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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 China Institute of Atomic Energy says it has developed the nation’s first high-energy hydrogen ion implanter called the POWER-750H. Photo: Handout
Science

Could China’s ion implanter ‘scalpel’ carve out secure chip supply chains?

The technology is central to some forms of semiconductor manufacturing and dominated by overseas players.

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China stock market

China’s advances in AI fuel tech stock boom, help it shake off economic malaise

European Union

Opinion | In the tech race, Europe can choose a path that sidesteps US-China rivalry

Artificial intelligence

China curbs US AI chips, shuns foreign capital in pursuit of tech self-reliance

These restrictions signify a new phase in the US-China tech war where ‘offensive and defensive roles have shifted’, says an analyst.

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Illustration: Henry Wong
US-China relations

Tesla’s defeat, Harvard’s success, Beijing’s shock: 7 US-China relations reads

From China’s EV power to Hegseth’s new threat, here are highlights from the SCMP’s overseas correspondents in the first half of January 2026.

Taiwan economy

TSMC buys up land in Arizona as Taiwan pledges US$500 billion US tech investment

Chip giant TSMC plans to build a ‘gigafab cluster’ in the US, with Taiwan committing to US$500 billion investment under a new trade deal.

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US-China relations

Lutnick warns Taipei to keep Trump ‘happy’ as US chip deal draws Beijing rebuke

Trade official says island must stay in Trump’s favour for protection, but says he still plans an April China visit amid good ties with Xi.

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US Commerce Secretary Howard Lutnick (right) and US President Donald Trump are seen last year in the Oval Office of the White House. Photo: AP
China technology

Chinese firms to incur higher costs for deploying AI chips from US: analysts

‘Beijing has made it politically unpalatable for private firms to rely too much on imported AI chips,’ EIU senior analyst Chim Lee says.

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China-EU relations

Secret plans, angry emails: Nexperia hearing exposes tussle over China control

The court hearing could be decisive in the tug-of-war over control of the Dutch chipmaker, which sparked supply chain worries and China tensions.

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Start-ups

SpacemiT to launch server-class RISC-V processor following capital injection

CEO Chen is betting on Edge AI – which can run AI algorithms locally rather than in the cloud – to boost the adoption of RISC-V chips.

Shipments of processors based on the RISC-V architecture are forecast to grow 50 per cent each year between 2024 and 2030. Photo: Shutterstock Images
US-China trade war

Trump sets 180-day deadline to counter China’s control of critical minerals

US government warns global suppliers to negotiate agreements to secure reliable, diversified supplies for the US or face new trade hurdles.

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In a proclamation signed on Wednesday, US President Donald Trump declared that the US’ reliance on foreign-processed critical minerals poses a national security threat. Photo: Reuters
US-China relations

Trump administration faces backlash over Nvidia H200 AI chip sales to China

Critics warn easing export controls could boost Beijing’s military and undermine US lead in the AI race, as White House defends decision.

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US-China trade war

Why China may buy Nvidia’s AI chips as US eases curbs – and replace them later

As the US reverses Biden-era restrictions, Beijing likely to take advantage – without compromising own industry, analysts say.

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China economy

Opinion | China’s new property pivot is coming. Expect full stabilisation ahead

As property curbs to boost spending hit practical limits, a push to stabilise assets is now being seen as a prerequisite for consumer confidence.

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Home buyers shop at a pre-sale property in Yangxin county, Binzhou city, in eastern China’s Shandong province, on February 23. Photo: CFOTO/Future Publishing via Getty Images
IPO

China’s stock rally on AI optimism to stretch fundraising frenzy in 2026

Tech companies on Shanghai, Shenzhen exchanges now trade nearly 40 per cent above the Nasdaq 100, boosting the appeal of going public.

People walk near a screen displaying stock exchange and economic data in Shanghai on January 6, 2026. Photo: EPA
China trade

As China’s US exports plunge, Beijing banks on diversification for 2026 growth

Shipments to Asean and Africa surged to drive a record US$1.19 trillion surplus for China, offsetting headwinds as leaders push to boost local demand.

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Artificial intelligence

DeepSeek stays mum on next AI model release as technical papers show frontier innovation

Hangzhou-based start-up’s technical papers bode well for potential advances in its next major AI models.

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US-China trade war

US government approves Nvidia H200 chip exports to China

Trump administration on Tuesday gave the green light to China-bound sales of Nvidia’s second most powerful AI chips.

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The Trump administration has approved the sale ​of Nvidia’s H200 chip to China. Photo: Shutterstock
China stock market

UBS projects rosy view of Chinese stocks in 2026 as investors diversify holdings

‘Chinese assets’ appeal will further increase this year because of a sharpened focus on diversified investments,’ UBS’ Thomas Fang says.

Hong Kong stock market

Chipmaker GigaDevice jumps 37% in Hong Kong debut amid China self-reliance push

GigaDevice shares surge as investors chase Beijing’s self-sufficiency theme, with retail demand oversubscribed more than 540 times.

Smartphones

Surging chip prices force Chinese smartphone maker Meizu to abandon launch

Memory-chip prices could jump between 40 and 50 per cent in the first quarter after rising by the same level in the previous quarter.

Meizu has cancelled the release of the Meizu 22 Air, a slim handset similar to Apple’s iPhone Air. Photo: Shutterstock
Artificial intelligence

China’s AI unlikely to surpass US soon despite progress, researchers say

China’s top AI scientists warn of chip deficits and resource limits, though some predict breakthroughs within five years.

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A humanoid robot is seen at the 2025 Global Industrial Internet Conference in Shenyang, Liaoning province. Photo: Xinhua
US-China tech war

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 trade

With US focused on Venezuela, China has window to pressure Japan: analysts

Beijing’s trade actions raise stakes with Tokyo, as China’s rare earth power and Japan’s chip dominance are seen as potentially key levers in their bilateral dispute.

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Diplomacy

Editorial | For South Korea to reset relations with China, it must withstand US pressure

The South Korean president’s visit to China was a sign of a more pragmatic approach that departs from that of his US-leaning predecessor.

South Korean President Lee Jae Myung (left) takes a selfie with Chinese President Xi Jinping using a Xiaomi smartphone following a state dinner in Beijing, China, on January 5. Photo: EPA/Yonhap/Pool
Nvidia

China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips

The US has an inconsistent stance on advanced chips, alternating between limited easing and renewed pressure, Wei Shaojun says.

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Nvidia founder and CEO Jensen Huang speaks at the CES trade show in Las Vegas on January 6, 2026. Photo: AFP
Artificial intelligence

Soaring prices, but shrinking demand as China’s memory chip market falters

China’s spot market for memory chips is surging on tight global supply, but Shenzhen vendors say sky-high quotes are scaring off buyers.

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ASML

China’s top lithography bet shifts gears: SMEE sells subsidiary in key pivot

State-backed SMEE, often dubbed China’s best ASML challenger, has sold Shanghai Weiyao to AMIES in a move that prioritises tool development.

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