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US-China tech war

In Focus | Will US cloud computing restrictions rain on China’s AI parade?

If Washington expands its tech blockade to include cloud networks, China’s AI sector will face its most severe choke point since the chip bans.

DJI

China’s Insta360 opens first US flagship store in New York’s Times Square

Alibaba

Alibaba open-sources AI model that can detect cancer and nearly 150 conditions

Artificial intelligence

China’s top AI models generate just 10% of OpenAI, Anthropic revenue: report

ByteDance led the Chinese group in ARR at US$4 billion as of July, followed by Alibaba at US$2.4 billion in August, Rhodium Group found.

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The Moonshot AI logo is seen in this illustration taken September 5, 2026. Photo: Reuters
The Moonshot AI logo is seen in this illustration taken September 5, 2026. Photo: Reuters
Semiconductors

Chip foundries better shielded in AI slowdown than Asia-Pacific tech peers: S&P

Contract chipmakers like TSMC are well protected against spending contractions by hyperscalers, based on stress tests by the ratings agency.

Huawei

China to see major shift to Huawei for AI model training in 2027: deputy chair

The firm’s Ascend chips are ahead of Nvidia in domestic market, Huawei’s Eric Xu Zhijun says.

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Huawei

How Huawei plans to bypass US chip curbs with its latest technology

The Chinese tech giant is leveraging its UnifiedBus technology to link hundreds or thousands of chips into single computing unit.

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US restrictions have made system-level innovation more important to Huawei. Photo: Shutterstock
US restrictions have made system-level innovation more important to Huawei. Photo: Shutterstock
Semiconductors

Once reliant on Korean memory, Chinese smartphone makers are turning to CXMT

Fuelled by a global memory shortage, China’s CXMT is winning spots in flagship handsets from ByteDance-powered AI devices to Xiaomi’s top models.

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Semiconductors

Huawei quickens AI chip pace, promises next entrant 3 quarters early

Company says ‘performance-doubling’ Ascend 960DT training chip to debut in first quarter, followed by 960PR inference chip in third quarter.

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Huawei

Huawei unveils latest tech to boost AI power, curb China’s Nvidia reliance

Its SuperPoD will face off against offerings by US rivals in the global computing power arena, including Nvidia’s NVL system.

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The Huawei logo is seen at the World Artificial Intelligence Conference in Shanghai in July 6. Photo: AFP
Semiconductors

China’s AI chip stocks face crucial test as MetaX lock-up period expires

The Chinese AI chip firm enjoyed a blockbuster market debut in December, but its stock is now under pressure ahead of a major share release.

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People walk past the MetaX booth during the World Artificial Intelligence Conference in Shanghai. Photo: Reuters
People walk past the MetaX booth during the World Artificial Intelligence Conference in Shanghai. Photo: Reuters
Artificial intelligence

As appetite for US rivals grows, global funds flock to China’s Moonshot: sources

Start-up draws intense international interest through offshore vehicles chasing alternatives to US systems, insiders say.

Artificial intelligence

China is beating the US in consumer AI adoption, thanks to super apps: report

While the US has a lead in frontier AI, China’s advantage stems from distributing services through platforms tailored to local habits.

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Artificial intelligence

Forget AI KPIs: how China’s tech giants are rationing tokens for employees

Employees at Baidu, Alibaba, Tencent and ByteDance all report tightening token policies, with some staff asked to co-pay to use US AI models.

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A customer looks at a display at a bar in Beijing offering free AI tokens. Photo: AFP
Low-altitude economy

Big Macs from above: Meituan and McDonald’s launch drone delivery in Shanghai

Fast-food orders will soar through the Shanghai sky, quickly reaching designated kiosks along the West Bund, offering a new way to collect meals.

McDonald’s orders can be delivered by drone to the West Bund in Shanghai as part of a new arrangement with Meituan. Photo: handout
McDonald’s orders can be delivered by drone to the West Bund in Shanghai as part of a new arrangement with Meituan. Photo: handout
Donald Trump

Trump downplays AI development checks, says unwilling to cede edge to China

The US is leading China in the development of AI and ‘frankly, I want to keep it that way because whoever wins AI wins’, Trump said.

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Artificial intelligence

The US and China are racing to build ‘self-improving AI’. Here’s what’s at stake

Both sides view ‘recursive self-improvement’ as a game-changer in the AI race. But who will get there first – and will it endanger us all?

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Artificial intelligence

Chinese optical supply chain relieved after US leaves transceivers off blacklist

The devices are emerging as central to artificial intelligence race, and China’s suppliers hold key market position.

Wiring is seen inside a Microsoft data centre in Mount Pleasant, Wisconsin, September 18, 2025. Photo: Reuters
Wiring is seen inside a Microsoft data centre in Mount Pleasant, Wisconsin, September 18, 2025. Photo: Reuters
Ant Group

Ant to let AI agents shop via 10 digital wallets, from AlipayHK to Starryblu

With open-source release of Agentic Mobile Protocol and deals with credit-card giants, company bids for key role in global standards.

Artificial intelligence

‘Freaked out’: why AI safety fears are spiking ahead of Xi-Trump summit

Experts fear Silicon Valley is hurtling towards a major cybersecurity incident. Meanwhile, US-China tensions are undercutting AI safety talks.

Semiconductors

Semiconductors | With novel chip in Huawei phone, China heads for computing reset

Chinese tech giant’s launch of Mate XT 2 handset is first commercial test of Kirin 9050 Pro, a product of its new chip design paradigm, LogicFolding.

With novel chip in Huawei phone, China heads for computing reset
Artificial intelligence

DeepSeek says new Flash AI model beats Kimi K3 on cyber, coding benchmarks

Developer’s V4.1 Flash launch highlights China’s AI battle, where efficiency and speed drive competition amid chip curbs.

The V4.1 Flash uses a new “Causal-Encoder-Decoder” architecture, according to DeepSeek. Photo: Shutterstock
The V4.1 Flash uses a new “Causal-Encoder-Decoder” architecture, according to DeepSeek. Photo: Shutterstock
Apple

Apple enters a crowded foldable smartphone market in China – can it beat Huawei?

The new iPhone Duo flagship handset is trending on Weibo but faces fierce domestic competition and local hurdles.

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Apple

Apple takes on Chinese brands by unveiling first foldable iPhone

Apple is attempting to break into China’s foldable phone market, the world’s largest and most competitive, dominated by Huawei Technologies.

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Artificial intelligence

Alibaba’s AI ‘employees’ can now work in ByteDance, Tencent apps

QoderWake tool now lets users create assistants that can function within office communication platforms from rivals, as well as Alibaba’s.

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A woman walks past an Alibaba Group sign at an office complex in Shenzhen, in southern China’s Guangdong province, on March 25, 2026. Photo: Getty Images
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