24 h. ago China's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is Happening

China's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is Happening  Yahoo Finance

Politics

49 h. ago China injects tens of billions of dollars in chipmaking tools, but it's easily more than a decade behind the market leaders — Here's why

China injects tens of billions of dollars in chipmaking tools, but it's easily more than a decade behind the market leaders — Here's why  Tom's Hardware

Politics

55 h. ago Cambricon shares slump 14%, the most in 7 months, as investors lock in gains

Cambricon Technologies, the artificial intelligence chipmaker dubbed “China’s Nvidia”, tumbled on Thursday as investors took profit from one of the mainland’s most frenzied stock rallies this year. Shares of the Shanghai-listed company sank as much as 16 per cent before closing 14.4 per cent lower at 1,202 yuan, the steepest single-day decline since January 16. The stock lost 84 billion yuan (US$11.8 billion) in market capitalisation. The sharp sell-off also erased 6.9 per cent from the...

Economics

63 h. ago AI, lasers and chips: the science and tech of China’s military parade

China’s military parade on Wednesday – featuring the latest AI-powered uncrewed vehicles, laser weapons and missiles – signalled an arms race fuelled by scientific and technological advances. Artificial intelligence, optics and physics and information technologies have underscored how innovations will shape the future of modern warfare, paving the way for futuristic intelligent systems. “The parade featured unmanned intelligent systems, underwater combat units, cyber and electronic forces and...

Events

63 h. ago China Future Tech webinar | How US tactics could boost China’s chip self

Date and time: Friday, September 19, 2025 10.30am-11.30am (HKT) The webinar will be live streamed on this page on Friday, September 19. Bookmark this page or add it to your calendar to stay informed. Submit your questions to the panel and get them answered during the webinar. Questions from SCMP Plus readers will be prioritised. Upgrade your standard SCMP subscription or start your free trial to enjoy the priority. The US-China chip war is escalating, with Washington’s goal of limiting Beijing’s...

Politics

3 d. ago The U.S. makes it harder for TSMC, SK Hynix and Samsung to produce chips in China

The U.S. makes it harder for TSMC, SK Hynix and Samsung to produce chips in China  CNBC

Politics

5 d. ago Alibaba Tests New AI Chip as China Seeks Nvidia Alternatives

Alibaba Tests New AI Chip as China Seeks Nvidia Alternatives  Yahoo Finance

Politics

5 d. ago As US adds more semiconductor hurdles, Chinese firms could seize an opportunity

China’s drive for economic self-reliance is raising the spirits and prospects of its semiconductor industry, as insiders expect more home-grown technologies after Washington revoked waivers for some foreign-owned chipmakers’ factories in China to use US technologies in their operations. The Chinese branches of South Korean chipmakers Samsung and SK Hynix, as well as Intel Semiconductor (Dalian), will lose their fast-track status for compliance as “validated end-users”, meaning they will need to...

Politics

5 d. ago SMIC to take full control of chip foundry as China’s fab industry consolidates

Semiconductor Manufacturing International Corporation (SMIC), China’s largest contract chipmaker, said it planned to buy all of a foundry it controls as the nation’s fab industry undergoes a wave of consolidation. In a statement last week, the company said it planned to buy the remaining equity interest in Semiconductor Manufacturing North China (Beijing) Corporation (SMNC), a subsidiary that is currently 51 per cent owned by SMIC. The chipmaker said it would buy the stake from state-owned...

Politics

5 d. ago South Korea’s Samsung, SK Hynix stocks sag after US revokes China chip permits

Shares of Samsung Electronics and SK Hynix slid on Monday after the Trump administration decided to make it harder for the world’s largest memory chipmakers to ship critical equipment to their giant Chinese operations. The surprise ruling deals a potential blow to their production in the world’s largest semiconductor market. While both South Korean companies have memory plants in their home market, China accounts for a major slice of their global output. Samsung sank more than 2 per cent, while...

Politics

5 d. ago Shares in Samsung, SK Hynix drop after US makes it harder to produce chips in China

Shares in Samsung, SK Hynix drop after US makes it harder to produce chips in China  Reuters

Politics

5 d. ago Samsung, SK Hynix lose US waiver on chip equipment for China use

Samsung, SK Hynix lose US waiver on chip equipment for China use  KED Global

Politics

6 d. ago US makes it harder for SK Hynix, Samsung to make chips in China By Reuters

US makes it harder for SK Hynix, Samsung to make chips in China By Reuters  Investing.com

Politics

7 d. ago Nvidia, Broadcom Lead Chip Stocks Lower Amid China Concerns to End a Strong Month

Nvidia, Broadcom Lead Chip Stocks Lower Amid China Concerns to End a Strong Month  Yahoo Finance

Politics

7 d. ago China unveils 6G chip hitting mobile internet speeds of 100 Gbps

China unveils 6G chip hitting mobile internet speeds of 100 Gbps  Interesting Engineering

Events

8 d. ago Intel, Samsung, and SK hynix hit by another abrupt US policy change — government revokes waivers for advanced chipmaking tools at companies' China

Intel, Samsung, and SK hynix hit by another abrupt US policy change — government revokes waivers for advanced chipmaking tools at companies' China-based fabs  Tom's Hardware

Events

8 d. ago US makes it harder for Samsung, Intel to produce chips in China

The United States is making it more difficult for chipmakers Samsung and SK Hynix to produce chips in China by revoking authorisations that allowed the companies to receive American semiconductor manufacturing equipment there, according to the Federal Register. The US Commerce Department had given the companies exemptions to sweeping restrictions created in 2022 on the sale of US semiconductor equipment to China. The companies will now need to obtain licences to buy the equipment for China. The...

Politics

8 d. ago US makes it harder for SK Hynix, Samsung to make chips in China

US makes it harder for SK Hynix, Samsung to make chips in China  Reuters

Politics

8 d. ago Cambricon Stock Falls. China’s Hot AI Chip Maker Faces Competition.

Cambricon Stock Falls. China’s Hot AI Chip Maker Faces Competition.  Barron's

Politics

8 d. ago US expanding ‘critical minerals’ roster to guide investment, rely less on China

The US government has drafted an expansion of its critical-minerals list to head off what an official said were potential “supply-chain disruptions”, in a move that experts say could help onshore more production of semiconductor chips, automotive systems and solar panels instead of relying on China. The US Department of the Interior released the draft 2025 List of Critical Minerals on Tuesday, adding 51 mined commodities such as copper, lead, potash, silicon and silver. This marks the second...

Politics