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Semiconductors: Geopolitics

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Semiconductors: Geopolitics
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
Billionaire Elon Musk gestures after attending a welcome ceremony for US President Donald Trump with President Xi Jinping at the Great Hall of the People in Beijing on Thursday. Photo: Reuters
US-China tech war

Trump, Xi weigh AI ‘guardrails’ as Nvidia chip exports hang in the balance

Meeting in Beijing, the presidents weighed safety protocols for the rapidly emerging technology, and H200 chip shipments were a ‘sovereign decision’ for ‌China.

US-China trade war

The US-China trade war is entering a worrying new phase

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2026 Xi-Trump summit

Nvidia’s Jensen Huang joins Trump’s trip to China at last minute

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Semiconductors

Huawei’s chip research gains attention ahead of Trump visit to China

Tech giant’s advances in AI and semiconductors reflect Beijing’s push for tech breakthroughs and self-sufficiency amid US sanctions.

Huawei’s chip progress is being closely watched for signs of China’s ability to overcome Western export restrictions. Photo: Shutterstock
US-China tech war

AI | AI ecosystems in China and US grow apart amid tech war

China and US have different goals for artificial intelligence and ways of developing it. Washington’s curbs on tech exports have widened the gap between them.

US-China trade war

From apps to autos: China’s data reach sparks US espionage and sabotage concerns

Washington accused of not doing enough to counter Beijing’s harvesting of key American data and weaponising it as a strategic asset.

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Semiconductors

Cambricon vaults to China’s costliest stock after profits soar 185% amid AI boom

China’s chip foundries also benefit from the country’s efforts to achieve semiconductor self-reliance.

People visit the MetaX booth at the World Artificial Intelligence Conference in Shanghai on July 26, 2025. Photo: CFOTO/Future Publishing via Getty Images
US-China tech war

Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition

The failed Lumileds deal highlights the growing hurdles Chinese tech firms face in overseas acquisitions under tightening US policy.

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US-China trade war

‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics

US lawmakers, experts accused Beijing of buying ‘what they can’ and stealing ‘what they cannot’ from America to advance their AI technology.

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Semiconductors

ASML boosts 2026 sales forecast despite shrinking China sales

The Dutch chipmaker expects annual net sales of €36 billion (US$42.5 billion) to €40 billion after releasing its first-quarter results.

The ASML logo is seen at the company’s headquarters in Veldhoven, Netherlands. Photo: Reuters
Artificial intelligence

China profits from US AI boom despite Washington’s tech curbs, research says

Country remains ‘enmeshed in Asian supply chains’ and is likely to benefit from US AI spending, report says.

Roughly US$2 trillion worth of data-centre projects are planned or under way in the US. Photo: Getty Images
Semiconductors

Proposed US chip curbs on China risk deeper supply chain disruption

New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.

Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

China-EU relations

China and the Netherlands seek ‘pragmatic’ reset as Nexperia row rolls on

Wang Yi hails ‘positive signals’ from new Dutch minister as US pressure and EU de-risking leave The Hague juggling security and trade interests.

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Chinese-owned Dutch semiconductor company Nexperia has been at the centre of a row between China and the Netherlands. Photo: Reuters
US-China trade war

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

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The ​Trump administration has been pushing for a single AI policy legislative framework that can be applied uniformly across the country. Photo: AFP via Getty Images
US-China trade war

Fears grow over US drug supply’s growing dependence on Chinese ingredients

Beijing’s global pharmaceutical push follows same playbook as rare earths, semiconductors and electric vehicles, warn US lawmakers.

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US-China relations

Beijing on Iran war, Trump trade plan, new AI arena: 7 US-China relations reads

From a new US maritime strategy to the Iran crisis, here are highlights from SCMP’s overseas correspondents in the first half of March 2026.

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Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

China is expanding the scope of its chip self-sufficiency drive under the new 15th five-year plan amid an intensified race with the US in advanced chipmaking. Photo: Xinhua
US-China relations

Opinion | 3 realities shaping China-US tech competition

Beijing’s policy priorities point to a more intense, multidimensional contest, with a smaller but still meaningful space for cooperation.

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US-China relations

Mainland Chinese see Taiwan positively, won’t retreat from US trade war: survey

China Pulse polling study gives rare window into views of ordinary people on mainland, where opinions are often restricted or even banned.

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Semiconductors

China’s chip bosses endorse semiconductor push in next 5-year plan

Industry leaders say the draft blueprint underscores Beijing’s determination to reduce reliance on foreign technology.

The five-year plan blueprint calls for breakthroughs in critical technologies across the entire semiconductor value chain. Photo: AFP
Artificial intelligence

China’s chip industry seeks more state support for AI dominance

Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance.

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A worker handles materials at a factory producing semiconductor chips for export in China’s Shandong province. Photo: AFP
Semiconductors

China warns of fresh chip crisis as Nexperia dispute flares up

China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.

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Semiconductors

Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.

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Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
Taiwan

As I see it | Taipei must break free of its abusive relationship with Washington

US President Donald Trump’s tariff blitz is not Taiwan’s fault, but the self-ruled island must come to see that Washington is unreliable.

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Taiwanese leader Lai Ching-te delivers a New Year’s Day speech on January 1 at the presidential hall in Taipei. Photo: Handout via AFP
Artificial intelligence

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

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Semiconductors

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.

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