Get the latest on China’s push for semiconductor innovation, as the nation strives for self-reliance in this critical technology.

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Alibaba Group Holding CEO Eddie Wu Yongming speaks at the opening of the World Internet Conference Wuzhen Summit on Friday. Photo: Reuters
Alibaba

Alibaba doubles down on ‘super-scale’ computing infrastructure for AI sector

Alibaba’s ‘super AI cloud’ will have the required technology to meet the industry’s massive computing demand, CEO Eddie Wu Yongming says.

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Semiconductors

Jack Ma-backed YF Capital takes stake in Shanghai memory chipmaker InnoStar

Semiconductors

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

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Banking & finance

Global firms turn to M&A in EVs and biotech to deepen China investment: KPMG

Survey of multinational corporations finds optimism in life sciences, healthcare and manufacturing, with half forecasting revenue growth.

Healthcare and life sciences are the top growth prospects over the next three to five years, according to multinational corporations. Photo: Xinhua
Healthcare and life sciences are the top growth prospects over the next three to five years, according to multinational corporations. Photo: Xinhua
Artificial intelligence

China’s Sugon launches AI infrastructure to rival platforms from Nvidia, Huawei

The Beijing-based supercomputer maker says its scaleX platform represents China’s first 10,000-card AI supercluster.

Semiconductors

China eyes mastery of EUV lithography, bolstering AI chip ambitions: analysts

‘As the semiconductor dream has become a national security issue, I would not underestimate China’s ambition,’ Natixis analyst Gary Ng says.

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Banking & finance

Chinese AI, chip start-ups court global investors with Hong Kong listing plans

GigaDevice and Montage are each aiming to raise as much as US$1 billion from Hong Kong listings as early as January, report says.

The MetaX booth at the World Artificial Intelligence Conference in Shanghai, July 26, 2025. Photo: CFOTO/Future Publishing via Getty Images
The MetaX booth at the World Artificial Intelligence Conference in Shanghai, July 26, 2025. Photo: CFOTO/Future Publishing via Getty Images
Semiconductors

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

Semiconductors

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

Artificial intelligence

SenseTime pushes open-source AI model to provide a ‘smart brain’ for every robot

The Chinese AI pioneer also releases first robot dogs under new venture Ace Robotics.

The first robot dog products unveiled on Thursday by Ace Robotics, a new venture of SenseTime. Photo: Handout
Semiconductors

AMD chief Lisa Su commits to ‘deeper’ China investments after MIIT meeting

In Beijing on Wednesday, Su exchanged views with MIIT director on ‘strengthening cooperation’ in the digital economy and AI sectors.

AMD CEO Lisa Su meets Lenovo executives in Beijing on Tuesday. Photo: Sina
AMD CEO Lisa Su meets Lenovo executives in Beijing on Tuesday. Photo: Sina
MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

Semiconductors

AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs

Su’s visit to China – including a whistle-stop at Lenovo’s headquarters – comes as Washington signals a shift on export restrictions.

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IPO

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

Biren Technology is expected to raise about US$300 million from its Hong Kong listing, according to Chinese media reports. Photo: Handout
IPO

MetaX set for Shanghai debut amid frenzy over AI chip stocks, Nvidia uncertainty

The Shanghai-based graphics processing unit designer plans to raise US$596 million from the sale of 40.1 million shares.

MetaX Integrated Circuits’ C500 graphics processing unit is designed for AI and high-performance computing applications. Photo: Handout
MetaX Integrated Circuits’ C500 graphics processing unit is designed for AI and high-performance computing applications. Photo: Handout
Huawei

Huawei’s Kirin 9030 processor shows China’s chip progress despite US curbs

Despite ‘meaningful density improvements’ in its N+3 process, SMIC’s capabilities are still behind leading chipmakers TSMC and Samsung.

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United States

China’s AI sector poised for growth despite US restrictions: venture capitalist

China’s AI sector gains confidence with DeepSeek’s emergence, but tech ecosystem needs to improve, GSR United Capital’s Zhou Qi says.

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Artificial intelligence

Less hype, more hardware: SenseTime banks on multimodal AI to regain its edge

SenseTime may have slipped from the spotlight as one of China’s “AI dragons”, but its tilt at multimodal, real-world AI hints at a comeback.

SenseTime co-founder and chief scientist Lin Dahua. Photo: Vincent Chow
SenseTime co-founder and chief scientist Lin Dahua. Photo: Vincent Chow
Mergers & Acquisitions

Chinese supercomputer maker Sugon and chip developer Hygon call off merger plans

The aborted merger dashes industry expectations for a major domestic ecosystem covering advanced processors and high-performance servers.

Semiconductors

China’s Moore Threads to unveil AI chip road map to rival Nvidia’s CUDA system

Founder Zhang Jianzhong is expected to launch the firm’s next-generation AI chip architecture and MUSA platform road map in Beijing.

US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

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US President Donald Trump and President Xi Jinping talk after a bilateral meeting in Busan, South Korea, on October 30. Trump said on Monday that he had reached an agreement with Xi to allow US chip giant Nvidia to export advanced artificial intelligence chips to China. Photo: Reuters
Semiconductors

China’s AI developers to welcome Nvidia’s H200 chip shipments, analysts say

Nvidia faces stronger domestic competition from the likes of Huawei, Cambricon, Moore Threads and MetaX.

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Nvidia’s H200 chips are expected to be in demand in China after Washington approved shipments to the country. Photo: Shutterstock
Nvidia’s H200 chips are expected to be in demand in China after Washington approved shipments to the country. Photo: Shutterstock
Liang Wenfeng

DeepSeek founder Liang Wenfeng cleans up on chip firm Moore Threads’ IPO

Liang’s quantitative hedge fund, High-Flyer, subscribes to more than 80,000 Moore Threads shares, which saw a stellar trading debut in Shanghai.

China-EU relations

China leans on German carmakers to help break Brussels tariff deadlock

Commerce vice-minister urges German industry leaders to leverage their clout to push the European Commission towards a compromise on the anti-subsidy probe.

US-China trade war

As China defies US tech blockade, can local AI chipmakers capture Nvidia share?

Vast pool of engineering talent seen as a potent driving force for country’s challenge to US tech supremacy.

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Nvidia’s H20 AI chip was designed for the China market. Photo: Shutterstock
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