https://www.scmp.com/rss/519756/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 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 Ben Jiang Ben Jiang China is gaining from America’s trillion-dollar artificial intelligence spending spree despite Washington’s efforts to curb Chinese technology ties, as the US data centre boom ripples through Asian technology supply chains, according to research by Oxford Economics. Roughly US$2 trillion worth of data-centre projects are planned or under way in the US, according to a report by the consultancy, with as much as three-quarters of the cost tied to equipment such as semiconductors and servers. That... https://www.scmp.com/tech/tech-trends/article/3350010/china-quietly-profits-us-ai-boom-despite-washingtons-tech-curbs-research?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3350010/china-quietly-profits-us-ai-boom-despite-washingtons-tech-curbs-research?utm_source=rss_feed Tue, 14 Apr 2026 07:00:08 +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 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 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 SCMP SCMP We have selected seven of the most interesting and important news stories covering US-China relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing. 1. Trump slams European allies, praises China and continues to justify Iran attack US President Donald Trump used a White House meeting with the German Chancellor on March 3 to blast European allies, praise China, waffle on tariffs and argue that the attack he had launched against Iran days... https://www.scmp.com/news/china/article/3346569/beijing-iran-war-trumps-china-trade-plan-new-ai-arena-7-us-china-relations-reads?utm_source=rss_feed https://www.scmp.com/news/china/article/3346569/beijing-iran-war-trumps-china-trade-plan-new-ai-arena-7-us-china-relations-reads?utm_source=rss_feed Mon, 16 Mar 2026 14:30:08 +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 Mark Magnier Mark Magnier Mainland Chinese citizens feel more favourable towards Taiwan than they did six months ago, support a hardline stance towards the US if another trade war erupts and view Russia and North Korea most positively and Japan least positively among their neighbours, according to a new survey by the Carter Centre and Emory University. One finding that comes through loud and clear, its authors said, is that mainlanders believe they have arrived and their country now belongs in a grouping limited to China... https://www.scmp.com/news/china/diplomacy/article/3346151/mainland-chinese-see-taiwan-positively-wont-retreat-us-trade-war-survey?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3346151/mainland-chinese-see-taiwan-positively-wont-retreat-us-trade-war-survey?utm_source=rss_feed Tue, 10 Mar 2026 20:50:18 +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 Alex Lo Alex Lo If Caligula were the president of the United States, Taiwan’s leader William Lai Ching-te might still kowtow to him. By now, it seems pretty clear that US President Donald Trump has no real policies to speak of, only caprice and vague ideological preferences. That was how bad emperors acted, and Trump obviously sees himself as some kind of king, unrestrained by anything other than his personal inclinations. It’s not surprising there have been “No Kings” protests across the US. From his lifelong... https://www.scmp.com/opinion/china-opinion/article/3344682/taipei-must-break-free-its-abusive-relationship-washington?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3344682/taipei-must-break-free-its-abusive-relationship-washington?utm_source=rss_feed Fri, 27 Feb 2026 21:30:08 +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 Ben Jiang Ben Jiang US President Donald Trump lashed out at Taiwan for undermining the US chip sector, sparking renewed unease in the global semiconductor industry despite the island’s earlier pledge to invest heavily in the US. “Taiwan came [into the chip sector and] they stole our chip business,” Trump said in a press conference on Saturday following the US Supreme Court’s ruling that he had exceeded his authority by imposing sweeping tariffs under a law designated