https://www.scmp.com/rss/320663/feed The latest big tech news on Apple, Microsoft, Google, Amazon and Facebook. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Zhang Shidong Zhang Shidong DeepSeek’s launch of its latest artificial intelligence model could likely trigger a broad reassessment of stocks across the industry chain from chipmakers to large language model developers, analysts say, with the breakthrough poised to drive demand for computing power and more commercial adoption. The unveiling of the V4 series marked another milestone for the Hangzhou-based start-up, which described the model as the most powerful open-source platform capable of challenging US rivals such as... https://www.scmp.com/business/china-business/article/3352126/who-could-gain-deepseeks-v4-china-chips-poised-stronger-demand?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3352126/who-could-gain-deepseeks-v4-china-chips-poised-stronger-demand?utm_source=rss_feed Sun, 03 May 2026 23:00:10 +0000 Xinmei Shen Xinmei Shen Artificial intelligence investments by US tech giants continue to soar, dwarfing those of Chinese AI firms, but China’s rising appetite for AI applications will compel its tech companies to increase their AI spending this year, according to analysts. The largest US tech companies are on track for more than US$700 billion in AI capital expenditures this year, driven in part by rising memory costs and continuously growing demand for AI applications. Google and Microsoft on Thursday both said that... https://www.scmp.com/tech/big-tech/article/3352068/chinese-firms-face-pressure-ai-investments-us-peers-spending-keeps-soaring?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3352068/chinese-firms-face-pressure-ai-investments-us-peers-spending-keeps-soaring?utm_source=rss_feed Thu, 30 Apr 2026 14:30:09 +0000 Ann Cao Ann Cao Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increased investments in their China wafer fabs to meet surging artificial intelligence demand. During Samsung’s first-quarter earnings call on Thursday, the company said its order fulfilment rate had plunged to a “record low”. In a rare move, customers worried about shortages were already pre-booking memory capacity for 2027,... https://www.scmp.com/tech/big-tech/article/3352001/samsung-sk-hynix-flag-record-supply-squeeze-memory-market-ai-demand-soars?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3352001/samsung-sk-hynix-flag-record-supply-squeeze-memory-market-ai-demand-soars?utm_source=rss_feed Thu, 30 Apr 2026 08:30:28 +0000 Wency Chen Wency Chen Ant International, the overseas spin-off of Chinese fintech giant Ant Group, has connected more than 150 million merchants with over 2 billion consumer accounts around the world, as it positions its payments network as core infrastructure for the emerging AI commerce economy. The figures, disclosed at the company’s MoMents 2026 forum in Kuala Lumpur, which ran from Monday to Wednesday, underscore the scale Ant is seeking to leverage amid the rising adoption of artificial intelligence agents. Ant... https://www.scmp.com/tech/big-tech/article/3351926/ant-international-serves-150m-merchants-2b-consumers-bets-ai-commerce-infrastructure?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351926/ant-international-serves-150m-merchants-2b-consumers-bets-ai-commerce-infrastructure?utm_source=rss_feed Thu, 30 Apr 2026 01:31:25 +0000 Vincent Chow,Minxiao Chang Vincent Chow,Minxiao Chang The potential emergence of a new DeepSeek spokesman has sparked intrigue as speculation over the whereabouts of founder and CEO Liang Wenfeng continues, more than a year after his last public appearance. While the Hangzhou start-up’s latest V4 model did not make the same waves as its breakout moment a year earlier, the much-anticipated release still grabbed headlines through a collaboration with domestic tech giant Huawei Technologies and its remarkably low prices. For the traditionally... https://www.scmp.com/tech/big-tech/article/3351700/deepseek-mystery-who-speaking-start-ceo-liang-wenfeng-remains-out-sight?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351700/deepseek-mystery-who-speaking-start-ceo-liang-wenfeng-remains-out-sight?utm_source=rss_feed Tue, 28 Apr 2026 11:00:15 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma China has stepped up its tech war with the United States, blocking Facebook owner Meta’s US$2.5 billion acquisition of artificial intelligence (AI) start-up Manus and raising cybersecurity concerns about Anthropic’s new AI model Claude Mythos Preview. The National Development and Reform Commission (NDRC) announced it was prohibiting the Manus deal in a one-sentence statement on Monday, which didn’t give a specific reason. Meta is now planning to unwind the acquisition, which means untangling... https://www.scmp.com/plus/tech/big-tech/article/3351705/china-blocks-metas-manus-deal-raises-mythos-concerns?utm_source=rss_feed https://www.scmp.com/plus/tech/big-tech/article/3351705/china-blocks-metas-manus-deal-raises-mythos-concerns?utm_source=rss_feed Tue, 28 Apr 2026 09:08:11 +0000 Ben Jiang Ben Jiang Alibaba Group Holding’s plan to package a key warehousing hub into a real estate investment trust (Reit) for public listing will benefit the company and its shareholders by redeploying capital into higher-growth opportunities, according to analysts. Alibaba, which two years ago scrapped a plan to publicly list its Cainiao logistics operation, said in a filing on Monday that it had received regulatory approval from the Hong Kong stock exchange to proceed with a proposal to spin off a certain... https://www.scmp.com/tech/big-tech/article/3351692/alibabas-plan-list-cainiao-logistics-hub-reit-will-unlock-value-analysts-say?