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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
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A billboard showing a home-grown semiconductor chip at the Chinese International Supply Chain Expo in Beijing, June 26, 2026. Photo: Getty Images
Semiconductors

China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says

The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.

Banking & finance

Alibaba’s record stock sale adds to Hong Kong tech flood

Semiconductors

Cut off from Europe, Nexperia China eyes self-reliance through domestic wafers

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Alibaba

Top Alibaba executives purchase US$15m in shares following landmark AI placement

The personal investments from Joe Tsai and Eddie Wu follow firm’s 710 million share sale, one of China’s largest AI fundraising efforts.

The Alibaba booth at the China International Supply Chain Expo in Beijing on July 18, 2025. Photo: AP
The Alibaba booth at the China International Supply Chain Expo in Beijing on July 18, 2025. Photo: AP
US-China tech war

As talent tug of war rages, who are China’s most generous tech employers?

Companies are rolling out an unprecedented wave of stock grants amid fierce domestic headhunting and an intensifying US-China tech race.

China’s private sector

China clears Geely for landmark satellite test to spur commercial space drive

Geespace secures a two-year satellite IoT trial from MIIT, the first approval for a private Chinese firm.

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Artificial intelligence

Chinese AI firms forced to optimise software as local chips trail Nvidia’s

Surging token usage as artificial intelligence moves into large-scale deployment spurs search for new approaches.

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Chinese AI companies are optimising software to cope with surging workloads. Photo: Shutterstock Images
Chinese AI companies are optimising software to cope with surging workloads. Photo: Shutterstock Images
Artificial intelligence

Semiconductors | China’s supernodes go mainstream as AI model sizes grow

Giant arrays of AI chips, China’s way around US export curbs on the most advanced silicon, become widely available to meet growing compute needs of models, agents.

US-China tech war

SpaceSail’s record funding fuels China’s satellite challenge to Musk’s Starlink

Company pairs landmark capital with rapid satellite deployment and overseas expansion as China’s private aerospace sector breaks new ground.

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US-China tech war

Exclusive | Nokia to close almost all sites in mainland China by year end: sources

Retreating from China, once Nokia’s largest single-country market globally, would mark an acquiescence to domestic competition.

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The Nokia campus in Espoo, Finland. Photo: dpa
Artificial intelligence

Next silicon? AI data centre material faces price spike amid China supply crunch

Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.

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Indium phosphide is used to make lasers that convert electrical signals into light, crucial to the development of fibre-optic cables. Photo: Shutterstock
Indium phosphide is used to make lasers that convert electrical signals into light, crucial to the development of fibre-optic cables. Photo: Shutterstock
Semiconductors

Ingenic taps Hong Kong market to raise HK$3.2 billion for chip expansion

The semiconductor maker is set to raise a share offering in the city and begin trading later this month.

Robotics

Robotics | Chinese robots on the march despite tech war hurdles

Recent US ban on new robots is unlikely to prevent robotics becoming China’s next export engine after electric vehicles.

Artificial intelligence

Back in the Harness: DeepSeek continues its pivot towards agentic AI

With the launch of Harness, China’s DeepSeek continues to build the foundational digital scaffolding for autonomous AI agents.

A customer uses his phone in front of a board with the menu at AGI Bar in Beijing. Drinkers at the AI-themed bar in the city's tech district can even plug in to DeepSeek for free. Photo: AFP
Artificial intelligence

Zhipu launches GLM-5.3 model as China seeks Mythos-level edge in cyber defence

Company says GLM-5.3 outperformed leading US systems in cybersecurity tests, beating Anthropic’s Mythos 5 and OpenAI’s GPT-5.6 on CyberGym.

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Zhipu says it has tested GLM-5.3 with security teams in China against real-world codebases, identifying 2,436 vulnerabilities across 269 projects after expert review. Photo: Shutterstock
Zhipu says it has tested GLM-5.3 with security teams in China against real-world codebases, identifying 2,436 vulnerabilities across 269 projects after expert review. Photo: Shutterstock
Semiconductors

SMIC eyes expansion amid AI boom, Zhu Rongji dies, Shein nears IPO

This week: SMIC plans to boost chipmaking capacity on AI demand, former premier Zhu Rongji dies and retail investors flood Unitree IPO. Next week: Shein may open Hong Kong IPO, China retail sales may accelerate, Baidu and Alibaba post earnings, robots go on show in Beijing, and more.

Artificial intelligence

DeepSeek’s flagship AI model update underwhelms – except in cybersecurity

Chinese AI start-up’s model impresses in niche areas like cybersecurity but leaves some developers disappointed in its overall capabilities.

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Semiconductors

China’s YMTC breaks into top 3 flash-memory suppliers with 14% market share

The chipmaker captured a larger proportion of bit shipments, but still ranks fifth by revenue due to heavier exposure to lower-value products.

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The Wuhan-based chipmaker captured 14 per cent of global NAND bit shipments in the second quarter. Photo: Shutterstock
The Wuhan-based chipmaker captured 14 per cent of global NAND bit shipments in the second quarter. Photo: Shutterstock
Artificial intelligence

Zuckerberg cites China threat to US lead in AI manifesto

The Meta’s chief’s 6,500-word essay on artificial intelligence backs open systems and highlights China’s infrastructure edge as a threat to US leadership.

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.

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
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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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.

2026 Xi-Trump summits

Disputes over AI, robotics, trade mount ahead of planned Xi-Trump summit in US

Tech and trade rifts and forced labour claims test US-China cooperation ahead of Xi Jinping’s planned visit to Washington in September.

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Xi Jinping and Donald Trump shake hands after a visit to the Zhongnanhai Garden in Beijing, China, on May 15. Photo: Reuters
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