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Anthropic is expected to receive a record high valuation in its coming initial public offering. Photo: AP
Artificial intelligence

Why does Anthropic’s IPO prospectus have so many China ‘risk factor’ warnings?

The AI giant’s IPO filing is riddled with references to China-related risks, from open-weight models to Taiwan.

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Artificial intelligence

Moonshot apologises after botched Kimi K3.1 Pro launch, restores user quotas

Semiconductors

As Chinese chipmakers close the tech gap, South Korea races to protect its lead

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Artificial intelligence

Open Questions | Alibaba Cloud founder on how AI can unlock human potential

Wang Jian says artificial intelligence allows people to write software without coding skills and contribute to scientific discoveries without research training.

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Illustration: Henry Wong
Illustration: Henry Wong
Artificial intelligence

Open Questions | Why cloud computing pioneer Wang Jian thinks space is the next AI frontier

Alibaba Cloud founder says open-source, closed-source AI philosophies not at odds, calls for more Chinese cloud competition to strengthen industry.

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Artificial intelligence

China’s tech giants are paying 1 million yuan for a new kind of AI engineer

Firms are offering lucrative annual salaries to fill the engineering roles in a race to commercialise AI applications.

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Artificial intelligence

China’s AI compute power set to double, but heavily reliant on US chips: report

China’s remote access alone is expected to swell to 2.8 million H100-equivalents by the end of 2027, up from roughly 1 million this year.

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Chinese tech giants are scrambling to bolster domestic alternatives to Nvidia AI chips. Photo: Reuters
Chinese tech giants are scrambling to bolster domestic alternatives to Nvidia AI chips. Photo: Reuters
Semiconductors

Cambricon’s third quarter profit surges 148% amid push to replace Nvidia

Revenue reached 3.5 billion yuan, up 104.5 per cent from a year ago, beating the 75.8 per cent revenue increase seen in the second quarter.

DeepSeek

‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia

DeepSeek is likely to rely ‘primarily’ on Huawei’s ‘already mature and well developed’ technology stack by 2027 or 2028, SemiAnalysis says.

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DeepSeek

DeepSeek ban forces US firms to rethink using Chinese AI, experts say

Ban may ripple beyond government agencies, influencing how software firms, cloud providers and other businesses choose models.

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The US Department of Homeland Security has ordered federal civilian agencies to remove DeepSeek products and third-party services built on the Chinese AI model from their IT systems. Photo: dpa
Artificial intelligence

DeepSeek seeks ‘total victory’ with new open-source tool to slash AI cost

Open-source DeepInfer framework designed to make AI models cheaper and more efficient to deploy, Chinese start-up says.

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Deepseek says DeepInfer supports its V4.1-Flash model on both Nvidia’s SM100 Blackwell graphics processing units and Huawei Technologies’ Ascend 950 chips. Photo: Reuters
Deepseek says DeepInfer supports its V4.1-Flash model on both Nvidia’s SM100 Blackwell graphics processing units and Huawei Technologies’ Ascend 950 chips. Photo: Reuters
Artificial intelligence

Why Anthropic has a major China problem ahead of its blockbuster IPO

Surging demand for low-cost Chinese AI models is sparking investor jitters, with some fearing ‘massive capital destruction’ in Silicon Valley.

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Semiconductors

CXMT shares fall 7.8% despite record 9-month profit

The firm also forecasts a 742 per cent revenue surge year on year.

Artificial intelligence

What will China’s proposed AI tech export bans mean for open-weight technologies?

A key uncertainty is how open-weight AI technologies would be affected by the proposed controls.

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China’s proposed export bans and controls of AI technologies aim to tighten Beijing’s grip, experts say. Photo: Getty Images
Semiconductors

ASML eyes hybrid bonding, report finds, as Chinese firms adopt chip technique

The company has reportedly filed dozens of patent families related to the technology, which can improve chip performance.

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The logo of the Dutch company ASML on a stand at the China International Import Expo. Photo: dpa
The logo of the Dutch company ASML on a stand at the China International Import Expo. Photo: dpa
Artificial intelligence

China, US discuss AI as chip stock rout hits Asian markets

Chinese and US negotiators are holding regular AI talks as investors ditch once red-hot tech stocks.

Semiconductors

Lithography start-up provides glimpse of China’s chipmaking progress

Shanghai-based Langdao Silex displays self-developed EUV light-source system, marking crucial step in Beijing’s chip self-reliance drive.

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Semiconductors

ASML’s chip equipment sales to China soar 109% despite US export curb push

The Dutch firm expects China to account for 20 per cent of its total sales this year, even as the US pushes for tighter export restrictions.

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ASML engineers walk past an extreme ultraviolet (EUV) chipmaking machine at a company facility in Veldhoven, the Netherlands. Photo: Handout
ASML engineers walk past an extreme ultraviolet (EUV) chipmaking machine at a company facility in Veldhoven, the Netherlands. Photo: Handout
Semiconductors

China’s YMTC to grow revenue 6 times faster than peers as IPO nears: report

Country’s top NAND maker bets on enterprise SSDs and AI infrastructure to drive next phase of growth, Counterpoint says.

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Semiconductors

Huawei, once hobbled by US sanctions, passes 100 million Kirin chip milestone

The Chinese tech giant is also testing a next-generation processor and expanding its presence in the domestic AI chip market.

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Semiconductors

Iluvatar CoreX’s first AI computing supernode squeezes most GPUs in 1 system

The new system reduces token costs by 40 per cent, offering a local alternative amid US curbs.

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Chinese AI chipmaker Iluvatar CoreX debuted its first supernode solution on Monday. Photo: Handout
Robotics

OpenAI’s GPT-6 may lead to earlier robotics breakthrough: Unitree founder

Wang Xingxing says OpenAI’s latest advances have accelerated prospects for a ‘ChatGPT moment’ in embodied intelligence.

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A billboard in the AI section of the Chinese International Supply Chain Expo in Beijing. Photo: Getty Images
A billboard in the AI section of the Chinese International Supply Chain Expo in Beijing. Photo: Getty Images
Semiconductors

US chip sector has deep supply chain exposure to China: SIA report

US chip production relies on ‘vulnerable inputs hidden deep in upstream global supply chains’, SIA says.

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Artificial intelligence

Alibaba chairman says open source AI approach could be blueprint for Europe

Tsai argues that US export controls on advanced technologies have fuelled the development of China’s AI ecosystem.

Artificial intelligence

Anthropic claims Chinese AI firms secretly use Claude. Is it true?

If the claims are true, Beijing’s main concern would not be intellectual property theft or model copying, but data security, says one analyst.

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The Anthropic logo is seen during the Dreamforce 2026 technology summit in San Francisco, California, September 17, 2026. Photo: Reuters
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