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351692/alibabas-plan-list-cainiao-logistics-hub-reit-will-unlock-value-analysts-say?utm_source=rss_feed Tue, 28 Apr 2026 08:24:30 +0000 Xinyi Wu Xinyi Wu China has vowed to better protect the country’s vast gig-economy workforce, as an economic slowdown leads millions of people to sign up for delivery, ride-hailing and other informal jobs on online platforms. The 12-point plan – issued by the State Council, China’s cabinet, and the Communist Party’s powerful Central Committee – pledges stronger labour protections for “new employment groups”, or gig workers, across a number of areas. The document calls for timely and fair wage payments, a stronger... https://www.scmp.com/economy/china-economy/article/3351571/china-outlines-new-labour-protection-plan-nations-200-million-gig-workers?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3351571/china-outlines-new-labour-protection-plan-nations-200-million-gig-workers?utm_source=rss_feed Mon, 27 Apr 2026 12:00:10 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma DeepSeek is touting its ultra-low charges for models unveiled last week, stoking price competition as China challenges the United States in artificial intelligence (AI). Developers are being offered 75 per cent discounts on the newly released DeepSeek V4 Pro. Fees for input cache hits across the Hangzhou-based company’s AI platforms have also been slashed to 10 per cent of the original price. That provides a cost saving for users who frequently make similar or repeat requests. The V4 Pro and the... https://www.scmp.com/plus/tech/big-tech/article/3351567/deepseek-takes-step-away-nvidia-amid-export-curbs-china?utm_source=rss_feed https://www.scmp.com/plus/tech/big-tech/article/3351567/deepseek-takes-step-away-nvidia-amid-export-curbs-china?utm_source=rss_feed Mon, 27 Apr 2026 09:07:47 +0000 Coco Feng,Vincent Chow Coco Feng,Vincent Chow Beijing has blocked the proposed purchase by Meta Platforms of artificial intelligence firm Manus, a start-up that is officially registered in Singapore but developed its products in mainland China. The National Development and Reform Commission (NDRC), the country’s top economic planner, announced the ruling in a statement on Monday, and asked the parties involved in the deal to cancel the transaction. Neither Meta nor Manus immediately responded to requests for comment on Monday. A... https://www.scmp.com/tech/big-tech/article/3351552/china-blocks-metas-manus-deal-after-months-long-probe-thwarting-purchase?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351552/china-blocks-metas-manus-deal-after-months-long-probe-thwarting-purchase?utm_source=rss_feed Mon, 27 Apr 2026 08:18:45 +0000 Daniel Ren,Iris Deng Daniel Ren,Iris Deng Physical artificial intelligence (AI) – the marriage of advanced machines with “brains” that allow them to interact with their environment – is expanding rapidly in China. It’s fuelling the development of smarter robots, drones and driverless cars that are appearing on roads and factory floors, in the skies and even on stage. Delivery drones have taken flight over cities like southern China’s Shenzhen, while delivery bots are riding city subways. The first autonomous vehicles are plying public... https://www.scmp.com/plus/tech/big-tech/article/3351514/chinas-physical-ai-progress-seen-roads-skies-and-factories?utm_source=rss_feed https://www.scmp.com/plus/tech/big-tech/article/3351514/chinas-physical-ai-progress-seen-roads-skies-and-factories?utm_source=rss_feed Mon, 27 Apr 2026 04:26:07 +0000 Iris Deng,Coco Feng Iris Deng,Coco Feng In the southern tech hub of Shenzhen, a simmering rivalry between DJI and Insta360 has transformed their shared neighbourhood into a high-stakes corporate battleground. Both companies have long been hailed as the city’s poster children for Chinese innovation. DJI dominated the skies as the world’s undisputed leader in consumer drones, and Insta360 captured the niche market of panoramic cameras. Now they find themselves locked in a crosstown struggle for market supremacy that some say could... https://www.scmp.com/tech/big-tech/article/3351291/dji-duels-insta360-china-sharpens-global-hardware-edge-amid-us-scrutiny?