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

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

Artificial intelligence

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

10 Jul 2026 - 8:30PM

US-China tech war

Nvidia gets China boost, Iran ceasefire breaks, GDP release

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

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

People try products at AI+ Power 2026, Hong Kong’s largest artificial intelligence expo and conference, at the Hong Kong Convention and Exhibition Centre in Wan Chai on June 4. Photo: Jonathan Wong

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

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

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

Michael Burry, the US hedge fund manager whose story was popularised in the 2015 film 'The Big Short', said in a Substack post on Tuesday that there were stretched valuations in AI-related markets. Photo: Getty Images

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

US lawmakers plan to deny certain tax incentives through the country's tax code to discourage businesses from relying on technology from China. Photo: Shutterstock

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

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

Visitors tour the Nvidia booth displaying humanoid robots at the China International Supply Chain Expo in Beijing on June 25, 2026. Photo: AP

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

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

China aims to boost its semiconductor self-sufficiency as Washington's export controls have tightened its access to advanced foreign chipmaking tools. Photo: Shutterstock

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

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

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

China’s private sector

Why Chinese competition, not geopolitics, is the biggest test for foreign firms

Multinationals remain committed to the Chinese market despite pressures, analyst says, citing the actions of Apple and Nvidia as evidence.

25 Jun 2026 - 8:30PM

Semiconductors

Kuaishou chip spin-off taps funding for in-house designs amid export controls

TranStreams raises an undisclosed amount in a Series A+ financing round this week led by QF Capital.

25 Jun 2026 - 6:30PM

Semiconductors

China’s Big Fund becomes SMIC’s third-largest shareholder after record buyout

The landmark deal consolidates the Big Fund as third largest owner of SMIC, China’s largest wafer foundry.

25 Jun 2026 - 5:36PM

SMIC's facilities in the Pudong district of Shanghai, China. Photo: AFP

Semiconductors

Semiconductors | Could China’s photonic chips help it leapfrog US on AI?

Light-based chips could take over AI model training and inference from US-made GPUs – and launch next-generation optical computing.

25 Jun 2026 - 4:01PM

Could China’s photonic chips help it leapfrog US on AI?

Artificial intelligence

Huawei and Cambricon tighten grip on China’s AI chip market as Nvidia slips

Huawei and Cambricon are set to dominate China’s AI server market as geopolitics and self-reliance accelerate Nvidia’s retreat.

25 Jun 2026 - 6:18PM

Hong Kong economy

Opinion | Hong Kong can take the regulatory high road amid US-China AI decoupling

As a global ‘sovereign AI premium’ emerges and US weaponisation of AI models triggers panic, Hong Kong can bridge diverging AI ecosystems.

25 Jun 2026 - 9:30AMvideocam

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Nvidia

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?

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.

.css-1pcrwvc{color:#2aa191;}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’.

Why Chinese competition, not geopolitics, is the biggest test for foreign firms

Multinationals remain committed to the Chinese market despite pressures, analyst says, citing the actions of Apple and Nvidia as evidence.

Kuaishou chip spin-off taps funding for in-house designs amid export controls

TranStreams raises an undisclosed amount in a Series A+ financing round this week led by QF Capital.

China’s Big Fund becomes SMIC’s third-largest shareholder after record buyout

The landmark deal consolidates the Big Fund as third largest owner of SMIC, China’s largest wafer foundry.

Semiconductors | Could China’s photonic chips help it leapfrog US on AI?

Light-based chips could take over AI model training and inference from US-made GPUs – and launch next-generation optical computing.

Huawei and Cambricon tighten grip on China’s AI chip market as Nvidia slips

Huawei and Cambricon are set to dominate China’s AI server market as geopolitics and self-reliance accelerate Nvidia’s retreat.

Opinion | Hong Kong can take the regulatory high road amid US-China AI decoupling

As a global ‘sovereign AI premium’ emerges and US weaponisation of AI models triggers panic, Hong Kong can bridge diverging AI ecosystems.

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

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