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

The exact additional volume of H200 chips Nvidia intends to order from semiconductor foundry TSMC remains unclear. Photo: Shutterstock

Semiconductors

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Chinese tech companies place orders for more than 2 million H200 chips for 2026, according to sources.

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Opinion | Rise of China’s open source platforms will finally burst the AI bubble

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Robots collect packages at a humanoid robot innovation centre in Wuhan, in central Hubei province, on December 4. Photo: Xinhua

Donald Trump

Opinion | Why America can no longer build something like the Manhattan Project

Rather than owning the engine of innovation, Washington is standing in line like a customer to buy tech services it doesn’t control or understand.

28 Dec 2025 - 8:09PMvideocam

Artificial intelligence

Opinion | Asia needs AI talent to fuel its future growth

As governments around the region take steps to upskill workers for an AI-driven world, companies must also do their part.

28 Dec 2025 - 5:30AMvideocam

Artificial intelligence

Chinese researchers unveil new technique for near-instant AI video creation

TurboDiffusion is expected to enable commercial-scale video creation at less cost and a faster pace.

27 Dec 2025 - 8:00AMvideocam

Chinese researchers attribute the accelerated pace of video generation via TurboDiffusion to AI model training innovation. Photo: Shutterstock

Semiconductors

Chinese AI champion iFlytek forms new entity to expand into semiconductor design

Shandong Yixun Information Technology’s scope of operations includes integrated circuit design and other AI-related fields.

24 Dec 2025 - 10:00PM

China stock market

Chinese ETFs investing in US stocks cap subscriptions as they run out of quotas

GF Fund and E Fund have capped daily subscriptions at 10 yuan, while China Asset Management has stopped accepting new subscriptions.

24 Dec 2025 - 8:30AM

Semiconductors

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

23 Dec 2025 - 4:33PM

Significant uncertainty remains, as Beijing has yet to approve any H200 chip purchases. Photo: Shutterstock

US-China tech war

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

Democrats ‌Elizabeth Warren and Gregory Meeks also asked for an assessment of the military potential of the AI chips approved for export.

23 Dec 2025 - 3:44AM

Year in Review

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SCMP Plus looks back at the year’s 10 most popular Daily Pulse bulletins, covering China issues related to diplomacy, trade and economics.

22 Dec 2025 - 5:00PM

Artificial intelligence

DeepSeek’s shock rise, China’s robot boot camps: 7 AI breakthroughs in 2025

From DeepSeek sending shock waves through tech market to China’s robot boot camps, here are some of the major AI developments of the year.

22 Dec 2025 - 3:00PM

IPO

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

22 Dec 2025 - 3:28PMvideocam

Biren’s IPO has attracted 23 cornerstone investors, including major asset management firms, domestic mutual funds and insurers. Photo: Handout

Japan

Japan announces US$6 billion support for home-grown AI development

A new company will be established by around 10 firms including SoftBank Group Corp, aiming to develop the country’s largest base AI model.

21 Dec 2025 - 9:16PM

SoftBank CEO Masayoshi Son attends an event to pitch AI for businesses in Tokyo on February 3. Photo: Reuters

Moore Threads

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

21 Dec 2025 - 2:29PM

Artificial intelligence

China’s Sugon launches AI infrastructure to rival platforms from Nvidia, Huawei

The Beijing-based supercomputer maker says its scaleX platform represents China’s first 10,000-card AI supercluster.

19 Dec 2025 - 10:00PM

SCMP Highlights

TikTok’s new US deal, China’s answer to Nvidia’s A100: SCMP daily highlights

From China’s discovery of Asia’s largest undersea gold deposit to TikTok’s deal on a new US venture, here’s a round-up from today’s coverage.

19 Dec 2025 - 9:15PM

TikTok has reached a deal to sell its US operations to a consortium of American investors. Photo: dpa

Semiconductors

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

19 Dec 2025 - 3:35PM

Science

Chinese team builds optical chip AI that is 100 times faster than Nvidia’s A100

Researchers harnessed the power of light to create a chip that could perform complex generative tasks with vastly improved energy efficiency.

19 Dec 2025 - 12:18PM

US-China trade war

Trump signs defence bill restricting investment in Chinese tech, military firms

Key provisions target contracts with Chinese biotech companies and outbound investment in technologies with military applications in China.

19 Dec 2025 - 2:54PMvideocam

US President Donald Trump signed an extensive defence bill on Thursday that restricts US investment in Chinese technology companies and military firms. Photo: TNS

Semiconductors

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

19 Dec 2025 - 7:00AM

China will remain the top consumer of semiconductor manufacturing hardware at least until 2027, a report says. Photo: Xinhua

US-China trade war

Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge

US debate over how to contain China’s tech development is irrelevant as Chinese domestic industry development has already taken full flight.

18 Dec 2025 - 7:15AM

European Union

Opinion | A complicated new EU-China showdown is quietly taking shape

For now, both sides still need each other and there is nowhere else to turn. But behind this reliance, irritation and paranoia are rising.

18 Dec 2025 - 5:30AMvideocam

Artificial intelligence

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

17 Dec 2025 - 5:12PMvideocam

An employee works at a semiconductor wafer workshop in Chongqing on August 24, 2023. Photo: Xinhua

Artificial intelligence

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

The deal is under discussion could value OpenAI upwards of US$500 billion, a source said.