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351291/dji-duels-insta360-china-sharpens-global-hardware-edge-amid-us-scrutiny?utm_source=rss_feed Fri, 24 Apr 2026 22:00:11 +0000 Vincent Chow,Wency Chen Vincent Chow,Wency Chen Huawei Technologies’ newest Ascend 950PR and 950DT chips enjoyed “day zero” adaptation to DeepSeek’s latest V4 model, the Shenzhen-based tech giant said in a livestream on Friday, just hours after the model’s release. The hardware-software collaboration between the two Chinese firms underscores the progress China has made in tech self-reliance, a top national priority for Beijing amid US efforts to block its access to advanced semiconductor chips and chipmaking equipment. During the livestream... https://www.scmp.com/tech/big-tech/article/3351349/huawei-deepseek-strengthen-chinas-ai-self-reliance-collaboration-v4-model?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351349/huawei-deepseek-strengthen-chinas-ai-self-reliance-collaboration-v4-model?utm_source=rss_feed Fri, 24 Apr 2026 14:30:08 +0000 Raymond Ma,Neil Denslow Raymond Ma,Neil Denslow Senator Steve Daines will lead a bipartisan US Congressional delegation to China next week, just ahead of a visit by President Donald Trump. The five-member group will arrive on May 1 and visit Beijing and Shanghai, the South China Morning Post reported, citing unidentified people familiar with the matter. The delegation will include first-time visitors to China, the report said, without elaboration. Daines, a Trump ally, said last month that he planned to take a group to China to explore the... https://www.scmp.com/plus/news/china/diplomacy/article/3351305/trump-ally-visits-china-deepseek-releases-v4-ev-earnings?utm_source=rss_feed https://www.scmp.com/plus/news/china/diplomacy/article/3351305/trump-ally-visits-china-deepseek-releases-v4-ev-earnings?utm_source=rss_feed Fri, 24 Apr 2026 09:05:56 +0000 Daniel Ren Daniel Ren Adamant about retaining its runaway lead in supplying smart driving systems in China, Huawei Technologies plans to invest as much as 80 billion yuan (US$11.7 billion) over the next five years to boost computing power essential for training and testing semi-autonomous cars. The massive capital expenditure would enhance the reliability of cars fitted with the Huawei Qiankun ADS autopilot system, as the Shenzhen-based tech giant looked to expand its customer base, said Jin Yuzhi, CEO of Huawei’s... https://www.scmp.com/business/china-business/article/3351242/huawei-doubles-down-autonomous-driving-earmarking-us117b-autopilot-training?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3351242/huawei-doubles-down-autonomous-driving-earmarking-us117b-autopilot-training?utm_source=rss_feed Fri, 24 Apr 2026 03:39:33 +0000 Vincent Chow,Wency Chen Vincent Chow,Wency Chen DeepSeek has finally released its much-anticipated next-generation foundational artificial intelligence model, the open-source V4, which it said was competitive with leading US closed-source models from the likes of OpenAI and Google DeepMind. The Hangzhou-based AI start-up released two versions of the model on Friday, with the V4-pro model boasting 1.6 trillion parameters, making it the company’s biggest-ever model by that metric, while the smaller V4-flash model has 284 billion parameters. A... https://www.scmp.com/tech/big-tech/article/3351239/deepseek-releases-next-gen-ai-model-world-leading-efficiency?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351239/deepseek-releases-next-gen-ai-model-world-leading-efficiency?utm_source=rss_feed Fri, 24 Apr 2026 03:25:33 +0000 https://www.scmp.com/tech/big-tech/series/3351227/new-era-china-takes-stock-world-frets-over-mythos?utm_source=rss_feed https://www.scmp.com/tech/big-tech/series/3351227/new-era-china-takes-stock-world-frets-over-mythos?utm_source=rss_feed Fri, 24 Apr 2026 01:14:02 +0000 Vincent Chow,Ben Jiang Vincent Chow,Ben Jiang Tencent Holdings has released a new flagship artificial intelligence model, the first since former OpenAI researcher Yao Shunyu joined the Chinese tech giant to lead its foundational AI development efforts. The Shenzhen-based company said on Thursday that the new model, an open-source program called “Hy3 preview”, was its most powerful yet, on par with top Chinese models but still lagging flagship products from US leaders such as OpenAI and Google DeepMind. Notably, the model is relatively small... https://www.scmp.com/tech/big-tech/article/3351101/tencent-unveils-first-flagship-ai-model-former-openai-researcher-helm?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351101/tencent-unveils-first-flagship-ai-model-former-openai-researcher-helm?utm_source=rss_feed Thu, 23 Apr 2026 06:05:17 +0000 Wency Chen Wency Chen Alibaba Group Holding has struck its first external partnership for its flagship consumer artificial intelligence app, linking it with China Eastern Airlines in a move that pushes its agentic capabilities beyond the company’s own ecosystem and into real-world services. The company said the fresh collaboration allowed users of the Qwen app to manage the full flight booking process – from search and ticket purchase to seat selection and check-in – within a single natural-language chat interface.... https://www.scmp.com/tech/big-tech/article/3351076/alibaba-opens-qwen-app-outside-partners-china-eastern-airlines-tie?