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People walk in front of the Tencent headquarters building in Shenzhen. Photo: EPA
Tencent

AI | Tencent misses first-quarter revenue estimates, bets on AI for new growth

CEO Pony Ma told shareholders there was the beginning of a turnaround, but that the company was ‘not yet seated’.

Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

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Artificial intelligence

China’s booming tech exports give Beijing ‘wind in its sails’ for Trump summit

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Semiconductors

SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes

Richard Chang’s rare public remarks highlight importance of mature chips to China’s supply chain security.

An industry veteran has stressed the value of investing in mature nodes and specialty processes, which account for more than 80 per cent of global semiconductor demand. Photo: AFP
An industry veteran has stressed the value of investing in mature nodes and specialty processes, which account for more than 80 per cent of global semiconductor demand. Photo: AFP
Artificial intelligence

China ranks third in global index for AI competitiveness in life sciences

China listed behind only the US and UK, reflecting the country’s ‘major scale’ in AI, biotechnology and talent, says data consortium.

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United States

US nears US$400 million settlement with TikTok on child-privacy, report says

The money will be used to fund Trump’s ‘beautification’ projects in Washington, the report says.

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Samsung Electronics

Samsung halts all home appliance sales in China as pivot to AI accelerates

The South Korean firm had seen its market share in mainland China dwindle amid intense competition from a slew of domestic rivals.

The logo of the South Korean company Samsung is seen at the International Consumer Electronics Fair IFA. Photo: dpa
The logo of the South Korean company Samsung is seen at the International Consumer Electronics Fair IFA. Photo: dpa
Semiconductors

China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

A growing list of Chinese firms – from Huawei to Cambricon – moves fast to integrate DeepSeek’s latest AI model across diverse architectures.

China technology

Foxconn, BYD among top exporters as China-listed firms hit overseas revenue mark

Companies such as Foxconn and BYD are among the top performers as overseas revenues account for nearly 17 per cent of total income.

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US-China tech war

AI | AI ecosystems in China and US grow apart amid tech war

China and US have different goals for artificial intelligence and ways of developing it. Washington’s curbs on tech exports have widened the gap between them.

AI ecosystems in China and US grow apart amid tech war
Semiconductors

China’s chipmakers pour revenue into R&D, outpacing US ratios

Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance.

Visitors at the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: CFOTO/Future Publishing via Getty Images
Visitors at the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: CFOTO/Future Publishing via Getty Images
Artificial intelligence

Supersized and scaling: China pushes 10,000-card computing clusters in AI race

Cities and tech giants are racing to build massive AI clusters, betting scale will drive faster model training, lower costs and wider adoption.

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Robotics

Hype or real: China’s robot boom faces reality check as commercialisation lags

Capital floods into China’s robotic sector but profitability remains elusive as challenges emerge with the industry’s business model.

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China stock market

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

Breakthrough launch could lift stocks from chipmakers to model developers as demand for computing power builds and adoption widens: analysts.

The launch of DeepSeek’s V4 may lower the costs of AI integration into daily lives and broaden commercial usage, according to analysts. Photo: AFP
Artificial intelligence

Chinese firms face pressure on AI investments as US peers’ spending soars

Largest US companies on track for US$700 billion in AI capital expenditures this year, versus about US$105 billion in China.

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Google and Microsoft both expect 2026 capex to reach about US$190 billion. Photo: AP Photo
Google and Microsoft both expect 2026 capex to reach about US$190 billion. Photo: AP Photo
Semiconductors

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

South Korea’s memory chip giants warn of a prolonged crunch, with worried Samsung customers already pre-booking memory capacity for 2027.

Ant Group

Ant International serves 150m merchants, 2b consumers, bets on AI commerce

Company says it is seeking to broaden its market reach in Asia, Latin America and Europe, the Middle East and Africa.

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Artificial intelligence

DeepSeek mystery: who is speaking for start-up amid CEO Liang Wenfeng’s absence?

Researcher Chen Deli is emerging as DeepSeek’s new public face as speculation over the whereabouts of the company’s founder and CEO lingers.

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DeepSeek’s logo is reflected in the glasses of a student. The company recently released its V4 model. Photo: Getty Images
DeepSeek’s logo is reflected in the glasses of a student. The company recently released its V4 model. Photo: Getty Images
Artificial intelligence

China blocks Meta’s Manus deal, raises Mythos concerns

The US and China may have to cooperate on managing the growing capabilities of artificial intelligence even as the technology starts to dominate competition between them.

Alibaba

Alibaba’s plan to list Cainiao logistics hub will ‘unlock’ value, analysts say

The Reit’s underlying asset will be Jiaxing Park, a key Cainiao logistics and fulfilment facility located in Zhejiang province.

China jobs

China outlines new labour protection plan for nation’s 200 million gig workers

The 12-point document pledges stronger protections for gig-economy workforce, which has rapidly grown amid China’s economic slowdown.

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A group of delivery riders for the Chinese online platform Meituan takes a break in Chongqing, southwest China. Photo: Getty Images
Artificial intelligence

DeepSeek takes step away from Nvidia amid export curbs on China

DeepSeek’s new artificial intelligence model puts up a price challenge to US rivals and is a further step towards a stand-alone Chinese AI ecosystem.

Photo: AFP
Photo: AFP
Artificial intelligence

China blocks Meta’s Manus deal after months-long probe, thwarting purchase

Economic planner asks both parties to withdraw from deal for AI firm, in move with wider implications for other start-ups operating overseas.

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Robotics

AI | China’s physical AI prowess on roads, in skies and factories

Innovation and competition drive rapid advances in Chinese humanoid robots, drones, autonomous vehicles and flying cars. America is playing catch-up.

China technology

As DJI duels Insta360, China sharpens global hardware edge amid US scrutiny

Western competitors like GoPro face shrinking footprints as strategic shifts of Chinese firms disrupt the status quo while navigating FCC-led national security bans.

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Illustration: Lau Ka-kuen
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