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US-China tech war

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US-China tech war
The US and China are competing for supremacy in the suite of advanced technologies that will affect the means of future economic production. US efforts to curtail China's access to American technology are threatening to unravel decades of globalisation and interdependent supply chains and raising the risk of a confrontation that has been likened to a new cold war.
Open Questions series

Zheng Yongnian on what US’ ‘neocolonialism’, Venezuela operation mean for China

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Illustration: Victor Sanjinez

Liu Qian on Chinese innovation, the US rivalry and women holding up half the sky

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Illustration: Victor Sanjinez Garcia

Fuchsia Dunlop tells how she fell for China’s cuisine and names her perfect dish

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Illustration: Lau Ka-kuen

80 years on from WWII, China’s interests lie in peaceful Asia-Pacific: Mitter

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Illustration: Lau Ka-kuen

‘Delusional’: Jeffrey Sachs on why Western hegemony has ended

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Illustration: Henry Wong

Scholar Jing Qian on right-sizing China’s economy in the age of Trump

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Illustration: Lau Ka-kuen

Zheng Yongnian on what US’ ‘neocolonialism’, Venezuela operation mean for China

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15
Illustration: Victor Sanjinez

Liu Qian on Chinese innovation, the US rivalry and women holding up half the sky

7
Illustration: Victor Sanjinez Garcia

Fuchsia Dunlop tells how she fell for China’s cuisine and names her perfect dish

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5
Illustration: Lau Ka-kuen

80 years on from WWII, China’s interests lie in peaceful Asia-Pacific: Mitter

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18
Illustration: Lau Ka-kuen

‘Delusional’: Jeffrey Sachs on why Western hegemony has ended

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93
Illustration: Henry Wong

Scholar Jing Qian on right-sizing China’s economy in the age of Trump

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Illustration: Lau Ka-kuen
MORE FROM THIS SERIES
The Trump administration approved the sale ​of Nvidia’s H200 chip to China earlier this month. Photo: Shutterstock
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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US-China trade war

Beijing-Ottawa deal reinforces China’s dominance in EV industry, analysts say

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United States

Trump lays out Greenland-Arctic deal framework, pauses February tariffs

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US-China relations

US losing out to China with ‘onslaught’ on cutting-edge research: Nobel laureate

America risks losing the tech race to China unless it elects a government more supportive of scientific research, Nobel-winning economist says.

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Washington has suspended or cancelled more than 7,800 research grants since US President Donald Trump’s return to office, Nature reported on Tuesday. Photo: AP
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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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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Semiconductors

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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A view of China Telecom’s stand at the annual MWC Barcelona trade show held in March last year. Photo: Shutterstock
China economy

Opinion | China’s focus is on stability as the US rocks the global boat

While Beijing has achieved its major economic goals for 2025, this year policymakers might be forced to focus on external crises and US foreign policy.

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Made in China 2025

Exclusive | China challenges US in AI drug race, but rivals still reliant on each other

While US biotech firms increase use of Chinese clinical data, Chinese firms need US counterparts for monetisation, investor and scientist says.

US-China relations

How narrowing China-US gap could reshape global power play by 2035

Political scientist Yan Xuetong predicts Beijing will be on ‘equal footing’ in strategic rivalry with Washington in the post-Trump era.

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China and the US have been working to keep the peace ahead of possible reciprocal visits by US President Donald Trump (left) and Chinese President Xi Jinping (right), shown here in Busan, South Korea, on October 30. Photo: AFP
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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DeepSeek’s meteoric rise has propelled the growth of the open-source AI ecosystem by spurring its competitors to join the movement. Photo: Shutterstock
Semiconductors

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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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.

A participant interacts with a robot at the AI for Good Global Summit in Geneva, Switzerland, on July 7, 2023. Photo: Xinhua
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 trade war

Trump shrugs off concerns over Canada-China EV deal, calls it a ‘good thing’

Despite Trump’s support for landmark accord, US Trade Representative Jamieson Greer said Ottawa may regret its decision ‘in the long run’.

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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
US-China trade war

AI is reshaping US-China tech race – can electricity tilt the balance?

Already home to world’s largest power system, Beijing moves to lock in advantage through record investment.

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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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Robotics

China dominates global humanoid robot market with over 80% of installations

AgiBot and Unitree help China capture bulk of global deployments in 2025 as market heads for sixfold growth by 2027, report says.

Visitors take pictures of Unitree robots at a fair in Paris. Photo: Reuters
China economy

Opinion | China’s economy is struggling – even as its hi-tech sector booms

China’s pivot to a tech-driven economy is thrilling, but its success will be judged by how it improves people’s everyday lives.

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The Shenzhen Talent Park in the city’s Nanshan district. Nanshan is poised to join Shanghai’s Pudong and Beijing’s Haidian as the only districts in the country with a GDP of more than 1 trillion yuan (US$143 billion). Photo: Getty Images
US-China trade war

China’s slowing growth, bilateral tensions top US business concerns

Survey by American Chamber of Commerce in China finds that expectations for Sino-US ties have ‘improved significantly’.

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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Rare earths

US lawmakers propose US$2.5 billion agency to boost production of rare earths

The US is moving to reduce reliance on China after Beijing used its dominance in critical minerals to gain leverage in the trade war.

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Workers use machinery to dig at a rare earth mine in Ganxian county in central China’s Jiangxi province. Photo: Chinatopix via AP
US-Venezuela conflict

China-linked hackers ‘used Venezuela-themed phishing to target US agencies’

Swiss firm says Mustang Panda leveraged US-Venezuela tensions as geopolitical lures in a malware campaign against government-related targets.

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China and the US have in recent years increasingly pointed the finger at each other for conducting or sanctioning cyberattacks. Photo: Shutterstock
Semiconductors

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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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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