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3351076/alibaba-opens-qwen-app-outside-partners-china-eastern-airlines-tie?utm_source=rss_feed Thu, 23 Apr 2026 03:12:43 +0000 Xinmei Shen Xinmei Shen The mounting challenges Apple faces in China will test John Ternus, the newly appointed CEO, as analysts watch if he tries to replicate his predecessor Tim Cook’s frequent “charm offensives” in the world’s largest smartphone market. “I’d like to see if the new CEO can charm Chinese consumers as well as government ministers, just as Tim Cook has,” said Bryan Ma, vice-president of client devices research at IDC. Apple announced on Tuesday that Ternus, 50, would be the new CEO effective September 1... https://www.scmp.com/tech/big-tech/article/3350869/new-apple-ceo-john-ternus-inherits-complex-china-portfolio-tim-cook-steps-aside?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350869/new-apple-ceo-john-ternus-inherits-complex-china-portfolio-tim-cook-steps-aside?utm_source=rss_feed Tue, 21 Apr 2026 14:00:08 +0000 Minxiao Chang Minxiao Chang Chinese artificial intelligence start-up Moonshot AI has released its latest open-source flagship model, Kimi K2.6, as domestic tech giants including Alibaba, ByteDance and Tencent issued a consensus to promote open source, even as some continue to invest in closed systems. The move highlights the varied business strategies of Chinese AI companies, as differences in growth and maturity shape their commitment to open source. Unveiled on Monday, Kimi K2.6 brings upgrades in long-horizon coding,... https://www.scmp.com/tech/big-tech/article/3350887/moonshot-ai-releases-flagship-model-open-source-push-continues?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350887/moonshot-ai-releases-flagship-model-open-source-push-continues?utm_source=rss_feed Tue, 21 Apr 2026 11:00:12 +0000 Ann Cao,Xinmei Shen Ann Cao,Xinmei Shen Say “open source” and “China” and most people will think of its world-conquering artificial intelligence (AI) large language models. Its open-source computer chips are just as significant. These chips are based on the RISC-V architecture (pronounced risk-five). At last month’s Zhongguancun Forum science festival in Beijing, experts celebrated the establishment in China of a complete RISC-V ecosystem. Chinese Academy of Sciences (CAS) researchers recently unveiled their latest Xiangshan processor... https://www.scmp.com/plus/news/china/science/article/3350802/china-bets-risc-v-global-ai-race?utm_source=rss_feed https://www.scmp.com/plus/news/china/science/article/3350802/china-bets-risc-v-global-ai-race?utm_source=rss_feed Tue, 21 Apr 2026 02:44:47 +0000 Brian Y. S. Wong Brian Y. S. Wong There is a tendency to portray the global artificial intelligence (AI) landscape as consisting of two bitter rivals – China and the United States. The remaining 80 per cent of the world’s population, by virtue of their supposed dearth of scale, research and other critical overheads, are purportedly followers with no agency. The reality is more complex. The emerging global AI order is neither unipolar nor strictly bipolar. Instead, it is characterised by a swathe of middle powers hedging their... https://www.scmp.com/opinion/hong-kong-opinion/article/3350129/hong-kong-can-advance-ai-beyond-confines-geopolitical-rivalry?utm_source=rss_feed https://www.scmp.com/opinion/hong-kong-opinion/article/3350129/hong-kong-can-advance-ai-beyond-confines-geopolitical-rivalry?utm_source=rss_feed Tue, 21 Apr 2026 01:30:09 +0000 Agence France-Presse Agence France-Presse Apple on Monday announced that Tim Cook will step down as the tech giant’s chief executive officer in September, handing the top job to company veteran John Ternus. The announcement answers long-simmering questions about a successor for 65-year-old Cook, who said he will become executive chairman of the board when he cedes Apple’s CEO position. “It has been the greatest privilege of my life to be the CEO of Apple and to have been trusted to lead such an extraordinary company,” Cook said in a... https://www.scmp.com/tech/big-tech/article/3350792/tim-cook-step-down-apple-ceo-handing-reins-firms-hardware-leader?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350792/tim-cook-step-down-apple-ceo-handing-reins-firms-hardware-leader?utm_source=rss_feed Mon, 20 Apr 2026 21:36:48 +0000 Ben Jiang Ben Jiang Chinese Big Tech firms from Huawei Technologies’ spin-off Honor to Alibaba Group Holding are moving to the forefront of the country’s robotics push as Beijing seeks to spur growth in the sector. Honor, which separated from Huawei in 2020 to focus on smartphones and wearables and only expanded into robotics last year, emerged as the surprise gold medal winner at the second Beijing humanoid half-marathon on Sunday, besting the country’s robotics darlings from Unitree to X-Humanoid. Its Lightning... https://www.scmp.com/tech/big-tech/article/3350755/chinese-tech-giants-advance-robotics-push-sector-sees-rapid-growth?