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Semiconductorsi

Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.

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  • Fomalhaut Techno Solutions, a Tokyo-based electronics research firm, rejects social media posts that says it studied the handset’s components
  • Several Chinese online media outlets falsely reported that Fomalhaut found more than 90 per cent of the Pura 70’s components to be Chinese-made

Total venture-capital investment in China in the first quarter fell 30 per cent quarter on quarter to US$11.5 billion amid economic uncertainty, geopolitical tensions, though China still accounted for eight of the top 10 deals.

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The world’s largest memory chip maker posted better-than-expected net income that is more than four times the company’s earnings a year earlier.

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Across 16 sectors, artificial intelligence unicorns are the highest valued, at an average of US$6.76 billion, followed by financial technology firms at US$6.57 billion.

King Yuan Electronics Co, one of the world’s largest chip testing and packaging services firms, has divested its entire stake in a subsidiary at manufacturing hub Suzhou in eastern China.

Huawei’s new Pura 70 smartphones, powered by a chip designed by its in-house unit HiSilicon, are set to help the Shenzhen-based tech champion regain the top position in China’s smartphone market.

The city’s focus on China-made graphics processing units shows how mainland authorities are scrambling to build up computing resources, despite US export restrictions on advanced chips.

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Chinese electric vehicle start-up Xpeng said its partnership with AI chip supplier Nvidia has not been affected by tighter US trade sanctions, but it will keep its options open with local suppliers.

China’s status as a ‘near-peer competitor’ is driving efforts to limit access to key technologies such as semiconductors and counter its global influence.

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TSMC, a key supplier to Nvidia and Apple, says a new chip-manufacturing technology called ‘A16’ will enter production in the second half of 2026.

Taiwan’s exports to the US in the first quarter beat shipments sent to mainland China, with analysts pointing to a ‘strategic plan’ by Washington to construct and lead a world supply chain and market order.

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Stunted economic growth on mainland and Sino-American political challenges weighed on 2023 decline led by agricultural and semiconductor shipments.

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Among the buyers were the Chinese Academy of Sciences, the Shandong Artificial Intelligence Institute, the Hubei Earthquake Administration and a state-run aviation research centre.

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Malaysia plans to build Southeast Asia’s largest integrated circuit design park that is part of its efforts to move beyond chip assembly and into high-value work

Lenovo has been strengthening its focus on AI amid a broader trend in the global PC industry to integrate the fast-developing technology into various products and services.

Dutch intelligence agencies first publicly attributed cyber espionage to China in February, when they said state-backed cyber spies had gained access to a Dutch military network last year.

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Huawei announced on Thursday its highly anticipated new smartphone series, the Pura 70, its biggest flagship handset launch since the Mate 60 Pro, which drew scrutiny for its home-made advanced chip.

TSMC, the dominant producer of advanced chips used in artificial intelligence applications, is expected to report a 5 per cent rise in first-quarter profit on Thursday thanks to strong demand.

Micron Technology, the largest US maker of memory chips, is poised to get US$6.1 billion in government grants to help pay for domestic factories, part of an effort to bring semiconductor production back to American soil.

As well as programmes in industry and education, local governments are encouraged to provide perks, including incentives in housing, start-up investment and schooling and jobs for the family of digital workers.

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The company’s latest AI push could fuel further debate on whether China can continue relying on open-source development, instead of bolstering its own tech ecosystem.

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