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Semiconductors: Geopolitics

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Semiconductors: Companies
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Semiconductors: Geopolitics
Semiconductors: Geopolitics
Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.
Nvidia president and CEO Jensen Huang speaks at a forum in Washington on Wednesday. Photo: Getty Images via AFP
Artificial intelligence

Nvidia raises concerns about Huawei’s growing AI chip capabilities

US export restrictions on Nvidia’s chips to China could make Huawei’s chips more competitive, CEO Jensen Huang says.

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TSMC

TSMC triples down on Arizona with construction on new US plant ahead of tariffs

Taiwan

Can Taiwan still trust the US as Trump tariffs threaten heavy blow?

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Semiconductors

US-China trade war drives demand for Intel’s older chips

A worsening economic outlook and tariffs between the US and China have prompted customers to fall back on cheaper, older processors.

The headquarters of Intel in Santa Clara, California. Photo: Reuters
Semiconductors

China’s memory chip giant issues rare recruitment ad for Japan unit

The hiring notice sheds light on CXMT’s Japanese subsidiary for the first time since it was established in 2020.

TSMC

TSMC’s profit beats estimates amid chip stockpiling in pre-tariff rush

The main chipmaker for Nvidia and Apple reported March-quarter net income of US$11.1 billion.

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Semiconductors

Chip war: US Nvidia H20 restrictions could boost China’s AI chip business

Nvidia’s China business is likely to ‘fall to nearly zero’, as tech giants such as ByteDance and Tencent turn to domestic suppliers, analysts say.

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The Huawei Atlas 800 inference server displayed at the InnoEX Fair in Hong Kong on April 15. Photo: Reuters
Huawei

Huawei launches new AI architecture to challenge Nvidia’s dominance

Huawei’s alleged advancement points to the US-sanctioned company’s progress in achieving self-sufficiency in computing power.

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Semiconductors

China’s chip trade faces uncertainty after growing in first quarter

As the trade war escalates, Chinese chip merchants have reportedly stopped providing price quotes.

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Semiconductors

China amends ‘place of origin’ in boost to local semiconductor manufacturers

The China Semiconductor Industry Association clarified that the place of origin for chips is determined by the location of the wafer fabrication plant.

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Chips have become a focal point of the US-China tech war. Photo: Reuters
Semiconductors

Sanctioned Chinese chip firms shrug off Trump tariffs, anticipate new business

Chipmakers and analysts anticipate benefits to China’s chip supply chain from the fresh US tariffs, including for equipment and components.

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The booth of Cambricon Technologies a the 2021 World Artificial Intelligent Conference in Shanghai. Photo: Cambricon Technologies
Business of climate change

Emissions from AI chip manufacturing rose fourfold in 2024, Greenpeace says

There are many opportunities to invest directly in wind and solar energy, yet global chipmakers have failed to do so on a meaningful scale, Greenpeace says.

Semiconductors

Samsung denies halting chip foundry services for Chinese clients

Samsung operates one of the few foundries capable of rivalling industry-leading TSMC in producing advanced chips.

TSMC

TSMC could face US$1 billion fine over chip in Huawei AI processor

Penalising TSMC comes at a critical moment for US-Taiwan relations after Trump slapped a 32 per cent levy on imports from the island.

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TSMC is under a US investigation over a Huawei processor containing chips from the Taiwanese company. Photo: Reuters
Semiconductors

China’s top chip tool maker Naura sees revenue surge amid US trade tensions

China’s largest chipmaking equipment supplier expects another 50 per cent jump in profits last quarter after its third year of growth.

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Naura’s booth at Semicon China in March 2024. Photo: Che Pan
Semiconductors

Hong Kong investment arm backs Chinese RISC-V start-up StarFive

The partnership will see Hong Kong support StarFive in rolling out RISC-V chip applications in the city.

Mergers & Acquisitions

Wingtech sells 4.6 billion yuan assembly assets after losses from US sanctions

The company signed an agreement to sell stake in five subsidiaries to Luxshare Precision Industry, according to filing with Shanghai Stock Exchange.

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Artificial intelligence

AMD CEO visits China, touts chip compatibility with DeepSeek models

The US semiconductor firm and main rival of Nvidia has been promoting its infrastructural support for DeepSeek’s AI models.

AMD CEO Lisa Su. Photo: Reuters
Huawei

Huawei develops computer chips in move away from Intel, Windows

The company is expected to forgo US hardware and software in favour of self-developed technology in its next personal computers.

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Artificial intelligence

AI start-up challenges Nvidia’s dominance with Beijing support

A team with ties to Tsinghua University has unveiled a new framework for building advanced AI models using Chinese-made chips.

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Artificial intelligence

China’s iFlyTek eyes Europe expansion as US trade war heats up

iFlyTek plans to expand in Europe, diversifying its supply chain amid rising US-China trade tensions and aiming for new markets.

The iFlyTek stand at MWC Barcelona 2025. Photo: Reuters
Business of climate change

China miners accelerate overseas buying spree

Last month, MMG said it would buy British miner Anglo American’s nickel business in Brazil.

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A Leapmotor EV production line in Jinhua, China. Photo: AFP
Technology

Opinion | How American AI ambitions limit options for Southeast Asia

As the US touts opportunity over safety in artificial intelligence, countries must balance potential economic gains with strategic interests.

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US-China tech war

Hong Kong to launch 2 AI forums as US-China tech war rages

The city is shifting towards a technology-driven economy to align with Beijing’s strategic goals, with major investments planned for AI.

US-China trade war

Stay or go? Taiwan’s chipmakers explore US factories to avoid tariffs

Higher US tariffs would put Taiwan’s semiconductor industry under pressure, but most smaller firms cannot afford to open an American site.

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Morris Chang, the founder of Taiwan Semiconductor Manufacturing Co., gives a speech at the company’s new facility in Arizona, 2022. Photo: AP
China economy

My Take | China’s secret weapons in a US tech war victory? Talent and supply chains

DeepSeek, Huawei and Unitree represent booming tech industries benefiting from China’s unique advantages in overcoming US sanctions.

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Chinese President Xi Jinping shakes hands with Huawei founder Ren Zhengfei at a symposium that brought together the country’s leading tech entrepreneurs on February 17. Photo: Xinhua
US-China tech war

What did China’s tech titans tell Xi Jinping at the symposium?

Ren Zhengfei from Huawei, Lei Jun from Xiaomi and Wang Xingxing from Unitree all gave speeches at the high-profile meeting.

DeepSeek

DeepSeek fuels China’s push to cut reliance on Nvidia ecosystem

Chinese chipmakers’ rush to support DeepSeek’s popular AI models is giving a boost to the country’s efforts to cut reliance on US tech.

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