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

China’s lower-cost AI language models surged in popularity in 2025 with the release of DeepSeek R1. Photo: Shutterstock

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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.

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

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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

The Trump administration has been pushing for a single AI policy legislative framework that can be applied uniformly across the country. Photo: AFP via Getty Images

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

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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.

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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

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

A building in Juffair, Manama, Bahrain damaged by an Iranian drone attack seen on March 1. Photo: Reuters

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.

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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

Semiconductor chips under process at a factory in Binzhou, in eastern China’s Shandong province. Photo: AFP

Artificial intelligence

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

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OpenClaw has been dubbed “raise the lobster” by Chinese consumers. Photo: Shutterstock

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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.

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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.

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

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Huawei showcases its SuperPoD products at MWC Barcelona 2026. Photo: handout

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

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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.

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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.

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

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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.

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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.

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Hong Kong stock market

Hong Kong stocks retreat as Nvidia earnings fail to sustain AI momentum

Hang Seng Index drops 1.4 per cent, led by tech losses, after US chip giant’s results disappoint investors betting on perpetual AI growth.

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Artificial intelligence

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

26 Feb 2026 - 10:21AM

The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP

Semiconductors

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.

26 Feb 2026 - 8:00AM

SJ Semiconductor, a key player in China’s advanced chip packaging sector, has received approval to list on Shanghai’s Nasdaq-style Star Market. Photo: Shutterstock

Hong Kong stock market

Hong Kong stocks rebound in relief rally as global AI scare fades

Hang Seng Index climbs as concerns over AI disruption ease, with investors awaiting Nvidia earnings to gauge sentiment.

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Artificial intelligence

Zhipu AI’s shares tumble nearly 23% on computing woes, user complaints

The Hong Kong-listed firm is the first Chinese AI developer to issue a public call urging support for its GLM model.

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Nvidia

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?

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

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.

Hong Kong stocks retreat as Nvidia earnings fail to sustain AI momentum

Hang Seng Index drops 1.4 per cent, led by tech losses, after US chip giant’s results disappoint investors betting on perpetual AI growth.

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.

Hong Kong stocks rebound in relief rally as global AI scare fades

Hang Seng Index climbs as concerns over AI disruption ease, with investors awaiting Nvidia earnings to gauge sentiment.

Zhipu AI’s shares tumble nearly 23% on computing woes, user complaints

The Hong Kong-listed firm is the first Chinese AI developer to issue a public call urging support for its GLM model.

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