for national emergencies. Trump directed his ire... https://www.scmp.com/tech/article/3344246/trump-renews-attack-taiwans-chip-sector-after-us-supreme-court-tariff-ruling?utm_source=rss_feed https://www.scmp.com/tech/article/3344246/trump-renews-attack-taiwans-chip-sector-after-us-supreme-court-tariff-ruling?utm_source=rss_feed Sun, 22 Feb 2026 08:03:24 +0000 Ling Xin Ling Xin Researchers in China have been excluded from the European Union’s most advanced collaborative technology programmes. However, specialists in the sectors affected say the impact of the ban may be limited because some areas of collaboration are already at a historic low. The EU has barred organisations based in China from applying for its €93 billion (US$110 billion) Horizon Europe grants in “critical areas”, citing concerns over research security and potential military use. Effective this year,... https://www.scmp.com/news/china/science/article/3344199/eu-bans-chinese-bodies-critical-tech-programmes-including-ai-and-chips?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3344199/eu-bans-chinese-bodies-critical-tech-programmes-including-ai-and-chips?utm_source=rss_feed Sat, 21 Feb 2026 10:00:09 +0000 SCMP Reporters SCMP Reporters We have selected seven of the most interesting and important news stories covering US-China relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing. 1. Trump faces rare pushback within his party over tariffs as polls slide President Donald Trump faced noteworthy pushback in February over his signature tariff policy in the US Congress while his popularity slipped and more lawmakers in his party appeared willing to risk his wrath. Read the... https://www.scmp.com/news/china/article/3343380/secret-nuclear-testing-claims-military-ai-race-7-us-china-relations-reads?utm_source=rss_feed https://www.scmp.com/news/china/article/3343380/secret-nuclear-testing-claims-military-ai-race-7-us-china-relations-reads?utm_source=rss_feed Mon, 16 Feb 2026 14:00:08 +0000 Vincent Chow Vincent Chow Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said. Huang’s remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply... https://www.scmp.com/tech/article/3341994/nvidias-jensen-huang-urges-tsmc-expand-capacity-amid-ai-chip-crunch?utm_source=rss_feed https://www.scmp.com/tech/article/3341994/nvidias-jensen-huang-urges-tsmc-expand-capacity-amid-ai-chip-crunch?utm_source=rss_feed Sun, 01 Feb 2026 11:00:08 +0000 Mia Nurmamat Mia Nurmamat The European Union has surpassed the United States as the economy with the most serious trade disputes with China, driven by conflicts over semiconductor materials, rare earth magnets and other strategic sectors, according to a Chinese trade body. A monthly index released on Wednesday by the China Council for the Promotion of International Trade (CCPIT), a semi-official Beijing-based organisation, found that in November 2025 – the last month tracked – the EU ranked as China’s top source of trade... https://www.scmp.com/economy/global-economy/article/3341698/eu-overtakes-us-chinas-top-source-trade-disputes-new-data-shows?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3341698/eu-overtakes-us-chinas-top-source-trade-disputes-new-data-shows?utm_source=rss_feed Thu, 29 Jan 2026 10:00:26 +0000 Ralph Jennings Ralph Jennings The Taiwan government has cleared Nvidia to establish a NT$3.3 billion (US$105 million) headquarters on the island that produces most of the world’s advanced semiconductors, which the Silicon Valley chip designer will need to feed the red-hot global artificial intelligence sector. Nvidia would use the Taipei site for a “commercial office” building and the acquisition of land for a “comprehensive business park”, the island’s Ministry of Economic Affairs announced on Wednesday. The approval came a... https://www.scmp.com/tech/big-tech/article/3341644/nvidia-wins-approval-taiwan-headquarters-secure-ai-chip-supply?