch government... https://www.scmp.com/tech/tech-war/article/3354611/wingtech-sues-dutch-unit-nexperia-us117b-battle-control-escalates?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3354611/wingtech-sues-dutch-unit-nexperia-us117b-battle-control-escalates?utm_source=rss_feed Sat, 23 May 2026 06:16:10 +0000 Minxiao Chang,Wency Chen,Eunice Xu Minxiao Chang,Wency Chen,Eunice Xu A recent meeting between Chinese Vice-Premier He Lifeng and Advanced Micro Devices (AMD) CEO Lisa Su signals a potential loosening of US chip export policies, which could reopen high-end semiconductor sales, including artificial intelligence chips, to select Chinese firms, according to analysts. During their meeting on Monday, He reiterated that Beijing welcomed continued foreign investment, according to Xinhua News Agency. Su praised the outcomes of last week’s summit between President Xi... https://www.scmp.com/tech/tech-war/article/3354097/amd-ceos-meeting-chinas-vice-premier-raises-optimism-about-us-ai-chip-imports?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3354097/amd-ceos-meeting-chinas-vice-premier-raises-optimism-about-us-ai-chip-imports?utm_source=rss_feed Tue, 19 May 2026 11:30:04 +0000 Minxiao Chang Minxiao Chang One of China’s leading semiconductor equipment makers is capable of producing some of the world’s most advanced chipmaking tools, according to an interview with the company’s chairman which aired on Sunday. Gerald Yin Zhiyao of Advanced Micro-Fabrication Equipment (Amec), who is also the company’s founder, told state broadcaster China Central Television (CCTV) its plasma-etching technology had become an industry standard and been adopted by major international rivals. The company’s etching... https://www.scmp.com/tech/tech-trends/article/3353937/chinas-amec-semiconductor-technology-now-industry-standard-adopted-rivals-founder?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3353937/chinas-amec-semiconductor-technology-now-industry-standard-adopted-rivals-founder?utm_source=rss_feed Mon, 18 May 2026 06:07:31 +0000 Coco Feng Coco Feng US President Donald Trump and Chinese officials discussed artificial intelligence “guard rails” and Nvidia’s H200 chips during his just-ended state visit to Beijing. Speaking to reporters on Air Force One during his return flight, Trump said the two sides “talked about possibly working together for guard rails” on AI, characterising them as “standard guard rails that we talk about all the time”. Regarding Nvidia’s H200 graphics processing units (GPUs) – shipments of which have yet to be approved... https://www.scmp.com/tech/article/3353764/trump-xi-weigh-ai-guardrails-nvidia-chip-exports-hang-balance?utm_source=rss_feed https://www.scmp.com/tech/article/3353764/trump-xi-weigh-ai-guardrails-nvidia-chip-exports-hang-balance?utm_source=rss_feed Fri, 15 May 2026 13:45:47 +0000 Kandy Wong,Ji Siqi Kandy Wong,Ji Siqi US President Donald Trump’s landmark visit to China comes as the US-Iran war disrupts global energy supplies, fuels economic uncertainty and adds fresh strain to Washington-Beijing ties. In the latest instalment of a series examining how rivalry, interdependence and geopolitical crises are reshaping the relationship between the two powers, we explore the intensifying US-China legal arms race. For years, global businesses have been struggling to navigate rising trade tensions between the United... https://www.scmp.com/economy/china-economy/article/3353567/us-china-trade-war-entering-worrying-new-phase-legal-arms-race?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3353567/us-china-trade-war-entering-worrying-new-phase-legal-arms-race?utm_source=rss_feed Thu, 14 May 2026 22:00:18 +0000 Ann Cao Ann Cao Alibaba Group Holding expects its annualised recurring revenue from AI models and applications to hit 30 billion yuan (US$4.42 billion) by the year’s end, as the company ramps up its AI commitment. AI products are projected to generate more than 50 per cent of Alibaba’s cloud-computing revenue within the next year, as the tech giant looks to step up its AI monetisation efforts. Alibaba CEO Eddie Wu Yongming said the company was likely to “overshoot” the original capital-expenditure target of 380... https://www.scmp.com/tech/big-tech/article/3353451/alibaba-ai-revenue-logs-triple-digit-growth-11th-quarter-amid-strategic-reshuffle?