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Semiconductors: Industry Trends

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Semiconductors: Industry Trends
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
China’s semiconductor industry is being encouraged to favour local suppliers over US rivals. Photo: Reuters
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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US-China trade war

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

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Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

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
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.

Semiconductors

China’s CXMT challenges Samsung, SK Hynix with cutting-edge DDR5 AI memory chips

CXMT’s new DDR5 chips reached speeds of up to 8,000 megabits per second and had a maximum die capacity of 24 gigabits.

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Semiconductors

Hong Kong-backed ‘Lion Rock’ chip boosts city’s semiconductor standing

The maker of the RISC-V chip, Shanghai-based StarFive, received an investment from the Hong Kong Investment Corporation in March.

StarFive founder and CEO Thomas Xu (left) and Full Vision Capital managing partner Alan Chan hold a Lion Rock RISC-V chip in Hong Kong on November 14, 2025. Photo: Xinmei Shen
Science

Quantum chip gives China’s AI data centres ‘1,000-fold’ speed boost: researchers

Emerging tech that uses light to boost computer power is already being used in aerospace, biomedicine and finance.

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Semiconductors

Baidu unveils AI chips to boost China’s self-sufficiency drive

The M100 and M300 provide ‘powerful, low-cost and controllable AI computing power’ to support the nation’s self-reliance push, the firm says.

Artificial intelligence

MetaX, backed by AMD veterans, enters spotlight with Shanghai listing

Shanghai-based MetaX has won approval to list on the city’s Star Market as China ramps up efforts to build its AI chip ecosystem.

Known in Chinese as Muxi, MetaX was founded in 2020 by three veterans of US chipmaker AMD. Photo: Shutterstock
US-China relations

The View | Can Scott Bessent see China’s trade counterstrike with clear eyes?

China’s export control regime on rare earths isn’t retaliation for recent US restrictions – it’s a response to overall US policy.

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US Treasury Secretary Scott Bessent arrives for trade talks with Chinese Vice-Premier He Lifeng in Madrid, Spain on September 14. Photo: AFP
US-China relations

Opinion | US-China tit-for-tat escalation is now a feature, not a bug

Expect Beijing and Washington to repeat a familiar pattern every time the other side achieves a breakthrough or an edge in market dominance.

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Semiconductors

China’s new hope in breaking reliance on foreign chipmaking machines

Advanced lithography remains a significant bottleneck for China, but a new company founded in February offers new optimism.

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US-China tech war

China’s lesson for the US: it takes more than chips to win the AI race

The AI war is increasingly waged among ‘hyperscalers’ – companies with full-stack capabilities across software, hardware and applications.

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The US and China are intensifying investments into AI. Illustration: Lau Ka-kuen
TSMC

TSMC posts better-than-expected sales on AI demand

The Taiwanese company is the go-to chipmaker for major AI accelerator designers including Nvidia and Advanced Micro Devices.

The TSMC fabrication plant in Hsinchu, Taiwan. Photo: EPA
Artificial intelligence

How Huawei and DeepSeek are tending the garden of China’s AI aspirations

Amid growing AI rivalry with the US, the two companies are leading China’s drive to shake off the nation’s dependence on Nvidia processors.

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China technology

Opinion | China’s rejection of Nvidia chips a turning point in global tech race

To continue buying the chips would be seen as accepting US-dictated tech inferiority. China would rather push for tech independence.

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ByteDance

ByteDance moves chip staff to Singapore unit in internal rejig

The employment contracts for ByteDance’s chip team are managed by various entities controlled by Singapore-incorporated Picoheart.

The ByteDance office building in Shanghai. Photo: Reuters
Semiconductors

China’s first-half semiconductor investment shifts to equipment: report

The change reflects the country’s efforts to establish a self-sufficient supply chain, according to research firm CINNO.

Huawei

Huawei’s new algorithm could cut China’s reliance on foreign memory chips

Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.

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United States

Trump administration issues plan to limit AI exports to China

Move comes amid hawks’ concerns that US chips could help Chinese AI, military development.

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David Sacks, US AI and crypto tsar speaks next to President Donald Trump, during a signing ceremony for the “Genius Act”, which will develop regulatory framework for stablecoin cryptocurrencies and expand oversight of the industry, at the White House, Washington, July 18. Photo: Reuters
Artificial intelligence

Nvidia CEO meets China’s commerce minister to discuss AI cooperation

In a meeting with Jensen Huang, Minister Wang Wentao says China’s doors are wide open for Nvidia and other multinational firms.

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Nvidia CEO Jensen Huang attends the opening ceremony of the China International Supply Chain Expo in Beijing on Wednesday. Photo: Kyodo
Science

Warning of glut in AI computing centres as China readies for Nvidia H20’s return

Industry demands are changing and only about 30 per cent of the country’s intelligent computing capacity is being used.

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TSMC

Chipmaking giant TSMC raises 2025 sales forecast amid AI optimism

TSMC’s move underscores resilient demand for high-end chips from the likes of Nvidia, despite earlier doubts brought by China’s DeepSeek.

Semiconductors

Nvidia, AMD to win market share in China as US eases export curbs

The return of Nvidia's H20 chip is set to increase foreign chip imports in China, where Huawei has been gaining ground, analysts say.

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Nvidia CEO Jensen Huang is surrounded by reporters after the opening ceremony ofthe China International Supply Chain Expo in Beijing on Wednesday. Photo: Reuters
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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Chinese researchers have developed the world’s first highly parallel optical computing integrated chip, named “Meteor-1,” a milestone in photonic computing. Photo: Handout
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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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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