Advertisement
Advertisement
TOPIC

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.
In a filing to the Shenzhen Stock Exchange on August 5, Shandong Sinocera Functional Materials says it is planning to expand its capacity for AI servers and vehicles. Photo: Handout
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.

Artificial intelligence

Unrelenting AI demand spawns new plant for PCB maker Victory Giant

Cybersecurity

China launches probe into Palo Alto Networks as US trade tensions intensify

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.

A Chinese-made drone takes to the skies over the US state of New Jersey. Photo: Reuters
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.

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’.

videocam
8
Advertisement
Advertisement
Advertisement
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.

videocam
7
Underwater fibre-optic cables carry about 99 per cent of global intercontinental data. Photo: Shutterstock
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.

videocam
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.

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.

videocam
5
A humanoid robot serves as a guide for visitors at the Space Museum of the Harbin Institute of Technology in northeast China’s Heilongjiang province. Photo: Xinhua
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.

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.

Hong Kong stock market

Mainland investors dodge AI tumult by extending buying spree in Hong Kong

Mainland traders poured US$8 billion into Hong Kong equities in July, eyeing refuge from global tech sector volatility, in a market trading at just 12.2 times earnings.

Exchange Square in Hong Kong’s Central district is seen last month. Photo: Jelly Tse
China stock market

China’s stock account openings slow in July amid tech sell-off

The number of new accounts opened on the Shanghai Stock Exchange was down 7 per cent month on month.

An electronic board displays stock index information in Beijing. Photo: Reuters
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.

China economy

Opinion | China’s economic shift may hinge on what migrant workers do next

Where migrant workers go, what sectors they serve and how many stay employed will shape whether productivity gains go beyond the most advanced sectors.

videocam
Advertisement
Advertisement
Advertisement
US-China relations

US AI leaders are using Chinese open models for cybersecurity. Here’s why

Andrew Ng and others argue accessible systems outperform overly restricted platforms on cybersecurity and transparency.

videocam
10
Anthropic has warned that powerful open-weight AI models could pose national security and biosecurity risks. Photo: Reuters
Israel

US-Saudi nuclear doubt, Boko Haram’s AI terrorism: 7 global relations reads

From US arms promises to EU sanctions and USMCA troubles, here are highlights from the SCMP’s overseas correspondents in July 2026.

Artificial intelligence

China’s MiniMax curbs overseas use of new AI video model amid copyright disputes

H3 model enters the generative video battleground, but licensing carve-outs restrict use in US, EU, UK and South Korea.

videocam
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.

videocam
4
A woman poses next to humanoid robots by Spirit AI during the World Artificial Intelligence Conference in Shanghai on July 18. Photo: AFP
Semiconductors

Chinese chip-tool maker AMEC says preliminary first-half profit up 282%

First-half outlook an early bellwether for domestic equipment sector as Chinese memory and advanced-logic fabs expand capacity.

AMEC chip-making equipment seen in a clean room setting. Photo: Handout
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.

Electric & new energy vehicles

Europe’s new EV power struggle sees Chinese giants seize record market share

Leading Chinese carmakers and an aggressive Tesla together command more than 13% of western Europe’s surging EV market.

videocam
China stock market

China’s AI rout triggers 14% margin retreat in record tech sell-off

Tech stocks plummeted in July as traders unwound leveraged positions, sparking a drop in margin financing and raising concerns in Beijing.

An investor walks by an electronic board displaying stock prices at a brokerage house in Beijing. China's stock traders unwound their leveraged positions in July, fuelling a brutal technology stock sell-off. Photo: AP
US-China trade war

US tech giants invited to discuss AI security tests at White House

Meta, Anthropic among companies to review voluntary framework on Tuesday as US government seeks early access to most advanced AI models.

videocam
Anthropic is among the leading US artificial intelligence developers that have agreed to discuss early access to its most advanced models with the Trump administration. Photo: Reuters
Artificial intelligence

Why tech firms are locking down tomorrow’s AI researchers today

China’s tech giants are luring fresh AI graduates by offering salaries that are 16 times the national average.

US-China relations

Trump election claims debunked, US-China AI gap: 7 US-China relations reads

From smaller US-China AI gap to crawfish soup on Mars, here are highlights from our overseas correspondents in the second half of July 2026.

Advertisement
Advertisement
Advertisement
Help preserve 120 years of quality journalism.
SUPPORT NOW
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement
Advertisement