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Semiconductors: Policy

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Semiconductors: Policy
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
illustration by Lau Ka-kuen
China manufacturing

AI, flying cars drive economic transition in China’s Kunshan

City at heart of Yangtze River Delta region sees new tech dreams emerge as old ones based on mass production of electronics fade.

US-China trade war

Fears grow over US drug supply’s growing dependence on Chinese ingredients

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Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

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
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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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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Semiconductors

Shanghai boosts chip fund 11-fold in China’s self-reliance push

Registered capital increases by US$794 million as country’s semiconductor hub strives to nurture local firms.

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The Shanghai IC Fund has invested in more than 20 local chip companies, including wafer foundries SMIC and HLMC. Photo: Reuters
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.

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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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
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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Representatives of the “Pax Silica” signatories hold signed documents at a summit held in Washington on December 12. The initiative is America’s new vision for the international AI supply chain. Photo: Getty Images/AFP
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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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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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.

China hopes to steal a march on Nvidia by combining relatively mature chips with new computing architectures. Photo: Shutterstock
US-China relations

Opinion | The bright side to US-China decoupling and global self-reliance drives

And despite opposing perspectives, it may reduce mutual dependence such as to assure a strategic peace of mind for both the West and China.

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Illustration: Craig Stephens
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.

Semiconductors

Nexperia crisis: Beijing agrees to talks with Dutch officials in China

The announcement comes a day after the Netherlands indicated that shipments of Chinese-made Nexperia chips would soon resume.

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US-China trade war

After Xi-Trump talks, lack of a chip deal seen as tech-independence issue

Progress on other contentious points during presidential meeting masks ongoing US-China tensions over technological sovereignty and export controls, analysts say.

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There did not appear to be a deal made on the semiconductor trade between the United States and China during talks on Thursday between presidents Donald Trump and Xi Jinping. 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-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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AMIES Technology’s booth at the 13th China Electronic Information Expo in April. Photo: Handout
US-China trade war

China’s secret weapon in chip battle with US: intense city rivalry

China’s megacities are racing to draw capital to the semiconductor sector as they compete to become chip powerhouses.

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An employee works at a factory producing chips for export in China’s eastern Shandong province. China’s local governments are pouring investment into the semiconductor sector as they compete to emerge as chip powerhouses. Photo: AFP
US-China tech war

Nvidia chief holds onto hope as China market share disappears

Jensen Huang calls exile of US technology from the mainland market a ‘mistake’, says company will continue to advocate for re-entry.

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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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China-Latin America relations

China slams US over Mexico remarks as trade dispute escalates

Chinese embassy accuses the US of using Mexico as a tool in supply chain politics, and that their tactics amount to ‘economic bullying’.

Mexico’s President Claudia Sheinbaum celebrates one year in office at Palacio Nacional in Mexico City on Wednesday. Photo: AFP
Artificial intelligence

China is ‘nanoseconds behind’ US in chips, Nvidia’s Jensen Huang says

Allowing US companies to compete globally – including in China – would ‘maximise’ US economic success and influence, Huang says.

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Jensen Huang, Nvidia’s CEO and founder, speaks on BG2, a podcast hosted by tech investors Brad Gerstner and Bill Gurley, on an episode posted on September 26, 2025. Photo: Handout
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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US-China trade war

From Intel to lithium, Trump borrows Beijing’s industry playbook in US-China race

Supply chain fears are driving Washington’s investments in chips and rare earths, but analysts cast doubt on the strategy.

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