17 Dec 2025 - 3:50PM

OpenAI was last valued at US$500 billion in an employee share sale. Photo: Reuters

MetaX

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

17 Dec 2025 - 4:45PM

IPO

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

16 Dec 2025 - 7:01PM

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Nvidia

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Chinese tech companies place orders for more than 2 million H200 chips for 2026, according to sources.

How China cracked US ‘super code’, health benefits of lard: 7 science highlights

.css-sioo19{color:#c79a00;}Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges

.css-1m2rp1p{color:#34b8b5;}Opinion | Rise of China’s open source platforms will finally burst the AI bubble

Even if open source models aren’t as good as their proprietary rivals, they will still win in the marketplace as long as they can do the job.

Opinion | Why America can no longer build something like the Manhattan Project

Rather than owning the engine of innovation, Washington is standing in line like a customer to buy tech services it doesn’t control or understand.

Opinion | Asia needs AI talent to fuel its future growth

As governments around the region take steps to upskill workers for an AI-driven world, companies must also do their part.

Chinese researchers unveil new technique for near-instant AI video creation

TurboDiffusion is expected to enable commercial-scale video creation at less cost and a faster pace.

Chinese AI champion iFlytek forms new entity to expand into semiconductor design

Shandong Yixun Information Technology’s scope of operations includes integrated circuit design and other AI-related fields.

Chinese ETFs investing in US stocks cap subscriptions as they run out of quotas

GF Fund and E Fund have capped daily subscriptions at 10 yuan, while China Asset Management has stopped accepting new subscriptions.

Nvidia aims to start H200 AI chip shipments to China by mid-February: sources

The US chip designer plans to fulfil initial orders from existing stock, with shipments expected to total 40,000 to 80,000 H200 chips.

Lawmakers want US to disclose any approvals of Nvidia H200 China licences

Democrats ‌Elizabeth Warren and Gregory Meeks also asked for an assessment of the military potential of the AI chips approved for export.

10 most read Daily Pulse briefings of 2025

SCMP Plus looks back at the year’s 10 most popular Daily Pulse bulletins, covering China issues related to diplomacy, trade and economics.

DeepSeek’s shock rise, China’s robot boot camps: 7 AI breakthroughs in 2025

From DeepSeek sending shock waves through tech market to China’s robot boot camps, here are some of the major AI developments of the year.

Chinese GPU maker Biren kicks off bookbuilding for US$624 million Hong Kong IPO

The company, which is selling 247.7 million shares between HK$17 and HK$19.60 each, will become the first listing of 2026 on January 2.

Japan announces US$6 billion support for home-grown AI development

A new company will be established by around 10 firms including SoftBank Group Corp, aiming to develop the country’s largest base AI model.

Moore Threads unveils new AI chips to challenge Nvidia

The Shanghai-listed chipmaker launched the Huashan chip for AI and the Lushan chip for gaming, promising superior performance for both.

China’s Sugon launches AI infrastructure to rival platforms from Nvidia, Huawei

The Beijing-based supercomputer maker says its scaleX platform represents China’s first 10,000-card AI supercluster.

TikTok’s new US deal, China’s answer to Nvidia’s A100: SCMP daily highlights

From China’s discovery of Asia’s largest undersea gold deposit to TikTok’s deal on a new US venture, here’s a round-up from today’s coverage.

US launches review of Nvidia’s H200 chip sales to China: sources

The inter-agency licensing review involves the US departments of Commerce, State, Energy and Defence.

Chinese team builds optical chip AI that is 100 times faster than Nvidia’s A100

Researchers harnessed the power of light to create a chip that could perform complex generative tasks with vastly improved energy efficiency.

Trump signs defence bill restricting investment in Chinese tech, military firms

Key provisions target contracts with Chinese biotech companies and outbound investment in technologies with military applications in China.

China to remain biggest buyer of chipmaking equipment through 2027: SEMI

China chipmakers are projected to continue outspending the world on wafer fab equipment through 2027, report says.

Editorial | Export curbs or not, Trump’s America can’t slow China’s tech surge

US debate over how to contain China’s tech development is irrelevant as Chinese domestic industry development has already taken full flight.

Opinion | A complicated new EU-China showdown is quietly taking shape

For now, both sides still need each other and there is nowhere else to turn. But behind this reliance, irritation and paranoia are rising.

Opinion | China still needs Nvidia’s advanced AI chips – but for how long?

Beijing seems determined to take up the challenge of building most parts of the AI supply chain domestically.

OpenAI in talks to raise US$10 billion from Amazon and adopt Trainium chips

The deal is under discussion could value OpenAI upwards of US$500 billion, a source said.

MetaX stock soars 700% in Shanghai debut as traders snap up Chinese GPU maker

MetaX closes at 829.90 yuan on Wednesday, from its IPO price of 104.66 yuan, after gaining as much as 755 per cent in intraday trading.

Biren Technology’s Hong Kong IPO gets go-ahead from Beijing

Shanghai-based Biren plans to float about 372 million shares on the Hong Kong stock exchange.

Exclusive | ByteDance to pour US$14 billion into Nvidia chips in 2026 as AI demand surges

Opinion | Rise of China’s open source platforms will finally burst the AI bubble