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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.
China is expanding the scope of its chip self-sufficiency drive under the new 15th five-year plan amid an intensified race with the US in advanced chipmaking. Photo: Xinhua
China technology

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

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

US-China relations

Opinion | 3 realities shaping China-US tech competition

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Cambricon

Cambricon to pay maiden dividend after turning profitable in 2025

Artificial intelligence

China’s AI-led technology drive carries hidden risks

Benefits from new technology in China, including greater productivity and exports, have to be weighed against risks from workers being sidelined.

Workers at a Chinese chipmaker. Photo: VCG via Getty Images
US-China relations

Mainland Chinese see Taiwan positively, won’t retreat from US trade war: survey

China Pulse polling study gives rare window into views of ordinary people on mainland, where opinions are often restricted or even banned.

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Artificial intelligence

Memory price hikes ‘the new normal’ as AI fuels storage demand, Seagate says

Explosive growth in AI workloads is forcing the storage industry to pack more data onto disks to meet demand from cloud giants.

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Artificial intelligence

China’s chip exports surge 73% as AI demand fuels semiconductor growth

Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.

Semiconductor chips under process at a factory in Binzhou, in eastern China’s Shandong province. Photo: AFP
CPPCC

China’s chip bosses endorse semiconductor push in next 5-year plan

Industry leaders say the draft blueprint underscores Beijing’s determination to reduce reliance on foreign technology.

US-China trade war

US to counter China’s critical minerals dominance with innovative upgrades

New improvements in recycling electronic waste, refining and processing can close the gap on China, says Department of Energy official.

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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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A worker handles materials at a factory producing semiconductor chips for export in China’s Shandong province. Photo: AFP
Mainland China

China warns of fresh chip crisis as Nexperia dispute flares up

China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.

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Nexperia is a key supplier of automotive semiconductors. Photo: AFP
China manufacturing

China bets on AI-manufacturing integration to narrow digital gap with US

Beijing’s new five-year plan calls for digital economy to account for bigger share of GDP, backed by 28 major projects, 5G upgrades and data-focused industrial policy.

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US-China tech war

Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs

Financial and human resources must be pooled and authorities should start drawing up plans immediately, top executives say in an article.

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Malaysia

‘I am not Jho Low 2.0’: Malaysia Arm chip deal probe turns political

The probe into a flagship chip-design deal has sparked criticism, with Prime Minister Anwar’s allies questioning the investigation.

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James Chai is a former aide to ex-minister Rafizi Ramli. Photo: Facebook/James Chai
Technology

Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains

South Korea’s Kospi is the worst-hit in Asia, with Samsung Electronics and SK Hynix falling 11.7 per cent and 9.6 per cent, respectively.

Currency dealers monitor exchange rates as an electronic screen shows South Korea’s benchmark stock index on Wednesday. Photo: AFP
Taiwan

US investors now own 23% of Taiwan’s equity market amid AI boom

US investors currently hold about 23 per cent of the Taiwan Stock Exchange’s total market capitalisation.

Smartphones

Will Apple’s low-cost iPhone 17e make a splash in China’s smartphone market?

Presales for the new entry-level iPhone start on Wednesday, with a wide release set for March 11.

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Nvidia

US considers capping Nvidia H200 sales at 75,000 per Chinese customer

Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181.

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The Nvidia headquarters in Santa Clara, California. Photo: EPA
Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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Huawei

Huawei holds global debut for AI computing clusters in challenge to Nvidia

US-sanctioned Huawei Technologies brings ‘world’s most powerful’ AI compute systems to an international audience at MWC Barcelona 2026.

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US-China relations

Editorial | China now holds more cards ahead of Xi-Trump meeting

US Supreme Court reversal of Trump’s tariffs leaves China with lower tariffs and US deals with allies in doubt.

Chinese President Xi Jinping addresses the opening of a study session on January 20. Photo: Xinhua
Smartphones

Chinese smartphone makers bet on pivot to AI to weather memory chip crunch

Some Android phone makers are also expected to showcase experimental robots and other AI devices at the annual trade show.

A picture taken on February 27, 2026 in Barcelona shows the MWC logo ahead of its opening. Photo: AFP
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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Mainland China

Chinese chip firms Cambricon, Moore Threads post sales jump on domestic demand

Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent.

Moore Threads

Moore Threads’ flagship AI chip compatible with latest Alibaba models

The semiconductor developer’s MTT S5000 chip achieves full-stack compatibility with the new Qwen3.5 series.

Moore Threads’ latest initiative reflects how Chinese chip developers are rushing to support the country’s top-performing AI models. Photo: Moore Threads
Smartphones

Huawei targets global comeback with Mate 80 Pro smartphone, new smartwatch

The handset’s launch in Madrid marks Huawei’s renewed push into the global smartphone market.

Huawei Technologies’ flagship Mate 80 series made its international debut in Madrid, Spain, on Thursday. Photo: Handout
US-China relations

China’s rare earth curbs hit US aerospace, chips hard despite trade truce

American firms face deepening yttrium and scandium shortages, threatening jet engine coatings and 5G chip production.

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Baidu

Baidu touts AI chips’ potential amid sluggish fourth quarter

Revenue from the company’s AI-related business for the December quarter rises 48 per cent year on year to more than US$1.6 billion.

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