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Artificial intelligence
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China stock market
CXMT shock: China’s alternatives punch Micron, SK Hynix shares
Advances in chips, chipmaking equipment and AI models disrupt stocks by threatening the edges of existing leaders, investors say.
33 minutes ago
Artificial intelligence
Hunger for electronic ‘rice’ feeds stock rise for China’s MLCC makers
1 hour ago
Artificial intelligence
Global quest: China’s Moonshot AI seeks ambassadors to expand Kimi’s influence
2 hours ago
Artificial intelligence
Lenovo Capital takes aim at robotics, coding agents in ‘sniper’ AI strategy
Chinese firm makes long-term bets on 100 artificial intelligence companies, from chip and hardware manufacturers to models and applications.
4 hours ago
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A Lenovo robot forms a heart shape with its hands during the 2025 World AI Conference in Shanghai. Photo: VCG
Artificial intelligence
Chinese AI chipmaker Cambricon aims for US$14b revenue over 3 years
Initiative reflects push to retain core talent amid intensifying competition to develop and commercialise domestic AI chips.
3 hours ago
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Robotics
China sweeps global humanoid robot start-up ranking as US imposes ban
The LexisNexis study identified a ‘clear shift towards China’ in the humanoid robot race, with the US falling behind.
29 Jul 2026 - 10:59AM
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Alibaba
From CXMT to Zhipu AI, Alibaba’s strategic investments are paying off
The company’s strategic shift to AI and chip investments is not only yielding significant returns, but also boosting its tech portfolio.
28 Jul 2026 - 9:30PM
Alibaba's logo at the World Artificial Intelligence Conference in Shanghai on July 6, 2023. The company's strategic shift to AI and chip investments is yielding significant returns and also boosting its tech portfolio. Photo: Getty Images
Semiconductors
China’s DUV progress not the biggest threat to ASML, analysts say
Dutch leader’s dominance in chipmaking gear not at risk amid China’s lithography push – unless the US steps in.
28 Jul 2026 - 6:30PM
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Artificial intelligence
Exclusive
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Chinese AI developers may shift to ‘paid weights’: Goldman Sachs
As use of Chinese artificial intelligence soars, companies will look to boost revenue capture, says bank’s head of Asia internet research.
28 Jul 2026 - 10:02AM
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Semiconductors
Profits in China’s chipmaking sector soar 2,500% in first half amid AI boom
Surge marks a stark contrast with the same period last year, when AI had yet to trigger the massive global data centre buildout.
27 Jul 2026 - 6:00PM
5
DeepSeek
DeepSeek founder Liang Wenfeng’s surprising philosophy revealed in leak
Tech founders are not known for ‘restraint’. But a transcript shows Liang Wenfeng is chasing an ultimate goal in AI, not short-term gains.
26 Jul 2026 - 8:06PM
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DeepSeek founder Liang Wenfeng says his company sets prices to earn only a reasonable profit. Photo: Weibo
Apple
After Apple leak, has India lost ground in its supply chain race with China?
In the wake of a cyberattack on a local Apple partner, insiders say India has a long way to go before challenging China as a manufacturer.
26 Jul 2026 - 6:26AM
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China’s private sector
How Beijing became China’s biggest tech venture capitalist, from AI to chips
China’s tech sector thrives on state-backed investment, reshaping funding dynamics and sparking a debate about balancing risk and innovation.
25 Jul 2026 - 10:05AM
5
Smartphones
Surging memory chip prices make profitable budget phones ‘impossible’
Major smartphone vendors will try to abandon the money-losing segment despite strong consumer demand, and pivot to more value-added products.
24 Jul 2026 - 7:30PM
Robotics
Robotics
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Chinese robot co-workers on the rise. Say hello to AI cobots
Collaborative robots designed to operate alongside human workers are a fast-growing market for Chinese firms, with AI making them smarter and more useful.
24 Jul 2026 - 10:35AM
Artificial intelligence
China’s tech firms push beyond hardware to power the global AI boom
China’s AI model developers, optical-module makers and warehouse-robot suppliers are taking different routes to reach global markets.
23 Jul 2026 - 6:00PM
Robotics
Alibaba unit says 5-in-1 AI gives robots unified brain, body
ABot framework addresses industry’s lack of a complete, self-evolving system to improve robot capabilities, according to Amap.
23 Jul 2026 - 4:00PM
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Artificial intelligence
China, long seen as the world’s factory, is now building AI ‘token factories’
The surge in compute capacity underpins Beijing’s ambition to establish itself as a national ‘AI highland’.
22 Jul 2026 - 6:30PM
Beijing aims to add 50,000 petaflops of intelligent computing power in the second half of 2026. Photo: Shutterstock Images
Artificial intelligence
Heat, hardware and high stakes at China’s World AI Conference
SCMP’s Ann Cao just finished covering her sixth WAIC in Shanghai, and is looking forward to the next one.
22 Jul 2026 - 6:05PM
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Artificial intelligence
China’s Zhipu AI model contains hack after OpenAI models go rogue
The incident fuels growing debate over the rapid advancement of autonomous AI systems capable of exploiting software vulnerabilities.
22 Jul 2026 - 5:01PM
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Artificial intelligence
China’s Moonshot AI accelerates fundraising push ahead of planned IPO: source
Per a source, the company closes fundraising round at US$30 billion valuation, as it signals it may go public in next six months.
22 Jul 2026 - 12:05PM
Artificial intelligence
Another ‘DeepSeek moment’? What China’s Kimi K3 means for the global AI industry
The new model from Moonshot AI has revived doubts over Silicon Valley’s cost-heavy strategy, but analysts expect demand for compute to keep rising.
22 Jul 2026 - 1:11AM
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Kimi K3 is an advanced chatbot developed by Moonshot AI, a Chinese technology company backed by Alibaba Group Holding. Photo: Shutterstock
Artificial intelligence
China’s Kimi K3 calls US safety curbs on top AI models into question
New model from Moonshot AI is ‘extremely close’ to OpenAI’s flagship after ‘very big jump’ in capabilities, researcher says.
24 Jul 2026 - 6:34PM
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15
Artificial intelligence
Why China’s open-weight AI model Kimi K3 is sparking anxiety in Silicon Valley
Analysts say Beijing-based start-up Moonshot’s 2.8 trillion-parameter large language model could narrow the gap with the US within ‘weeks’.
22 Jul 2026 - 2:17AM
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Artificial intelligence
Moonshot AI’s Kimi K3 faces GPU crunch amid US-China tech rivalry
Chinese start-up pauses Kimi K3 subscriptions due to surging demand and compute shortages, highlighting the country’s AI chip challenges.
20 Jul 2026 - 5:48PM
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