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Samsung says its order fulfilment rate has plunged to a “record low”. Photo: Reuters
Semiconductors

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

South Korea’s memory chip giants warn of a prolonged crunch, with worried Samsung customers already pre-booking memory capacity for 2027.

Ant Group

Ant International serves 150m merchants, 2b consumers, bets on AI commerce

Artificial intelligence

DeepSeek mystery: who is speaking for start-up amid CEO Liang Wenfeng’s absence?

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Artificial intelligence

China blocks Meta’s Manus deal, raises Mythos concerns

The US and China may have to cooperate on managing the growing capabilities of artificial intelligence even as the technology starts to dominate competition between them.

Photo: Dreamstime/TNS
Photo: Dreamstime/TNS
Alibaba

Alibaba’s plan to list Cainiao logistics hub will ‘unlock’ value, analysts say

The Reit’s underlying asset will be Jiaxing Park, a key Cainiao logistics and fulfilment facility located in Zhejiang province.

China jobs

China outlines new labour protection plan for nation’s 200 million gig workers

The 12-point document pledges stronger protections for gig-economy workforce, which has rapidly grown amid China’s economic slowdown.

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Artificial intelligence

DeepSeek takes step away from Nvidia amid export curbs on China

DeepSeek’s new artificial intelligence model puts up a price challenge to US rivals and is a further step towards a stand-alone Chinese AI ecosystem.

Photo: AFP
Photo: AFP
Artificial intelligence

China blocks Meta’s Manus deal after months-long probe, thwarting purchase

Economic planner asks both parties to withdraw from deal for AI firm, in move with wider implications for other start-ups operating overseas.

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Robotics

AI | China’s physical AI prowess on roads, in skies and factories

Innovation and competition drive rapid advances in Chinese humanoid robots, drones, autonomous vehicles and flying cars. America is playing catch-up.

China technology

As DJI duels Insta360, China sharpens global hardware edge amid US scrutiny

Western competitors like GoPro face shrinking footprints as strategic shifts of Chinese firms disrupt the status quo while navigating FCC-led national security bans.

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Illustration: Lau Ka-kuen
DeepSeek

Huawei, DeepSeek strengthen China’s AI self-reliance with V4 collaboration

DeepSeek says its V4 model will have throughput issues until the second half of the year, until Ascend 950PR supernodes ‘ship at scale’.

Huawei Ascend 384 supernode chips on display at the World Artificial Intelligence Conference in Shanghai, July 26, 2025. Photo: Costfoto/NurPhoto via Getty Images
Huawei Ascend 384 supernode chips on display at the World Artificial Intelligence Conference in Shanghai, July 26, 2025. Photo: Costfoto/NurPhoto via Getty Images
US-China relations

Trump ally visits China, DeepSeek releases V4, EV earnings

This week: Trump ally Daines is set to visit China, DeepSeek unveils new AI model, Xi calls for Strait of Hormuz reopening, Auto China opens. Next week: BYD, Geely and Chinese banks post earnings, Politburo probably meets, May Day holiday begins, and more.

Electric & new energy vehicles

Huawei earmarks US$11.7b for training of autonomous-driving systems

Company claims it will outspend all rivals combined to boost computing power, which is essential to enhance advanced driving systems.

Artificial intelligence

DeepSeek unveils next-gen AI model as Huawei vows ‘full support’ with new chips

The company says its cost-efficient new V4 model is competitive with top closed-source models from OpenAI and Google DeepMind.

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The logo of Hangzhou-based AI start-up DeepSeek. Photo: Reuters
Artificial intelligence

Tencent unveils first flagship AI model under former OpenAI researcher

The model is relatively small with only 295 billion parameters, bucking a recent trend of large models with trillions of parameters.

Tencent headquarters in Shenzhen. Photo: Shutterstock Images
Tencent headquarters in Shenzhen. Photo: Shutterstock Images
Artificial intelligence

Alibaba opens Qwen app to partners with China Eastern Airlines tie-up

Company pledges more partnerships to expand the agentic capabilities of its flagship consumer chatbot app.

Apple

Can new Apple CEO John Ternus replicate Tim Cook’s success in China?

Market researcher IDC says the Apple CEO transition marks ‘the most consequential leadership change in consumer technology in years’.

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Artificial intelligence

Open or closed? Moonshot AI keeps its code out in the open

Open-source push continues with Kimi K2.6, but pressure to monetise is nudging some Chinese AI firms behind closed doors.

Founder of Moonshot AI, Yang Zhilin, delivers a speech the 2026 Zhongguancun forum in Beijing, China, March 25, 2026. Photo: Tingshu Wang
Founder of Moonshot AI, Yang Zhilin, delivers a speech the 2026 Zhongguancun forum in Beijing, China, March 25, 2026. Photo: Tingshu Wang
Science

Semiconductors | China bets on RISC-V in global AI race

RISC-V, an open-source chip architecture, has gained popularity in China in reaction to widening US restrictions on exports of advanced technology.

Apple

Apple’s Tim Cook to step down as CEO, handing reins to John Ternus

After 15 years at the helm, Cook will transition to executive chairman, placing the company’s future in the hands of Apple’s hardware chief.

Robotics

Chinese tech giants advance robotics push as sector sees rapid growth

From marathon-winning humanoids to potential robot guide dogs, tech firms showcase breakthroughs as Beijing backs robotics as growth driver.

Team members celebrate next to Honor’s Lightning humanoid robot. Photo: Reuters
ByteDance

ByteDance profit plunges on AI push as TikTok Shop fuels overseas surge: reports

‘All-in’ AI drive cuts profits by 70 per cent, while booming TikTok Shop sales help overseas markets outpace China, reports say.

ByteDance recorded its first profit decline in years after adopting an “all-in” mentality on AI. Photo: Getty Images
ByteDance recorded its first profit decline in years after adopting an “all-in” mentality on AI. Photo: Getty Images
Artificial intelligence

‘State-of-the-art’ models can struggle with basic office work, says AI executive

Advanced AI can ace Olympiad maths yet falters in routine office tasks as enterprises turn to smaller models for everyday use: David Meyer.

Artificial intelligence

Asia’s supply chains could give it edge over US in AI race: Granite Asia’s Foo

Asia’s industrial ecosystem could deliver faster deployment of robotics and embodied AI systems, veteran venture capitalist says.

Artificial intelligence

ByteDance, Tencent step up AI talent battle amid reports of DeepSeek loss

High-profile departures, disputed compensation claims and start-up spin-outs underscore escalating competition for AI engineers.

The DeepSeek logo is seen in this illustration taken on January 29, 2025. Photo: Reuters
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