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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
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An illuminated ZTE logo is seen at the company’s booth at the Mobile World Congress 2026 in Barcelona, Spain Photo: Getty Images
US-China tech war

US agency to extend ban on Chinese telecoms tech to cover legacy gear

In December, the FCC banned the import of new models of Chinese drones, including those made by DJI, the world’s largest drone manufacturer.

Semiconductors

Top China chip toolmakers consolidate to build national champions, defy US curbs

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Artificial intelligence

Chinese AI model’s bug-hunting prowess narrows gap to US

Artificial intelligence

Faster AI, lower costs: DSpark eases bottlenecks and chip strain, says DeepSeek

Start-up unveils speculative decoding framework that speeds up inference by up to 85 per cent amid China’s push to overcome US AI curbs.

DeepSeek says DSpark delivers faster results and lower costs, marking a breakthough in inference. Photo: Reuters
DeepSeek says DSpark delivers faster results and lower costs, marking a breakthough in inference. Photo: Reuters
Semiconductors

As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC

Basic Semiconductor is the latest firm in the space to move forward with an IPO.

Artificial intelligence

How a Chinese physical AI start-up’s new paradigm bypasses US road maps

Shanghai-based Fysics AI says Fysiverse is a ‘new-generation physics-based world model that adheres to real-world physical laws’.

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Artificial intelligence

Mutually assured disruption? Why China wants its own Mythos AI deterrent

Anthropic’s Mythos has become a ‘cyber nuclear weapon’ that China cannot afford to leave in US hands alone, says 360 founder Zhou Hongyi.

China has called for the development of a domestic rival to the AI model, which has been likened to a 'cyber nuclear weapon'. Photo: AFP)
China has called for the development of a domestic rival to the AI model, which has been likened to a 'cyber nuclear weapon'. Photo: AFP)
US-China tech war

Tech giant ASML joins China trade trip even amid US risk to sales

Europe’s most valuable company is seeking to boost sales in China while its home government works to fend off tougher export controls from the US.

Semiconductors

Semiconductors | Could China’s photonic chips help it leapfrog US on AI?

Light-based chips could take over AI model training and inference from US-made GPUs – and launch next-generation optical computing.

Semiconductors

Micron posts record revenue on AI surge as China’s memory rivals gain ground

The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders.

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YMTC, China’s leading NAND flash maker, is benefiting from stronger demand for storage used in data centres. Photo: Shutterstock
Semiconductors

China’s JCET to build new plant in Shanghai to expand advanced chip packaging

US$1.15 billion investment underscores advanced packaging’s role in boosting China’s chipmaking capabilities amid rapid AI development.

Employees work in JCET’s plant in Jiangsu province. Photo: Getty Images
Employees work in JCET’s plant in Jiangsu province. Photo: Getty Images
Huawei

Danish court orders state to pay telecoms firm US$12m for Huawei gear removal

Court in Copenhagen says Huawei gear removal from TDC NET’s network went beyond regulation, entitling Danish firm to damages.

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Alibaba

Alibaba slashes Qwen AI model price during US working hours in fight for users

The aggressive price cut comes amid intense rivalry between US and Chinese artificial intelligence firms.

Huawei

Huawei partners win big as China Telecom snaps up servers for self-reliance

China Telecom’s 40,000-server procurement puts Huawei’s Kunpeng ecosystem in focus as Beijing pushes for greater use of domestic hardware.

Huawei Technologies has emerged as a major winner of China Telecom's multibillion-dollar high-performance server procurement programme. Photo: Reuters
Semiconductors

How the ASML China EUV saga points to tougher reality for country’s chip sector

If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches.

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A partially assembled ASML EUV machine is seen at the headquarters of Belgian chip research lab IMEC, in Leuven, Belgium, March 18, 2026. Photo: Reuters
A partially assembled ASML EUV machine is seen at the headquarters of Belgian chip research lab IMEC, in Leuven, Belgium, March 18, 2026. Photo: Reuters
Artificial intelligence

DeepSeek’s Harness team rushes to join the global AI agent race

Chinese AI start-up recruiting talent to build cutting-edge autonomous agents that adapt foundational language models into commercial tools.

Artificial intelligence

Zhipu, DeepSeek push China’s trillion-parameter AI frontier amid US clampdown

China’s AI developers deepen push into massive foundation models, backed by lower costs and investor momentum despite US restrictions.

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Artificial intelligence

Can Chinese silicon replace Nvidia? Here are 5 AI models trained on local chips

A growing number of Chinese AI labs are experimenting with shifting earlier model training phases onto domestic chips.

Chinese AI models have become increasingly competitive with their US peers, but the country’s AI hardware still lags significantly. Photo: Shutterstock Images
Chinese AI models have become increasingly competitive with their US peers, but the country’s AI hardware still lags significantly. Photo: Shutterstock Images
China’s private sector

Smart-driving chips: the weapon of choice in China’s EV tech war

Carmakers strive for more control over computing hardware to reduce reliance on Nvidia and Horizon Robotics.

United States

US judge dismisses Musk’s xAI trade secret lawsuit against OpenAI

A San Francisco judge said xAI failed to show that OpenAI induced former xAI engineer Xuechen Li to steal trade ⁠secrets.

Huawei

Can Huawei’s ‘chip queen’ help China beat the US tech blockade?

He Tingbo says her epiphany came from an ancient irrigation system in Sichuan province, built without modern machinery or electricity.

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Illustration by Henry Wong
Semiconductors

Facing US chip curbs, China launches photonics lab to power AI with light

Lab director says fundamental scientific challenges need to be overcome to achieve theoretical performance.

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The Wuxi Institute of Photonic Chips at Shanghai Jiao Tong University announced a major breakthrough a year ago: China’s first mass production of high-performance 6-inch thin-film lithium niobate chips. Photo: Handout
The Wuxi Institute of Photonic Chips at Shanghai Jiao Tong University announced a major breakthrough a year ago: China’s first mass production of high-performance 6-inch thin-film lithium niobate chips. Photo: Handout
Semiconductors

Can Huawei’s breakthrough help China’s chip design software firms catch US rivals?

Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy.

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Artificial intelligence

Anthropic’s Claude Fable 5 poses a challenge for China’s AI developers

Restrictions on access to the powerful model, ‘targeted at Chinese AI labs’, are sparking debate about safety, innovation and open research.

Artificial intelligence

Could the AI ‘self-evolution’ trend add fuel to the China-US tech war?

Anthropic says its Mythos model is edging closer to ‘recursive self-improvement’ as Chinese developers seek to close gap.

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Illustration: Brian Wang
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