https://www.scmp.com/rss/326943/feed Latest news, features and opinion on China’s technology industry, including AI, the US-China tech war, 5G, smartphone makers and apps, and issues surrounding China’s Great Firewall. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Daniel Ren Daniel Ren Peugeot and Jeep, owned by French-Italian automotive group Stellantis, have committed to fresh investments to build electric cars with its partner Dongfeng Motor, as more international marques join the fight against Chinese rivals in the world’s largest car market. Stellantis announced on Friday that four electric vehicles (EVs) under the two storied auto brands would roll off the production lines in 2027 as the European carmaker leverages Chinese technologies to assemble best-class cars for the... https://www.scmp.com/business/china-business/article/3353767/peugeot-jeep-take-chinese-rivals-new-models-using-local-ev-technologies?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3353767/peugeot-jeep-take-chinese-rivals-new-models-using-local-ev-technologies?utm_source=rss_feed Fri, 15 May 2026 14:20:02 +0000 Coco Feng Coco Feng US President Donald Trump and Chinese officials discussed artificial intelligence “guardrails” and Nvidia’s H200 chips during his just-ended state visit to Beijing. Speaking to reporters on Air Force One during his return flight, Trump said the two sides “talked about possibly working together for guardrails” on AI, characterising them as “standard guardrails that we talk about all the time”. Regarding Nvidia’s H200 graphics processing units (GPUs) – shipments of which have yet to be approved by... https://www.scmp.com/tech/article/3353764/trump-xi-weigh-ai-guardrails-nvidia-chip-exports-hang-balance?utm_source=rss_feed https://www.scmp.com/tech/article/3353764/trump-xi-weigh-ai-guardrails-nvidia-chip-exports-hang-balance?utm_source=rss_feed Fri, 15 May 2026 13:45:47 +0000 Alice Li Alice Li Shortly after US President Donald Trump departed Beijing, China’s ruling Communist Party has called for strengthening the real economy – particularly manufacturing – to gain a competitive edge in the global economy. An article in Qiushi, set to be published on Saturday, curated selections from past speeches by President Xi Jinping to reiterate “our economy was built on the real economy and it must continue to rely on it for the future,” state-run news agency Xinhua reported on Friday. “At... https://www.scmp.com/economy/china-economy/article/3353732/after-trump-visit-chinas-top-party-journal-doubles-down-manufacturing-push?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3353732/after-trump-visit-chinas-top-party-journal-doubles-down-manufacturing-push?utm_source=rss_feed Fri, 15 May 2026 10:59:50 +0000 Daniel Ren Daniel Ren Chinese electric vehicle (EV) makers, from BYD to Leapmotor, are voraciously seeking out manufacturing assets in Europe as the global energy crisis creates surging demand for battery-powered vehicles. Their pursuit of idled European assembly facilities owned by big names like Stellantis and Volkswagen is disrupting the pecking order in the global automotive industry, as the Chinese carmakers’ design and manufacturing heft sees them morph into international players. “China’s EV assemblers are... https://www.scmp.com/business/china-business/article/3353722/chinese-ev-makers-hunt-idled-plants-europe-they-expand-global-influence?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3353722/chinese-ev-makers-hunt-idled-plants-europe-they-expand-global-influence?utm_source=rss_feed Fri, 15 May 2026 09:50:14 +0000 Chao Kong Chao Kong China has unveiled its latest photonic quantum computer, Jiuzhang 4.0, with researchers saying it can outperform the world’s fastest classical supercomputer by a vast margin, further strengthening Beijing’s push towards quantum supremacy. The results, published on May 13 in the peer-reviewed journal Nature, mark the latest milestone in China’s rapidly advancing quantum programme led by a team of scientists at the University of Science and Technology of China headed by Chinese quantum physicist... https://www.scmp.com/news/china/science/article/3353602/does-chinas-jiuzhang-40-computer-herald-age-quantum-supremacy?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3353602/does-chinas-jiuzhang-40-computer-herald-age-quantum-supremacy?utm_source=rss_feed Fri, 15 May 2026 01:00:08 +0000 Kandy Wong,Ji Siqi Kandy Wong,Ji Siqi US President Donald Trump’s landmark visit to China comes as the US-Iran war disrupts global energy supplies, fuels economic uncertainty and adds fresh strain to Washington-Beijing ties. In the latest instalment of a series examining how rivalry, interdependence and geopolitical crises are reshaping the relationship between the two powers, we explore the intensifying US-China legal arms race. For years, global businesses have been struggling to navigate rising trade tensions between the United... https://www.scmp.com/economy/china-economy/article/3353567/us-china-trade-war-entering-worrying-new-phase-legal-arms-race?