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3341644/nvidia-wins-approval-taiwan-headquarters-secure-ai-chip-supply?utm_source=rss_feed Thu, 29 Jan 2026 09:00:17 +0000 Xiaofei Xu Xiaofei Xu The financial head of Dutch chipmaking equipment giant ASML – following a year of double-digit sales growth for the company’s machines – said he expects the firm’s already declining sales to China to fall even further, as trade restrictions prevent shipments of the firm’s most advanced units to Chinese clients and demand for other models is likely to taper off after an earlier rush. China’s share of ASML’s global sales dropped by 8 percentage points in 2025, falling to 33 per cent from the 41... https://www.scmp.com/tech/tech-trends/article/3341632/asml-reports-heated-global-demand-2025-cools-china-outlook-amid-us-sanctions?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3341632/asml-reports-heated-global-demand-2025-cools-china-outlook-amid-us-sanctions?utm_source=rss_feed Thu, 29 Jan 2026 04:34:10 +0000 Carol Yang Carol Yang Chinese investors rank US-China relations and domestic demand as their top two concerns for the next 12 months, while highlighting a weak property market and declining birth rates as key risks, according to quarterly survey results. While the outlook has instilled a continued sense of caution following a year of volatility and policy-driven rebounds, the overall investor sentiment remains resilient, the Cheung Kong Graduate School of Business (CKGSB) in Beijing said on Wednesday about its... https://www.scmp.com/economy/global-economy/article/3341567/what-haunts-chinas-investors-us-geopolitics-and-birth-dearth-survey-finds?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3341567/what-haunts-chinas-investors-us-geopolitics-and-birth-dearth-survey-finds?utm_source=rss_feed Wed, 28 Jan 2026 13:30:08 +0000 Ann Cao,Coco Feng,Wency Chen Ann Cao,Coco Feng,Wency Chen Beijing has begun approving imports of Nvidia’s H200 graphics processing units (GPUs), according to two sources familiar with the matter, ending regulatory uncertainty over the US tech giant’s second most powerful artificial intelligence chip. The first batch was expected to go to Big Tech companies, which were in urgent need of the GPU, a source said. However, access for state-backed companies, such as telecommunication network operators, was expected to remain under tight control, the source... https://www.scmp.com/tech/big-tech/article/3341568/beijing-clears-nvidias-h200-imports-ending-chip-uncertainty-china-tech-giants?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3341568/beijing-clears-nvidias-h200-imports-ending-chip-uncertainty-china-tech-giants?utm_source=rss_feed Wed, 28 Jan 2026 12:00:12 +0000 Wency Chen Wency Chen Chinese chip designer Shanghai Iluvatar CoreX Semiconductor has unveiled a multi-year graphics processing unit (GPU) architecture road map, aiming to surpass Nvidia’s next-generation Rubin platform within two years, amid the country’s push for semiconductor self-reliance. The company said its Tianshu architecture had outperformed Nvidia’s Hopper platform last year, while a second architecture, Tianxuan, would be built to benchmark against the US firm’s Blackwell platform. A third, Tianji, was... https://www.scmp.com/tech/big-tech/article/3341368/iluvatar-corex-targets-nvidias-rubin-gpu-road-map-amid-china-chip-push?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3341368/iluvatar-corex-targets-nvidias-rubin-gpu-road-map-amid-china-chip-push?utm_source=rss_feed Tue, 27 Jan 2026 13:00:13 +0000 Coco Feng Coco Feng Exports of chip-manufacturing equipment, electric vehicles (EVs) and other high-value goods from China’s southern Guangdong province rose to a record high last year of over 1 trillion yuan (US$140 billion), highlighting the country’s progress in its quest for technological self-sufficiency in an ongoing tech war with the US. The country’s leading manufacturing hub exported semiconductor equipment worth more than 800 billion yuan in 2025, an increase of nearly 20 per cent from a year earlier,... https://www.scmp.com/tech/article/3341367/chinas-guangdong-province-exports-record-us140-billion-tech-high-value-goods?utm_source=rss_feed https://www.scmp.com/tech/article/3341367/chinas-guangdong-province-exports-record-us140-billion-tech-high-value-goods?utm_source=rss_feed Tue, 27 Jan 2026 11:00:08 +0000 Frank Chen Frank Chen President Xi Jinping has stressed the need to advance indigenous technology – particularly artificial intelligence (AI) – in his first formal meeting of the year with ministers and provincial officials, as the world’s second-largest economy pushes innovation-led growth. His message was clear: Beijing would redouble efforts to break development bottlenecks through a “whole-of-nation” approach – a year after start-ups like DeepSeek stunned the world and shone a spotlight on China’s tech... https://www.scmp.com/economy/china-economy/article/3341267/xi-jinping-calls-ai-epoch-making-china-pushes-innovation-strategy-flags-risks?