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3353451/alibaba-ai-revenue-logs-triple-digit-growth-11th-quarter-amid-strategic-reshuffle?utm_source=rss_feed Wed, 13 May 2026 10:57:52 +0000 Coco Feng,Ji Siqi Coco Feng,Ji Siqi Nvidia CEO Jensen Huang has joined US President Donald Trump on his trip to China this week – boarding Air Force One during a stop en route to Beijing – with Trump dismissing earlier reports that the tech leader had been snubbed as “incorrect”. The White House confirmed that Huang had boarded Air Force One during a refuelling stop in Anchorage, Alaska. It added that Tesla and SpaceX CEO Elon Musk was also travelling on the presidential plane. “Jensen is attending the summit at the invitation of... https://www.scmp.com/economy/china-economy/article/3353346/nvidias-jensen-huang-joins-trumps-trip-china-after-all?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3353346/nvidias-jensen-huang-joins-trumps-trip-china-after-all?utm_source=rss_feed Wed, 13 May 2026 02:06:44 +0000 Iris Deng Iris Deng Huawei Technologies’ little-known chip research lab has been thrust into the national spotlight as Beijing flexes its technology muscles ahead of US President Donald Trump’s visit to China later this week. The Chip Fundamental Technology Research Laboratory was featured for the first time on national television on Friday, when Huawei founder and CEO Ren Zhengfei hosted Vice-Premier Ding Xuexiang at the firm’s Lianqiu Lake campus in Shanghai, according to footage aired on China Central... https://www.scmp.com/tech/policy/article/3353161/huaweis-secretive-chip-lab-featured-prime-time-tv-ahead-trumps-trip-china?utm_source=rss_feed https://www.scmp.com/tech/policy/article/3353161/huaweis-secretive-chip-lab-featured-prime-time-tv-ahead-trumps-trip-china?utm_source=rss_feed Mon, 11 May 2026 12:30:10 +0000 Lucy Quaggin Lucy Quaggin At a New York City ballroom late last month, a crowd of hi-tech luminaries gathered at an honours ceremony. The biggest draw for the assembled tech geniuses was Nvidia founder Jensen Huang, the superstar head of one of the world’s most valuable companies, set to receive the night’s top award. In some ways, engineers have been at the centre of every industrial revolution, Huang told the crowd, from steam to electricity to information technology. But this one, artificial intelligence (AI), will be... https://www.scmp.com/news/china/diplomacy/article/3352950/china-and-us-ai-revolution-race-tech-rivals-battle-global-supremacy?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3352950/china-and-us-ai-revolution-race-tech-rivals-battle-global-supremacy?utm_source=rss_feed Fri, 08 May 2026 14:01:56 +0000 Eunice Xu Eunice Xu China’s chip champions channelled a larger proportion of revenue into research and development (R&D) than their US peers, first-quarter earnings show, as Beijing presses ahead with its tech self-reliance drive amid an artificial intelligence boom. Beijing-based Moore Threads spent half of its revenue on R&D in the quarter ended March 2026, while Shanghai-based MetaX spent 45 per cent over the same period, according to exchange filings. By contrast, US chipmakers such as AMD and Intel have... https://www.scmp.com/tech/big-tech/article/3352533/chinas-chipmakers-pour-revenue-rd-outpacing-us-ratios?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3352533/chinas-chipmakers-pour-revenue-rd-outpacing-us-ratios?utm_source=rss_feed Wed, 06 May 2026 02:30:05 +0000 Ralph Jennings Ralph Jennings US technology companies should stay in China, despite persistent political pressure for their exit, to capitalise on revenue potential and stifle local competition while monitoring consumer trends, according to a Washington-based policy think tank. Sales generated by American firms within China can be reinvested in research and development back in the United States, thereby helping “sustain US innovation leadership”, the Information Technology and Innovation Foundation (ITIF) said in a new... https://www.scmp.com/economy/global-economy/article/3352371/us-tech-can-use-china-listening-post-global-edge-washington-think-tank-explains?