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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
Huawei Technologies
Meng Wanzhou
TikTok
ByteDance
WeChat
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Smartphones
Shops inside a mall in the Huaqiangbei commercial district in Shenzhen. Photo: Getty Images
China technology

Consumer MLCC frenzy cools in China, but AI server demand remains high

Shenzhen distributors say speculative buying in consumer MLCCs is fading, but demand for AI server parts continues to strain supply.

US-China tech war

As AI safety fears mount, can a US-China hotline prevent a global crisis?

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US-China tech war

Neither the US nor China can win the AI race alone, BofA analyst says

Semiconductors

Chinese researchers plot path to 3-nm chips using older lithography tools

The breakthrough by the Chinese Academy of Sciences is far from mass production but shows China is tracking the road map of global leaders.

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The breakthrough marks the latest progress in China’s drive to chart an alternative path to advanced chipmaking. Photo: Shutterstock Images
The breakthrough marks the latest progress in China’s drive to chart an alternative path to advanced chipmaking. Photo: Shutterstock Images
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
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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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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The paid version of ByteDance’s Doubao app. Photo: CFOTO/Future Publishing/Getty Images
Artificial intelligence

A ploy to entrench US lead? China pushes back on calls for slowdown in AI

Chinese researchers say a slowdown would protect established US incumbents while freezing latecomers out of the market.

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Anthropic CEO Dario Amodei addresses the AI Impact Summit in New Delhi, India, February 19, 2026. Photo: Reuters
Anthropic CEO Dario Amodei addresses the AI Impact Summit in New Delhi, India, February 19, 2026. Photo: Reuters
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.

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.

AI deceleration risks surrendering America’s technological lead to China, critics warn. Photo: Shutterstock
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.

Semiconductors

Huawei’s new chip philosophy gets run out with debut smartphone

The trifold Mate XT 2 smartphone is a key test of Huawei’s ability to make chips using its new design approach.

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Artificial intelligence

Amid China’s AI shift, JD.com bets on 3 million robots to automate logistics

The firm plans to retrain frontline workers for more technical roles, including maintenance of robots.

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A technician trains a robot at a JD.com data collection centre in eastern China’s Jiangsu province on August 24. Photo: Xinhua
A technician trains a robot at a JD.com data collection centre in eastern China’s Jiangsu province on August 24. Photo: Xinhua
Z.ai

Are Chinese AI stars Z.ai and MiniMax stuck in losses through 2030?

As both firms mature beyond early growth, an analyst says the industry is looking for a better metric for valuations.

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Artificial intelligence

DeepSeek seeks 150 engineers in hiring spree to overhaul back end systems

The company cited a rapid surge in user demand for AI and increased complexity of its computing systems.

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Artificial intelligence

Why China’s AI giants spend far less and still shrink compute gap with US rivals

Lower costs and faster growth rates let China’s AI firms narrow the divide, raising the question: does the spending gap still matter?

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US hyperscalers outspend their Chinese counterparts by a staggering margin, according to a report. Photo: Shutterstock
Semiconductors

Huawei’s Tau Scaling Law chip overcomes overheating hurdle, paper shows

The research directly counters claims that vertical stacking creates a thermal bottleneck, the tech giant’s paper says.

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Avoiding overheating is a key technical hurdle for Huawei’s anticipated Kirin 2026 smartphone chip release, according to analysts. Photo: Shutterstock
Avoiding overheating is a key technical hurdle for Huawei’s anticipated Kirin 2026 smartphone chip release, according to analysts. Photo: Shutterstock
Artificial intelligence

In Focus | Will geopolitics put a potential Musk merger between a rocket and a hard place?

Security concerns in Beijing and Washington could create ‘bottleneck’ if Elon Musk attempts to combine the two flagship companies.

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US-China tech war

US-China AI agreement, G20 trade spat, inflation data

This week: The US and China both back limited AI regulation at G20 event, China blocks G20 communique criticising large trade surpluses, Xi visits Kyrgyzstan and Egypt. Next week: China factory-gate prices may rise for sixth month, August trade data may show further boom, SCMP holds Central Asia conference, and more.

ByteDance

Exclusive | ByteDance to expand massive AI data centre cluster in Inner Mongolia: source

As Chinese tech giants ramp up artificial intelligence spending, TikTok’s parent company is set to expand data centres in Ulanqab.

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The ByteDance logo is seen at the company’s office building in Shanghai. Photo: Reuters
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