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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.
TSMC is doing an incredible job, says Nvidia CEO Jensen Huang, right, who is seen with TSMC CEO C C Wei in Taiwan. Photo: Reuters
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

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Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

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.

ASML CFO Roger Dassen attends a news conference after the company’s fourth-quarter earnings report in 2020. Photo: Reuters
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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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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Science

China-US team’s feat could ‘open entirely new avenues’ in semiconductors

Paper outlines novel ‘self-etching’ technique enabling world’s first fabrication of intricate structures in 2D perovskite materials.

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Materials scientist and study lead author Zhang Shuchen (left) pictured in a lab at the University of Science and Technology of China. Photo: Xinhua
Artificial intelligence

Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai

CEO of world’s most valuable company receives rock-star welcome as Beijing appears ready to allow imports of the H200 GPU to resume.

Jensen Huang hands out tangerines at Nvidia’s annual Lunar New Year celebration in Shanghai on January 24, 2026. Photo: Handout
US-China trade war

Trump’s decision to sell AI chips to China under pressure as House bill advances

A key Republican challenges White House AI czar and Nvidia despite Maga backlash; it must still pass both chambers and get Trump’s signature.

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Artificial intelligence

AI shaping world’s biggest infrastructure buildout: Nvidia CEO

Each country should build their own AI system, incorporating its own language and culture into the AI models, Huang says at the WEF in Davos.

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US-China relations

Bessent cites trade progress after meeting China’s He Lifeng in Davos

US Treasury chief says rare earths are flowing and China is buying soybeans as talks move towards an April Trump-Xi meeting.

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US Treasury Secretary Scott Bessent attends the 56th annual World Economic Forum meeting in Davos, Switzerland, on Tuesday. Photo: Reuters
Science

Could China’s ion implanter ‘scalpel’ carve out secure chip supply chains?

The technology is central to some forms of semiconductor manufacturing and dominated by overseas players.

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The China Institute of Atomic Energy says it has developed the nation’s first high-energy hydrogen ion implanter called the POWER-750H. Photo: Handout
Taiwan economy

TSMC buys up land in Arizona as Taiwan pledges US$500 billion US tech investment

Chip giant TSMC plans to build a ‘gigafab cluster’ in the US, with Taiwan committing to US$500 billion investment under a new trade deal.

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China-EU relations

Secret plans, angry emails: Nexperia hearing exposes tussle over China control

The court hearing could be decisive in the tug-of-war over control of the Dutch chipmaker, which sparked supply chain worries and China tensions.

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US-China relations

Trump administration faces backlash over Nvidia H200 AI chip sales to China

Critics warn easing export controls could boost Beijing’s military and undermine US lead in the AI race, as White House defends decision.

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The Trump administration has approved the sale ​of Nvidia’s H200 chip to China. Photo: Reuters
US-China trade war

Why China may buy Nvidia’s AI chips as US eases curbs – and replace them later

As the US reverses Biden-era restrictions, Beijing likely to take advantage – without compromising own industry, analysts say.

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US-China trade war

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

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Semiconductors

The great chip leap: China’s semiconductor equipment self-reliance beats targets

Domestic suppliers capture 35 per cent share as China accelerates push for semiconductor self-sufficiency.

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China’s semiconductor industry is being encouraged to favour local suppliers over US rivals. Photo: Reuters
China trade

China initiates anti-dumping probe against Japan over key semiconductor chemical

Beijing’s investigation targets imports of dichlorosilane from Japan, alleging dumping that harms Chinese production, amid escalating bilateral and trade tensions.

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A worker is seen at a semiconductor factory in China’s Jiangsu province. Beijing has launched an anti-dumping investigation against Japan over a chemical used in chipmaking. Photo: AFP
Semiconductors

Chinese chipmaker Black Sesame’s Huashan A2000 clears US review hurdle

The chip has passed relevant reviews following nearly a year of technical clarifications and communications with US authorities.

US-China relations

Trump orders Chinese-linked firm HieFo to divest US chip assets

Chinese-linked company ordered to unwind its acquisition of US semiconductor assets, citing national security concerns.

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Nexperia

Nexperia, Wingtech set for fresh face-off in January with US$8 billion at stake

Dutch chipmaker’s Chinese owner warns of multi-track legal action, seeking full control of the firm and damages for improper seizure amid supply-chain tensions.

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Flags fly next to a logo of Nexperia at the facade of its factory in Dongguan, Guangdong province, amid a diplomatic standoff between China and the Netherlands over the company. Photo: Reuters
US-China relations

China vows to retaliate against ‘unreasonable’ US semiconductor tariffs

Beijing has pledged to ‘take corresponding measures’ in response to the levy, which Washington says is designed to counter economic threat.

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The new tariffs are due to take effect in 18 months’ time. Photo: Reuters
US-China trade war

Explainer | Will US-led ‘Pax Silica’ be a new dawn for the international AI supply chain?

Trump administration aims for deeper technology cooperation on new AI infrastructure with allies.

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Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

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