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350755/chinese-tech-giants-advance-robotics-push-sector-sees-rapid-growth?utm_source=rss_feed Mon, 20 Apr 2026 13:00:12 +0000 Coco Feng Coco Feng ByteDance, the parent company of TikTok and Douyin, saw its net profit plummet by more than 70 per cent in 2025 as it poured money into artificial intelligence, according to Chinese media reports. At the same time, revenue from overseas markets surged by nearly 50 per cent, far outpacing the roughly 20 per cent growth in China, according to reports on Monday by outlets including Securities Times and 36Kr, which cited a person familiar with the matter. For the first time, overseas revenue... https://www.scmp.com/tech/article/3350720/bytedance-profit-plunges-ai-push-tiktok-shop-powers-overseas-growth-reports?utm_source=rss_feed https://www.scmp.com/tech/article/3350720/bytedance-profit-plunges-ai-push-tiktok-shop-powers-overseas-growth-reports?utm_source=rss_feed Mon, 20 Apr 2026 11:00:11 +0000 Eunice Xu Eunice Xu “State-of-the-art” (Sota) artificial intelligence models excel at solving complex Olympiad maths but still struggle with everyday enterprise tasks, according to an executive from a top AI unicorn in the US. David Meyer, senior vice-president of product at US data processing and analysis company Databricks, told the South China Morning Post in a recent interview that the very traits making models state-of-the-art could cause issues in basic office work. For instance, when tasked with identifying... https://www.scmp.com/tech/big-tech/article/3350614/state-art-models-can-struggle-basic-enterprise-tasks-ai-unicorn-executive?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350614/state-art-models-can-struggle-basic-enterprise-tasks-ai-unicorn-executive?utm_source=rss_feed Sun, 19 Apr 2026 10:00:18 +0000 Kai-Lung Hui Kai-Lung Hui Generative artificial intelligence (AI) powered by large language models presents a significant breakthrough. For the first time, humans are communicating with computers using language instructions. This has enabled the use of AI agents to perform intelligent tasks involving some degree of advanced reasoning and complex logic. Vibe coding – the use of AI for programming and software development by lay persons – empowers end-user application deployments. One-person companies using AI agents to... https://www.scmp.com/opinion/world-opinion/article/3350030/ai-advancing-now-its-humans-redefine-their-worth?utm_source=rss_feed https://www.scmp.com/opinion/world-opinion/article/3350030/ai-advancing-now-its-humans-redefine-their-worth?utm_source=rss_feed Sun, 19 Apr 2026 08:30:07 +0000 Yulu Ao Yulu Ao As the artificial intelligence race moves beyond language models into the physical world, Asia’s manufacturing and supply chain strengths could give it an edge over the US, says Granite Asia’s Jixun Foo. The veteran venture capitalist said the current wave of AI development, sparked by breakthroughs in foundation models over the past two years, had entered a new phase where physical applications – from robotics to industrial automation – were becoming increasingly important, playing to Asia’s... https://www.scmp.com/business/markets/article/3350609/asias-supply-chain-strengths-could-give-it-edge-over-us-ai-race-granite-asias-foo?utm_source=rss_feed https://www.scmp.com/business/markets/article/3350609/asias-supply-chain-strengths-could-give-it-edge-over-us-ai-race-granite-asias-foo?utm_source=rss_feed Sun, 19 Apr 2026 06:00:18 +0000 Minxiao Chang Minxiao Chang As China’s artificial intelligence sector accelerates, competition for top talent has intensified among major tech companies, with firms increasingly poaching from rivals while also attracting researchers from overseas hubs such as Silicon Valley. A reported high-profile personnel move involving DeepSeek researcher Guo Daya recently drew attention to the sensitivity surrounding AI hiring in China’s tech sector. Guo, a lead researcher on DeepSeek’s R1 model, joined ByteDance’s Seed AI development... https://www.scmp.com/tech/big-tech/article/3350521/bytedance-tencent-step-ai-talent-battle-amid-reported-departure-deepseek-researcher?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350521/bytedance-tencent-step-ai-talent-battle-amid-reported-departure-deepseek-researcher?utm_source=rss_feed Sat, 18 Apr 2026 01:00:32 +0000 Xiaofei Xu Xiaofei Xu China’s leading LED chipmaker and its Malaysian partner have abandoned their US$239 million cash offer to purchase Dutch technology company Lumileds Holding after opposition from US authorities, marking the latest setback for Chinese tech investment overseas following the high-profile Nexperia saga. Sanan Optoelectronics, listed in Shanghai, said in a disclosure announcement on Friday that despite multiple rounds of discussions, the Committee on Foreign Investment in the United States (CFIUS)... https://www.scmp.com/tech/big-tech/article/3350520/chinese-led-chipmakers-purchase-dutch-firm-collapses-after-us-opposition?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350520/chinese-led-chipmakers-purchase-dutch-firm-collapses-after-us-opposition?utm_source=rss_feed Fri, 17 Apr 2026 14:30:07 +0000 Vincent Chow Vincent Chow In China’s hyper-competitive and lucrative tech industry, releasing cutting-edge artificial intelligence models for free may seem counter-intuitive – but it has become a core business strategy. At the University of Hong Kong last November, Alibaba Group Holding chairman Joe Tsai was asked why the tech giant open-sourced its AI models. Addressing a room full of students, Tsai said he believed open-source AI would bring global benefits by lowering costs, making it a natural fit for talent- and... https://www.scmp.com/tech/tech-trends/article/3350340/chinas-ai-firms-scaled-open-source-models-next-phase-may-be-different?