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 decline in memory firms’ share prices started with Samsung and SK Hynix, then extended to include Chinese memory firms GigaDevice Semiconductor and Montage Technology. Photo: Shutterstock Images

Artificial intelligence

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

26 Mar 2026 - 9:25PM

Electric & new energy vehicles

China’s lidar giants pivot to robotics in boost supply chain dominance

26 Mar 2026 - 5:12PM

United States

Trump names CEOs of Meta, Nvidia to 13-member science and tech council

25 Mar 2026 - 11:32PM

Semiconductors

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

25 Mar 2026 - 10:13PM

People stream into the Semicon China exhibition in Shanghai on Wednesday. Photo: AFP

Science

China names AI tokens after the yuan. Should US worry for the dollar?

China has officially designated ciyuan as the translation for ‘token’, giving strong economic overtones to what has been a tech term.

25 Mar 2026 - 9:51PMvideocam

US-China trade war

US panel credits China’s AI edge to open-source models, manufacturing dominance

American Congressional commission concludes China’s open ecosystem has seen performance gaps narrowed with top Western large language models.

24 Mar 2026 - 6:41AMvideocam

Artificial intelligence

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

23 Mar 2026 - 10:44AM

Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP

Robotics

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI

China’s microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best, says Huang.

21 Mar 2026 - 6:18PM

US-China trade war

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

21 Mar 2026 - 7:09AMvideocam

Semiconductors

Huawei challenges Nvidia with powerful new AI accelerator card

The Atlas 350 can deliver 1.56 petaflops of FP4 computing power, a 2.8-times improvement over Nvidia’s H20 chip, an executive says.

20 Mar 2026 - 9:00PM

Huawei

Huawei capitalises on OpenClaw frenzy to boost computing demand for its chips

The company plans to launch AgentArts, an agent development platform for enterprises, on April 30 for public beta testing.

19 Mar 2026 - 8:00PM

Huawei posted revenue of more than 880 billion yuan in 2025, its second highest on record. Photo: Shutterstock

Semiconductors

Nvidia restarts H200 AI chip production as China allows sales

Chinese AI developers will snap up Nvidia H200 chips, as the government pushes the development of domestic alternatives.

18 Mar 2026 - 5:01PM

Hong Kong stock market

Hong Kong stocks extend win streak amid stabilising oil prices despite Iran war

Hang Seng Index rises for a third day, the longest run since January, as Wall Street rally and steadier oil prices boost mood.

18 Mar 2026 - 4:30PM

Jensen Huang

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

18 Mar 2026 - 6:31AM

Nvidia CEO Jensen Huang at the Nvidia GTC global AI conference in San Jose, California on Tuesday. Photo: Reuters

Semiconductors

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

17 Mar 2026 - 10:00PM

Nvidia CEO Jensen Huang speaks during the company’s annual GTC conference in San Jose on Monday. Photo: Bay Area News Group via AP

Iran

Southeast Asia faces spillover cyber risk from Iran war as ‘blast radius’ widens

Many Asean firms are tied into the global network in the Gulf, Europe and the US, facing the risk of cyberattacks linked to the war.

12 Mar 2026 - 6:06PMvideocam

Robotics

China’s Midea pledges US$8.7 billion for AI and robotics in pivot to automation

Robotics and physical AI are emerging as the next battleground for manufacturers seeking efficiency gains.

11 Mar 2026 - 10:30PM

2026 Trump-Xi summit

Exclusive | Could China’s rare earth supplies dictate how long US strikes on Iran go on?

The American military’s dependence on Chinese sources gives Beijing leverage in the lead-up to Trump’s trip, sources say.

10 Mar 2026 - 11:59PMvideocam

China accounted for 71 per cent of US rare earth element imports from 2021 to 2024, according to the US Geological Survey. Photo: Reuters

Semiconductors

China’s chip exports surge 73% as AI demand fuels semiconductor growth

Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.

10 Mar 2026 - 3:07PM

Artificial intelligence

OpenClaw fever: why is China rushing to ‘raise a lobster’?

Chinese consumers are using OpenClaw for everything from stock picking and report writing to slide decks, emails and coding.

13 Mar 2026 - 2:32PMvideocam

Technology

Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains

South Korea’s Kospi is the worst-hit in Asia, with Samsung Electronics and SK Hynix falling 11.7 per cent and 9.6 per cent, respectively.

4 Mar 2026 - 6:03PM

Currency dealers monitor exchange rates as an electronic screen shows South Korea’s benchmark stock index on Wednesday. Photo: AFP

Semiconductors

US considers capping Nvidia H200 sales at 75,000 per Chinese customer

Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181.

3 Mar 2026 - 7:45AMvideocam

The Nvidia headquarters in Santa Clara, California. Photo: EPA

Huawei

Huawei holds global debut for AI computing clusters in challenge to Nvidia

US-sanctioned Huawei Technologies brings ‘world’s most powerful’ AI compute systems to an international audience at MWC Barcelona 2026.

2 Mar 2026 - 3:53PMvideocam

China-EU relations

Is Europe, the world’s geopolitical punching bag, ready to hit back?

