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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.
People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP
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

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US-China trade war

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

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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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The United States’ growing dependence on China’s pharmaceutical industry for its supply chain is concerning US lawmakers. Photo: Shutterstock
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.

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.

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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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Illustration: Craig Stephens
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.

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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Nexperia is a key supplier of automotive semiconductors. Photo: AFP
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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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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The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP
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.

Semiconductors

Trump takes aim at Taiwan’s chip sector after Supreme Court tariff ruling

Taiwan has edged out top US chipmakers and Taiwanese firms are setting up factories in the US to avoid paying tariffs, Trump says.

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Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

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The EU has barred most organisations based in China from applying for its Horizon Europe grants in “critical areas”. Image: Shutterstock
US-China relations

Sudden Xi-Trump call, secret nuclear testing claims: 7 US-China relations reads

From China’s grip on minerals to the US’ Apec plans, here are highlights from our overseas correspondents in the first half of February 2026.

Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

China-EU relations

How Europe, not the US, became China’s No 1 trade headache

Electric vehicles, critical minerals and chips have become flashpoints in the relationship, survey shows.

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China and the EU have faced mounting trade disputes in recent years, spanning electric vehicles, rare earths, chips and agricultural goods. Photo: Shutterstock
Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

Jensen Huang says Nvidia’s engineering staff in Taiwan have outgrown their existing office. Photo: Reuters
Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

China trade

What haunts China’s investors? Geopolitics and a demographic abyss, survey finds

Weak domestic demand, shrinking confidence in the property market and a declining fertility rate fuel caution among investors in China’s major hubs.

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Semiconductors

Beijing weighs H200 imports amid uncertainty for China tech giants

More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push.

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The first batch of Nvidia chip shipments is expected to go to China’s Big Tech companies. Photo: Shutterstock
Semiconductors

Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push

Chinese chip designer outlines a multi-year GPU plan to outperform Nvidia’s next-generation Rubin platform within two years.

There is strong capital interest in Chinese chipmakers amid Beijing’s push for semiconductor self-reliance. Photo: Shutterstock
Semiconductors

China’s manufacturing powerhouse Guangdong exports record chip equipment

Exports of chip equipment rose 20 per cent last year, while exports of EVs, lithium batteries and solar products rose 30 per cent.

China technology

‘Epoch-making’: Xi Jinping urges home-grown AI breakthroughs – but flags risks

The Chinese leader says emerging technologies bring huge opportunities, while warning officials against blind investment.

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