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3350340/chinas-ai-firms-scaled-open-source-models-next-phase-may-be-different?utm_source=rss_feed Fri, 17 Apr 2026 01:00:17 +0000 Ben Jiang Ben Jiang A wave of companies, from the start-up launched by artificial intelligence “godmother” Li Fei-Fei to the largest Chinese tech firms, are racing to introduce their latest approaches to world models – an emerging field aimed at extending AI beyond language processing to learning from and comprehending physical reality. Alibaba Group Holding on Thursday unveiled Happy Oyster, which it called an open-ended world model designed for real-time and “flowy” virtual world creation and interaction,... https://www.scmp.com/tech/big-tech/article/3350351/chinese-tech-giants-ai-godmother-li-fei-fei-race-seize-edge-world-models?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350351/chinese-tech-giants-ai-godmother-li-fei-fei-race-seize-edge-world-models?utm_source=rss_feed Thu, 16 Apr 2026 13:00:14 +0000 Ann Cao Ann Cao Taiwan Semiconductor Manufacturing Co (TSMC) expects a revenue surge of more than 30 per cent in 2026 as the world’s largest contract chipmaker “pulls in all equipment” to ramp up supply, as management downplayed the impact of memory price hikes and Middle East tensions. During its first-quarter earnings call on Thursday, company executives voiced optimism for the year ahead anchored by the global AI frenzy, attributing the expected revenue surge to strong demand for artificial intelligence and... https://www.scmp.com/tech/big-tech/article/3350346/tsmc-targets-over-30-revenue-surge-2026-ramps-capex-amid-booming-ai-demand?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350346/tsmc-targets-over-30-revenue-surge-2026-ramps-capex-amid-booming-ai-demand?utm_source=rss_feed Thu, 16 Apr 2026 11:07:11 +0000 Minxiao Chang Minxiao Chang Silicon photonic computing chips – long overlooked in the artificial intelligence hardware stack – are emerging as a new focal point in mainland China’s semiconductor push, as domestic companies move towards public listings amid intensifying US-China competition and surging demand for next-generation computing infrastructure. Shanghai-based Lightelligence, the first company globally to achieve large-scale deployment of hybrid optical-electronic computing, passed its Hong Kong listing hearing on... https://www.scmp.com/tech/big-tech/article/3350183/lightelligence-track-ipo-plans-chinas-ai-photonics-race-gathers-pace?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350183/lightelligence-track-ipo-plans-chinas-ai-photonics-race-gathers-pace?utm_source=rss_feed Wed, 15 Apr 2026 11:00:31 +0000 Minxiao Chang Minxiao Chang China’s world models are benefiting from early integration with the country’s strong industrial base, which gives the domestic ecosystem greater momentum than that of the US, according to an executive at a leading Chinese world model start-up. World models simulate 3D environments and physical dynamics, and are expected to help train the next generation of physical artificial intelligence applications, including robots and autonomous vehicles. Wang Xiaofeng, an algorithm partner at GigaAI, said... https://www.scmp.com/tech/big-tech/article/3350062/chinas-edge-over-us-ai-world-models-abundant-data-faster-deployment-executive-says?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3350062/chinas-edge-over-us-ai-world-models-abundant-data-faster-deployment-executive-says?utm_source=rss_feed Tue, 14 Apr 2026 12:00:10 +0000 Coco Feng Coco Feng Asia’s technology industry is bracing for longer and deeper disruptions from the Middle East turmoil as analysts warn that prolonged hostilities could throttle semiconductor production and the buildout of artificial intelligence data centres. The Strait of Hormuz, which carries about a quarter of global seaborne crude oil trade and 20 per cent of liquefied natural gas (LNG) shipments, remained effectively closed after US President Donald Trump said he would block the channel following the... https://www.scmp.com/tech/big-tech/article/3349895/how-prolonged-iran-war-could-disrupt-asia-tech-industry-chipmaking-ai-data-centres?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349895/how-prolonged-iran-war-could-disrupt-asia-tech-industry-chipmaking-ai-data-centres?utm_source=rss_feed Tue, 14 Apr 2026 00:00:10 +0000 Vincent Chow Vincent Chow Governments, industry and the public are in “common ignorance” about the present and future of artificial intelligence, making both international collaboration and coordination between industry and policymakers necessary, experts have said. In a panel discussion at the inaugural Hong Kong Global AI Governance Conference at the University of Hong Kong (HKU) on Saturday, Alibaba Group Holding policy lead Fu Hongyu said that China was now at the front lines of global efforts to introduce guardrails... https://www.scmp.com/tech/big-tech/article/3349871/common-ignorance-how-china-took-lead-global-efforts-govern-ais-future?