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3352371/us-tech-can-use-china-listening-post-global-edge-washington-think-tank-explains?utm_source=rss_feed Mon, 04 May 2026 13:00:13 +0000 Dewey Sim Dewey Sim China has built a state-driven campaign to harvest American data and weaponise it as a strategic asset that could prove critical in a conflict with the US, including over Taiwan, a key advisory committee to the US Congress heard. Experts told the US-China Economic and Security Review Commission on Thursday that Washington was falling short in countering Beijing’s data-collection drive, one that could have far-reaching implications for American society and the economy, as well as US wartime... https://www.scmp.com/news/china/diplomacy/article/3352089/apps-autos-chinas-data-reach-sparks-us-espionage-and-sabotage-concerns?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3352089/apps-autos-chinas-data-reach-sparks-us-espionage-and-sabotage-concerns?utm_source=rss_feed Thu, 30 Apr 2026 22:05:19 +0000 Ann Cao Ann Cao Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increased investments in their China wafer fabs to meet surging artificial intelligence demand. During Samsung’s first-quarter earnings call on Thursday, the company said its order fulfilment rate had plunged to a “record low”. In a rare move, customers worried about shortages were already pre-booking memory capacity for 2027,... https://www.scmp.com/tech/big-tech/article/3352001/samsung-sk-hynix-flag-record-supply-squeeze-memory-market-ai-demand-soars?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3352001/samsung-sk-hynix-flag-record-supply-squeeze-memory-market-ai-demand-soars?utm_source=rss_feed Thu, 30 Apr 2026 08:30:28 +0000 Xinmei Shen Xinmei Shen Cambricon Technologies, dubbed “China’s little Nvidia,” on Thursday became the costliest stock in mainland China’s equities market after it reported substantial growth in the first quarter amid an artificial intelligence boom and China’s tech self-sufficiency push. Cambricon shares rose as much as 18 per cent to nearly 1,680 yuan (US$245) on Thursday, beating optical chipmaker Yuanjie Semiconductor Technology, which traded at around 1,660 yuan. On Wednesday, Cambricon announced a 160 per cent... https://www.scmp.com/tech/article/3351894/revenue-jumps-chinas-cambricon-metax-amid-thirst-domestic-ai-chips?utm_source=rss_feed https://www.scmp.com/tech/article/3351894/revenue-jumps-chinas-cambricon-metax-amid-thirst-domestic-ai-chips?utm_source=rss_feed Wed, 29 Apr 2026 13:15:23 +0000 Xinmei Shen Xinmei Shen Chinese optical chipmaker Yuanjie Semiconductor Technology reported an elevenfold surge in first-quarter profits as domestic firms capitalise on soaring demand for computing power amid the artificial intelligence boom and the country’s tech self-sufficiency drive. Net profit in the three months ended March 31 jumped 1,153 per cent year on year to 179 million yuan (US$26.2 million), while revenue grew 321 per cent to 355 million yuan, the Shanghai-listed company said in a stock-exchange filing on... https://www.scmp.com/tech/tech-trends/article/3351605/optical-chipmakers-profit-soars-1153-ai-demand-chinas-tech-self-reliance-push?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3351605/optical-chipmakers-profit-soars-1153-ai-demand-chinas-tech-self-reliance-push?utm_source=rss_feed Mon, 27 Apr 2026 14:00:35 +0000 Iris Deng Iris Deng Shares of Moore Threads, one of China’s Nvidia challengers, jumped as much as 12.5 per cent on Monday morning on the back of a swing to a profit in the first quarter, as domestic graphics processing unit (GPU) champions capitalised on surging computing demand amid Beijing’s push for chip self-sufficiency. The Beijing-based firm reported a net profit of 29.4 million yuan (US$4.3 million) for the January to March 2026 period, compared with a net loss of 112.5 million yuan a year earlier, according... https://www.scmp.com/tech/article/3351492/moore-threads-posts-us43m-profit-nvidia-rival-surges-amid-beijing-chip-push?utm_source=rss_feed