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3341267/xi-jinping-calls-ai-epoch-making-china-pushes-innovation-strategy-flags-risks?utm_source=rss_feed Mon, 26 Jan 2026 10:00:49 +0000 Dannie Peng Dannie Peng A joint Chinese-US research team says it has developed a new semiconductor manufacturing method that it says could “open up entirely new avenues” to develop high-performance light-emitting and integrated devices. The process would surpass conventional lithography machines, which are the main way today of making the semiconductors used in most electronics. When a lithography machine etches a chip circuit, the laser strikes the material vertically. If light goes sideways, it causes uncontrolled... https://www.scmp.com/news/china/science/article/3341149/china-us-teams-feat-could-open-entirely-new-avenues-semiconductors?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3341149/china-us-teams-feat-could-open-entirely-new-avenues-semiconductors?utm_source=rss_feed Sun, 25 Jan 2026 12:00:10 +0000 Ann Cao Ann Cao Jensen Huang marked the coming Lunar New Year with Nvidia employees in Shanghai on Saturday, as the CEO of the world’s most valuable company made his first trip to China in 2026 amid uncertainties around its H200 graphics processing unit (GPU). Huang received a rock-star welcome when he joined Nvidia’s annual Lunar New Year celebration, according to two employees who asked not to be named as they were not authorised to speak to the media. Huang gave a speech and handed out tangerines that he... https://www.scmp.com/tech/big-tech/article/3341148/jensen-huang-celebrates-lunar-new-year-nvidia-employees-shanghai?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3341148/jensen-huang-celebrates-lunar-new-year-nvidia-employees-shanghai?utm_source=rss_feed Sun, 25 Jan 2026 06:22:17 +0000 Khushboo Razdan,Bochen Han Khushboo Razdan,Bochen Han A move to curb US President Donald Trump’s power to sell advanced AI chips to China moved a step closer on Wednesday when a Republican-led congressional panel joined hands with their Democratic counterparts, brushing aside objections from the White House and chip giant Nvidia. The action has put Representative Brian Mast, the Republican chair of the House Foreign Affairs Committee, on a collision course with Trump’s top AI adviser David Sacks and drawn sharp criticism from Maga-aligned... https://www.scmp.com/news/china/diplomacy/article/3340751/trumps-decision-sell-ai-chips-china-under-pressure-house-bill-against-deal-advances?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3340751/trumps-decision-sell-ai-chips-china-under-pressure-house-bill-against-deal-advances?utm_source=rss_feed Wed, 21 Jan 2026 23:14:09 +0000 Xiaofei Xu,Wency Chen Xiaofei Xu,Wency Chen The world is witnessing the biggest infrastructure buildout in history, with the foundation for an artificial intelligence system evolving quickly, according to Nvidia CEO Jensen Huang. “We are now a few hundred billion dollars into it,” he said at the World Economic Forum (WEF) in Davos on Wednesday, adding that trillions of dollars of infrastructure still had to be built. Huang described the AI industry as a “five-layered cake” – energy at the bottom, followed by chips, cloud infrastructure,... https://www.scmp.com/tech/tech-war/article/3340709/watch-nvidia-ceo-jensen-huang-speak-davos?utm_source=rss_feed https://www.scmp.com/tech/tech-war/article/3340709/watch-nvidia-ceo-jensen-huang-speak-davos?utm_source=rss_feed Wed, 21 Jan 2026 10:33:09 +0000 Mark Magnier Mark Magnier US Treasury Secretary Scott Bessent said on Tuesday