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349871/common-ignorance-how-china-took-lead-global-efforts-govern-ais-future?utm_source=rss_feed Mon, 13 Apr 2026 11:00:12 +0000 Ann Cao Ann Cao Chinese artificial intelligence start-up DeepSeek is ramping up recruitment in Inner Mongolia, signalling a potential expansion of its data centre footprint ahead of the much-anticipated release of its V4 model. The Hangzhou-based company is recruiting for two new roles – server maintenance engineers and delivery managers to oversee data centre launches – in Ulanqab, in Inner Mongolia, according to recent job postings. The move marks the first time DeepSeek has publicly advertised on-site roles... https://www.scmp.com/tech/big-tech/article/3349741/deepseek-ramps-hiring-ahead-v4-launch-questions-swirl-over-chip-strategy?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349741/deepseek-ramps-hiring-ahead-v4-launch-questions-swirl-over-chip-strategy?utm_source=rss_feed Sat, 11 Apr 2026 08:37:34 +0000 Iris Deng,Yeon Woo Lee,Coco Feng Iris Deng,Yeon Woo Lee,Coco Feng Samsung Electronics faces a “strategic dilemma” over whether to defend its shrinking footprint in China or redeploy resources to bolster global competitiveness, analysts say, as speculation grows that the tech giant may scale back parts of its mainland operations and double down on semiconductors. The South Korean firm was considering a broad restructuring of its China business, potentially exiting segments such as home appliances and displays while retaining smartphones and storage as core... https://www.scmp.com/tech/big-tech/article/3349728/samsung-weighs-china-retreat-focus-shifts-global-chip-race-analysts?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349728/samsung-weighs-china-retreat-focus-shifts-global-chip-race-analysts?utm_source=rss_feed Sat, 11 Apr 2026 05:08:28 +0000 David Dodwell David Dodwell Last week, on April 1 to be exact, Apple reached the grand old age of 50 (almost exactly a year younger than Microsoft), one of a tiny proportion of S&P-listed companies that have stayed the course for half a century. It is a company with which I have had a special connection and a love-hate relationship for most of my adult life. Not that I have ever owned an Apple product (I have always been a loyal Android man) nor any Apple shares; heavens, I wish I had. No. My special connection is more... https://www.scmp.com/opinion/world-opinion/article/3349541/my-love-hate-relationship-apple-android-user?utm_source=rss_feed https://www.scmp.com/opinion/world-opinion/article/3349541/my-love-hate-relationship-apple-android-user?utm_source=rss_feed Fri, 10 Apr 2026 08:30:09 +0000 Minxiao Chang Minxiao Chang Alibaba Cloud captured more than 50 per cent of global open-source model downloads as of March following the release of its Qwen 3.5 model series, a new report has found. The finding underscores the dominance of Chinese models in the global open-source artificial intelligence landscape, though some US companies including OpenAI and Nvidia are also making early gains. Qwen reached nearly 1 billion cumulative downloads by March, far surpassing rivals like Meta Platforms’ Llama and DeepSeek,... https://www.scmp.com/tech/big-tech/article/3349552/alibabas-qwen-family-captures-over-50-global-open-source-downloads-report-finds?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349552/alibabas-qwen-family-captures-over-50-global-open-source-downloads-report-finds?utm_source=rss_feed Fri, 10 Apr 2026 02:00:14 +0000 Ann Cao Ann Cao Alibaba Group Holding’s cloud and artificial intelligence unit is expected to remain a prime engine for the March quarter, with the growth rate forecast to accelerate as the company steps up AI monetisation and reshuffles its AI businesses, according to analysts. Cloud revenue growth was projected to increase to around 40 per cent during the period, up from 36 per cent in the December quarter, analysts said. The growth momentum was expected to be supported by “a robust surge in token usage”,... https://www.scmp.com/tech/article/3349508/alibaba-cloud-growth-forecast-accelerate-ai-push-higher-service-charges-analysts?utm_source=rss_feed https://www.scmp.com/tech/article/3349508/alibaba-cloud-growth-forecast-accelerate-ai-push-higher-service-charges-analysts?utm_source=rss_feed Thu, 09 Apr 2026 12:30:13 +0000 Wency Chen Wency Chen Artificial intelligence has emerged as the driving force behind global trade growth, fuelled by a surge in data-centre buildouts at a time when geopolitical tensions are redrawing trade flows, according to McKinsey & Company. Global trade grew 6.5 per cent last year, outpacing the world economy, with AI-linked goods accounting for about one-third of that increase, McKinsey’s research showed. The category – including semiconductors, graphics cards, routers and servers – has been propelled by the... https://www.scmp.com/tech/big-tech/article/3349424/ai-fuels-global-trade-growth-china-us-flows-shift-mckinsey-finds?