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Semiconductors
‘Just personal matters’: Chinese GPU traders shrug off impact of Nvidia scandal
Prices for Nvidia graphics cards are falling in China’s biggest electronics market despite all the talk of tightening US export controls.
2 hours ago
Semiconductors
Nvidia faces defining test as Jensen Huang probe adds to chip stock turbulence
9 Nov 2026 - 11:30PM
4
DeepSeek
DeepSeek’s AI agent push gains speed as Harness tops 1.5 million daily users
9 Nov 2026 - 3:00PM
Artificial intelligence
Nvidia CEO Jensen Huang admits to affair; board orders investigation
In memo published on company website, he apologises to his family and colleagues.
9 Nov 2026 - 7:43PM
106
Nvidia CEO Jensen Huang. Photo: AFP)
Artificial intelligence
AI will soon master biology, unleashing new safety risks: Tencent AI chief
Frontier AI systems could soon be capable of accelerating drug discovery – but also creating new bioweapons and starting the next pandemic.
8 Nov 2026 - 6:29PM
China technology
China’s robotaxis aren’t perfect. But no awkward small-talk? Count me in
Road-testing China’s driverless taxis threw up some unexpected issues, but also helped me understand why they are becoming so popular.
7 Nov 2026 - 9:32PM
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Semiconductors
China’s AI chipmakers report first profits, but will the trend continue?
Sky-high memory costs and other supply-chain difficulties lead major investment banks to pare margin forecasts.
6 Nov 2026 - 6:30PM
Beijing-based Moore Threads, one of the so-called four little dragons in China’s GPU space, recorded its first profitable quarter. Photo: VCG via Getty Images
Artificial intelligence
Does the Democratic midterm victory spell the end of US AI data centre boom?
Forecasters warn that proposed project freezes in Texas and federal regulatory pushback could stall up to 30 per cent of planned US facilities.
6 Nov 2026 - 2:10PM
4
Elon Musk
As political bet fails, what happens now to Musk’s Tesla, SpaceX and China ties?
Billionaire may face congressional scrutiny over SpaceX’s government contracts and Tesla’s China links, analysts say.
6 Nov 2026 - 3:35AM
38
Semiconductors
Chinese chipmaker Hua Hong bets big on silicon photonics amid AI boom
China’s No 2 contract chipmaker is aggressively expanding into silicon photonics technology, as its net profits surge 147 per cent.
5 Nov 2026 - 9:27PM
China’s private sector
Open Questions
|
China’s appliance queen on quest for greener cooling, growth overseas
Gree Electric Appliances’ Dong Mingzhu says ‘If making money is not your only purpose, you keep asking harder questions’.
6 Nov 2026 - 4:30PM
Illustration; Lau Ka-kuen
US-China tech war
How Democratic sweep could slow AI growth in US – and help China’s ambitions
Democrats’ congressional victory fuels expectations of tighter scrutiny of AI and the data centres that power it.
5 Nov 2026 - 1:14AM
Artificial intelligence
DeepSeek engineer defends push for open-source AGI despite higher risks
Some AI pioneers have warned that technology smarter than humans may escape human control.
4 Nov 2026 - 9:34PM
Tencent
Tencent launches Hy4 in bid to break into AI’s top tier of open-weight models
Tech giant says the new model introduces visual reasoning and powers a comprehensive update to its workplace AI tool WorkBuddy.
4 Nov 2026 - 3:01PM
Artificial intelligence
From cyclists to wild dogs: Baidu’s new AI preps robotaxis for rare road hazards
Baidu is using an AI-driven simulator to train its Apollo robotaxis to deal with hazards such as reckless cyclists running red lights.
4 Nov 2026 - 9:24PM
Baidu hosts a test-ride event for its Apollo Go autonomous driving project in Hong Kong. Photo: Karma Lo
Artificial intelligence
Why Chinese AI stars struggle to match Anthropic’s profit margin
The US giant’s massive revenue advantage highlights the struggle Chinese AI developers face despite technical gains.
3 Nov 2026 - 8:30PM
6
Artificial intelligence
China’s ‘Lipstick King’ hawks tokens as AI gets Singles’ Day push
Li Jiaqi helps sell 100,000 AI subscriptions in 30 minutes amid push by AI developers to promote the technology as an everyday utility.
3 Nov 2026 - 5:21PM
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Semiconductors
China’s top EDA firm buys start-up to boost tools, back Huawei’s Tau Scaling Law
Empyrean’s purchase of Easy-Logic highlights efforts by Chinese firms to reduce reliance on Western chip-design software providers.
2 Nov 2026 - 9:30PM
Microchip development relies on EDA software, a market long dominated by Western players. Photo: Shutterstock
Artificial intelligence
China’s AI milestone: models generate more tokens than used in training
Average daily token calls exceed 175 trillion, government-backed report says, indicating growing demand for AI services.
2 Nov 2026 - 3:04PM
Artificial intelligence
US or China? Why Kazakhstan refuses to pick sides as it eyes AI revolution
Like other middle powers, the Central Asian nation is striving to build a new AI economy while bridging a widening US-China tech divide.
1 Nov 2026 - 2:00PM
Apple
Apple to launch iPhone AI features in China in December via Alibaba partnership
Alibaba’s flagship AI model Qwen will be integrated into Apple Intelligence, after years of speculation and regulatory uncertainty.
31 Oct 2026 - 6:02PM
Semiconductors
AI, fuelled by advanced chips, set to power their manufacture: industry veteran
Not only is AI driving up demand for semiconductors, it is also becoming integrated into their manufacture, corporate leaders say.
30 Oct 2026 - 8:59PM
A silicon semiconductor wafer. Photo: EPA
Amazon
After brutal sell-off, what comes next for the titans of Big Tech?
Following disappointing quarterly earnings, tech giants face wide-ranging challenges, even as AI revenue builds.
30 Oct 2026 - 5:44PM
Tencent
Cutthroat rivalry at home prompts Tencent to look overseas for AI growth
Tencent is stepping up data centre investment overseas, expanding its cloud footprint to serve clients from more than 150 countries and regions.
29 Oct 2026 - 3:30PM
Tencent
China’s microdrama war heats up as Tencent, ByteDance fight for eyeballs
Tencent’s new short-video mini-app is rapidly winning over users with free microdramas, sparking concern among ByteDance executives.
29 Oct 2026 - 10:00AM
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