that he met with Chinese Vice-Premier He Lifeng a day earlier on the sidelines of the World Economic Forum in Davos, Switzerland, in advance of US President Donald Trump’s much-anticipated speech to the global body on Wednesday. Bessent’s account of the sit-down between the main interlocutors over the past tumultuous year between Beijing and Washington suggests the pieces are in place to go ahead with a summit in Beijing between Trump and... https://www.scmp.com/news/world/united-states-canada/article/3340607/bessent-meets-chinas-he-lifeng-davos-praises-trade-progress-soybeans-rare-earths?utm_source=rss_feed https://www.scmp.com/news/world/united-states-canada/article/3340607/bessent-meets-chinas-he-lifeng-davos-praises-trade-progress-soybeans-rare-earths?utm_source=rss_feed Tue, 20 Jan 2026 15:42:44 +0000 Zhang Tong Zhang Tong Chinese nuclear scientists have developed a world-class “microscopic scalpel” essential to various forms of chipmaking, potentially unblocking a bottleneck in the country’s efforts to fortify key supply chains. The China Institute of Atomic Energy said on Saturday that it had developed the nation’s first high-energy hydrogen ion implanter called the POWER-750H, saying it performed on a par with advanced international standards. Ion implanters are a critical part of some forms of semiconductor... https://www.scmp.com/news/china/science/article/3340321/could-chinas-ion-implanter-scalpel-carve-out-secure-hi-tech-chip-supply-chains?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3340321/could-chinas-ion-implanter-scalpel-carve-out-secure-hi-tech-chip-supply-chains?utm_source=rss_feed Sun, 18 Jan 2026 10:00:42 +0000 Ralph Jennings Ralph Jennings Taiwan has committed to driving hundreds of billions of dollars of extra investment into America’s chip industry as part of a US trade deal announced on Thursday, with the island’s biggest semiconductor producer already moving to buy more land in the US state of Arizona. Taiwan Semiconductor Manufacturing Company (TSMC) – the world’s largest contract chipmaker – confirmed on Thursday that it had bought a second tract of land in Arizona. The 365-hectare (901-acre) plot nearly doubles the... https://www.scmp.com/economy/global-economy/article/3340169/tsmc-buys-land-arizona-taiwan-pledges-us500-billion-us-tech-investment?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3340169/tsmc-buys-land-arizona-taiwan-pledges-us500-billion-us-tech-investment?utm_source=rss_feed Fri, 16 Jan 2026 11:00:12 +0000 Xiaofei Xu Xiaofei Xu The battle for control of Dutch chipmaker Nexperia entered a new phase on Wednesday, as lawyers representing the firm and its Chinese parent Wingtech Technology traded blows during a seven-hour court hearing in the Netherlands. The Enterprise Chamber – a special Dutch court handling corporate disputes – scheduled the hearing to determine whether it should order a formal investigation into alleged mismanagement at Nexperia or overturn its earlier ruling, with a verdict set to be issued by... https://www.scmp.com/economy/china-economy/article/3339988/nexperia-and-chinese-owner-fight-control-chipmaker-dutch-court?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3339988/nexperia-and-chinese-owner-fight-control-chipmaker-dutch-court?utm_source=rss_feed Thu, 15 Jan 2026 07:00:23 +0000 Xinmei Shen,Bochen Han Xinmei Shen,Bochen Han Witnesses and lawmakers at a foreign affairs hearing blasted the Trump administration’s approval for the sale of Nvidia’s H200 AI chips to China and called for it to reverse the decision, as the White House’s top technology adviser defended the move in the administration’s first public testimony discussing the latest export control measures. Allowing China to buy Nvidia’s second most powerful AI chip is a “wrong path” that would “supercharge” Beijing’s military modernisation and damage the US’... https://www.scmp.com/news/us/article/3339935/trump-administration-faces-backlash-over-nvidia-h200-ai-chip-sales-china?utm_source=rss_feed https://www.scmp.com/news/us/article/3339935/trump-administration-faces-backlash-over-nvidia-h200-ai-chip-sales-china?utm_source=rss_feed Wed, 14 Jan 2026 22:34:38 +0000 Ralph