TOPIC

/ company

Nvidia

Nvidia is one of the most valuable companies in the semiconductor industry. Founded by Taiwan-born American businessman Jensen Huang, it holds a near monopoly on graphics processing units used to train AI systems.

Chairman / President

Jensen Huang

CEO / Managing Director

Jensen Huang

CFO / Finance Director

Colette Kress

Industry

Semiconductors

Website

nvidia.com

Headquarters address

2788 San Tomas Expressway, Santa Clara, CA 95051, United States

Stock Code

NASDAQ:NVDA

Year founded

1993

Nvidia CEO Jensen Huang proposes a toast during dinner at an izakaya in Tokyo on Wednesday. Photo: Reuters

Japan

Nvidia chief Jensen Huang seals Japan robotics push after ‘yakitori summit’

Huang has shown his personable side by dining with business partners at local restaurants during his recent visits to other countries.

2 hours agovideocam

US-China relations

US hardens AI stance on China as Anthropic calls for extending lead

16 Jul 2026 - 6:05AM

China stock market

Chinese AI stock trade remains intact despite 10% correction, Fed jitters

15 Jul 2026 - 2:34PMvideocam

US-China trade war

US says Nvidia’s H200 exports to China remain ‘trivial’ despite approvals

US commerce official Jeffrey Kessler says only a ‘very small quantity’ of AI chips have reached mainland China and Hong Kong so far.

15 Jul 2026 - 5:13AMvideocam

A top US official told Congress on Tuesday that "very few" Nvidia H200 chips have been shipped to China or Hong Kong to date. Photo: Reuters

Technology

Opinion | Clash of the tech titans: China’s quiet industry vs loud US innovation

At the heart of the battle for AI dominance is a deeper contest between two very different leadership styles.

14 Jul 2026 - 4:30PMvideocam

US-China tech war

Nvidia’s future challenger? Chinese start-up reveals aggressive AI chip road map

As US sanctions block access to advanced lithography, a Shanghai-based firm bets on chip redesign, 3D memory stacking to break bottlenecks.

14 Jul 2026 - 2:02AMvideocam

Semiconductors

Chinese chip start-up launches 8-inch production line pilot for 2D chips

The company says the production line launch marks a critical step towards China’s drive for tech self-sufficiency.

11 Jul 2026 - 1:20PM

A Chinese chip start-up has launched what it claims to be the world’s first 8-inch production line for two-dimensional (2D) semiconductors. Photo: qq.com

Artificial intelligence

What are AI ‘world models’ and why is China becoming a top testing ground?

Increasingly, AI systems are expected to predict how environments will respond to actions before they are taken.

10 Jul 2026 - 8:30PM

US-China tech war

Nvidia gets China boost, Iran ceasefire breaks, GDP release

This week: China allows limited imports of Nvidia H200 chips, the US and Iran resume attacks in the Middle East, and a Chinese submarine fires a test missile into the Pacific Ocean. Next week: Second-quarter GDP numbers come out, CXMT starts mainland IPO, Hong Kong Book Fair opens its doors, and more.

13 Jul 2026 - 9:50AM

Semiconductors

Game-changer? Why China is finally letting its AI firms buy the Nvidia H200

Beijing aims to ‘temporarily ease the training bottleneck’ in China’s AI industry, but it remains focused on tech self-sufficiency, analysts say.

9 Jul 2026 - 11:54PM

Beijing is reportedly set to allow limited purchases of Nvidia’s H200 graphics processing unit. Photo: Nvidia

Semiconductors

Why Chinese AI labs like DeepSeek and Zhipu are looking beyond models to chips

Custom silicon allows for hardware optimisation tailored to specific architectures, such as the DeepSeek-R1 model.

9 Jul 2026 - 4:00PM

Custom AI chips offer better performance per dollar and per watt when designed around a hyperscaler’s own software stack and data-centre architecture. Photo: Shutterstock Images

Artificial intelligence

China’s circuit-board makers push capex towards record to feed AI boom

Hundreds of millions of dollars invested in high-end plants as more than 20 PCB makers disclose aggressive expansion plans.

