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DeepSeek’s release of V4 has been followed by a wave of adoption among domestic semiconductor manufacturers and AI chipmakers. Photo: AFP
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

US-China tech war

AI | 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
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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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.

Ant International’s logo displayed on a smartphone screen. Illustration: SOPA Images/LightRocket via Getty Images
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.

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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
Illustration: Lau Ka-kuen
DeepSeek

Huawei, DeepSeek strengthen China’s AI self-reliance with V4 collaboration

DeepSeek says its V4 model will have throughput issues until the second half of the year, until Ascend 950PR supernodes ‘ship at scale’.

US-China relations

Trump ally visits China, DeepSeek releases V4, EV earnings

This week: Trump ally Daines is set to visit China, DeepSeek unveils new AI model, Xi calls for Strait of Hormuz reopening, Auto China opens. Next week: BYD, Geely and Chinese banks post earnings, Politburo probably meets, May Day holiday begins, and more.

Electric & new energy vehicles

Huawei earmarks US$11.7b for training of autonomous-driving systems

Company claims it will outspend all rivals combined to boost computing power, which is essential to enhance advanced driving systems.

Richard Jin, CEO of Huawei’s intelligent automotive solutions business unit, introduces the company’s latest advanced driving system in Beijing on April 23, 2026. Photo: Reuters
Artificial intelligence

DeepSeek unveils next-gen AI model as Huawei vows ‘full support’ with new chips

The company says its cost-efficient new V4 model is competitive with top closed-source models from OpenAI and Google DeepMind.

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The logo of Hangzhou-based AI start-up DeepSeek. Photo: Reuters
The logo of Hangzhou-based AI start-up DeepSeek. Photo: Reuters
Artificial intelligence

Tencent unveils first flagship AI model under former OpenAI researcher

The model is relatively small with only 295 billion parameters, bucking a recent trend of large models with trillions of parameters.

Artificial intelligence

Alibaba opens Qwen app to partners with China Eastern Airlines tie-up

Company pledges more partnerships to expand the agentic capabilities of its flagship consumer chatbot app.

Apple

Can new Apple CEO John Ternus replicate Tim Cook’s success in China?

Market researcher IDC says the Apple CEO transition marks ‘the most consequential leadership change in consumer technology in years’.

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Apple senior vice president of hardware engineering John Ternus announces new products in New York on March 4, 2026. Photo: EPA
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