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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
Huawei Technologies
Meng Wanzhou
TikTok
ByteDance
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Smartphones
Eddie Wu Yongming, CEO of Alibaba Group, delivers a keynote speech at the firm’s Apsara Conference on Tuesday. Photo: Handout
Alibaba

Alibaba debuts ‘China’s most powerful’ AI chip, teases 10-trillion-parameter model

The tech giant also aims to scale its Alibaba Cloud global data-centre capacity to more than 20 gigawatts by 2032.

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China technology

Consumer MLCC frenzy cools in China, but AI server demand remains high

US-China tech war

As AI safety fears mount, can a US-China hotline prevent a global crisis?

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US-China tech war

Neither the US nor China can win the AI race alone, BofA analyst says

American power grid limits and China’s reliance on overseas chips mean both nations must lean on international cooperation.

An aerial photo shows a Google data centre in Henderson, Nevada. Photo: TNS
An aerial photo shows a Google data centre in Henderson, Nevada. Photo: TNS
Semiconductors

Chinese researchers plot path to 3-nm chips using older lithography tools

The breakthrough by the Chinese Academy of Sciences is far from mass production but shows China is tracking the road map of global leaders.

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Semiconductors

Chip foundries better shielded in AI slowdown than Asia-Pacific tech peers: S&P

Contract chipmakers like TSMC are well protected against spending contractions by hyperscalers, based on stress tests by the ratings agency.

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Huawei

China to see major shift to Huawei for AI model training in 2027: deputy chair

The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.

People visit an exhibition during Huawei Connect 2026 in Shanghai on Thursday. Photo: AFP
People visit an exhibition during Huawei Connect 2026 in Shanghai on Thursday. Photo: AFP
Huawei

How Huawei plans to bypass US chip curbs with its latest technology

The Chinese tech giant is leveraging its UnifiedBus technology to link hundreds or thousands of chips into single computing unit.

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Huawei

Huawei unveils latest tech to boost AI power, curb China’s Nvidia reliance

Its SuperPoD will face off against offerings by US rivals in the global computing power arena, including Nvidia’s NVL system.

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Artificial intelligence

As appetite for US rivals grows, global funds flock to China’s Moonshot: sources

Start-up draws intense international interest through offshore vehicles chasing alternatives to US systems, insiders say.

Moonshot has seen mounting interest from overseas players ranging from European investment firms to Middle East family offices. Photo: Reuters
Artificial intelligence

China is beating the US in consumer AI adoption, thanks to super apps: report

While the US has a lead in frontier AI, China’s advantage stems from distributing services through platforms tailored to local habits.

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The paid version of ByteDance’s Doubao app. Photo: CFOTO/Future Publishing/Getty Images
The paid version of ByteDance’s Doubao app. Photo: CFOTO/Future Publishing/Getty Images
Artificial intelligence

A ploy to entrench US lead? China pushes back on calls for slowdown in AI

Chinese researchers say a slowdown would protect established US incumbents while freezing latecomers out of the market.

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Artificial intelligence

The US and China are racing to build ‘self-improving AI’. Here’s what’s at stake

Both sides view ‘recursive self-improvement’ as a game-changer in the AI race. But who will get there first – and will it endanger us all?

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Artificial intelligence

Chinese optical supply chain relieved after US leaves transceivers off blacklist

The devices are emerging as central to artificial intelligence race, and China’s suppliers hold key market position.

Wiring is seen inside a Microsoft data centre in Mount Pleasant, Wisconsin, September 18, 2025. Photo: Reuters
Artificial intelligence

‘Freaked out’: why AI safety fears are spiking ahead of Xi-Trump summit

Experts fear Silicon Valley is hurtling towards a major cybersecurity incident. Meanwhile, US-China tensions are undercutting AI safety talks.

AI deceleration risks surrendering America’s technological lead to China, critics warn. Photo: Shutterstock
AI deceleration risks surrendering America’s technological lead to China, critics warn. Photo: Shutterstock
Semiconductors

Semiconductors | With novel chip in Huawei phone, China heads for computing reset

Chinese tech giant’s launch of Mate XT 2 handset is first commercial test of Kirin 9050 Pro, a product of its new chip design paradigm, LogicFolding.

Artificial intelligence

DeepSeek says new Flash AI model beats Kimi K3 on cyber, coding benchmarks

Developer’s V4.1 Flash launch highlights China’s AI battle, where efficiency and speed drive competition amid chip curbs.

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Semiconductors

Huawei’s new chip philosophy gets run out with debut smartphone

The trifold Mate XT 2 smartphone is a key test of Huawei’s ability to make chips using its new design approach.

Huawei’s Kirin 9050 Pro chip. Photo: Xinhua
Huawei’s Kirin 9050 Pro chip. Photo: Xinhua
Artificial intelligence

Amid China’s AI shift, JD.com bets on 3 million robots to automate logistics

The firm plans to retrain frontline workers for more technical roles, including maintenance of robots.

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Z.ai

Are Chinese AI stars Z.ai and MiniMax stuck in losses through 2030?

As both firms mature beyond early growth, an analyst says the industry is looking for a better metric for valuations.

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Artificial intelligence

DeepSeek seeks 150 engineers in hiring spree to overhaul back end systems

The company cited a rapid surge in user demand for AI and increased complexity of its computing systems.

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The DeepSeek logo displayed on smartphone screen. Photo: Shutterstock
Artificial intelligence

Why China’s AI giants spend far less and still shrink compute gap with US rivals

Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?

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US hyperscalers outspend their Chinese counterparts by a staggering margin, according to a report. Photo: Shutterstock
US hyperscalers outspend their Chinese counterparts by a staggering margin, according to a report. Photo: Shutterstock
Semiconductors

Huawei’s Tau Scaling Law chip overcomes overheating hurdle, paper shows

The research directly counters claims that vertical stacking creates a thermal bottleneck, the tech giant’s paper says.

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Artificial intelligence

In Focus | Will geopolitics put a potential Musk merger between a rocket and a hard place?

Security concerns in Beijing and Washington could create ‘bottleneck’ if Elon Musk attempts to combine the two flagship companies.

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US-China tech war

US-China AI agreement, G20 trade spat, inflation data

This week: The US and China both back limited AI regulation at G20 event, China blocks G20 communique criticising large trade surpluses, Xi visits Kyrgyzstan and Egypt. Next week: China factory-gate prices may rise for sixth month, August trade data may show further boom, SCMP holds Central Asia conference, and more.

Nvidia CEO Jensen Huang (left) and US Commerce Secretary Howard Lutnick. Photo: Getty Images via AFP
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