Ann Cao

Ann Cao

Shanghai
Reporter, Technology
Ann Cao is a Shanghai-based technology reporter for the Post, covering technology start-ups and policies in the city and eastern China. She graduated from the University of Hong Kong with a master's degree in journalism.
Ann Cao is a Shanghai-based technology reporter for the Post, covering technology start-ups and policies in the city and eastern China. She graduated from the University of Hong Kong with a master's degree in journalism.
Areas of Expertise:
Technology, gaming, e-commerce
Languages Spoken:
English, Mandarin

Chip foundries better shielded in AI slowdown than Asia-Pacific tech peers: S&P

Contract chipmakers like TSMC are well protected against spending contractions by hyperscalers, based on stress tests by the ratings agency.

The AI firm said its computing power bottleneck was no longer a ‘primary constraint’ thanks to its fresh US$5 billion war chest.

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The last of China’s ‘four little dragons’ to go public has drawn millions of retail investors, despite odds of securing an allocation at less than 0.03 per cent.

The Chinese tech giant is going ‘full stack’, expanding beyond retail into chips, cloud and large language models as surging spending weighs on quarterly profits.

Giant arrays of AI chips, China’s way around US export curbs on the most advanced silicon, become widely available to meet growing compute needs of models, agents.

The South Korean chipmaker wants to pivot towards the high-margin AI memory sector, but analysts warn any sale would face valuation hurdles.

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Related Topics
SemiconductorsArtificial intelligence (AI)Low-altitude economyAnt GroupMetaX Integrated Circuits (Shanghai) CompanyAlibabaUS-China tech war