Jennings,Kandy Wong Ralph Jennings,Kandy Wong China is likely to accept Nvidia’s H200 artificial intelligence (AI) chips following US clearance, driven by immediate demand in the country’s vast tech sector, according to analysts – though they said Beijing would push to replace them over time. The American chip giant’s second-most-advanced AI processor can be exported to China from Thursday, as long as shipments total no more than half the amount sold in the US, according to the Department of Commerce’s Bureau of Industry and... https://www.scmp.com/economy/global-economy/article/3339896/why-china-may-buy-nvidias-h200-chips-trump-eases-curbs-and-replace-them-later?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3339896/why-china-may-buy-nvidias-h200-chips-trump-eases-curbs-and-replace-them-later?utm_source=rss_feed Wed, 14 Jan 2026 12:00:19 +0000 Xinmei Shen Xinmei Shen The US has officially green-lighted Nvidia to sell its H200 artificial intelligence chips in China, as the Trump administration seeks to strike a balance between curtailing China’s AI progress and maintaining American AI firms’ global market share. The H200, US chip giant Nvidia’s second-most-advanced AI processor, can be shipped to China under conditions that include that its China shipments account for no more than half of the amount sold domestically, according to the Department of Commerce’s... https://www.scmp.com/news/china/diplomacy/article/3339797/us-government-approves-nvidia-h200-chip-exports-china?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3339797/us-government-approves-nvidia-h200-chip-exports-china?utm_source=rss_feed Tue, 13 Jan 2026 23:14:41 +0000 Eunice Xu Eunice Xu China’s drive for chip manufacturing equipment self-sufficiency advanced so rapidly in 2025 that even the country’s planners were caught by surprise, as the ratio of domestically developed semiconductor equipment surged to 35 per cent by the year’s end, up from 25 per cent in 2024. The ratio was higher than Beijing’s target of 30 per cent, set in early 2025 to encourage China’s semiconductor industry to favour local suppliers over US rivals such as Applied Materials, Lam Research and KLA,... https://www.scmp.com/tech/big-tech/article/3339366/great-chip-leap-chinas-semiconductor-equipment-self-reliance-surges-past-targets?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3339366/great-chip-leap-chinas-semiconductor-equipment-self-reliance-surges-past-targets?utm_source=rss_feed Fri, 09 Jan 2026 14:00:28 +0000 Ji Siqi,Xiaofei Xu Ji Siqi,Xiaofei Xu China has launched an anti-dumping investigation against Japan over a crucial chemical for chipmaking, marking a new escalation in tensions between Beijing and Tokyo. The investigation, set to run for one year with a possible extension of six months, targets dichlorosilane – a chemical that is primarily used in thin-film-deposition processes in semiconductor manufacturing and which plays a key role in the production of various types of chips, according to a notice from the Ministry of Commerce... https://www.scmp.com/economy/global-economy/article/3339053/china-initiates-anti-dumping-probe-against-japan-over-key-semiconductor-chemical?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3339053/china-initiates-anti-dumping-probe-against-japan-over-key-semiconductor-chemical?utm_source=rss_feed Wed, 07 Jan 2026 10:00:17 +0000 Coco Feng Coco Feng Chinese automotive chip designer Black Sesame Technologies’ Huashan A2000 chip has passed reviews by US authorities, paving the way for its global roll-out. Built on the advanced 7-nanometre process, which was ready for mass production in January 2025, was subject to US scrutiny “due to its ultra-high performance”, the company said in a post on its website on Monday. “Following nearly a year of technical clarifications and communications”, the chip passed “relevant reviews” of the US Department... https://www.scmp.com/tech/article/3338742/chinese-automotive-chipmaker-black-sesames-huashan-a2000-clears-us-review-hurdle?utm_source=rss_feed https://www.scmp.com/tech/article/3338742/chinese-automotive-chipmaker-black-sesames-huashan-a2000-clears-us-review-hurdle?utm_source=rss_feed