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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
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TikTok
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Alibaba is stepping up its data centre push globally as part of its US$56.3 billion AI capital expenditure commitment set out last year. Photo: dpa
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

Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

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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Huawei Technologies’ Compute Architecture for Neural Networks requires developers to rewrite and optimise large amounts of code. Photo: Shutterstock
Huawei Technologies’ Compute Architecture for Neural Networks requires developers to rewrite and optimise large amounts of code. Photo: Shutterstock
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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Artificial intelligence

What triggered Goldman Sachs to lift its China AI revenue forecast by 30%

Bank forecasts a sharp revenue surge after Chinese AI models slash costs, boost capabilities and capture global token share.

Goldman Sachs boosted its year-end annualised recurring revenue projection for mainland Chinese AI models to US$13 billion from US$10 billion. Photo: Shutterstock
Goldman Sachs boosted its year-end annualised recurring revenue projection for mainland Chinese AI models to US$13 billion from US$10 billion. Photo: Shutterstock
Artificial intelligence

Chinese data centre component firms hammered as US drafts ban

Shares of firms including Zhongji Innolight, newly listed in Hong Kong, dive on news US is working on plan to ban imports from China of new models of their core product.

Robotics

China’s X Square Robot submits confidential filing for Hong Kong IPO: sources

The start-up joins a growing list of domestic robot makers in China raising capital.

Artificial intelligence

Tencent ramps up overseas AI push with wider roll-out of flagship Hy3 model

Hy3’s release is the first major update in Tencent’s AI strategy since former OpenAI researcher Yao Shunyu joined the Chinese tech giant.

The Tencent logo. Photo: Reuters
Artificial intelligence

Has a Chinese physical AI start-up manipulated a global ranking to beat Nvidia?

Spirit AI’s Spirit v1.6 briefly dethroned Nvidia on the RoboArena robotics benchmark, but the model was then removed following a methodology overhaul.

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A woman poses next to humanoid robots by Spirit AI during the World Artificial Intelligence Conference in Shanghai on July 18. Photo: AFP
A woman poses next to humanoid robots by Spirit AI during the World Artificial Intelligence Conference in Shanghai on July 18. Photo: AFP
US-China tech war

China embraces basic science as US downplays it amid AI race

Top official greets scientists doing research from foundational to frontier, with country committed to raising R&D spending by at least 7 per cent a year.

Semiconductors

China boosts chip-design safeguards amid tech self-sufficiency push

Revised rules sharpen penalties and expand rights, underscoring Beijing’s strategy to build resilience across semiconductor and AI ecosystem.

Artificial intelligence

Potential US ban on Chinese AI models could cost businesses US$12 billion a year

Washington is reportedly mulling a ban on foreign open-source AI models, but the move would likely raise costs for a slew of US companies.

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A worker stands at the booth for Chinese start-up Moonshot AI’s Kimi K3 during the World AI Conference in Shanghai. Photo: AP
Artificial intelligence

OpenAI blinks in face-off with Chinese rivals, making big price cuts

Dramatic move makes GPT-5.6 Luna the ‘most attractive’ in intelligence-per-dollar rankings, above Zhipu AI’s GLM-5.2 and MiniMax’s M3.

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OpenAI CEO Sam Altman arrives for a meeting at the White House in Washington on July 30. Photo: Reuters
OpenAI CEO Sam Altman arrives for a meeting at the White House in Washington on July 30. Photo: Reuters
Robotics

Unitree to launch IPO next week as US-China robotics rivalry intensifies

The Hangzhou-based firm will launch its listing in Shanghai next week, as a string of Chinese robotics start-ups pursue plans to go public.

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Semiconductors

Exclusive | ‘Science is a universal language’: US materials pioneer defends global ties

Elsa Reichmanis spent decades collaborating with Chinese science teams and says research should remain distinct from tech rivalry.

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Robotics

China’s smart-vacuum giants swept up in US robot ban, hitting top options

Washington’s expanding trade crackdown targets household electronics, focusing crosshairs on overseas firms supplying American homes.

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People watch as a Cyber X robot moves up and down stairs at a Dreame booth during the annual Consumer Electronics Show in Las Vegas, Nevada, in January. Photo: AFP
People watch as a Cyber X robot moves up and down stairs at a Dreame booth during the annual Consumer Electronics Show in Las Vegas, Nevada, in January. Photo: AFP
Artificial intelligence

China’s AI road map

China’s artificial intelligence strategy focuses on upgrading traditional sectors and integrating AI deeply in the economy to build an ‘intelligent civilisation’ by 2035.

Artificial intelligence

How ByteDance’s Seedance model empowers China’s nascent AI drama industry

China’s studios are using ByteDance’s model to cut production times from months to weeks and drive down video creation costs.

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Robotics

Tesla to benefit from US robot ban as Chinese rivals suffer knockback

Leading Chinese robot makers have ambitious overseas expansion plans, but Washington’s ban may force them to recalibrate.

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Humanoid robots pick and sort goods at a demonstration warehouse during an expo in Shanghai. Photo: Xinhua
Robotics

China sweeps global humanoid robot start-up ranking as US imposes ban

The LexisNexis study identified a ‘clear shift towards China’ in the humanoid robot race, with the US falling behind.

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Humanoid robots work on an imitation factory production line at a robot training centre in east China’s Jiangsu province. Photo: AFP
Humanoid robots work on an imitation factory production line at a robot training centre in east China’s Jiangsu province. Photo: AFP
Semiconductors

China chip dreams still face long road even after breakthrough

The reported start of production of chipmaking equipment in China has shaken up the global industry, even with efforts still trailing far behind leaders.

Artificial intelligence

Can Anthropic CEO’s chip ban proposal curb China’s AI advancements?

Dario Amodei wants the US to retain its AI advantage over China, highlighting distillation risks and advocating mandatory model safety tests.

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Artificial intelligence

Exclusive | Chinese AI developers may shift to ‘paid weights’: Goldman Sachs

As use of Chinese artificial intelligence soars, companies will look to boost revenue capture, says bank’s head of Asia internet research.

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Goldman Sachs Asia analyst Ronald Keung on July 22. Photo: Jonathan Wong
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