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China technology

China technology
Latest news, features and opinion on China’s technology industry, including AI, the US-China tech war, 5G, smartphone makers and apps, and issues surrounding China’s Great Firewall.
A Long March 7A rocket explodes shortly after lifting off from Wenchang, Hainan province, on Monday night. Photo: Social media screenshot
China's military weapons

China’s Long March 7A rocket explodes after launch, satellite lost

Rare failure ends a run of successful missions for the new-generation rocket, which was carrying the ChinaSat-4B communications satellite.

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Technology

Opinion | US does its robotics industry no favours by fencing it off from China

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China’s private sector

China’s drug firms set to compete on the world stage, analysts say

Electric & new energy vehicles

Can CATL’s milestone push flying cars closer to a commercial reality in China?

World’s top EV battery maker says aviation pack is ready for mass production after clearing a major safety test.

CATL’s subsidiary Autoflight, a drone maker, launched a waterborne vertiport to support the electric vertical take-off and landing (eVTOL) sector in November. Photo: Handout
Semiconductors

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

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

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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Moore Threads

China’s ‘little Nvidia’ plans Hong Kong listing after 147% revenue jump

The Chinese AI chip developer plans a listing in Hong Kong to deepen its ‘international strategic footprint’.

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People visit the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: Getty Images
Mainland China

China races to develop brain-computer interfaces that can be inserted in minutes

The technology – which allows patients to control digital devices using their thoughts – can be implanted like a stent in just a few minutes.

Artificial intelligence

Jevons Paradox: why China’s cheap AI models could be good for Silicon Valley

China’s open-weight models have led AI firms to slash prices, but they will also massively boost overall AI demand, analysts say.

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US-China relations

US judge blocks Pentagon’s ‘Chinese military’ label for WuXi AppTec

Court finds defence officials misread evidence involving a state-linked fund, Chinese universities and a PLA hospital.

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WuXi AppTec is one of China’s largest pharmaceutical research and manufacturing services companies. Photo: Handout
European Union

Europe hails AI gigafactory plan, but industry fears deeper US tech reliance

Brussels’ €30b tender for up to 7 AI hubs already benefits US chipmakers and could result in EU-funded computing capacity being sold to US tech giants.

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Industry insiders have welcomed the EU’s €30 billion AI gigafactory plan, but there is nothing to stop computing capacity from being sold to US tech giants. Photo: Reuters
Artificial intelligence

Cambricon posts 108% surge in revenue amid China’s massive AI chip drive

The Chinese AI chip giant saw revenue reach 6 billion yuan in the first half of the year, as Beijing pushes to replace foreign hardware.

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China trade

Lab-made diamonds ride AI demand for chip cooling as China leads industrial boom

Exports surge in first half of year, as the superior heat dissipation of diamonds expands market beyond jewellery, positioning China for further growth.

Semiconductors

Beyond lithography: Chinese chip toolmaker achieves wafer polishing breakthrough

While global attention focuses on the most advanced bottlenecks, domestic equipment makers are quietly closing the gap in other essential technologies.

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An exhibitor looks at a wafer during the Semicon China semiconductor exhibition in Shanghai on March 25. Photo: AFP
China’s private sector

Sugar for the pill: US$8b fund boosts Hong Kong’s biotech hub ambitions

Hong Kong Investment Corporation is stepping up its efforts to position itself amid Beijing’s challenge to US pharmaceutical dominance.

Clara Chan Ka-chai, CEO of Hong Kong Investment Corporation (HKIC) Photo: Enoch Yiu
Artificial intelligence

China’s Kimi K3 AI model escapes a closed cyber test: researchers

Kimi K3’s escape did not involve the hacking of an external system, unlike recent breaches by OpenAI and Anthropic models.

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Artificial intelligence

The ‘rice of electronics’: AI boom is fuelling China’s MLCC supply chain

Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity.

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Artificial intelligence

Unrelenting AI demand spawns new plant for PCB maker Victory Giant

Nvidia supplier to invest at least US$444 million in plant for ‘AI high-end electronic circuit smart manufacturing’ in southern city Huizhou.

A production line at Victory Giant Technology in Huizhou, in southern China’s Guangdong province. Photo: Handout
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.

US-China trade war

China adds US sanctions, drone curbs in trade tit-for-tat

Beijing tightens curbs on unmanned aerial vehicle exports after US robotics import ban, sanctions firms for aiding measures targeting Xinjiang.

China stock market

Chinese fund managers’ pursuit of AI plays backfires as hot tech stocks wobble

AI bets have been unravelling globally amid doubts about the investment returns on cloud-service infrastructure.

Mainland China funds that switched to tech stocks last month, abandoning long-held consumer plays, saw their net asset values fall amid doubts about tech sector investment returns. Photo: Getty Images
US-China trade war

China’s retaliation against US shows depth of its trade war strategy: analysts

Beijing’s latest export controls and sanctions against American companies show its ‘countermeasures framework and toolkit have come of age’.

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China has broadened its economic strategy, introducing a growing array of legal, regulatory, and trade measures to respond more forcefully to US sanctions. Photo: Shutterstock
Marine safety

China urged to protect underwater cables amid growing fears of ocean sabotage

Prominent policy journal says Beijing should pass a law to close the gap between traditional maritime law and modern grey-zone warfare.

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US-China tech war

Chinese optical-module stocks rebound as analysts weigh ‘mild’ US AI curbs

FCC plan would preserve existing supplies while targeting next-generation products, forcing Washington to balance security concerns with cost of replacing Chinese capacity.

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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
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.

The stock code of Zhongji Innolight is displayed in Exchange Square, Central, after its Hong Kong listing. Photo: Sam Tsang
US-China trade war

Beijing decries ‘bullying’ US tech curbs that ensnare Chinese firms and products

State mouthpiece warns that Washington’s bans on green energy and advanced manufacturing will backfire, while defending China’s open-source AI models.

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China-EU relations

What would a German audit for Chinese supply chain dependencies find?

Although many analysts deem the search long overdue, they warn that German leverage would be both hard to implement and short-lived.

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