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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.
The latest move by iFlytek underscores the growing importance of semiconductor design in China. Photo: Shutterstock
Artificial intelligence

Chinese AI champion iFlytek forms new entity to expand into semiconductor design

Shandong Yixun Information Technology’s scope of operations includes integrated circuit design and other AI-related fields.

US-China relations

China vows to retaliate against ‘unreasonable’ US semiconductor tariffs

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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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US-China trade war

US labels Chinese chips an economic threat, but delays tariff impact until 2027

Timeline reflects effort to preserve trade truce with Beijing rather than build leverage through faster import duty escalation, analysts say.

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The USTR said China’s industrial plans target “every major segment of the semiconductor supply chain,” including fabrication, design, assembly, testing and packaging. Photo: Shutterstock
Jack Ma

Jack Ma-backed YF Capital takes stake in Shanghai memory chipmaker InnoStar

A YF Capital affiliate has taken a 2.1 per cent stake in InnoStar Semiconductor, making it the chipmaker’s 14th largest shareholder.

Nvidia

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

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IPO

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

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Biren’s IPO has attracted 23 cornerstone investors, including major asset management firms, domestic mutual funds and insurers. Photo: Handout
Japan

Japan announces US$6 billion support for home-grown AI development

A new company will be established by around 10 firms including SoftBank Group Corp, aiming to develop the country’s largest base AI model.

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.

US-China relations

Editorial | Less hostility towards China in new US security strategy is welcome

The plan’s watering down of America’s antagonism towards China bodes well for both nations and the world.

US Secretary of War Pete Hegseth speaks as President Donald Trump listens at a meeting in the White House in Washington on December 2. Photo: CNP/Abaca Press/TNS
China technology

China eyes mastery of EUV lithography, bolstering AI chip ambitions: analysts

‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.

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Chinese scientists at a high-security Shenzhen laboratory earlier this year built a prototype extreme ultraviolet lithography machine. Photo: Shutterstock
Nvidia

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

US-China trade war

Trump signs defence bill restricting investment in Chinese tech, military firms

Key provisions target contracts with Chinese biotech companies and outbound investment in technologies with military applications in China.

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United States

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

China will remain the top consumer of semiconductor manufacturing hardware at least until 2027, a report says. Photo: Xinhua
Artificial intelligence

SenseTime pushes open-source AI model to provide a ‘smart brain’ for every robot

The Chinese AI pioneer also releases first robot dogs under new venture Ace Robotics.

The first robot dog products unveiled on Thursday by Ace Robotics, a new venture of SenseTime. Photo: Handout
US-China trade war

Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge

US debate over how to contain China’s tech development is irrelevant as Chinese domestic industry development has already taken full flight.

AMD

AMD chief Lisa Su commits to ‘deeper’ China investments after MIIT meeting

In Beijing on Wednesday, Su exchanged views with MIIT director on ‘strengthening cooperation’ in the digital economy and AI sectors.

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Xiaomi

Memory crunch: China’s Xiaomi and Honor raise tablet prices as chip costs surge

Supplies of memory products for electronic devices squeezed by AI pivot of chipmakers, spurring companies to pass on costs to consumers.

Xiaomi will hike the prices of its Redmi Pad 2 and Xiaomi Pad 8 series. Photo: Shutterstock
China trade

China bets big on copper processing, but ‘weaponisation’ risks are low: analysts

Beijing views copper as critical for EVs and AI, but a reliance on imported ore limits China’s ability to use the strategic metal as leverage.

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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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Artificial intelligence

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

The deal is under discussion could value OpenAI upwards of US$500 billion, a source said.

OpenAI was last valued at US$500 billion in an employee share sale. Photo: Reuters
MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

People learn about the AI computing power cabinet equipped with MetaX C600 general-purpose GPU chip at the 2025 World Artificial Intelligence Conference in Shanghai. Photo: Getty
AMD

AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs

Su’s visit to China – including a whistle-stop at Lenovo’s headquarters – comes as Washington signals a shift on export restrictions.

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IPO

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

IPO

MetaX set for Shanghai debut amid frenzy over AI chip stocks, Nvidia uncertainty

The Shanghai-based graphics processing unit designer plans to raise US$596 million from the sale of 40.1 million shares.

MetaX Integrated Circuits’ C500 graphics processing unit is designed for AI and high-performance computing applications. Photo: Handout
US-China tech war

China’s tech ambitions stoke red-hot chip IPO market

MetaX shares make their debut on Wednesday after a wildly popular IPO as China’s tech self-sufficiency push fuels investor demand for AI-related stocks.

MetaX C500 GPU. Photo: Handout
Huawei

Huawei’s Kirin 9030 processor shows China’s chip progress despite US curbs

Despite ‘meaningful density improvements’ in its N+3 process, SMIC’s capabilities are still behind leading chipmakers TSMC and Samsung.

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Science

Why China’s growing demand for rare-earth steel is bad news for America’s F-35

Advanced product is used in huge infrastructure projects but that has further reduced supply for overseas buyers like the US defence sector.

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