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Artificial intelligence (AI)
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Alibaba
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Chinese smartphone maker Honor has launched the Robot Phone, a handset with a motorised, fold-out gimbal camera. Photo: Handout
Honor

Robot in a pocket: Honor’s new phone camera nods back at users

The Chinese smartphone maker has integrated embodied AI to control camera movement, along with other features to boost interest amid a cooling market.

Tencent

Tencent capex jumps 176% on AI push as revenue beats estimates

Semiconductors

Why does SK Hynix want to sell its chip facility in southwest China?

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Artificial intelligence

Alibaba tests paid AI appetite with US$30 annual assistant subscription

The e-commerce giant launches paid tiers for its office assistant in the Qwen app as costs for artificial intelligence mount.

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The e-commerce giant’s Qwen app now offers three membership tiers for the office assistant. Photo: Shutterstock
The e-commerce giant’s Qwen app now offers three membership tiers for the office assistant. Photo: Shutterstock
Alibaba

Alibaba says it can build AI data centres in 100 days with modular design

With CUBE 5.0, Alibaba Cloud expects to more than double modular data centre delivery efficiency this year amid AI boom, report says.

Robotics

Unitree IPO deluge masks humanoid robots’ limitations

Retail investors subscribed for more than 5,500 times the shares on offer in Unitree Robotics’ offering amid hype about advances for humanoid robots and a run of Shanghai IPO windfalls.

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Artificial intelligence

Meta strikes at China’s open AI lead, betting on potential US curbs

Meta’s renewed push into open-source models aims to attract US businesses wary of the regulatory risks associated with adopting Chinese AI.

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Meta CEO Mark Zuckerberg attends the annual Allen and Company Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho on July 9, 2026. Photo: Reuters
Meta CEO Mark Zuckerberg attends the annual Allen and Company Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho on July 9, 2026. Photo: Reuters
Robotics

Unitree IPO frenzy leaves retail investors with 1-in-5,500 odds

Robotics company’s US$900 million Star Market listing offers slimmer odds than recent offerings by CXMT, Moore Threads and MetaX.

Artificial intelligence

Enterprise AI costs hit yearly low driven by price wars, open-source models

Average inference prices ranged between US$1.16 and US$1.18 from August 6 to 8, according to Silicon Data’s index.

Robotics

AgiBot dethrones Unitree as world’s top humanoid maker ahead of IPOs

AgiBot’s shipments surged 562 per cent year on year, supported by a portfolio of full-size bipedals, compact units and wheeled robots.

An Agibot humanoid robot is pictured at the company’s facility in Shanghai, on August 4, 2026. Photo: Xinhua
Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

Image of multiple DDR4 and DDR5 RAM boards taken at recycling site. Photo: Shutterstock
Image of multiple DDR4 and DDR5 RAM boards taken at recycling site. Photo: Shutterstock
Semiconductors

What is delaying Chinese AI giants switching from Nvidia to local chips?

High transition costs are keeping AI developers in China reliant on Nvidia chips, industry sources say.

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Moore Threads

China’s ‘little Nvidia’ plans Hong Kong listing after 147% revenue jump

The Chinese AI chip developer plans a listing in Hong Kong to deepen its ‘international strategic footprint’.

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China technology

China races to develop brain-computer interfaces that can be inserted in minutes

The technology – which allows patients to control digital devices using their thoughts – can be implanted like a stent in just a few minutes.

Chinese start-ups are developing brain-computer interfaces that can be implanted via a vein in just 10 minutes. Photo: Shutterstock
Artificial intelligence

Jevons Paradox: why China’s cheap AI models could be good for Silicon Valley

China’s open-weight models have led AI firms to slash prices, but they will also massively boost overall AI demand, analysts say.

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The OpenAI logo is seen in this illustration picture created on June 11, 2026. Photo: Reuters
The OpenAI logo is seen in this illustration picture created on June 11, 2026. Photo: Reuters
Artificial intelligence

The next AI race is for data, and China wants more of it

The global supply of high-quality, publicly available human-generated text could be fully exhausted within the next six years.

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Artificial intelligence

Cambricon posts 108% surge in revenue amid China’s massive AI chip drive

The Chinese AI chip giant saw revenue reach 6 billion yuan in the first half of the year, as Beijing pushes to replace foreign hardware.

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Semiconductors

Beyond lithography: Chinese chip toolmaker achieves wafer polishing breakthrough

While global attention focuses on the most advanced bottlenecks, domestic equipment makers are quietly closing the gap in other essential technologies.

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An exhibitor looks at a wafer during the Semicon China semiconductor exhibition in Shanghai on March 25. Photo: AFP
An exhibitor looks at a wafer during the Semicon China semiconductor exhibition in Shanghai on March 25. Photo: AFP
Artificial intelligence

China’s Kimi K3 AI model escapes a closed cyber test: researchers

Kimi K3’s escape did not involve the hacking of an external system, unlike recent breaches by OpenAI and Anthropic models.

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Robotics

Backed by DeepSeek, Unitree seeks US$9b valuation in landmark robotics IPO

DeepSeek, which invested 141 million yuan, will co-develop AI models and embodied-intelligence technology with Unitree.

Robotics

Programmed to impress: AI make-up arm dazzles in Hong Kong hackathon

Personalised make-up assistant handed top honours after lipstick demonstration, beating more than 160 global competitors in finals.

Personalised make-up assistant Iron Bestie is powered by vision-language models and voice recognition. Photo: Handout
Artificial intelligence

The ‘rice of electronics’: AI boom is fuelling China’s MLCC supply chain

Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity.

In a filing to the Shenzhen Stock Exchange on August 5, Shandong Sinocera Functional Materials says it is planning to expand its capacity for AI servers and vehicles. Photo: Handout
In a filing to the Shenzhen Stock Exchange on August 5, Shandong Sinocera Functional Materials says it is planning to expand its capacity for AI servers and vehicles. Photo: Handout
Cybersecurity

China launches probe into Palo Alto Networks as US trade tensions intensify

The move comes just a day after Beijing imposed sanctions on a string of US firms and tightened controls over the drone supply chain.

DeepSeek

DeepSeek signals ‘significant’ price hike, testing its low-cost edge

Plans for a major price hike underscore the challenges the company faces to maintain aggressively low prices amid fierce competition.

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Artificial intelligence

What triggered Goldman Sachs to lift its China AI revenue forecast by 30%

Bank forecasts a sharp revenue surge after Chinese AI models slash costs, boost capabilities and capture global token share.

Goldman Sachs boosted its year-end annualised recurring revenue projection for mainland Chinese AI models to US$13 billion from US$10 billion. Photo: Shutterstock
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