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The new import duties on advanced AI chips cover Nvidia’s H200 and Advanced Micro Devices’ MI325X graphics processing units. Photo: Shutterstock

Tech War

Chinese firms to incur higher costs for deploying AI chips from US: analysts

‘Beijing has made it politically unpalatable for private firms to rely too much on imported AI chips,’ EIU senior analyst Chim Lee says.

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China’s subsidy change adds to EV makers’ stress, while petrol cars gain

Hong Kong, Shenzhen push secure data corridor to boost AI, fintech opportunities

China Economy

Secret plans, angry emails: Nexperia hearing exposes tussle over China control

The court hearing could be decisive in the tug-of-war over control of the Dutch chipmaker, which sparked supply chain worries and China tensions.

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A view of a Nexperia factory in China’s southern Guangdong province. The Dutch chipmaker has been locked in a legal battle with its Chinese parent company Wingtech Technology over control of the firm. Photo: Reuters
A view of a Nexperia factory in China’s southern Guangdong province. The Dutch chipmaker has been locked in a legal battle with its Chinese parent company Wingtech Technology over control of the firm. Photo: Reuters

Banking & Finance

SF Holding, J&T strike US$1 billion deal as Asian e-commerce booms

The agreement will help SF Holding expand its international businesses, according to the Shenzhen-based company.

Tech Trends

Alibaba’s Qwen AI app hits 100 million users as update widens role in daily life

Chinese e-commerce giant deepens integration of its fast-growing app to enable voice-powered shopping, travel and digital tasks.

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Banking & Finance

Hong Kong, Shenzhen ‘to deepen’ ties in finance, AI for a world-class tech hub

Post’s China Conference: Greater Bay Area highlights Hong Kong’s role as ‘superconnector’ and ‘super value adder’.

Joseph Chan, undersecretary for Financial Services and the Treasury, says Hong Kong can leverage its strength in financial services to support Shenzhen. Photo: SCMP
Joseph Chan, undersecretary for Financial Services and the Treasury, says Hong Kong can leverage its strength in financial services to support Shenzhen. Photo: SCMP

China Business

Hong Kong stocks snap 4-day winning streak as Chinese tech giants falter

Online travel-booking agency Trip.com slumps 19 per cent after China opens antitrust probe into the company.

China Business

China-EU tariff agreement on EVs will cut shipments but boost profits

Agreement on price floors will allow mainland carmakers to avoid price wars and nurture brand reputation, analysts say.

Markets

Hong Kong, China stocks to outpace US equities all year: analysts

Hang Seng Index poised to reach 30,000 as Chinese stocks’ valuations make them difficult for global investors to ignore, Tiger Brokers says.

Traders work on the floor of the New York Stock Exchange on January 12, 2026. Photo: AP Photo

Tech Trends

OpenAI sees another ‘seismic shock’ from China as talks swirl of DeepSeek launch

There is heightened anticipation about a potential major DeepSeek release around the Lunar New Year.

Open-sourcing AI models “in weeks, rather than months” helps DeepSeek and other Chinese tech firms drive global adoption, according to OpenAI. Photo: Shutterstock
Open-sourcing AI models “in weeks, rather than months” helps DeepSeek and other Chinese tech firms drive global adoption, according to OpenAI. Photo: Shutterstock

China EVs

China’s EV makers face slowdown in export growth after doubling in 2025

Chinese carmakers sold more than 2.6 million units to overseas markets last year, up 104 per cent from a year earlier, association says.

China Economy

Why mortgage subsidies could be key to getting China’s consumers spending

Beijing is striving to boost household spending amid an economic slowdown. But first it needs to stabilise the housing market, scholars say.

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Policy

Beijing opens antitrust investigation into Trip.com before Lunar New Year break

The Trip.com case shows how China’s regulatory inquiries into various online platforms have become the norm.

Trip.com Group is China’s largest online travel services provider. Photo: Shutterstock

China Business

Huawei reclaims top spot over Apple in China smartphone market

Huawei turns to China-designed processors to complete a rebound from US sanctions and ship nearly 47 million smartphones domestically.

Huawei secured 16.4 per cent of China’s smartphone market against Apple’s 16.2 in 2025, according to the International Data Corporation. Photo: Shutterstock
Huawei secured 16.4 per cent of China’s smartphone market against Apple’s 16.2 in 2025, according to the International Data Corporation. Photo: Shutterstock

Business

Li Ka-shing’s CK Infrastructure gets nod to sell UK train leasing firm

Deal to dispose of UK Rails (Eversholt Rail), which was bought in 2015, ‘will generate substantial revenue’, company says.

Banking & Finance

Growth in sovereign investors’ China exposure slows amid political tensions

Inflows fall 58 per cent as sovereign wealth funds grow cautious, yet outlook signals selective opportunities ahead, experts say.

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Banking & Finance

What does HSBC’s buyout of Hang Seng Bank mean for its future and investors?

HSBC’s historic US$13.6 billion buyout of Hang Seng Bank aims to cut costs, tackle bad debts and fuel growth, but challenges abound.

Illustration by Henry Wong
Illustration by Henry Wong

Tech War

China takes confident strides to develop more AI innovation in 2026

‘China’s tech innovation is poised for policy-driven growth in 2026, with AI placed at the centre of the country’s economic agenda,’ NYU’s Winston Ma says.

China Business

From hope to hard numbers: China stocks will need profits to boost the bull run

Chinese shares surged in 2025 on a confidence-led re-rating – strategists now say the next leg in 2026 will hinge on an earnings uplift.

China Business

Are Chinese biotechs what the doctor ordered as Big Pharma faces ‘patent cliff’?

US drug makers are racing to plug looming ‘patent cliff’ revenue gaps – and increasingly they are turning to China biotechs.

US drugmakers are increasingly looking to Chinese biotechs as an answer to the revenue gaps left by the looming ‘patent cliff’. Illustration by Henry Wong
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OPINION
Kun Tian

Opinion | Hong Kong’s fertile ground for AI IPOs aligns with China’s tech strategy

Kun Tian
Nicholas Spiro

Macroscope | What to expect from Chinese stocks in 2026

Nicholas Spiro
Nicholas Spiro

The View | How AI helped Asia’s real estate sector pass the tariff stress test

Nicholas Spiro
Jean Tirole

Opinion | To harness crypto ingenuity, financial threat must first be neutralised

Jean Tirole
Nicholas Spiro

Macroscope | Why Wall Street remains bullish on China amid economic slowdown

Nicholas Spiro
Hiba Malik

Opinion | How China is cementing its central role as the architect of green tech

Hiba Malik
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MULTIMEDIA
Video

Pony.ai set to further open China’s autonomous-driving frontier

Pony.ai
07:39
Video

What’s behind HSBC’s privatisation of Hang Seng Bank?

HAng Seng
04:37
Video

Taiwan firm creates clothing from banana waste

Banana
01:00
Video

Gold scams in China and changing global politics

Wire
08:22
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