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Innoscience focuses on GaN, a material regarded as a cornerstone of so-called third-generation semiconductor technology. Photo: Handout
Semiconductors

GaN pioneer Innoscience expands AI footprint with Google hardware collaboration

Innoscience claims to be the world’s first to achieve mass production of eight-inch silicon-based GaN wafers.

Artificial intelligence

Chinese AI firms defend safety practices, push back on Western criticism

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Semiconductors

Mainland memory firms eye Hong Kong for funds to fuel ‘global ambitions’

Fintech

HKMA launches quantum readiness and cybersecurity projects for banks in AI era

Banking regulator sets fintech road map with quantum index and measures to boost security, data quality and skills.

“Computing equals productivity, but we can’t sacrifice security while making innovations,” says Arthur Yuen of the HKMA. Photo: Eugene Lee
“Computing equals productivity, but we can’t sacrifice security while making innovations,” says Arthur Yuen of the HKMA. Photo: Eugene Lee
Artificial intelligence

Funding surge powers Chinese robotics firms as focus shifts to humanoid ‘brains’

State-backed funds, Big Tech drive fresh capital into robotics companies, betting on operating systems that underpin humanoid intelligence.

Artificial intelligence

Compact AI model from China’s StepFun outshines rivals from DeepSeek, Moonshot

StepFun says its lightweight model Step 3.5 Flash aims to redefine efficiency and reasoning in China’s growing AI race.

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Macau

Uber enters first Asian market in years with Macau relaunch

Riders can hail taxis in the gambling hub, or reserve limo service to and from Hong Kong, via the Uber app from Tuesday.

A view of the Macau peninsula from Macau Tower on December 19, 2024. Photo: Eugene Lee
A view of the Macau peninsula from Macau Tower on December 19, 2024. Photo: Eugene Lee
Artificial intelligence

‘Value for money’: OpenClaw picks Chinese AI models for cost edge over US rivals

OpenClaw adds Moonshot AI’s Kimi and MiniMax as Chinese open-source AI models gain global appeal for cost and performance.

Artificial intelligence

Red packet rumble: will Tencent’s cash giveaway work again in crowded AI market?

Analysts say strong competition from ByteDance, DeepSeek, Ant Group and Alibaba may prevent Tencent’s Yuanbao from repeating WeChat glory.

Artificial intelligence

Alibaba’s Qwen ramps up AI app race with Spring Festival giveaway blitz

Alibaba unveils US$432 million campaign to push mass-market adoption of its AI as rivalry with Tencent, Baidu and ByteDance intensifies.

Alibaba’s Spring Festival campaign will be launched across its ecosystem that includes shopping platform Taobao and on-demand retail and food-delivery service Shangou. Photo: Simon Song
Artificial intelligence

China’s AI labs race to debut latest models before Lunar New Year

More firms expected to follow Alibaba and Moonshot with model releases, as the festival becomes a key period to establish visibility.

A mobile phone’s screen shows the logo of China’s Zhipu AI in Beijing on January 21, 2026. Photo: AFP
A mobile phone’s screen shows the logo of China’s Zhipu AI in Beijing on January 21, 2026. Photo: AFP
Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

Robotics

‘Optimus chain’: Chinese suppliers form backbone of Tesla’s humanoid robot plans

Tesla’s pivot to producing humanoid robots is expected to engage a network of key Chinese component makers.

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Semiconductors

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.

The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock
Semiconductors

Chinese firms set for market growth as the global memory super cycle heats up

Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.

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Artificial intelligence

Ant Group’s open-source push aims to move robots from lab demos to real-world work

Flashy robots can dance and backflip on cue, but Ant Group is betting open-source AI can take them beyond scripted moves.

Artificial intelligence

China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts

The two firms’ actions are poised to further intensify the global AI arms race.

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Artificial intelligence

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

Zhenwu 810E, released by T-head on its official website on Thursday, was designed for both AI training and inference. Photo: Handout
Zhenwu 810E, released by T-head on its official website on Thursday, was designed for both AI training and inference. Photo: Handout
Artificial intelligence

China’s cloud giants race to support Moltbot, the ‘AI that actually does things’

Hyperscalers embrace the AI agent, which can execute tasks without step-by-step instructions, but privacy concerns loom large.

Semiconductors

Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs

The launch of the Zhenwu 810E marks the latest initiative by China’s Big Tech firms to develop a domestic alternative to Nvidia’s AI chips.

Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

Jensen Huang says Nvidia’s engineering staff in Taiwan have outgrown their existing office. Photo: Reuters
Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

ASML CFO Roger Dassen attends a news conference after the company’s fourth-quarter earnings report in 2020. Photo: Reuters
ASML CFO Roger Dassen attends a news conference after the company’s fourth-quarter earnings report in 2020. Photo: Reuters
Semiconductors

Hygon’s chips ‘safe’ from AMD security flaw amid China’s tech self-reliance push

That result shows Hygon’s efforts in redesigning the chip architecture licensed from AMD with self-developed innovations.

Artificial intelligence

Moonshot’s newest release narrows US-China AI model development gap: analysts

Kimi K2.5 raises questions about the potency of US controls on advanced chips to constrain China’s AI efforts, Brookings’ Kyle Chan says.

4
Semiconductors

Beijing weighs H200 imports amid uncertainty for China tech giants

More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push.

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The first batch of Nvidia chip shipments is expected to go to China’s Big Tech companies. Photo: Shutterstock
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