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

A trader at the New York Stock Exchange. The S&P 500 has surged more than 23.5 per cent and the Nasdaq about 32 per cent since their recent lowest close on April 8. Photo: Xinhua

United States

S&P500, Nasdaq hit record highs on renewed AI bets, rate-cut hopes

A US-brokered ceasefire between Israel and Iran that sparked higher crude prices also boosted market confidence.

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US-China relations

Carmakers GM, Tesla and Ford lead list of US companies in China exposure: report

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World Economic Forum

Will China lead the next wave of AI, robotics evolution? Unitree CEO thinks so

26 Jun 2025 - 4:08PMvideocam

Artificial intelligence

Nvidia climbs to record high to become world’s largest stock again

With Wednesday’s gain, Nvidia overtakes Microsoft as the world’s largest stock.

26 Jun 2025 - 12:46PM

Nvidia is the world’s largest stock by market cap. Photo: Reuters

US-China relations

China-tied AI tools like DeepSeek face US federal ban over ‘threat’

Bipartisan bid would also prohibit American agencies from procuring or deploying such tech developed in Russia, Iran and North Korea.

26 Jun 2025 - 11:44PMvideocam

Artificial intelligence

China’s AI capital spending set to reach up to US$98 billion in 2025: BofA

Government investment is expected to account for US$56 billion, while China’s major internet firms are projected to contribute US$24 billion.

25 Jun 2025 - 7:00PMvideocam

Alibaba

Alibaba Cloud to bring AI capabilities to global data centres this year

The company operates more than two dozen data centres worldwide, including two in the US and one in London.

24 Jun 2025 - 5:00PMvideocam

Liu Weiguang, senior vice-president of Alibaba Cloud, speaks on stage during a company event in Shenzhen on Tuesday. Photo: Handout

Science

China can’t buy Nvidia’s RTX 4090. Now its optical chip is twice as fast

‘Optical computing … can meet AI’s ever-growing computational demands and unleash a wave of new applications’: Professor Xie Peng.

24 Jun 2025 - 1:37PMvideocam

US-China tech war

How Huawei’s silicon strategy defies US sanctions, advances China’s AI ambitions

Huawei is expected to ship about 700,000 Ascend AI processors in 2025, according to Mizuho estimates.

23 Jun 2025 - 11:57AM

Malaysia

My Take | Caught in the chip war, Malaysia must rethink its US–China balancing act

Allegations of Chinese chip access via Malaysia highlight the growing costs of staying neutral.

20 Jun 2025 - 10:30AMvideocam

A worker inspects semiconductor chips at the chip packaging firm Unisem (M) Berhad plant in Ipoh, Malaysia October 15, 2021. Photo: Reuters

Semiconductors

How Huawei’s AI chips outperform Nvidia’s in running DeepSeek’s R1 model

Performance of Huawei’s AI data centre architecture, CloudMatrix 384, illustrates the firm’s progress in overcoming US tech control measures.

19 Jun 2025 - 7:00PM

Huawei’s Ascend-based AI data centre architecture now rivals Nvidia’s own SGLang fast-serving framework. Photo: Shutterstock

Malaysia

Malaysia ‘stands firm’ on US chip curbs after alleged breach by Chinese company

Chinese engineers rented Malaysian data centres packed with high-end Nvidia chips to train their AI model, a newspaper report has alleged.

19 Jun 2025 - 3:41PMvideocam

SCMP Highlights

Trump breaks with G7 stance, Nvidia to attend China expo: SCMP daily highlights

From US tech giant Nvidia attending a China expo to the Fujian aircraft carrier’s possible commission, here’s a round-up from today’s coverage.

17 Jun 2025 - 9:15PM

US-China trade war

China hails Nvidia expo appearance as ‘vote of confidence’ amid tensions

The American chip giant will attend China’s flagship supply chain event for the first time in July, despite rising US-China friction over tech issues.

17 Jun 2025 - 4:00PMvideocam

Nvidia’s CEO, Jensen Huang, takes part in a media event in Taiwan. Nvidia will exhibit at China’s flagship supply chain expo for the first time in July. Photo: Reuters

Rare earths

My Take | China attains leverage in trade war on the back of its trump card: rare earths

Rare earths are vital components used in various modern technologies, including smartphones, EV batteries and precision-guided missiles.

