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A broader pricing wave has swept across the semiconductor supply chain. Photo: AFP
Semiconductors

Chinese analogue chipmakers raise prices as mature-node producers poised to gain

Higher prices give China’s mature-node producers room to compete with US, European rivals without sacrificing too much margin, analysts say.

Artificial intelligence

Alibaba to deploy AI ‘digital workforce’ for millions of merchants on Taobao, Tmal

Semiconductors

China’s self-sufficiency drive hits new milestone with powerful RISC-V chips

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Artificial intelligence

OpenClaw effect: explosion in AI token use adds fuel to Chinese AI development

Surging demand supports price increases that will sustain development of new and better models, Zhipu AI CEO says.

Zhang Peng, CEO of Zhipu AI (left), Xia Lixue, co-founder and CEO of Infinigence (centre) and Luo Fuli, head of the MiMo model at Xiaomi, speak at the Zhongguancun Forum in Beijing on Friday. Photo: Ben Jiang
Zhang Peng, CEO of Zhipu AI (left), Xia Lixue, co-founder and CEO of Infinigence (centre) and Luo Fuli, head of the MiMo model at Xiaomi, speak at the Zhongguancun Forum in Beijing on Friday. Photo: Ben Jiang
Semiconductors

China’s top chip foundry SMIC unveils growth action plan

Firm aims for above-average growth this year under plan for ‘optimising existing stock and digging for new increments’.

Greater Bay Area

Greater Bay Area trails peers in research despite strong tech potential: report

Southern China cluster of cities lags in basic research and original innovation, with talent gaps adding to challenges, Deloitte says.

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Artificial intelligence

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

A decline in memory firms’ share prices started with Samsung and SK Hynix, then extended to include Chinese memory firms GigaDevice Semiconductor and Montage Technology. Photo: Shutterstock Images
A decline in memory firms’ share prices started with Samsung and SK Hynix, then extended to include Chinese memory firms GigaDevice Semiconductor and Montage Technology. Photo: Shutterstock Images
Mainland China

Meituan posts second consecutive quarterly loss amid instant commerce battle

The Beijing-based company had a challenging 2025 after local e-commerce giant JD.com jumped into food and grocery deliveries.

Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

Pinduoduo

Pinduoduo operator’s profit slides as firm cites higher reinvestment

Results reflect a pivotal year for PDD Holdings, as breakneck growth gives way to more stable pace.

Revenue from online marketing services and other segments – primarily indicating revenue from domestic platform Pinduoduo – grew 5 per cent year on year. Photo: Shutterstock
Artificial intelligence

China names Beijing, urban clusters as major tech hubs in self-reliance push

Vice-Premier Ding Xuexiang says national capital and its neighbours should become ‘world-class science centre’ at high-profile tech forum.

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This year’s Zhongguancun Forum is themed “Full Integration Between Technological and Industrial Innovation” and more than 1,000 guests from over 100 countries and regions are expected to participate. Photo: Xinhua
This year’s Zhongguancun Forum is themed “Full Integration Between Technological and Industrial Innovation” and more than 1,000 guests from over 100 countries and regions are expected to participate. Photo: Xinhua
Autonomous vehicles

China’s WeRide eyes Hong Kong, Singapore roads for robotaxi services

Company plans to put self-driving taxis and buses on Hong Kong streets this year, while Singapore service starts April 1 through Grab.

Alibaba

Alibaba debuts what it calls most powerful CPU core of its kind

The launch comes as AI agents are becoming the latest battlefield for Chinese tech companies after OpenClaw took the industry by storm.

Electric & new energy vehicles

3 Chinese EV makers raise prices – but demand slowdown could force reversal

Xiaomi, Chery and FAW adjust prices amid surging chip and raw material costs, but analysts say soft sales could undermine gains.

Xiaomi is the latest EV maker to adjust pricing of some models. Photo: Reuters
Artificial intelligence

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP
Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP
Robotics

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI

China’s microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best, says Huang.

US-China relations

TP-Link’s Chinese founder Jeffrey Chao seeks US$1 million Trump Gold Card visa

The router manufacturer is under investigation over concerns that its links to China may pose an unacceptable threat to US national security.

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Alibaba

Alibaba targets US$100b in annual cloud, AI revenue despite results miss

T-Head, mentioned for the first time in the company’s earnings, has shipped more than 470,000 AI chips as of February.

Alibaba has positioned AI and cloud computing as its primary growth engines. Photo: AP
Alibaba has positioned AI and cloud computing as its primary growth engines. Photo: AP
Tencent

China’s Tencent pledges new wave of AI investment as it bets on WeChat agents

The tech giant reported a 17 per cent increase in net income last year, in line with analysts’ predictions, as fervour over AI agents grips China.

Nvidia

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

Art

Pony Ma’s new museum takes shape in Shenzhen, led by Pi Li

Rong Museum of Art, a flower-like structure within the M80 Campus in Shenzhen’s Houhai district, will open in 2027.

A computer-generated image of the M80 Campus in Shenzhen’s Houhai area. Rong Museum of Art is going to be one of four towers forming the M80 Campus. Photo: Buro Ole Scheeren
Artificial intelligence

Alibaba reshuffles AI units into a new ‘Token Hub’ group, led by CEO Eddie Wu

Intended to increase AI coordination, the group will sit alongside Alibaba Cloud and the company’s e-commerce divisions.

The Alibaba Token Hub Business Group brings all the company’s core AI teams and products together under one umbrella. Photo: Reuters
The Alibaba Token Hub Business Group brings all the company’s core AI teams and products together under one umbrella. Photo: Reuters
Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

Artificial intelligence

China AI start-up Moonshot snags funds at US$18 billion valuation

Firm aims to raise US$1 billion, which would more than quadruple its valuation compared with three months ago.

Artificial intelligence

ByteDance said to hold Seedance AI video tool launch after copyright row

Reported moves follows copyright complaints by Disney and other Hollywood studios.

ByteDance had been aiming to make ​the new video model available to customers worldwide in mid-March. Photo: VCG via Getty Images
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