https://www.scmp.com/tech/article/3351492/moore-threads-posts-us43m-profit-nvidia-rival-surges-amid-beijing-chip-push?utm_source=rss_feed Mon, 27 Apr 2026 01:00:13 +0000 Lucy Quaggin Lucy Quaggin At a congressional hearing on Capitol Hill on Thursday, lawmakers and experts accused China of buying “what they can” and stealing “what they cannot” in the global artificial intelligence (AI) race, while warning the United States’ immigration and research policies could be hindering innovation necessary to stay ahead. “The pattern is clear. China is dependent on our tech stack to continue their AI development. China is willing to buy what they can, and steal what they cannot, to advance their... https://www.scmp.com/news/china/diplomacy/article/3350380/china-willing-buy-or-steal-us-tech-get-ahead-ai-race-congress-told?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3350380/china-willing-buy-or-steal-us-tech-get-ahead-ai-race-congress-told?utm_source=rss_feed Thu, 16 Apr 2026 22:26:36 +0000 Xiaofei Xu Xiaofei Xu Dutch chipmaker ASML upgraded its 2026 sales outlook on Wednesday, citing strong demand, even as China’s share of global shipments continued to decline and the firm braced for a potential new round of US export controls targeting China. The company projected net sales for the year to fall between €36 billion (US$42.5 billion) and €40 billion, as it released its first-quarter results, up from its previous forecast of between €34 billion and €39 billion made in January. The semiconductor... https://www.scmp.com/tech/article/3350243/asml-boosts-2026-sales-forecast-despite-shrinking-china-sales?utm_source=rss_feed https://www.scmp.com/tech/article/3350243/asml-boosts-2026-sales-forecast-despite-shrinking-china-sales?utm_source=rss_feed Thu, 16 Apr 2026 03:29:22 +0000 Ann Cao Ann Cao Chinese chip start-up Dishan Technology has achieved a breakthrough in designing a 2-nanometre artificial intelligence chip, according to local media reports. Shanghai-based Dishan, which focuses on the development of high-performance computing chips and sensor chips, was now in the crucial prototype verification stage for its first 2nm AI graphics processing unit (GPU), the Shanghai Morning Post reported recently. The GPU was unveiled by the company last July. The company then said it had... https://www.scmp.com/tech/tech-trends/article/3350050/chinas-dishan-technology-nears-2nm-ai-chip-breakthrough-reports-say?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3350050/chinas-dishan-technology-nears-2nm-ai-chip-breakthrough-reports-say?utm_source=rss_feed Tue, 14 Apr 2026 10:59:56 +0000 Wency Chen Wency Chen Artificial intelligence has emerged as the driving force behind global trade growth, fuelled by a surge in data-centre buildouts at a time when geopolitical tensions are redrawing trade flows, according to McKinsey & Company. Global trade grew 6.5 per cent last year, outpacing the world economy, with AI-linked goods accounting for about one-third of that increase, McKinsey’s research showed. The category – including semiconductors, graphics cards, routers and servers – has been propelled by the... https://www.scmp.com/tech/big-tech/article/3349424/ai-fuels-global-trade-growth-china-us-flows-shift-mckinsey-finds?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349424/ai-fuels-global-trade-growth-china-us-flows-shift-mckinsey-finds?utm_source=rss_feed Wed, 08 Apr 2026 23:00:08 +0000 Ann Cao Ann Cao The latest bill proposed by US lawmakers to further restrict China’s access to advanced chipmaking equipment marks a fresh escalation in Washington’s efforts to throttle the country’s semiconductor ambitions, as it seeks to bring allies such as the Netherlands and Japan into closer alignment on export controls, analysts said. Introduced last week by Republican Representative Michael Baumgartner, the Multilateral Alignment of Technology Controls in Hardware (Match) Act aims to close “critical... https://www.scmp.com/tech/tech-war/article/3349413/washington-pushes-allies-match-tougher-china-chip-curbs-under-new-bill?