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Semiconductors
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Smartphones
DeepSeek’s release of V4 has been followed by a wave of adoption among domestic semiconductor manufacturers and AI chipmakers. Photo: AFP
Semiconductors

China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

A growing list of Chinese firms – from Huawei to Cambricon – moves fast to integrate DeepSeek’s latest AI model across diverse architectures.

US-China tech war

AI | AI ecosystems in China and US grow apart amid tech war

Semiconductors

China’s chipmakers pour revenue into R&D, outpacing US ratios

US-China relations

US telecoms agency votes to expand tech crackdown on China

The FCC advanced a proposal to bar all Chinese labs from testing electronics, including phones, cameras and computers, for use in the US.

FCC chairman Brendan Carr delivers a speech in Barcelona in March. Photo: AFP
FCC chairman Brendan Carr delivers a speech in Barcelona in March. Photo: AFP
Semiconductors

Wingtech faces delisting risk after audit failure in wake of Nexperia saga

Wingtech says it is working to restore its internal system and gain full access to Nexperia China’s data to solve the audit issues.

Artificial intelligence

If it can’t stop the Meta-Manus AI deal, how can Beijing exert its authority?

Case shows US-China competition has expanded beyond chips and models to areas of engineering and product design, analyst says.

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US-China tech war

Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition

The failed Lumileds deal highlights the growing hurdles Chinese tech firms face in overseas acquisitions under tightening US policy.

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A worker produces LED chips on a production line in China’s Jiangsu province. Photo: Getty Images
A worker produces LED chips on a production line in China’s Jiangsu province. Photo: Getty Images
Artificial intelligence

Lightelligence on track with IPO plans as China’s AI photonics race gathers pace

Shanghai-based company aims to become Hong Kong’s first listed AI photonics chipmaker as AI infrastructure buildout drives momentum.

US-China tech war

China telecoms face US exit risk as FCC deepens crackdown on data centres

Chinese companies could be required to sell, transfer or shut down their US-based data centres and network nodes, analysts say.

Artificial intelligence

AI fuels global trade growth as China-US flows shift, McKinsey finds

Data-centre expansion and AI investment push global trade ahead of economic growth, consultancy says.

AI-linked goods accounted for about one-third of global trade growth last year, according to McKinsey. Photo: AFP
Artificial intelligence

China’s Zhipu AI open-sources GLM-5.1, raises prices to trim gap with US rivals

The company’s second price increase this year signals a push to monetise advanced AI models while keeping costs below US peers.

The move marks Zhipu’s second price increase this year, following a broader overhaul in February that lifted rates by more than 30 per cent. Photo: Shutterstock
The move marks Zhipu’s second price increase this year, following a broader overhaul in February that lifted rates by more than 30 per cent. Photo: Shutterstock
Semiconductors

Proposed US chip curbs on China risk deeper supply chain disruption

New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.

Semiconductors

Chip, AI talent race heats up as Taiwan tightens crackdown on alleged poaching

The latest probes are part of Taiwan’s crackdown on mainland Chinese talent poaching, with 100 cases handled since 2020, according to MJIB.

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Artificial intelligence

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

Illustration by Victor Sanjinez
Artificial intelligence

Anthropic’s AI code leak ignites frenzy among Chinese developers

Chinese developers have been having a field day, scrambling to download copies of the leaked code and poring over files to learn detail.

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Anthropic has not made its services available in mainland China, citing national security concerns. Photo: dpa
Anthropic has not made its services available in mainland China, citing national security concerns. Photo: dpa
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.

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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Artificial intelligence

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP
Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP
Drones

China leads world in anti-drone patent race with US far behind, law firm finds

Patent filings for anti-drone technology surged 27 per cent last year amid rising global security concerns, says Mathys & Squire.

Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

Semiconductors

China warns of fresh chip crisis as Nexperia dispute flares up

China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.

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Nexperia is a key supplier of automotive semiconductors. Photo: AFP
Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
Smartphones

China’s Xiaomi steps up global push with flagship smartphone 17 series launch

The launch ahead of MWC Barcelona showcases Xiaomi’s push into premium market with new phones, tablet, smartwatch and concept hypercar.

Autonomous vehicles

Breakthrough or hype? How WeRide aims to edge rivals in crowded robotaxi field

WeRide says its world model has slashed costs to support global expansion, but investors question if it can deliver a lasting advantage.

Artificial intelligence

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

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The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP
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