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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.
Chinese researchers have developed the world’s first highly parallel optical computing integrated chip, named “Meteor-1,” a milestone in photonic computing. Photo: Handout
Science

China’s optical chip advances such as Meteor-1 light the way for AI development

Optical computing is a promising alternative or addition to electronic computing, potentially improving system efficiency, a professor says.

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Semiconductors

Chip design software firms climb as US lifts curbs on China exports

US-China tech war

Tech war: US lifts export control of chip design software to China

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Artificial intelligence

China catching up fast with US in algorithms: ex-Microsoft AI head

While the US is still far ahead in AI chip technology, China is following very closely in algorithms, says computer scientist Harry Shum.

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Harry Shum Heung-yeung, former head of AI and research at Microsoft, speaks at an economic summit hosted by the HKU Business School on Friday. Photo: Handout
Huawei

Huawei, SMIC struggle to advance chips to 5-nm level, MateBook shows: report

Huawei’s newly released MateBook Fold laptop runs on another 7-nm Kirin chip made by SMIC, as the Mate 60 Pro smartphone did two years ago.

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Science

China can’t buy Nvidia’s RTX 4090. Now its optical chip is twice as fast

‘Optical computing … can meet AI’s ever-growing computational demands and unleash a wave of new applications’: Professor Xie Peng.

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Huawei

Huawei opens HarmonyOS 6 to developers, prepares AI features for public launch

The tech giant did not give a public launch date for the latest version of the operating system, but said it will be more intelligent and open.

People visit the Huawei booth during Mobile World Congress at the Shanghai New International Expo Centre on June 18. Photo: AFP
Semiconductors

China’s Empyrean sees opportunities in US chip-design software curbs

Beijing-based company hopes to ascend to the top tier of global EDA providers, but acknowledges considerable gap with US rivals.

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Malaysia

Malaysia ‘stands firm’ on US chip curbs after alleged breach by Chinese company

Chinese engineers rented Malaysian data centres packed with high-end Nvidia chips to train their AI model, a newspaper report has alleged.

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Huawei

Huawei defends role as AI, 5G infrastructure supplier at Shanghai MWC

Huawei deputy chairman says the telecoms industry is facing stagnant growth, while touting AI-driven solutions.

A Huawei logo is seen at the Mobile World Congress in Shanghai. Photo: AFP
Electric & new energy vehicles

Exclusive | SemiDrive to supply cockpit chips in European EVs as Chinese firms go global

‘Striving to be a top global chip supplier, we need to expand from the China market to the global market,’ general manager Eugene Wang says.

Visitors look at a display at the booth of SemiDrive Technology at the 2023 Shanghai Auto Show. Photo: Getty Images
US-China relations

Opinion | Trump’s fundamental mistake is in seeing China as America’s problem

The US president fails to grasp that a rising China is a new question to answer, not an old mistake to correct.

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Nvidia

Nvidia to exclude China from forecasts amid US chip export controls

‘I’ve told all of our investors … our forecasts will not include the China market,’ Nvidia CEO Jensen Huang told CNN.

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Artificial intelligence

China’s orchard of AI, chip grads now ripe for the pickin’ as tech trade sours

Many who entered university during Trump’s first trade war with China are ready to become key cogs in China’s hi-tech engine.

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Illustration: Henry Wong
Semiconductors

Huawei founder sheds light on China’s strategy to overcome US curbs

Ren Zhengfei’s comments underscore Huawei’s commitment to achieving chip self-sufficiency, with compound semiconductors playing a key role.

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Ren Zhengfei, founder of Huawei Technologies. Photo: Kyodo
Semiconductors

Chinese academy launches automated system to speed up chip design

The system, developed by the Chinese Academy of Sciences, uses AI for semiconductor design, dispensing with the need for human developers.

Semiconductors

A quantum leap: Chinese institute begins photonic chip production

Photonic chips are a critical hardware component for quantum computing and high-speed optical communications.

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US-China trade war

Trade to tech war: why Trump picked his export control head for next China talks

Beijing and Washington maintained restrictions after Geneva truce – setting stage for tough negotiations on chips, jets and minerals.

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The United States has tightened export controls on advanced chips in recent years, including recent measures that target Huawei Technologies. Photo: Reuters
US-China trade war

Trump-Xi call: US to allow Chinese students, mineral trade to resume

US president says he has accepted an invitation to visit China and extended his own offer of a visit to Xi.

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US-China relations

Opinion | US-China trade war goes nuclear with Trump’s chip software ban

Sweeping ban, albeit hard to enforce, threatens to kneecap China’s semiconductor ambitions and endanger its national security.

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Huawei

Huawei claims better AI training method than DeepSeek using own chips

Huawei’s progress in AI model architecture could prove significant, as the company seeks to reduce its reliance on US technologies.

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Huawei researchers say they have improved on an AI training method used by DeepSeek. Photo: EPA-EFE
Huawei

Huawei to launch premium Pura 80 smartphone series next week

The Chinese tech giant has remained silent amid speculation about an upgraded chip for the coming model.

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A Huawei flagship store in the Wangfujing shopping district in Beijing. Photo: AP Photo
Asean

Opinion | As Malaysia’s Huawei chip storm shows, sovereign AI is a fraught pursuit

For third states, what is there to differentiate a Chinese AI stack from an US one when both lock in external reliance in the longer term?

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Semiconductors

US chip design software firm Synopsys halts China sales, services

Synopsys, along with Cadence and Siemens’s Mentor Graphics, controls more than 70 per cent of China’s electronic-design-automation market.

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Nvidia

Nvidia gives solid forecast, even as China slump mars growth

While the chipmaker is being squeezed out of China, other Trump policy changes may help open up additional markets, such as the Middle East.

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The Nvidia logo is seen at its headquarter campus in Santa Clara, California, on Tuesday. Photo: EPA-EFE
China-EU relations

China, EU semiconductor firms meet to enhance supply-chain security amid ‘bullying’

More than 40 companies participate in a government-hosted meeting in Beijing to enhance supply-chain resilience, with rare earths discussed.

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A worker handles materials during the semiconductor-production process in China’s Shandong province. Photo: AFP
Xiaomi

Xiaomi refutes claims of using Arm-designed chip for XRing O1

Xiaomi’s first smartphone chip uses Arm’s Cortex cores, leading to speculation that it was using a customised solution from the British firm.

US-China relations

Why is China fighting so hard against the US’ new chip ban – and will it work?

Beijing’s strong reaction to new US curbs on Chinese chips stems from a growing confidence that it can outlast Washington in a stand-off, analysts say.

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