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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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40
Illustration: Lau Ka-kuen
MORE FROM THIS SERIES
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 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.

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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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A drone photo taken on December 16, 2025, shows a power transmission line in east China’s Anhui province. Photo: Xinhua
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.

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’.

Car destined for export at the Longtan Container Terminal in Nanjing, Jiangsu province, on Wednesday. Photo: AFP
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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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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The new import duties on advanced AI chips cover Nvidia’s H200 and Advanced Micro Devices’ MI325X graphics processing units. Photo: Shutterstock
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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Artificial intelligence

OpenAI sees another ‘seismic shock’ from China as talks swirl of DeepSeek launch

There is heightened anticipation about a potential major DeepSeek release around the Lunar New Year.

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US-China relations

Biden administration decision to scrap China Initiative flawed: White House

US top science adviser Michael Kratsios says ceasing programme aimed at combating economic espionage from Beijing ‘damaging’.

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Michael Kratsios, the director of the White House Office of Science and Technology Policy, said the Biden administration’s decision to terminate the China Initiative programme was “damaging”. 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 relations

Why China fears Trump’s Nvidia H200 deal is a sophisticated Trojan horse

Can Washington bind Chinese rivals to American technologies or will access to the AI chips hasten Beijing’s challenge to US dominance?

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US-China relations

Brazil-China trade hits record US$171 billion in 2025 as US tariffs prompt pivot

The US is a distant second in trade volume with Brazil as Beijing helps soften the impact of Washington’s levies.

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A herd of cattle is seen at a farm in Sao Felix do Xingu, Para state, Brazil, in June last year. Total trade volume between Brazil and China rose 8.2 per cent year on year in 2025. Photo: AFP
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’s domestic chip industry has made rapid advances in recent years, but it still lags the US in cutting-edge models. Photo: Shutterstock
Smartphones

Huawei reclaims top spot over Apple in China smartphone market

Huawei turns to China-designed processors to complete a rebound from US sanctions and ship nearly 47 million smartphones domestically.

Banking & finance

Growth in sovereign investors’ China exposure slows amid political tensions

Inflows fall 58 per cent as sovereign wealth funds grow cautious, yet outlook signals selective opportunities ahead, experts say.

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Science

Chinese risk study finds space solar power stations could zap satellites

Beijing team finds that potential electrical discharges, though brief, could induce abnormal currents in spacecraft systems.

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Chinese researchers studying the risk of lasers in space say their findings will help guide safer parameters and the design of protective measures. Photo: Shutterstock Images
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.

DeepSeek’s latest technical papers underscore its efforts to improve the underlying infrastructure of AI models in China. Photo: Shutterstock
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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China technology

Editorial | Review of Meta-Manus deal a reminder of what’s at stake in US-China rivalry

As Chinese firms look abroad, the authorities have to balance intellectual property protection and national security against commercial interests.

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