8 Jul 2026 - 10:00PM

China economy

Opinion | Are the US’ AI models better than China’s? That may be beside the point

Rather than fight US frontier AI control, China is thinning the margins of premium AI with cheap-enough, good-enough models for mass adoption.

8 Jul 2026 - 4:30PMvideocam

Semiconductors

China’s Biren seeks US$900m to fund GPU push and challenge Nvidia

The company says 60 per cent of the fresh capital will be for commercialisation and mass production of next generation general-purpose GPUs.

6 Jul 2026 - 5:14PM

Biren Technology chairman and CEO Zhang Wen at the company’s listing ceremony in Hong Kong, January 2, 2026. Photo: Jonathan Wong

Science

Chinese team’s brain-mimicking chip ‘up to 478 times faster than Nvidia GPU’

New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says.

4 Jul 2026 - 7:30PMvideocam

The breakthrough “opens up new possibilities for brain-computer interfaces and the diagnosis and treatment of brain diseases”, lead author of study published in Science says. Photo: Shutterstock

Banking & finance

‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble

China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.

3 Jul 2026 - 8:00AM

US-China relations

US lawmakers push for fewer tax breaks to reduce reliance on China technology

Congressman Nathaniel Moran also warns US business leaders of corporate America’s growing ‘toxic relationship’ with ‘adversary’ Beijing.

4 Jul 2026 - 12:40AMvideocam

Singapore

Singapore seizes US$42.4 million bungalow linked to Nvidia chip fraud

Police have issued a prohibition of disposal order against the mansion and seized about US$770,000 as part of the probe.

1 Jul 2026 - 4:33PMvideocam

The seized mansion is believed to be at 12 Chee Hoon Avenue. Photo: Google Maps

Artificial intelligence

The AI industrial revolution: why US faces a historic tech reckoning from China

From EVs to robotics, China’s advancement in cutting-edge tech has seen it shake off the West’s long-standing belief in US exceptionalism.

1 Jul 2026 - 6:47AMvideocam

Robotics

Now hiring: Nvidia’s robotics team ramps up its China talent hunt

The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment.

30 Jun 2026 - 9:30PM

Semiconductors

Beyond GPUs: AI-driven shortages hit chip materials and components

Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices.

30 Jun 2026 - 7:00PM

Workers in the clean room of a 300mm wafer fabrication plant operated by Infineon Technologies in Dresden, eastern Germany, on June 10, 2026. Photo: AFP

Artificial intelligence

Meituan claims China’s biggest AI model trained on local chips

LongCat-2.0 boasts 1.6 trillion parameters and a million-token context window, on par with DeepSeek’s latest flagship model.

30 Jun 2026 - 2:59PM

Meituan said the model was built entirely on “large-scale clusters of tens of thousands of AI ASIC superpods". Photo: Shutterstock Images

ByteDance

Exclusive | ByteDance targets early next year for next-generation CPU: sources

To accelerate development and help secure foundry capacity, ByteDance is collaborating with US chipmaker Qualcomm.

29 Jun 2026 - 8:00PM

Semiconductors

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

Big Fund-invested Piotech plans to acquire Wuxi Shangji and diversify into wafer-bonding, leveraging a big revenue surge to capture the local tool market.

29 Jun 2026 - 7:30PMvideocam

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.

28 Jun 2026 - 7:00PM

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.

28 Jun 2026 - 1:00PM

A view of Exchange Square in Central. Photo: Jelly Tse

Artificial intelligence

For China’s tech workers, AI ‘optimisation’ sounds like ‘unemployment’

China’s office workers are worrying whether their jobs can be done by artificial intelligence – and whether their companies will make the switch.

27 Jun 2026 - 11:06AMvideocam

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’.

25 Jun 2026 - 10:48PMvideocam

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Nvidia

Nvidia chief Jensen Huang seals Japan robotics push after ‘yakitori summit’

Huang has shown his personable side by dining with business partners at local restaurants during his recent visits to other countries.