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3349413/washington-pushes-allies-match-tougher-china-chip-curbs-under-new-bill?utm_source=rss_feed Wed, 08 Apr 2026 12:02:26 +0000 Ann Cao Ann Cao Semiconductor Manufacturing International Corp (SMIC) launched an action plan to enhance its current businesses and seek new growth in 2026, as the largest contract chipmaker in China aims to solidify its role as the backbone of the country’s self-sufficiency drive. Released alongside its annual report for 2025, the plan outlined a commitment to “optimising existing stock and digging for new increments”, the company said in a stock exchange filing on Thursday. The company said two trends would... https://www.scmp.com/tech/big-tech/article/3348044/chinas-top-chip-foundry-smic-unveils-action-plan-seizing-new-growth-opportunities?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348044/chinas-top-chip-foundry-smic-unveils-action-plan-seizing-new-growth-opportunities?utm_source=rss_feed Fri, 27 Mar 2026 03:00:08 +0000 Vincent Chow Vincent Chow A new artificial intelligence algorithm developed by Google that could reduce demand for memory chips triggered a slump in global memory stocks, but analysts said it presented an opportunity for investors to “buy the dip”. Shares in memory giants including Samsung and SK Hynix fell after Google said in a blog post on Tuesday that the algorithm, called TurboQuant, reduced the memory demands of key-value (KV) caches – a crucial component of how AI models are served to users – by six times through... https://www.scmp.com/tech/big-tech/article/3348038/googles-turboquant-ai-advance-dents-memory-chip-stocks-analysts-say-buy-dip?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348038/googles-turboquant-ai-advance-dents-memory-chip-stocks-analysts-say-buy-dip?utm_source=rss_feed Thu, 26 Mar 2026 13:24:11 +0000 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 Cao Jiaxuan Cao Jiaxuan The phone call between the Dutch and Chinese foreign ministers was a first on a series of fronts. For the new Dutch Foreign Minister Tom Berendsen, the call on March 13 was his first with his Chinese counterpart Wang Yi since taking on the job a few weeks earlier. It was also the first between the two holders of the offices since China and the Netherlands became embroiled in a row over the control of Chinese-owned, Netherlands-based chipmaker Nexperia. Nexperia is a major component in the... https://www.scmp.com/news/china/diplomacy/article/3347424/china-and-netherlands-seek-pragmatic-reset-nexperia-row-rolls?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3347424/china-and-netherlands-seek-pragmatic-reset-nexperia-row-rolls?utm_source=rss_feed Sat, 21 Mar 2026 09:50:29 +0000 Xinmei Shen Xinmei Shen The administration of US President Donald Trump on Friday unveiled an artificial intelligence (AI) policy framework aimed at curbing state-level restrictions on innovation, as it urged Congress to address AI risks and reinforce the US edge in an intensifying technology race with China. Congress should pre-empt state AI laws that “impose undue burdens”, to ensure a national standard instead of “fifty discordant ones”, Trump said in a new legislative recommendation named the National AI... https://www.scmp.com/news/us/diplomacy/article/3347396/trump-administration-moves-unify-ai-rules-bolster-edge-over-china?utm_source=rss_feed https://www.scmp.com/news/us/diplomacy/article/3347396/trump-administration-moves-unify-ai-rules-bolster-edge-over-china?utm_source=rss_feed Fri, 20 Mar 2026 19:43:27 +0000 Iris Deng Iris Deng Chinese tech giant Huawei Technologies has launched the Atlas 350 accelerator card for inference, boasting higher computing power for artificial intelligence applications and better performance than US rival Nvidia’s H20, as AI rapidly advances into the agentic era. The Atlas 350 AI accelerator card would be powered by Huawei’s latest Ascend 950PR chip, designed to deliver enhanced computing power and storage for AI inferencing, said Ma Haixu, a vice-president at Huawei, at the firm’s China... https://www.scmp.com/tech/tech-trends/article/3347346/huawei-challenges-nvidia-powerful-new-ai-accelerator-card?