China semiconductors

The U.S. government is probing whether the Hangzhou-based AI firm has built its disruptive R1 AI model on restricted Nvidia chips.

The Dutch government will now issue independent licenses for exporting DUV Lithography machines to China.

Talent and technology from Taiwan, particularly TSMC, have become intertwined with China’s own AI ambitions – and the China-U.S. tech war.

The CHIPS Act can succeed, but only if U.S. policymakers give it time to work and a mandate to focus on the future.

Huawei seems to be pivoting toward expanding its product portfolio and venturing into areas that could challenge the United States’ dominance in the global ICT industry.

Chinese companies have found loopholes allowing them access to technologies the Biden administration has tried to fence off.

Hong Kong’s investments in semiconductors and technology highlight a deliberate strategy to align with China’s objectives while exploiting gaps in U.S. regulations.

Domestic, bilateral, and global trends are combining to reshape China-South Korea trade for the long term. 

The third phase of Beijing’s semiconductor policy aims to learn from past mistakes. As stakes rise, can Xi Jinping secure China’s tech future and cement his political-economic legacy?

And how Washington can save its 21st century economic security strategy.

China has criticized the latest round of new rules by saying that it will “disrupt the international semiconductor market as well as cooperation among enterprises.” 

A strong research sector is the foundation of the autonomy economy. How does China measure up?

The development of computing chips for autonomous machines is China’s only missing link in completing its self-reliant autonomous machine ecosystem.

The latest U.S. restrictions on China's semiconductor industry aim to plug loopholes, but will create new ones in turn.

China is looking to manufacture a homegrown EUV machine to compete with those of Dutch tech giant ASML – or cut such machines out of the process entirely. 

Insights from Douglas Fuller.

The Biden administration is picking up the pace of engagements with China, while simultaneously continuing to tighten restrictions on China’s access to chip technology.

Further U.S. restrictions on investments in China have spurred Beijing to up the subsidy ante once again.

In the end, the breakthrough may be largely symbolic – but that's precisely how it will have the biggest impact.

U.S. export controls on China are set to tighten further, but will create many challenges, including in relations with Washington’s European and Asian allies.

South Korean firms are China’s main alternatives to Micron, dragging Seoul farther into the China-U.S. semiconductor dispute.

Beijing’s ban on U.S. chipmaker Micron is its first in-kind retaliation to numerous U.S. policies targeting China's semiconductor firms.

Will reforms and crackdowns help to advance China’s core technology capabilities?

China has yet to substantively respond to the export controls targeting its chip industry, but may do so as restrictions tighten and loopholes are closed.