17 Jun 2025 - 10:17AMvideocam

China dominates the global supply of rare earth elements, including 70 per cent of mining and around 90 per cent of refining these minerals. Photo: Shutterstock

US-China tech war

Huawei’s AI chip output limited to 200,000 in 2025, US commerce official says

That number falls short of Nvidia’s over 1 million China-specific H20 chips produced in the last nine months of 2024, analysts estimate.

13 Jun 2025 - 7:00PM

Semiconductors

AMD says new chips can top Nvidia’s in booming AI chip field

The new instalments in AMD’s MI350 chip series are faster than Nvidia counterparts and represent major gains over earlier versions, Su said.

13 Jun 2025 - 1:00PM

Semiconductors

Nvidia to exclude China from forecasts amid US chip export controls

‘I’ve told all of our investors … our forecasts will not include the China market,’ Nvidia CEO Jensen Huang told CNN.

13 Jun 2025 - 6:12AMvideocam

Nvidia CEO Jensen Huang at the Paris Expo Porte de Versailles in Paris, France on Thursday. Photo: AFP

US-China tech war

Nvidia CEO says Huawei has everyone ‘covered’ if US chip ban on China stays

Still, Jensen Huang says his company’s technology remains a generation ahead of those developed by Chinese rivals.

12 Jun 2025 - 9:44PM

Semiconductors

Nvidia bets on European AI push amid shrinking China revenue

The chip designer pledged to build 20 AI factories on the continent, including a German facility in the works to be equipped with 10,000 GPUs.

12 Jun 2025 - 4:00PM

Semiconductors

Huawei founder sheds light on China’s strategy to overcome US curbs

Ren Zhengfei’s comments underscore Huawei’s commitment to achieving chip self-sufficiency, with compound semiconductors playing a key role.

11 Jun 2025 - 9:00PM

Ren Zhengfei, founder of Huawei Technologies. Photo: Kyodo

China trade

China, US agree to ‘done deal’, Trump says, pending sign-off by President Xi

‘Full magnets, and any necessary rare earths, will be supplied, up front, by China,’ American leader adds, following trade talks in London.

12 Jun 2025 - 5:43AMvideocam

200

A man stands next to US and China flags at Lancaster House in London on Tuesday for the second day of trade talks between the US and China. Photo: Reuters

Artificial intelligence

iFlytek says using local chips in AI models extends development time by 3 months

Liu’s comments show how some Chinese tech companies are determined to improve their AI capabilities without access to Nvidia chips.

11 Jun 2025 - 6:00PM

US-China relations

The View | US crackdowns on academia will only send global talent elsewhere

The Trump administration’s war on international students need not impede efforts to create research platforms that transcend borders.

10 Jun 2025 - 4:30PM

Technology

Opinion | Who will win the AI contest of the century?

While the US and China appear to be in a two-horse race, no country can afford to ignore AI development and adoption.

6 Jun 2025 - 8:30PMvideocam

Tiangong Ultra, a humanoid robot, crosses the finish line first during the E-Town Humanoid Robot Half Marathon, in Beijing, on April 19. Photo: Reuters

Xiaomi

Xiaomi founder stays on as honorary chairman at Chinese software firm

Kingsoft Office is best known for its WPS Office software, a popular local alternative to Microsoft Office.

5 Jun 2025 - 6:00PM

Xiaomi founder, chairman and CEO, Lei Jun. Photo: AFP

US-China relations

Opinion | US-China trade war goes nuclear with Trump’s chip software ban

Sweeping ban, albeit hard to enforce, threatens to kneecap China’s semiconductor ambitions and endanger its national security.

4 Jun 2025 - 8:30PMvideocam

Huawei

Huawei claims better AI training method than DeepSeek using own chips

Huawei’s progress in AI model architecture could prove significant, as the company seeks to reduce its reliance on US technologies.

4 Jun 2025 - 8:00PMvideocam

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