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Artificial intelligence
Self-driving cars and autonomous vehicles
China digital currency
Alibaba
Tencent Holdings
Pinduoduo
Xiaomi
Baidu
JD.com
Kuaishou
AI computing and data centre demand are new power consumption drivers, according to Ganfeng Lithium. Photo: Getty Images
Business of climate change

Ganfeng Lithium sees surge in battery demand amid China-US energy rivalry

Executives project an ‘explosive growth’ in energy storage, with Chinese firms extending their lead amid AI and data centre demand.

Artificial intelligence

Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips

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Artificial intelligence

Zhipu AI revenue jumps 132% in first post-IPO report, missing estimates

Apple

Apple’s accidental AI feature release in China risks regulatory backlash: expert

Mainland China users briefly access Apple Intelligence before the update vanishes, raising questions over compliance and regulatory approval.

The short-lived roll-out comes amid nearly two years of anticipation in China, where Apple Intelligence has yet to launch despite its release in major markets. Photo: Shutterstock
The short-lived roll-out comes amid nearly two years of anticipation in China, where Apple Intelligence has yet to launch despite its release in major markets. Photo: Shutterstock
Semiconductors

Biren, Iluvatar CoreX post triple-digit revenue growth as AI chip race heats up

Other Chinese AI chipmakers, including Cambricon, Moore Threads and MetaX, also posted stellar revenue growth for 2025.

DeepSeek

‘I no longer knew how to work without it’: DeepSeek outage cuts off millions

Chinese AI start-up restores chatbot service by Monday morning after overnight disruption affects millions of users.

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Artificial intelligence

What is Yuanjie, the Chinese chipmaker whose share price has soared nearly 900%?

Yuanjie’s rise underscores how China’s optical chip firms are riding the AI infrastructure boom, with data centre demand driving growth.

Many companies have capitalised on China’s AI infrastructure build-out. Photo: AFP
Many companies have capitalised on China’s AI infrastructure build-out. 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

ByteDance adds watermarking, IP checks to Seedance 2.0 ahead of global launch

TikTok parent ByteDance says guardrails will protect Seedance 2.0 as it expands globally despite intense scrutiny from Hollywood.

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Semiconductors

Samsung, SK Hynix step up China investments to combat global AI memory shortage

Despite the renewed investments, the trend may be difficult to sustain as China remains under US export controls, say analysts.

A screen shows an image of a Samsung DRAM in the company’s showroom in Seoul, August 2, 2019. Photo: AFP
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
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.

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.

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.

Meituan food delivery riders gather during a work break in Chongqing on November 21, 2025. Photo: Getty Images
Artificial intelligence

China’s Kuaishou slumps as analysts flag growth pressure despite strong results

Short-video giant’s core advertising and live-streaming businesses face headwinds while AI investments weigh on margins, analysts say.

The warnings came after Kuaishou reported fourth-quarter revenue of US$5.7 billion. Photo: Getty Images
The warnings came after Kuaishou reported fourth-quarter revenue of US$5.7 billion. Photo: Getty Images
China’s private sector

China’s obesity drug makers take on global giants as Novo Nordisk patent expires

Patent expiry of blockbuster drug opens door for Chinese drug makers to challenge multinationals in booming weight-loss market.

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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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.

WeRide’s planned entry into Hong Kong aims to cover both robotaxis and robobuses. Photo: Getty Images
WeRide’s planned entry into Hong Kong aims to cover both robotaxis and robobuses. Photo: Getty Images
US-China tech war

US move to ban China routers as part of onshoring push could be uphill battle

Foreign router makers seeking conditional approval must disclose details such as corporate structure and supply-chain information.

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Banking & finance

HKIC, Gobi Partners and HKU launch fund to back university research start-ups

Gobi-HKU Fund I makes first bets at launch, investing in robotics and AI drug design spin-offs born from university research breakthroughs.

Artificial intelligence

Surging demand for AI agents fuels Hong Kong’s race for computing power

Hong Kong currently has 5 ExaFLOPS of computing power, compared with 60 ExaFLOPS in Beijing and 120 ExaFLOPS in Shanghai.

The current Hong Kong administration has made significant strides in building up its AI infrastructure. Photo: Reuters
Semiconductors

Explainer | Why Hong Kong is betting on RISC-V to build a global open-source chip hub

RISC-V has been gaining popularity over the past few years, with the potential to become a major alternative to Intel’s x86 and Arm.

RISC-V chips are a crucial part of China’s broader efforts to achieve tech self-sufficiency. Photo: Handout
RISC-V chips are a crucial part of China’s broader efforts to achieve tech self-sufficiency. Photo: Handout
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.

Artificial intelligence

Tencent adds ClawBot plug-in to WeChat amid OpenClaw boom and privacy warnings

With over 1 billion users, WeChat becomes Tencent’s biggest OpenClaw campaign, bringing into focus opportunity and regulatory caution.

Alibaba

Alibaba unveils AI agent platform to automate global e-commerce for small businesses

The agents work as ‘virtual employees’ to tackle various tasks, including market analysis, design, sourcing and inventory monitoring.

The Alibaba logo is displayed at the China International Fair for Trade in Services in Beijing, September 10, 2025. Photo: Reuters
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