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3347346/huawei-challenges-nvidia-powerful-new-ai-accelerator-card?utm_source=rss_feed Fri, 20 Mar 2026 13:00:18 +0000 Lucy Quaggin Lucy Quaggin Beijing’s global pharmaceutical push is following a playbook seen in rare earths, semiconductors and electric vehicles, US lawmakers said on Wednesday, as concerns grow over the United States’ reliance on Chinese drug ingredients. “China is cornering the market on our medicines – from the supply of generic drugs that Americans depend on every day, to the cutting-edge biotech pipeline that will determine who leads medicine in the years and decades ahead,” said John Moolenaar, the chair of the... https://www.scmp.com/news/china/diplomacy/article/3347087/fears-grow-over-us-drug-supplys-rising-dependence-chinese-ingredients?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3347087/fears-grow-over-us-drug-supplys-rising-dependence-chinese-ingredients?utm_source=rss_feed Wed, 18 Mar 2026 21:33:43 +0000 Coco Feng,Yeon Woo Lee Coco Feng,Yeon Woo Lee Nvidia’s latest language processing chip, unveiled at the company’s annual artificial intelligence conference, has opened a new frontier in the AI inference arms race, as the booming market for AI agents like OpenClaw presents a complex new reality for China’s semiconductor industry, according to analysts. The Nvidia Groq 3 Language Processing Unit (LPU), introduced on Monday at GTC 2026 in San Jose, California, was described by the company as an accelerator with fast memory and low latency... https://www.scmp.com/tech/article/3346880/how-nvidias-inference-bet-gtc-poses-challenge-and-opportunity-china?utm_source=rss_feed https://www.scmp.com/tech/article/3346880/how-nvidias-inference-bet-gtc-poses-challenge-and-opportunity-china?utm_source=rss_feed Tue, 17 Mar 2026 14:00:10 +0000 Ann Cao Ann Cao China’s push for semiconductor self-sufficiency is shifting from broad aspiration to a precision strike on chokepoint materials, with photoresist – the light-sensitive chemical essential for etching microscopic circuits onto silicon wafers – emerging as a new battlefield. The sector, which provides the key material for lithography, was expected to enter a critical stage of “accelerated breakthroughs and large-scale application” over the coming years, according to Fu Zhiwei, chairman of Xuzhou... https://www.scmp.com/tech/article/3346555/precision-strike-china-targets-us-japan-stranglehold-photoresist-supply?utm_source=rss_feed https://www.scmp.com/tech/article/3346555/precision-strike-china-targets-us-japan-stranglehold-photoresist-supply?utm_source=rss_feed Mon, 16 Mar 2026 00:00:09 +0000 Denis Simon Denis Simon With the conclusion of China’s annual parliamentary “two sessions” meetings, emerging policy priorities suggest its relationship with the United States is entering a new technological era. This year’s government work report set an economic growth target of 4.5 to 5 per cent and announced increased fiscal support for science and technology, including a 10 per cent funding rise for research and development and over 16 per cent for basic research. More than routine budget adjustments, these figures... https://www.scmp.com/opinion/china-opinion/article/3346402/two-sessions-signals-china-us-tech-contest-entering-new-era?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3346402/two-sessions-signals-china-us-tech-contest-entering-new-era?utm_source=rss_feed Sun, 15 Mar 2026 12:30:07 +0000 Coco Feng Coco Feng Cambricon Technologies, a Chinese semiconductor designer seen as a potential alternative to US giant Nvidia, will pay its maiden dividend after posting its first full-year profit since listing in 2020. Cambricon, dubbed “little Nvidia”, planned to distribute a cash dividend of 15 yuan (US$2.2) for every 10 shares held, totalling more than 632 million yuan, according to its filing to the Shanghai Stock Exchange on Thursday. Another 20 million yuan would be allocated for share buy-backs, taking... https://www.scmp.com/tech/article/3346447/cambricon-chinas-little-nvidia-pay-maiden-dividend-after-profitable-2025?utm_source=rss_feed