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349424/ai-fuels-global-trade-growth-china-us-flows-shift-mckinsey-finds?utm_source=rss_feed Wed, 08 Apr 2026 23:00:08 +0000 Coco Feng Coco Feng ByteDance, the Chinese owner of TikTok, has seen its valuation surge to a record high of more than US$600 billion after a proposed equity sale from one of the founding shareholders, according to two sources familiar with the matter. The deal aimed to transfer US$900 million worth of ByteDance shares, one of the sources said. The seller originally had the company’s valuation at US$550 billion, in line with an earlier proposal by General Atlantic, one of the firm’s earliest institutional... https://www.scmp.com/tech/big-tech/article/3349337/bytedance-valuation-surges-record-high-over-us600b-proposed-equity-sale-sources?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349337/bytedance-valuation-surges-record-high-over-us600b-proposed-equity-sale-sources?utm_source=rss_feed Wed, 08 Apr 2026 05:40:21 +0000 Ann Cao Ann Cao China is looking to the ocean to power its artificial intelligence computing ambitions, as it seeks new ways to meet soaring demand for computing power through underwater data centres in eastern and southern China. Shanghai’s Lingang Special Area, a government-designated free-trade zone designed to attract advanced manufacturing and hi-tech industries, recently saw an underwater data centre (UDC) begin operation, marking the first such facility in the world to be directly linked to an offshore... https://www.scmp.com/tech/big-tech/article/3349280/china-turns-offshore-wind-farms-subsea-data-centres-ease-ai-computing-bottleneck?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3349280/china-turns-offshore-wind-farms-subsea-data-centres-ease-ai-computing-bottleneck?utm_source=rss_feed Tue, 07 Apr 2026 23:30:08 +0000 Vincent Chow Vincent Chow There was a surprise guest speaker at Nvidia’s widely watched GPU Technology Conference (GTC) in San Jose, California, last month: Yang Zhilin, the founder of Beijing-based Moonshot AI, the developer behind the Kimi family of foundational artificial intelligence models. Amid heated rhetoric about US-China AI competition, which some have likened to an “arms race”, the participation of a Chinese AI start-up’s CEO at the flagship event of American chipmaking giant Nvidia might have struck some as... https://www.scmp.com/tech/big-tech/article/3348973/competition-or-co-opetition-how-convergence-shaping-ai-race-between-china-and-us?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348973/competition-or-co-opetition-how-convergence-shaping-ai-race-between-china-and-us?utm_source=rss_feed Sat, 04 Apr 2026 02:00:12 +0000 Vincent Chow Vincent Chow Chinese companies including Alibaba Cloud and Zhipu AI have opted not to open-source some of their latest artificial intelligence models as they look to capture the full value of their usage through official revenue generating channels. While none of the companies have said that they are moving away from their open-source strategies, the development reflects an industry trend where the most powerful models are growing in size, making them increasingly difficult to host on local hardware. This... https://www.scmp.com/tech/big-tech/article/3348844/chinese-ai-giants-pivot-toward-proprietary-models-drive-revenue-performance?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348844/chinese-ai-giants-pivot-toward-proprietary-models-drive-revenue-performance?utm_source=rss_feed Thu, 02 Apr 2026 13:07:42 +0000 Ann Cao Ann Cao China’s third-largest chip foundry, Nexchip Semiconductor, filed for a Hong Kong listing on Tuesday as domestic wafer fabs race to expand production capacity amid surging artificial intelligence demand and Beijing’s push for greater chip self-sufficiency. Nexchip, a smaller rival to SMIC and Hua Hong Semiconductor, is seeking a dual listing in Shanghai and Hong Kong, signalling the state-backed foundry’s latest effort to strengthen its position in China’s mature-node chipmaking sector. The move... https://www.scmp.com/tech/big-tech/article/3348687/chinas-nexchip-files-hong-kong-listing-chip-expansion-race-heats?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348687/chinas-nexchip-files-hong-kong-listing-chip-expansion-race-heats?utm_source=rss_feed Wed, 01 Apr 2026 12:00:12 +0000 Iris Deng Iris Deng Huawei Technologies maintained “steady” recovery momentum in 2025, with its profit rising 8.6 per cent, as the Chinese telecommunications gear maker doubled down on chip development and smartphones in defiance of US sanctions. Net profit came in at 68 billion yuan (US$9.8 billion) last year, compared with 62.6 billion yuan a year earlier, according to the Shenzhen-based company’s annual report released on Tuesday. Total revenue in 2025 reached 880.9 billion yuan, up 2.2 per cent from 862.1... https://www.scmp.com/tech/big-tech/article/3348558/huaweis-profit-rises-86-2025-overall-performance-remains-steady?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3348558/huaweis-profit-rises-86-2025-overall-performance-remains-steady?utm_source=rss_feed Tue, 31 Mar 2026 12:00:10 +0000