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Semiconductors

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Semiconductors
Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.
Photo: Reuters
Artificial intelligence

Memory prices surge, trade truce extension, Year of the Horse gallops in

This week: Prices of memory chips for consumer devices surge, sources say US-China trade war truce is set to be extended, Sanae Takaichi wins Japan snap general election by a landslide. Next week: Lunar New Year holiday, possible ruling on Trump tariff lawsuits, and more.

SMIC

Hua Hong reports record Q4 revenue as AI-driven memory crunch fuels price hikes

IPO

Will Chinese AI chip designer Enflame’s Shanghai IPO be another blockbuster?

US-China relations

Trump admin signs trade deal to lower Taiwan’s tariff barriers

The agreement comes ahead of Trump’s planned visit to China in April and suggests deepening economic ties between the US and Taiwan.

US Trade Representative Jamieson Greer speaks to reporters at the White House in October. Photo: AP
Smartphones

‘More than 600%’ memory price spike rattles China’s phone and broadband makers

China’s tech sector braces for a “memory winter”, with rising chip costs threatening handset output and slowing broadband rollouts.

Artificial intelligence

China’s Lenovo warns of ‘prolonged’ memory crunch, looks to AI for rebound

Top PC maker posts a 21 per cent profit drop amid chip squeeze, but bets on AI-powered devices to sustain growth amid industry upheaval.

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China-EU relations

Nexperia faces 6-month inquiry as CEO Zhang’s suspension upheld by Dutch court

Investigation into firm’s governance could last six months, with one analyst warning of damage to bilateral ties.

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The head office of Chinese-owned chipmaker Nexperia in Nijmegen, Netherlands, on October 14, 2025. Photo: AP
Artificial intelligence

China’s Zhipu AI launches new major model GLM-5 in challenge to its rivals

The GLM-5 represents a shift in AI development from ‘vibe coding’ to ‘agentic engineering’ to generate an enhanced performance.

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Artificial intelligence

Opinion | China is leading in holistic AI development. Can the US catch up?

The country that will emerge victorious may not have the best models, but rather the applications which best meet people’s everyday needs.

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Artificial intelligence

China’s SMIC expects flat revenue as drop in low-end orders offsets AI growth

The contract chipmaker’s profit falls short of analyst estimates amid ‘challenges’ brought on by memory supply crunch.

The logo of Semiconductor Manufacturing International Corp appears outside the chipmaker’s facilities at Pudong district in Shanghai on March 15, 2024. Photo: AFP
TSMC

Taiwan pushes back on Washington’s aggressive chip relocation demands

The new reality in geopolitics is the structural transformation from ‘made-in-Taiwan’ to ‘made-by-Taiwan’, according to one analyst.

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A motorcyclist rides past the TSMC logo outside its building in Hsinchu, Taiwan, February 10, 2026. Photo: EPA
US-China tech war

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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Artificial intelligence

China trials largest locally made AI computing resource in infrastructure push

The node is designed for large-scale AI scenarios, including trillion-parameter model training and high-throughput inference.

TSMC

TSMC Japan plan for advanced chips seen as hedge against pressure from US, China

The expanded Japan presence will ensure that some of TSMC’s production is immune from Trump’s on-again, off-again import tariffs.

TSMC CEO CC Wei (left) meets Japanese Prime Minister Sanae Takaichi in Tokyo on Thursday. Photo: Kyodo
US-China trade war

US pitches critical minerals plan to allies to halt Beijing’s dominance

More than 50 countries encouraged to back US-led framework using price floors and financing to blunt Beijing’s control of hi-tech materials.

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United States Vice-President J.D. Vance has proposed creating a new critical mineral trading bloc and coordinating pricing floors as Washington tries to loosen China’s control over rare earth mineral manufacturing. Photo: Reuters
United States

Opinion | Chilling effect of US outbound investment rules will extend beyond China

Outbound investment rules introduced last year are expanding and hardening into law, chilling US investment across Asia’s tech ecosystems.

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Artificial intelligence

China’s chip champion Moore Threads sees beyond silicon with push into AI coding

Moore Threads is betting on AI coding software to complement its flagship GPU, as the battle for developer tools intensifies.

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Artificial intelligence

GaN pioneer Innoscience expands AI footprint with Google hardware collaboration

Innoscience claims to be the world’s first to achieve mass production of eight-inch silicon-based GaN wafers.

Innoscience focuses on GaN, a material regarded as a cornerstone of so-called third-generation semiconductor technology. Photo: Handout
Hong Kong stock exchange

Mainland memory firms eye Hong Kong for funds to fuel ‘global ambitions’

Several suppliers aim to follow in the footsteps of Montage Technology, which is set to raise US$896 million and debuts next week.

Science

China’s first-of-kind ABF crystal creates most energised solid-state laser beam

Breakthrough could open possibilities in quantum computing, space platforms, precision manufacturing and the chip industry.

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Artificial intelligence

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.

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
Wingtech

China’s Wingtech, owner of Nexperia, expects wider loss amid row over chipmaker

Wingtech projects a loss of up to US$1.9 billion in 2025, owing to the Dutch government’s takeover of Nexperia.

Wingtech Technology continues its legal battle to regain control of Dutch chipmaker Nexperia. Photo: Shutterstock
Artificial intelligence

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.

China technology

Chinese firms set for market growth as the global memory super cycle heats up

Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.

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US-China relations

Ding Linwei convicted of stealing Google AI secrets for Chinese companies

Some of the blueprints were meant to give Google an edge over Amazon and Microsoft and to reduce Google’s reliance on Nvidia chips.

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A woman walks past a Google logo at the company’s campus in Warsaw in February 2025. Photo: AFP
Artificial intelligence

China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts

The two firms’ actions are poised to further intensify the global AI arms race.

ByteDance CEO Liang Rubo wants to optimise efficiency across the firm’s AI infrastructure. Photo: Shutterstock
Artificial intelligence

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

US-China relations

Senate bills give clear message to Trump to back Taiwan as Xi meeting approaches

Thursday’s bills send signal to White House that US partnership with Taipei must not be forgotten as Trump threatens Cuba tariffs.

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