Mon, 05 Jan 2026 06:32:10 +0000 Khushboo Razdan Khushboo Razdan US President Donald Trump has ordered the forced divestment of semiconductor-related assets acquired by HieFo Corporation, a Delaware-registered company, which he said is controlled by a Chinese citizen, citing national security risks. In an executive order (EO) issued under the Defence Production Act, Trump on Friday said there was “credible evidence” that HieFo’s acquisition of New Jersey-based Emcore Corporation’s digital chips and related wafer design, fabrication and processing businesses... https://www.scmp.com/news/us/diplomacy/article/3338586/trump-orders-chinese-linked-firm-divest-us-semiconductor-assets?utm_source=rss_feed https://www.scmp.com/news/us/diplomacy/article/3338586/trump-orders-chinese-linked-firm-divest-us-semiconductor-assets?utm_source=rss_feed Fri, 02 Jan 2026 22:19:36 +0000 Xiaofei Xu Xiaofei Xu Dutch chipmaker Nexperia and its Chinese parent, Wingtech Technology, are set for another showdown in early 2026, as the legal battle over control of the semiconductor firm intensifies. The two sides will face off before the Dutch Enterprise Chamber on January 14, a court representative told the Post on Tuesday, speaking on condition of anonymity. The hearing aims to determine whether there were valid reasons to doubt the sound management of Nexperia before the chamber’s ruling in early October,... https://www.scmp.com/economy/global-economy/article/3338307/nexperia-wingtech-set-fresh-face-january-us8-billion-stake?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3338307/nexperia-wingtech-set-fresh-face-january-us8-billion-stake?utm_source=rss_feed Wed, 31 Dec 2025 12:00:08 +0000 Sylvie Zhuang Sylvie Zhuang China said on Wednesday it would hit back against the latest US tariffs targeting its semiconductor sector. On Tuesday, the Office of the United States Trade Representative said it would raise the tariffs on June 23, 2027, with the level to be announced at least 30 days in advance. It followed the release of the findings of a year-long probe into China’s chip sector, launched in the final month of the Joe Biden administration. The office said Beijing’s push to dominate the sector was... https://www.scmp.com/news/china/diplomacy/article/3337653/china-vows-retaliate-against-unreasonable-us-semiconductor-tariffs?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3337653/china-vows-retaliate-against-unreasonable-us-semiconductor-tariffs?utm_source=rss_feed Wed, 24 Dec 2025 13:00:24 +0000 Bochen Han Bochen Han In its push to secure supplies of critical minerals, the Donald Trump administration has increasingly looked abroad to reduce vulnerabilities in supply chains that underpin many of the world’s most advanced technologies. From China to the Democratic Republic of Congo to Ukraine, key strands of US foreign policy in recent months have centred on access to these materials – a group of roughly 60 minerals that the US Geological Survey considers vital to national and economic security, including rare... https://www.scmp.com/news/us/diplomacy/article/3337551/will-us-led-pax-silica-shore-minerals-supply-chains-and-counter-chinas-dominance?utm_source=rss_feed https://www.scmp.com/news/us/diplomacy/article/3337551/will-us-led-pax-silica-shore-minerals-supply-chains-and-counter-chinas-dominance?utm_source=rss_feed Tue, 23 Dec 2025 22:27:27 +0000 Ben Jiang Ben Jiang Chinese chip designer Moore Threads Technology has unveiled a suite of new products, including its next generation of chip architecture and artificial intelligence chips as it looks to challenge US chip-making heavyweights Nvidia and AMD. The Beijing-based firm, hailed as China’s “little Nvidia”, introduced two forthcoming chips Huashan and Lushan, named after two famous Chinese mountains, at a developer conference in the Chinese capital on Saturday. The Huashan chip, designed for AI training... https://www.scmp.com/tech/tech-trends/article/3337217/moore-threads-unveils-new-ai-chips-challenge-nvidia?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3337217/moore-threads-unveils-new-ai-chips-challenge-nvidia?utm_source=rss_feed Sun, 21 Dec 2025 06:29:40 +0000