The EU could land a range of economic blows if it wants to be more than a lightweight, researchers say.

1 Mar 2026 - 10:00PMvideocam

Semiconductors

Chinese chip firms Cambricon, Moore Threads post sales jump on domestic demand

Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent.

27 Feb 2026 - 10:26PM

Chinese AI chip designer Cambricon posted its first annual profit since listing in 2020. Photo: VCG/VCG via Getty Images

Semiconductors

Moore Threads’ flagship AI chip compatible with latest Alibaba models

The semiconductor developer’s MTT S5000 chip achieves full-stack compatibility with the new Qwen3.5 series.

27 Feb 2026 - 5:50PM

Moore Threads’ latest initiative reflects how Chinese chip developers are rushing to support the country’s top-performing AI models. Photo: Moore Threads

US-China relations

Xi-Trump talk plans rattled by chaotic US team: ‘the worst I’ve ever seen’

Analysts warn thin US coordination and rushed timelines risk weak deliverables and surprises ahead of high-stakes Beijing meeting.

27 Feb 2026 - 1:57AMvideocam

China technology

China computing tech stalwarts Hygon, Sugon post revenue surge amid AI boom

Their strong 2025 revenue reflects a broader trend across China to increase support for domestic technology suppliers.

26 Feb 2026 - 5:05PM

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Nvidia

Google’s TurboQuant dents memory-chip stocks, but analysts say ‘buy the dip’

Rather than reducing demand for memory chips, the advance could increase it by fuelling more AI applications.

China’s lidar giants pivot to robotics in boost supply chain dominance

Trump names CEOs of Meta, Nvidia to 13-member science and tech council

Semicon China: AI, packaging set to drive country’s chip industry growth

China on track to account for nearly half of world wafer capacity in two years, organiser of world’s largest chip industry trade show says.

China names AI tokens after the yuan. Should US worry for the dollar?

China has officially designated ciyuan as the translation for ‘token’, giving strong economic overtones to what has been a tech term.

US panel credits China’s AI edge to open-source models, manufacturing dominance

American Congressional commission concludes China’s open ecosystem has seen performance gaps narrowed with top Western large language models.

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI

China’s microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best, says Huang.

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

Huawei challenges Nvidia with powerful new AI accelerator card

The Atlas 350 can deliver 1.56 petaflops of FP4 computing power, a 2.8-times improvement over Nvidia’s H20 chip, an executive says.

Huawei capitalises on OpenClaw frenzy to boost computing demand for its chips

The company plans to launch AgentArts, an agent development platform for enterprises, on April 30 for public beta testing.

Nvidia restarts H200 AI chip production as China allows sales

Chinese AI developers will snap up Nvidia H200 chips, as the government pushes the development of domestic alternatives.

Hong Kong stocks extend win streak amid stabilising oil prices despite Iran war

Hang Seng Index rises for a third day, the longest run since January, as Wall Street rally and steadier oil prices boost mood.

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

Southeast Asia faces spillover cyber risk from Iran war as ‘blast radius’ widens

Many Asean firms are tied into the global network in the Gulf, Europe and the US, facing the risk of cyberattacks linked to the war.

China’s Midea pledges US$8.7 billion for AI and robotics in pivot to automation

Robotics and physical AI are emerging as the next battleground for manufacturers seeking efficiency gains.

.css-19im5qg{color:#c79a00;}Exclusive | Could China’s rare earth supplies dictate how long US strikes on Iran go on?

The American military’s dependence on Chinese sources gives Beijing leverage in the lead-up to Trump’s trip, sources say.

China’s chip exports surge 73% as AI demand fuels semiconductor growth

Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.

OpenClaw fever: why is China rushing to ‘raise a lobster’?

Chinese consumers are using OpenClaw for everything from stock picking and report writing to slide decks, emails and coding.

Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains

South Korea’s Kospi is the worst-hit in Asia, with Samsung Electronics and SK Hynix falling 11.7 per cent and 9.6 per cent, respectively.

US considers capping Nvidia H200 sales at 75,000 per Chinese customer

Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181.

Huawei holds global debut for AI computing clusters in challenge to Nvidia

US-sanctioned Huawei Technologies brings ‘world’s most powerful’ AI compute systems to an international audience at MWC Barcelona 2026.

Is Europe, the world’s geopolitical punching bag, ready to hit back?

The EU could land a range of economic blows if it wants to be more than a lightweight, researchers say.

Chinese chip firms Cambricon, Moore Threads post sales jump on domestic demand

Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent.

Moore Threads’ flagship AI chip compatible with latest Alibaba models

The semiconductor developer’s MTT S5000 chip achieves full-stack compatibility with the new Qwen3.5 series.

Xi-Trump talk plans rattled by chaotic US team: ‘the worst I’ve ever seen’

Analysts warn thin US coordination and rushed timelines risk weak deliverables and surprises ahead of high-stakes Beijing meeting.

China computing tech stalwarts Hygon, Sugon post revenue surge amid AI boom

Their strong 2025 revenue reflects a broader trend across China to increase support for domestic technology suppliers.

Exclusive | Could China’s rare earth supplies dictate how long US strikes on Iran go on?