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A CXMT chip is displayed at the 2026 World Manufacturing Convention in Hefei, Anhui province. Photo: Xinhua
Semiconductors

China’s CXMT makes progress in chip design pursued by Samsung, SK Hynix

Memory chip giant says its proprietary transistor design could increase storage density and improve efficiency.

US-China relations

Open Questions | Kurt Campbell on US’ China focus, future of the Quad, risks of AI

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Semiconductors

China state funds double down on Hua Hong in legacy chip push

Artificial intelligence

Can China match up with Meta’s Muse in race to harness AI agents?

Analysts say agent harnesses could shift more of AI sector’s value away from foundational models and towards software layer.

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Meta’s Muse logo. Illustration: Reuters
Meta’s Muse logo. Illustration: Reuters
Alibaba

Alibaba’s AI cloud revenue set to surge over 50% after spending blitz: analysts

The Chinese tech giant is expected to post a more than 50 per cent jump in AI cloud revenue for the September quarter, according to analysts.

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Artificial intelligence

Anthropic’s Claude AI gets Chinese-language options settings

Analysts say overseas Chinese communities are the likely target, rather than any plan to enter the mainland China market.

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Huawei

Huawei’s new US$3,500 trifold phone turns heads – but it’s not for everyone

The Mate XT 2 offers a tablet-sized screen at paperback weight – for an eye-watering price. Here’s what it’s actually like to use.

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The Huawei Mate XT 2 tri-fold smartphone powered by the new Kirin 9050 Pro chip. Photo: Iris Deng
The Huawei Mate XT 2 tri-fold smartphone powered by the new Kirin 9050 Pro chip. Photo: Iris Deng
The Huawei Mate XT 2 tri-fold smartphone powered by the new Kirin 9050 Pro chip. Photo: Iris Deng
Artificial intelligence

China’s open AI models are winning global users. Who is capturing the value?

Chinese AI labs face intense competition from platforms hosting their models, highlighting the challenge of turning widespread adoption into sustainable revenue.

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Artificial intelligence

AI overload? Why China’s developers cannot stop launching model upgrades

Frequent upgrades, falling prices and fierce competition make it harder for new AI models to stand out, analysts say.

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E-commerce

In Focus | Boxed in: how Temu’s global shopping revolution ran off the rails

Temu is quickly losing its shine in the face of a wave of global regulation. Can the platform reinvent itself?

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Illustration: Dennis Yip
Artificial intelligence

AI | China’s AI compute ambitions demand innovation

Expanding China’s intelligent computing capacity fourfold in four years will require advances in power-grid management, domestic chips and software.

China’s AI compute ambitions demand innovation
Huawei

Huawei steps up Tau chip roll-out, with Mate XT 2 on track for 1 million sales

The Chinese tech giant plans to use its self-developed advanced chips across the new Mate 90 series as it overcomes stringent US tech curbs.

Artificial intelligence

Anthropic raises alarm over Chinese GLM-5.3 model’s elite hacking ability

The open-weight AI model almost matches Claude Mythos for cyber capabilities, but has far weaker safeguards, Anthropic says.

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Smartphones

Apple leads China smartphone sales after launch of iPhone 18 Pro. Can it last?

Sales in the first three days were 12 per cent higher than the previous generation’s entire first week.

People line up outside an Apple Store as the new iPhone 18 Pro series smartphones go on sale in Beijing on September 18. Photo: Reuters
Artificial intelligence

Nvidia, AMD CEOs join Tsinghua advisory board as US-China chip tensions persist

Huang and Su were among three new members appointed to the advisory board of Tsinghua University’s School of Economics and Management.

Nvidia CEO Jensen Huang at President Xi Jinping's state dinner in Washington on Thursday. Photo: AP
Nvidia CEO Jensen Huang at President Xi Jinping's state dinner in Washington on Thursday. Photo: AP
Alibaba

Alibaba deepens sports tech push with new Brooklyn Nets partnership

The Chinese tech titan becomes the NBA team’s official technology and cloud partner and jersey patch sponsor ahead of its 60th anniversary.

Artificial intelligence

AMD buys Li Fei-Fei’s World Labs for US$8.2b, escalating rivalry with Nvidia

Acquisition gives US chipmaker greater exposure to world-model technology seen as crucial for robotics and physical AI.

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ByteDance

ByteDance occupies one-fifth of China’s data centre capacity: SemiAnalysis

SemiAnalysis estimates that China has more than 24GW of delivered data centre capacity, with another 20GW in the pipeline.

This arranged photograph shows a smartphone screen displaying the logo of Seedance 2.0, the video generation model from ByteDance. Photo: AFP via Getty Images/TNS
This arranged photograph shows a smartphone screen displaying the logo of Seedance 2.0, the video generation model from ByteDance. Photo: AFP via Getty Images/TNS
Alibaba

China’s answer to Google Maps now tells you where local taxi drivers eat lunch

Amap is harnessing AI to offer an array of new features, from 3D maps of indoor spaces to hyper-specific restaurant recommendations.

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2026 Xi-Trump summits

Xi at White House, trade truce extension, Golden Week travel

This week: Xi Jinping and Donald Trump discuss AI and Taiwan in summit, the trade-war truce is prolonged until January, and China cracks down on fentanyl. Next week: Manufacturing PMI may show third month of contraction, RoboTechnik headlines four Hong Kong IPO debuts, holidaymakers take advantage of National Day golden week, and more.

US-China tech war

Xi-Trump dinner puts US tech titans in spotlight – what does it mean for ties?

Nvidia, Apple, AMD and Tesla executives secured prime seats at the White House, underscoring the centrality of AI, chips and tech amid persistent tensions.

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AMD CEO Lisa Su, her husband Daniel Lin, Nvidia CEO Jensen Huang, his wife Lori Huang and Apple’s executive chairman Tim Cook attend a state dinner hosted by US President Donald Trump for President Xi Jinping in the East Room of the White House in Washington on Thursday. Photo: AFP
Alibaba

Alibaba unveils ‘pragmatic’ AI road map to drive monetisation as capex soars

Current investor sentiment has shifted from enthusiasm for AI catalysts to the need for tangible returns and infrastructure efficiency.

A display promoting the Qwen Intelligence agentic solution is seen at Alibaba’s Apsara Conference on Thursday. Photo: Wency Chen
A display promoting the Qwen Intelligence agentic solution is seen at Alibaba’s Apsara Conference on Thursday. Photo: Wency Chen
Alibaba

Alibaba Cloud set to open new data centres in Europe as overseas push gains pace

The tech giant is set to add extra capacity to help international clients deploy real-world artificial intelligence.

Ant Group

Fintech giant Ant Group restructures Alipay around AI agents to drive growth

Agentic commerce is entering a phase of ‘explosive, large-scale growth’, Ant CEO Cyril Han Xinyi said in an internal letter on Monday.

Alibaba

Alibaba debuts ‘China’s most powerful’ AI chip, teases 10-trillion-parameter model

The tech giant also aims to scale its Alibaba Cloud global data-centre capacity to more than 20 gigawatts by 2032.

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Eddie Wu Yongming, CEO of Alibaba Group, delivers a keynote speech at the firm’s Apsara Conference on Tuesday. Photo: Handout
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