https://www.scmp.com/tech/article/3346447/cambricon-chinas-little-nvidia-pay-maiden-dividend-after-profitable-2025?utm_source=rss_feed Fri, 13 Mar 2026 04:34:06 +0000 Ann Cao Ann Cao China’s chip exports jumped in the first two months of the year, according to the latest customs data, underscoring how Beijing’s push for semiconductor self-sufficiency is boosting both domestic demand and global market growth. Integrated circuit (IC) exports reached US$43.3 billion in January and February, an increase of 72.6 per cent from a year earlier, data from the General Administration of Customs showed on Tuesday. It far outpaced China’s overall export growth of 21.8 per cent in the... https://www.scmp.com/tech/big-tech/article/3346073/chinas-chip-exports-surge-73-ai-demand-fuels-semiconductor-growth?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3346073/chinas-chip-exports-surge-73-ai-demand-fuels-semiconductor-growth?utm_source=rss_feed Tue, 10 Mar 2026 06:58:12 +0000 Wency Chen Wency Chen China’s semiconductor entrepreneurs – including artificial intelligence chipmaker Cambricon Technologies and testing-and-packaging leader Tongfu Microelectronics – have voiced support for the country’s 15th five-year plan, which places renewed emphasis on the chip industry as a cornerstone of Beijing’s technology ambitions. “National policy direction and planning are very well designed,” said Chen Tianshi, founder and CEO of Beijing-based Cambricon. Speaking on the sidelines of the opening of... https://www.scmp.com/tech/article/3345996/chinas-chip-bosses-endorse-semiconductor-push-next-5-year-plan?utm_source=rss_feed https://www.scmp.com/tech/article/3345996/chinas-chip-bosses-endorse-semiconductor-push-next-5-year-plan?utm_source=rss_feed Mon, 09 Mar 2026 23:00:11 +0000 Ann Cao Ann Cao Representatives of China’s semiconductor industry are calling for stronger state backing in artificial intelligence chips and critical materials, aiming to fast-track core technology breakthroughs. During last week’s “two sessions” – the annual meetings of China’s top legislature and advisory body – scholars and entrepreneurs in the semiconductor sector urged Beijing to leverage the nation’s advantage in strategic chip raw materials and accelerate the commercial application of AI chips to secure... https://www.scmp.com/tech/big-tech/article/3345997/chinas-chip-industry-seeks-more-state-support-ai-dominance?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3345997/chinas-chip-industry-seeks-more-state-support-ai-dominance?utm_source=rss_feed Mon, 09 Mar 2026 11:00:12 +0000 Ben Jiang Ben Jiang China’s commerce ministry warned that the “Dutch side” should be held accountable if the latest dispute between Nexperia and its Chinese subsidiary triggers another global chip supply crisis, adding to concerns over further worldwide disruption. “Nexperia’s [latest] action has seriously disrupted the company’s normal production and operations,” a ministry spokesperson said in a press conference on Saturday. “If this again triggers a global semiconductor supply chain crisis, the Dutch side must... https://www.scmp.com/tech/tech-war/article/3345872/china-warns-fresh-chip-crisis-nexperia-dispute-flares?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3345872/china-warns-fresh-chip-crisis-nexperia-dispute-flares?utm_source=rss_feed Sun, 08 Mar 2026 10:30:08 +0000 Coco Feng Coco Feng China’s top semiconductor executives have called for a nationwide push to build a domestic alternative to Dutch chip-equipment giant ASML, urging the industry to “abandon illusions and prepare for struggle” amid US sanctions. The current industry was too “small, fragmented and weak”, which was “dispersing numerous public resources”, according to an article co-authored by the co-founder of Semiconductor Manufacturing International Corporation (SMIC) and leaders of Empyrean, Yangtze Memory... https://www.scmp.com/tech/article/3345557/top-chip-leaders-urge-national-drive-build-chinas-asml-amid-us-curbs?utm_source=rss_feed https://www.scmp.com/tech/article/3345557/top-chip-leaders-urge-national-drive-build-chinas-asml-amid-us-curbs?utm_source=rss_feed Thu, 