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Semiconductors

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Semiconductors
Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.
Illustration: Lau Ka-kuen
US-China relations

Opinion | China’s view of Trump’s America has changed from alarm to a shrug

Erratic and transactional, the US leader’s approach exposes domestic governance flaws and the limits of Washington’s containment strategy.

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SMIC

China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says

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Nexperia

Cut off from Europe, Nexperia China eyes self-reliance through domestic wafers

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IPO

China’s next mega chip listing could break CXMT’s market records

IPO funds to fuel YMTC parent CCSH’s expansion, with nearly US$5 billion set aside to boost chipmaking capacity and accelerate R&D.

While the final offer price and total proceeds have yet to be set, the planned size of YMTC’s listing signals a massive fundraising push. Photo: Reuters
China-Africa relations

African businesses keep options open as Chinese AI gains ground

Lower costs, downloadable models and greater language flexibility are helping Chinese AI models gain ground across the continent.

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Alibaba

Alibaba to issue US$10 billion in new shares for global AI push

The Chinese tech giant is going ‘full stack’, expanding beyond retail into chips, cloud and large language models as surging spending weighs on quarterly profits.

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US-China tech war

As talent tug of war rages, who are China’s most generous tech employers?

Companies are rolling out an unprecedented wave of stock grants amid fierce domestic headhunting and an intensifying US-China tech race.

Tech companies are caitalising on a bull market to roll out aggressive incentive plans to retain talent. Photo: Shutterstock
Electric & new energy vehicles

Parts shortage piles pressure on Chinese carmakers racing to boost intelligence

Smart vehicle makers scramble for key parts PCBs and MLCCs as AI demand soaks up supply, leaving margins under siege.

Banking & finance

Why Hong Kong’s SK Hynix fund kept full leverage – and left investors strained

The chip fund maintained peak exposure as shares plunged, underscoring risks before regulators rolled out new flexible leverage rules.

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Artificial intelligence

Chinese AI firms forced to optimise software as local chips trail Nvidia’s

Surging token usage as artificial intelligence moves into large-scale deployment spurs search for new approaches.

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Chinese AI companies are optimising software to cope with surging workloads. Photo: Shutterstock Images
Alibaba

Alibaba’s AI cloud growth surge drives earnings despite soaring tech spending

Tech giant posts fastest growth in cloud and AI revenue in 22 quarters, says huge AI computing investments will pay off within three years.

The Alibaba booth at the World Artificial Intelligence Conference in Shanghai on July 26, 2025. Photo: Reuters
Artificial intelligence

Semiconductors | China’s supernodes go mainstream as AI model sizes grow

Giant arrays of AI chips, China’s way around US export curbs on the most advanced silicon, become widely available to meet growing compute needs of models, agents.

Hong Kong stock market

China fund managers stick with AI, chips this month after July sell-off: survey

Investor interest in defensive shares also surges across Asia as more try to hedge against the downside risks of AI investments.

US-China relations

US urged to follow China’s lead in treating data as an economic asset

Congressional advisory panel urges Washington to develop national strategy as Beijing’s data push gives Chinese firms edge in AI, robotics.

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An employee programmes a robot to sort items at Maniformer, a physical AI data service platform, in Shanghai on August 5. Photo: Xinhua
Artificial intelligence

Next silicon? AI data centre material faces price spike amid China supply crunch

Beyond GPUs and memory chips, the rapid AI buildout is sparking demand for indium phosphide, a substrate used to power next-generation optical transmission.

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Indium phosphide is used to make lasers that convert electrical signals into light, crucial to the development of fibre-optic cables. Photo: Shutterstock
Artificial intelligence

CXMT value tops 4 trillion yuan as global memory rally lifts China chip champion

Shares jump 12 per cent to a record as bullish signals from SanDisk reinforce expectations that AI-driven memory demand will keep supplies tight.

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IPO

Ingenic taps Hong Kong market to raise HK$3.2 billion for chip expansion

The semiconductor maker is set to raise a share offering in the city and begin trading later this month.

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Artificial intelligence

AI chipmaker Biren projects up to 22-fold revenue surge in first half of 2026

Massive financial gains across domestic chipmakers underscore how the push for self-sufficiency is reshaping demand for home-grown hardware.

In July, Biren unveiled its next-generation “supernode” solutions, using optical data transmission to bypass current hardware limits. Photo: Handout
Wealth: Alternative Investments

Look to broader AI infrastructure bets in a maturing market, experts say

After the AI boom of 2023 and 2024, industry specialists explain where investors should turn next for sustainable gains.

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Standard Chartered Global Private Bank
US-China relations

Chinese drone maker DJI gets another shot at Pentagon blacklist removal

Latest ruling gives Shenzhen-based company hope after years-long legal battle with the US Department of Defence.

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Artificial intelligence

Back in the Harness: DeepSeek continues its pivot towards agentic AI

With the launch of Harness, China’s DeepSeek continues to build the foundational digital scaffolding for autonomous AI agents.

A customer uses his phone in front of a board with the menu at AGI Bar in Beijing. Drinkers at the AI-themed bar in the city's tech district can even plug in to DeepSeek for free. Photo: AFP
Alibaba

China’s richest province taps Alibaba to power its AI and chip push

Guangdong province deepens ties with China tech giant to boost digital innovation by focusing on AI, semiconductors and smart services.

Guangdong party secretary Huang Kunming (right), welcomed Alibaba CEO Eddie Wu Yongming to Guangzhou on Thursday to sign a strategic cooperation framework agreement. Photo: itouchtv.cn
China technology

SMIC eyes expansion amid AI boom, Zhu Rongji dies, Shein nears IPO

This week: SMIC plans to boost chipmaking capacity on AI demand, former premier Zhu Rongji dies and retail investors flood Unitree IPO. Next week: Shein may open Hong Kong IPO, China retail sales may accelerate, Baidu and Alibaba post earnings, robots go on show in Beijing, and more.

SMIC

China’s SMIC plans expansion as AI-related chip demand beats forecasts

China’s largest foundry says shortages are spreading to mature-node chips, with some AI-driven demand visible through the end of 2027.

United States

Chinese chip foundries surge as AI boom drives triple-digit profit growth

SMIC, Hua Hong Grace results highlight how local foundries are aggressively running their plants at full capacity to meet domestic needs.

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China's top two chipmakers saw their revenues and profits surge in the second quarter amid high demand for AI chips. Photo: Shutterstock
Artificial intelligence

DeepSeek’s flagship AI model update underwhelms – except in cybersecurity

Chinese AI start-up’s model impresses in niche areas like cybersecurity but leaves some developers disappointed in its overall capabilities.

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Chinese artificial intelligence start-up DeepSeek quietly released an updated version of its latest flagship model, DeepSeek-V4-Pro-0813, on Wednesday. Photo: Reuters
Artificial intelligence

China’s YMTC breaks into top 3 flash-memory suppliers with 14% market share

The chipmaker captured a larger proportion of bit shipments, but still ranks fifth by revenue due to heavier exposure to lower-value products.

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US-China trade war

Exclusive | US-China ‘Board of Investment’ stalls before expected Trump-Xi meeting

President of US-China Business Council says neither side has ‘initiated consultation process’ or is ready yet for private sector discussions.

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