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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.
Morris Chang, founder of Taiwan Semiconductor Manufacturing Company (TSMC), gives a speech at the company’s production site in Phoenix, Arizona, in 2022. The firm has now bought a second tract of land adjoining the site. Photo: AP
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

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US-China relations

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

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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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China’s domestic chip industry has made rapid advances in recent years, but it still lags the US in cutting-edge models. Photo: Shutterstock
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 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.

Artificial intelligence

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

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An employee works at a semiconductor wafer workshop in Chongqing on August 24, 2023. Photo: Xinhua
Science

US green tech retreat echoes mistake of China’s Qing dynasty before collapse

While Washington pulls back on climate, Beijing is making it possible for developing nations to leapfrog into a cleaner energy era.

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Illustration: Henry Wong
US-China trade war

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

Despite Trump easing curbs, domestic chipmakers expected to remain central to Beijing’s tech ambitions.

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China-EU relations

Beijing urges Dutch government to push for China visit by Nexperia execs

China’s Ministry of Commerce says trip by Dutch chip firm’s management should be made ‘as soon as possible’ amid heated war of words.

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China-EU relations

As I see it | How Nexperia became a casualty of the US-China trade war

Unless the two superpowers reach a long-term solution to trade tensions, smaller companies and economies will get caught in the crossfire.

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Dutch economy minister Vincent Karremans arrives for a cabinet meeting in The Hague, Netherlands, on November 7. Photo: EPA
US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

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US-China relations

Trump gives green light for Nvidia to sell H200 AI chips in China

The move has upset China hawks in Washington, who are concerned that selling more advanced AI chips to Beijing could help boost its military.

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Artificial intelligence

China AI chipmaker MetaX draws more IPO investors than Moore Threads

More than 5 million investors vied for allotments in the chipmaker’s share offering, which aims to raise US$594 million.

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Founded in 2020, MetaX is viewed as one of China’s best hopes to develop chips that can rival Nvidia’s high-performance AI processors. Photo: Handout
US-China trade war

China’s vice-premier has ‘constructive’ call with US officials Bessent and Greer

Both sides agree to promote the development of bilateral trade ties to ‘expand the list for cooperation and shorten the list of problems’.

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China’s Vice-Premier He Lifeng had a productive video call with US Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer on Friday. Photo: AFP
China-EU relations

Dutch minister admits he was blindsided by China in Nexperia chip crisis

Karremans faces criticism after Beijing choked off chip flows and scrutiny of his move to invoke a Cold War-era security law.

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Artificial intelligence

Senators unveil bill to keep Trump from easing curbs on AI chip sales to China

The SAFE CHIPS Act is a rare effort led in part by Trump’s own party to stop him from further relaxing tech export restrictions on Beijing.

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Huawei

How Huawei could use a 2022 patent to make 2-nm-class chips without key tool

The proposed solution offers a technical pathway to support a 2-nm process using older DUV technology.

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In 2023, Huawei filed 3,091 GPU-related patents – a tenfold increase from 2018. Photo: Costfoto/NurPhoto via Getty Images
US-China relations

Nvidia CEO meets Trump, says he’s not sure if China would accept H200 chips

He says he and the US president discussed export controls before he met lawmakers on the Senate Banking Committee.

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Nvidia CEO Jensen Huang speaks briefly to reporters in Washington on Wednesday. Photo: EPA
Artificial intelligence

Huawei-style ‘chip stacking’ seen as a path for China to rival Nvidia’s GPUs

With US curbs biting, experts say near-memory computing and chip stacking could narrow the AI hardware gap with Nvidia.

Nexperia

China, EU shift Nexperia strategy: let the companies work it out

Wang Wentao shifts focus to the boardroom but warns the Dutch government must still scrap the executive order and court ruling fuelling the crisis.

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