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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
Artificial intelligence
Does the Democratic midterm victory spell the end of US AI data centre boom?
6 Nov 2026 - 2:10PM
Elon Musk
As political bet fails, what happens now to Musk’s Tesla, SpaceX and China ties?
6 Nov 2026 - 3:35AM
36
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
Visitors visit the stand of Hua Hong Grace Semiconductor at an exhibition in Shanghai. Photo: Getty Images
China’s private sector
Open Questions
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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
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
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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
DeepSeek engineer Gao Xi speaks on an AI panel at the World Internet Conference on Tuesday. Photo: kankanews
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
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
Li Jiaqi (left) and QwenWork CEO Chen Yusen during the live stream on Tuesday. Photo: Handout
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
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
Apple’s new foldable iPhone Duo models are displayed at the Apple Jing’an Store in Shanghai on October 23. Photo: Reuters
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
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
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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
Crowds at the Tencent booth during the World Artificial Intelligence Conference in Shanghai on July 18, 2026. Photo: AFP
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
Artificial intelligence
With Musk and Huang at odds on AI neoclouds, can China weather the storm?
Musk warns of AI neocloud failures, but Huang says robust demand would solve the sector’s growing liquidity crunch.
28 Oct 2026 - 9:30PM
6G
Huawei’s Tau Scaling Law roll-out reaches base stations in blow to US chip curbs
Huawei is already integrating elements of Tau Scaling Law, designed to overcome US chip curbs, into next-gen wireless network.
28 Oct 2026 - 7:00PM
21
ByteDance
ByteDance goes on a hiring spree to move its robots from lab to factory floor
Most of the openings are based in Beijing and span the robotics development pipeline, including data-collection and model-training systems.
28 Oct 2026 - 11:00AM
ByteDance is hiring around a dozen new robotics positions for its Seed team. Photo: AFP via Getty Images/TNS
Artificial intelligence
Why does Anthropic’s IPO prospectus have so many China ‘risk factor’ warnings?
The AI giant’s IPO filing is riddled with references to China-related risks, from open-weight models to Taiwan.
27 Oct 2026 - 9:00PM
13
Artificial intelligence
Moonshot apologises after botched Kimi K3.1 Pro launch, restores user quotas
It is not the first time the Chinese AI start-up has faced challenges serving its models because of computing constraints.
27 Oct 2026 - 5:15PM
ZTE
ZTE shares up 7% after AI pivot drives massive increase in third-quarter profit
For the first nine months, computing-related revenue surged over 70 per cent, accounting for 38 per cent of total sales.
27 Oct 2026 - 6:44PM
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