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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.
Materials scientist and study lead author Zhang Shuchen (left) pictured in a lab at the University of Science and Technology of China. Photo: Xinhua
Science

China-US team’s feat could ‘open entirely new avenues’ in semiconductors

Paper outlines novel ‘self-etching’ technique enabling world’s first fabrication of intricate structures in 2D perovskite materials.

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Artificial intelligence

Jensen Huang celebrates Lunar New Year with Nvidia employees in Shanghai

Nvidia

Nvidia CEO tours Shanghai amid fresh signs of China thaw

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IPO

Alibaba, Baidu’s IPO plans for AI chip units bolster China’s self-reliance drive

Alibaba’s T-Head and Baidu’s Kunlunxin intensify competition to unseat Nvidia as China’s top supplier of high-performance AI chips.

Alibaba Group Holding’s chip design unit, T-Head, is said to be preparing to go public. Photo: Shutterstock
IPO

From labs to listings: capital markets are the next battleground in the AI race

Stock exchanges have become another barometer in the US-China tech rivalry as markets assess a wave of start-ups in real time.

Science

Chinese scientists shrink semiconductor chip into fibre as thin as human hair

Advance allows fibres to compute like chips or display information like transistors, paving the way for machine-wearable smart textiles.

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Alibaba

Alibaba prepares potential spin-off, listing of chip unit T-Head

The wholly owned chip unit will first be restructured into a separate business partly held by employees, Bloomberg reported, citing sources.

Alibaba plans to spin off and list its T-Head chip arm. Photo: Handout
Artificial intelligence

Baidu launches Ernie 5.0 as firm’s AI assistant users reach 200 million a month

The Beijing-based company’s most advanced AI model can process text, images, audio and video.

US-China relations

Opinion | China has Trump 2.0 to thank for emerging stronger in tech and trade

As intense US-China competition becomes the new normal, pressure has strengthened China’s capacity to adapt rather than deter it from its long-term ambitions.

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Artificial intelligence

Chinese AI chipmaker Moore Threads set to report tripling of revenue

AI chipmakers have emerged as the most valuable companies in China’s AI field as the country pushes for chips that rival Nvidia’s.

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Shares in Moore Threads have surged nearly 450 per cent since its listing in December. Photo: Handout
US-China trade war

Trump’s decision to sell AI chips to China under pressure as House bill advances

A key Republican challenges White House AI czar and Nvidia despite Maga backlash; it must still pass both chambers and get Trump’s signature.

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The Trump administration approved the sale ​of Nvidia’s H200 chip to China earlier this month. Photo: Shutterstock
Artificial intelligence

AI shaping world’s biggest infrastructure buildout: Nvidia CEO

Each country should build their own AI system, incorporating its own language and culture into the AI models, Huang says at the WEF in Davos.

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Diplomacy

Opinion | Why so many states reject bloc rivalry to choose partnership with China

It’s a calculated choice to keep growth, infrastructure momentum and policy space alive in a world that punishes the economically exposed.

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Micron

Memory chip crunch to persist even as Samsung, SK Hynix, Micron boost production

Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue well into 2027.

The global shortage of commodity memory chips is not expected to be addressed any time soon. Photo: Shutterstock
US-China relations

Bessent cites trade progress after meeting China’s He Lifeng in Davos

US Treasury chief says rare earths are flowing and China is buying soybeans as talks move towards an April Trump-Xi meeting.

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US Treasury Secretary Scott Bessent attends the 56th annual World Economic Forum meeting in Davos, Switzerland, on Tuesday. Photo: Reuters
Artificial intelligence

China Telecom develops MoE models trained entirely on Huawei’s AI chips

The state-owned telecoms network operator trains its TeleChat3 models on Huawei’s Ascend 910B chips.

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Taiwan

Critics in Taiwan question true cost of US deal hailed for tariff cut

Debate centres on Taiwan’s financial commitment to the US – whether US$250 billion or US$500 billion – and if it will harm the economy.

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Smartphones

Exclusive | China’s Xiaomi, Transsion slash 2026 smartphone shipments as memory crunch bites

Xiaomi cut its latest shipment forecast by between 10 and 70 million units, while Transsion lowered its target by 30 to 45 million units.

Chinese smartphone makers are adjusting their handset shipment forecasts due to rising memory-chip prices. Photo: Shutterstock
DeepSeek

DeepSeek a year on: how a Chinese start-up sparked a global AI arms race

DeepSeek’s meteoric rise propelled the growth of the open-source AI ecosystem by spurring its competitors to join the movement.

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Technology

Explainer | Will Trump’s new industrial policy make the global memory chip shortage worse?

The US government warns major memory chipmakers to either pay 100 per cent duties or build their products in America.

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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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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
China stock market

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

China’s rise recasts the country from a low-cost base to a credible US tech challenger, just as global capital hunts for next growth engine.

Thanks to fresh progress in sectors from flying cars to robotics, Chinese tech shares have begun the new year with a bang. Photo: AP
European Union

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

To avoid technological marginalisation, Europe can play to its strengths by focusing on deployment standards instead of the 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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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.

Practitioners perform martial art next to a BYD Sealion 7 electric vehicle at Singapore Motorshow on January 9. Photo: AFP
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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Morris Chang, founder of Taiwan Semiconductor Manufacturing Company (TSMC), gives a speech at the company’s production site in Phoenix, Arizona, in 2022. The firm has now bought a second tract of land adjoining the site. Photo: AP
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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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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