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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.
A humanoid robot is pictured, with a big AI logo on the ceiling, at the 2025 Global Industrial Internet Conference in China’s Liaoning province on September 6. Photo: Xinhua
China's economic recovery

China’s Xi prioritises ‘AI-plus’ and consumer spending to counter economic risks

Previously unreleased comments by Xi urge income growth and tech breakthroughs, potentially setting stage for measures ahead of March’s parliamentary meetings.

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US-China relations

How AI, quantum computing could help US overcome China’s rare earths advantage

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Artificial intelligence

Why cooling is the new chips: China pivots to AI’s heat challenge

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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.

Photo: Reuters
SMIC

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

Revenue growth primarily driven by increases in wafer shipments and improved average selling prices, company says.

IPO

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

Tencent-backed Enflame’s listing on the Star Market could follow successful recent flotations from peers Moore Threads, MetaX and Biren.

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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.

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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Zhipu AI, known internationally as Z.ai, says that the new GLM-5 represents a significant shift in AI development. Photo: Shutterstock
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.

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

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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.

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.

Montage Technology expects to raise as much as US$896 million from its Hong Kong initial public offering. Photo: Handout
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.

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.

The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock
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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