US hardens AI stance on China as Anthropic calls for extending lead

Chinese AI stock trade remains intact despite 10% correction, Fed jitters

US says Nvidia’s H200 exports to China remain ‘trivial’ despite approvals

US commerce official Jeffrey Kessler says only a ‘very small quantity’ of AI chips have reached mainland China and Hong Kong so far.

.css-1pcrwvc{color:#2aa191;}Opinion | Clash of the tech titans: China’s quiet industry vs loud US innovation

At the heart of the battle for AI dominance is a deeper contest between two very different leadership styles.

Nvidia’s future challenger? Chinese start-up reveals aggressive AI chip road map

As US sanctions block access to advanced lithography, a Shanghai-based firm bets on chip redesign, 3D memory stacking to break bottlenecks.

Chinese chip start-up launches 8-inch production line pilot for 2D chips

The company says the production line launch marks a critical step towards China’s drive for tech self-sufficiency.

What are AI ‘world models’ and why is China becoming a top testing ground?

Increasingly, AI systems are expected to predict how environments will respond to actions before they are taken.

Nvidia gets China boost, Iran ceasefire breaks, GDP release

Game-changer? Why China is finally letting its AI firms buy the Nvidia H200

Beijing aims to ‘temporarily ease the training bottleneck’ in China’s AI industry, but it remains focused on tech self-sufficiency, analysts say.

Why Chinese AI labs like DeepSeek and Zhipu are looking beyond models to chips

Custom silicon allows for hardware optimisation tailored to specific architectures, such as the DeepSeek-R1 model.

China’s circuit-board makers push capex towards record to feed AI boom

Hundreds of millions of dollars invested in high-end plants as more than 20 PCB makers disclose aggressive expansion plans.

Opinion | Are the US’ AI models better than China’s? That may be beside the point

Rather than fight US frontier AI control, China is thinning the margins of premium AI with cheap-enough, good-enough models for mass adoption.

China’s Biren seeks US$900m to fund GPU push and challenge Nvidia

The company says 60 per cent of the fresh capital will be for commercialisation and mass production of next generation general-purpose GPUs.

Chinese team’s brain-mimicking chip ‘up to 478 times faster than Nvidia GPU’

New chip performs data storage and computation in a single memory array, enabling real-time modelling of complex brain structures, team says.

‘Big Short’ 2.0? US hedge fund manager warns of a global AI bubble

China’s AI stocks entered the second half of 2026 with improving earnings momentum, but scepticism about the sector is increasing.

US lawmakers push for fewer tax breaks to reduce reliance on China technology

Congressman Nathaniel Moran also warns US business leaders of corporate America’s growing ‘toxic relationship’ with ‘adversary’ Beijing.

Singapore seizes US$42.4 million bungalow linked to Nvidia chip fraud

Police have issued a prohibition of disposal order against the mansion and seized about US$770,000 as part of the probe.

The AI industrial revolution: why US faces a historic tech reckoning from China

From EVs to robotics, China’s advancement in cutting-edge tech has seen it shake off the West’s long-standing belief in US exceptionalism.

Now hiring: Nvidia’s robotics team ramps up its China talent hunt

The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment.

Beyond GPUs: AI-driven shortages hit chip materials and components

Makers of power semiconductors, including Germany’s Infineon, US-based Texas Instruments and China’s Yangjie Technology, have raised prices.

Meituan claims China’s biggest AI model trained on local chips

LongCat-2.0 boasts 1.6 trillion parameters and a million-token context window, on par with DeepSeek’s latest flagship model.

.css-1f6sr3w{color:#727272;}Exclusive | ByteDance targets early next year for next-generation CPU: sources

To accelerate development and help secure foundry capacity, ByteDance is collaborating with US chipmaker Qualcomm.

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

Big Fund-invested Piotech plans to acquire Wuxi Shangji and diversify into wafer-bonding, leveraging a big revenue surge to capture the local tool market.

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.

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.

For China’s tech workers, AI ‘optimisation’ sounds like ‘unemployment’

China’s office workers are worrying whether their jobs can be done by artificial intelligence – and whether their companies will make the switch.

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’.

Opinion | Clash of the tech titans: China’s quiet industry vs loud US innovation

Exclusive | ByteDance targets early next year for next-generation CPU: sources