Iris Deng
Senior Reporter, Technology
Iris is a Senior Technology Reporter based in Shenzhen. She covers Southern China's tech and internet sectors, focusing on smartphones, robotics, the hardware supply chain, and tech giants like Apple, Huawei and Tencent. Joining in 2018, she previously covered the tech sector across Greater Bay Area and mainland China from Hong Kong.
Iris is a Senior Technology Reporter based in Shenzhen. She covers Southern China's tech and internet sectors, focusing on smartphones, robotics, the hardware supply chain, and tech giants like Apple, Huawei and Tencent. Joining in 2018, she previously covered the tech sector across Greater Bay Area and mainland China from Hong Kong.
Areas of Expertise:
China technology, smartphone, supply chainLanguages Spoken:
Cantonese, English, Mandarin
The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.
Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.
Its SuperPoD will face off against offerings by US rivals in the global computing power arena, including Nvidia’s NVL system.
Agentic AI is creating a ‘paradigm shift’ in semiconductor design, chairman of domestic EDA leader Empyrean Technology says.
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Chinese tech giant’s launch of Mate XT 2 handset is first commercial test of Kirin 9050 Pro, a product of its new chip design paradigm, LogicFolding.
Apple is attempting to break into China’s foldable phone market, the world’s largest and most competitive, dominated by Huawei Technologies.
The deal allows Tencent to release capital from a legacy asset to support AI projects while retaining downside protection as a debt holder.
Security concerns in Beijing and Washington could create ‘bottleneck’ if Elon Musk attempts to combine the two flagship companies.
TrendForce says 20 per cent increase is “moderate”, with memory costs for 256-gigabyte iPhone 18 Pro model up nearly 400 per cent in a year.
Despite short term macro headwinds, vast user bases and costs are positioning Chinese firms for gains.
Revenue in first half rose 9.55 per cent to 467.8 billion yuan, bolstered by a strong rebound in smartphones and demand for AI chips.
A new foldable iPhone and the Mate XT 2 are coming as analysts predict a double-digit plunge in smartphone shipments this year.
CCTC and Guangdong Fenghua have reported strong first-half results as AI data centre demand drives MLCC orders and a global pricing upcycle.
UBS data shows a major squeeze on MLCCs, setting the stage for what some believe could be the longest demand cycle in the sector’s history.
Huawei has been pushing for the monetisation of its patent portfolio to generate returns on its investments in research and development.
Foldable handsets will be a rare bright spot this year, fuelled by Apple’s highly anticipated entrance this autumn, says Counterpoint.
Chinese tech giant’s Xring O3 3nm AI processor scheduled to debut aboard folding smartphone in September.
New devices and platforms to obtain real-world data for embodied AI can break the biggest hurdle to creating more capable robots, CEO says.
Tony Wu Yuhuai, co-founder of Elon Musk’s AI lab, reportedly buys 12-acre estate, putting a spotlight on China’s Silicon Valley talent.
The Chinese smartphone maker has integrated embodied AI to control camera movement, along with other features to boost interest amid a cooling market.
The firm’s second-quarter revenue surpassed market projections at US$30.4 billion, but the surge in AI spending led to a large negative free cash flow.
Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity.
Hy3’s release is the first major update in Tencent’s AI strategy since former OpenAI researcher Yao Shunyu joined the Chinese tech giant.
In earnings call, Cook says Apple to launch AI software in China, an effort to retain competitive edge in world’s largest smartphone market.
Washington’s expanding trade crackdown targets household electronics, focusing crosshairs on overseas firms supplying American homes.
Shares in Guangdong Fenghua, Suzhou GYZ, Chaozhou Three-Circle and upstream suppliers shoot up as relentless AI demand reshapes market.
Dario Amodei wants the US to retain its AI advantage over China, highlighting distillation risks and advocating mandatory model safety tests.
A look at some of the key companies in Tencent’s growing AI portfolio, from model makers to chip designers.
In the wake of a cyberattack on a local Apple partner, insiders say India has a long way to go before challenging China as a manufacturer.