05 Mar 2026 09:32:07 +0000 Coco Feng,Eunice Xu Coco Feng,Eunice Xu Artificial intelligence has become a stronger force on the battlefield, with the US military’s use of AI-assisted strikes on Iran underscoring what analysts say is the “urgency” for China to accelerate its push for tech self-reliance. The US Department of Defence deployed Anthropic’s systems in the Iran campaign even after their deal collapsed, according to reports by The Wall Street Journal and Reuters. The technology was used for intelligence assessments, target identification and battle... https://www.scmp.com/tech/article/3345164/ai-assisted-us-strikes-iran-intensify-china-drive-tech-self-reliance-analysts?utm_source=rss_feed https://www.scmp.com/tech/article/3345164/ai-assisted-us-strikes-iran-intensify-china-drive-tech-self-reliance-analysts?utm_source=rss_feed Mon, 02 Mar 2026 14:00:13 +0000 Ben Jiang Ben Jiang Chinese chip designers from Cambricon Technologies and Moore Threads Technology to MetaX Integrated Circuits posted stellar earnings on Friday, driven by growing demand for domestic semiconductors amid Beijing’s tech-sufficiency push. Beijing-based Cambricon, seen as a local alternative to US chip giant Nvidia, reported a net profit of 2.06 billion yuan (US$301 million) for 2025, its first full-year profit since listing in 2020, according to a filing to the Shanghai Stock Exchange. Revenue for... https://www.scmp.com/tech/article/3344927/chinese-chip-firms-cambricon-moore-threads-post-sales-jump-surging-domestic-demand?utm_source=rss_feed https://www.scmp.com/tech/article/3344927/chinese-chip-firms-cambricon-moore-threads-post-sales-jump-surging-domestic-demand?utm_source=rss_feed Fri, 27 Feb 2026 14:26:21 +0000 Ann Cao Ann Cao Semiconductor designer Hygon Information Technology and supercomputer maker Sugon, two stalwarts of China’s tech self-reliance efforts, reported surging revenue for 2025 amid strong domestic demand for home-grown computing systems. The two Shanghai-listed companies’ latest financial results reflect a broader trend across China’s public and private sectors to increase engagement with domestic technology suppliers, as artificial intelligence development projects in the country... https://www.scmp.com/tech/big-tech/article/3344729/china-computing-stalwarts-hygon-sugon-post-revenue-surge-ai-boom-tech-self-reliance?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3344729/china-computing-stalwarts-hygon-sugon-post-revenue-surge-ai-boom-tech-self-reliance?utm_source=rss_feed Thu, 26 Feb 2026 09:05:11 +0000 Ann Cao Ann Cao Nvidia has yet to generate any revenue from its H200 chips in China and does not know if any sales will be allowed in the country, the company said, as the US chip giant reported record quarterly revenue on surging demand for data centre processors. While the Santa Clara-based tech giant remains the primary beneficiary of the global generative artificial intelligence boom, its ability to navigate the US-China tech war has become a challenge, with the pipeline for the H200 – Nvidia’s second-most... https://www.scmp.com/tech/article/3344663/china-freeze-h200-chip-sales-clouds-nvidias-record-earnings?utm_source=rss_feed https://www.scmp.com/tech/article/3344663/china-freeze-h200-chip-sales-clouds-nvidias-record-earnings?utm_source=rss_feed Thu, 26 Feb 2026 02:00:05 +0000 Ann Cao Ann Cao SJ Semiconductor, a key player in China’s advanced chip packaging sector, has received approval to list on Shanghai’s Nasdaq-style Star Market on Tuesday, marking a fresh step in the country’s push for semiconductor self-reliance amid US restrictions. Its planned initial public offering (IPO) marks a significant milestone for China’s chipmaking industry, as Beijing pivots towards the high-stakes field of advanced packaging. The move also reflects how companies across China’s semiconductor supply... https://www.scmp.com/tech/big-tech/article/3344610/why-sj-semiconductor-matters-chinas-race-build-home-grown-ai-chips?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3344610/why-sj-semiconductor-matters-chinas-race-build-home-grown-ai-chips?utm_source=rss_feed Thu, 26 Feb 2026 00:00:09 +0000