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Semiconductors
Huawei tests LogicFolding chip in handset with higher AI stakes ahead
New smartphone processor is a crucial test of the firm’s attempt to route around US-led curbs on the best chipmaking technology.
3 hours ago
Tencent
What Tencent’s Bilibili bond swap tells us about its AI playbook
7 Sep 2026 - 7:30PM
Smartphones
Huawei unveils first-ever smartphone powered by Tau Scaling Law-based Kirin chip
7 Sep 2026 - 6:32PM
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Artificial intelligence
Why China’s AI giants spend far less and still shrink compute gap with US rivals
Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?
6 Sep 2026 - 9:00PM
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US hyperscalers outspend their Chinese counterparts by a staggering margin, according to a report. Photo: Shutterstock
Semiconductors
Huawei’s Tau Scaling Law chip overcomes overheating hurdle, paper shows
The research directly counters claims that vertical stacking creates a thermal bottleneck, the tech giant’s paper says.
6 Sep 2026 - 8:06PM
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Artificial intelligence
In Focus
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Will geopolitics put a potential Musk merger between a rocket and a hard place?
Security concerns in Beijing and Washington could create ‘bottleneck’ if Elon Musk attempts to combine the two flagship companies.
5 Sep 2026 - 6:06AM
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Smartphones
Apple poised to unveil most expensive iPhone yet, fuelled by memory price surge
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.
4 Sep 2026 - 3:58PM
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Apple iPhones on display at the company’s first retail store in Bengaluru, India, last year. Photo: Reuters
China jobs
Open Questions
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How China Works author on the data economy, robots and AI
Economist Lan Xiaohuan proposes better social security to fix China’s unbalanced economy and weighs the impact of technology on lives now and in the future.
4 Sep 2026 - 11:33AM
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Artificial intelligence
Moonshot AI – creator of Kimi K3 model – has filed for Hong Kong IPO: sources
The leading Chinese AI start-up has confidentially filed for a Hong Kong listing and aims to go public early next year, sources say.
3 Sep 2026 - 9:02PM
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Artificial intelligence
Do Z.ai and MiniMax face different financial fates months after Hong Kong IPOs?
Post-earnings results suggest an emerging divide as differing revenue growth and model capabilities may shape their market standing, analysts say.
3 Sep 2026 - 7:09PM
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ByteDance
Exclusive
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ByteDance to expand massive AI data centre cluster in Inner Mongolia: source
As Chinese tech giants ramp up artificial intelligence spending, TikTok’s parent company is set to expand data centres in Ulanqab.
3 Sep 2026 - 6:32PM
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The ByteDance logo is seen at the company’s office building in Shanghai. Photo: Reuters
Artificial intelligence
US tech chiefs Huang, Musk warn against AI curbs amid race with China
US tech leaders warn strict rules could blunt innovation and prevent the harnessing of economic gains from rapidly advancing AI.
3 Sep 2026 - 6:16PM
Semiconductors
Chinese investors scramble for 1-in-4,000 odds in Enflame’s red-hot IPO
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.
3 Sep 2026 - 3:12PM
Artificial intelligence
Frontier AI at a cost: what Anthropic’s Fable 5.1 means for US-China model race
The US firm’s new models claim top position on leading benchmarks, though steep operating costs against Chinese rivals highlight a growing divide.
2 Sep 2026 - 7:30PM
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Semiconductors
China’s No 2 foundry Hua Hong invests US$2b to expand capacity amid AI demand
Project is via a joint venture with state-backed investment entities under China’s National Integrated Circuit Industry Investment Fund.
2 Sep 2026 - 5:43PM
Hua Hong’s existing fabrication plants in Shanghai and Jiangsu are operating at full utilisation rates. Photo: Handout
Semiconductors
China’s AMEC unveils 6 chip-making machines in a day in self-reliance boost
A rapid R&D drive is powering the firm’s transition beyond its core business.
2 Sep 2026 - 5:29PM
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Tencent
How Hy4 preview puts Tencent back in the top tier of open-source AI
On the DeepSWE benchmark, the Hy4 preview scored 64.3, surpassing Alibaba’s Qwen-3.8 Max at 56.6 and DeepSeek-V4 Pro at 62.7.
2 Sep 2026 - 5:37PM
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Artificial intelligence
Chinese internet giants set to reap AI profits in 2 to 3 years, UBS says
Despite short term macro headwinds, vast user bases and costs are positioning Chinese firms for gains.
2 Sep 2026 - 9:30AM
Visitors tour exhibition booths at the China International Supply Chain Expo in Beijing on June 25. Photo: AP
Semiconductors
Enflame’s US$900m IPO tests appetite for China’s ‘little dragon’ AI chipmakers
Fuelled by Beijing’s tech self-reliance push, the company is set to test investor confidence in specialised hardware.
2 Sep 2026 - 8:30AM
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Artificial intelligence
Manus resumes solo operations after collapse of US$2 billion Meta deal
The AI start-up said its founders would continue to lead the firm as an ‘independent agent lab’, after Beijing torpedoed its acquisition by Meta.
1 Sep 2026 - 6:30PM
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Semiconductors
Making chip gear is the first step. Scaling it is China’s next big test
Industry leaders caution that the semiconductor equipment sector must now transition from technical viability to commercial reliability.
2 Sep 2026 - 1:52PM
China’s private sector
Can China catch SpaceX? New commercial reusable rocket takes to the skies
The orbital mission marks a key milestone for Beijing’s commercial launch sector.
2 Sep 2026 - 4:31PM
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Chinese rocket maker Galactic Energy has successfully sent its Pallas-1 medium-to-large reusable rocket into orbit. Photo: Weibo
Z.ai
Chinese AI firm Z.ai posts 400% revenue jump as total losses narrow
First-half revenue from cloud-based deployment services soared over 2,700 per cent year on year.
31 Aug 2026 - 8:49PM
Huawei
Huawei pours a quarter of revenue into research amid US-China chip war
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.
31 Aug 2026 - 6:05PM
MetaX
China’s AI chipmakers post surging sales in tech self-reliance drive
MetaX posted a net profit of 612 million yuan for the first six months, reversing a loss of 186 million yuan a year earlier.
31 Aug 2026 - 4:46PM
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