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3353567/us-china-trade-war-entering-worrying-new-phase-legal-arms-race?utm_source=rss_feed Thu, 14 May 2026 22:00:18 +0000 Themis Qi,Daniel Ren Themis Qi,Daniel Ren A Ford Motor electric vehicle (EV) battery plant in the US state of Michigan, edging closer to inauguration, has shed light on global marques’ reliance on Chinese technologies to accelerate their EV transition amid US President Donald Trump’s state visit to Beijing. With trade and investment among the top issues on the agenda for the summit between Trump and President Xi Jinping, the US$3 billion facility, with a capacity of more than 400,000 EVs a year, has heightened expectations for similar... https://www.scmp.com/business/china-business/article/3353539/xi-trump-summit-ford-catl-battery-plant-shows-how-global-carmakers-need-chinas-prowess?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3353539/xi-trump-summit-ford-catl-battery-plant-shows-how-global-carmakers-need-chinas-prowess?utm_source=rss_feed Thu, 14 May 2026 12:00:12 +0000 Haining Gao,Fan Hou Haining Gao,Fan Hou China’s industrial policy is becoming more systematic and pervasive, shifting from targeting specific sectors towards covering all layers of production, a recent report by the US Chamber of Commerce and Rhodium Group released on Monday has found. The strategy, as laid out in the latest 15th five-year plan, now covers additional frontier technologies, such as biomanufacturing, embodied intelligence and intelligent driving. Coverage has likewise expanded under the country’s “Made in China 2025”... https://www.scmp.com/plus/economy/china-economy/article/3353527/chinas-expanding-industrial-strategy?utm_source=rss_feed https://www.scmp.com/plus/economy/china-economy/article/3353527/chinas-expanding-industrial-strategy?utm_source=rss_feed Thu, 14 May 2026 07:35:43 +0000 Themis Qi Themis Qi Surging oil prices are prompting Chinese buyers to shift to battery electric vehicles (BEVs), which dominated April sales rankings by taking nine out of the top 10 spots – a new high in China’s electrification drive. Only one petrol car model was among the bestsellers across all power trains, with Geely’s Binyue in eighth place on sales of 14,923 units, according to data from automotive platform Dongchedi. The rest were BEVs, which produce zero tailpipe emissions. It marked a sharp retreat in... https://www.scmp.com/business/china-evs/article/3353525/geely-xiaomi-lead-pack-battery-evs-top-china-sales-rising-oil-costs?utm_source=rss_feed https://www.scmp.com/business/china-evs/article/3353525/geely-xiaomi-lead-pack-battery-evs-top-china-sales-rising-oil-costs?utm_source=rss_feed Thu, 14 May 2026 07:30:05 +0000 Coco Feng Coco Feng Shares of Alibaba Group Holding opened up 7.8 per cent in Hong Kong, after the firm reported strong growth from its artificial intelligence products and ramped up its commitment to the technology. The Chinese tech giant also saw its New York-listed shares surge 8.2 per cent on Wednesday, closing at US$145.81, after it confirmed that revenues from AI-related products had hit 8.97 billion yuan (US$1.3 billion) in the first quarter. The company said the segment had now registered triple-digit... https://www.scmp.com/tech/big-tech/article/3353487/alibaba-shares-surge-8-new-york-firm-accelerates-pivot-ai?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3353487/alibaba-shares-surge-8-new-york-firm-accelerates-pivot-ai?utm_source=rss_feed Thu, 14 May 2026 01:19:53 +0000 Howard Liu Howard Liu Chinese memory module manufacturers are accelerating the release of consumer and enterprise storage products powered by domestic DDR5 chips, as breakthroughs by ChangXin Memory Technologies (CXMT), the nation’s leading memory chipmaker, filter through the supply chain. Powev, one of China’s major memory module vendors, recently said its Sinker-branded DDR5 server memories had entered mass production and delivery. The 64GB DDR5-5600 RDIMM product passed testing by multiple major customers and was... https://www.scmp.com/tech/tech-trends/article/3353464/chinese-memory-module-makers-ramp-production-cxmt-ddr5-breakthrough-hits-market?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3353464/chinese-memory-module-makers-ramp-production-cxmt-ddr5-breakthrough-hits-market?utm_source=rss_feed Wed, 13 May 2026 23:30:05 +0000 Ann Cao Ann Cao Alibaba Group Holding expects its annualised recurring revenue from AI models and applications to hit 30 billion yuan (US$4.42 billion) by the year’s end, as the company ramps up its AI commitment. AI products are projected to generate more than 50 per cent of Alibaba’s cloud-computing revenue within the next year, as the tech giant looks to step up its AI monetisation efforts. Alibaba CEO Eddie Wu Yongming said the company was likely to “overshoot” the original capital-expenditure target of 380... https://www.scmp.com/tech/big-tech/article/3353451/alibaba-ai-revenue-logs-triple-digit-growth-11th-quarter-amid-strategic-reshuffle?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3353451/alibaba-ai-revenue-logs-triple-digit-growth-11th-quarter-amid-strategic-reshuffle?utm_source=rss_feed Wed, 13 May 2026 10:57:52 +0000 Mia Nurmamat Mia Nurmamat As trade wars and deadly conflicts expose Asia’s vulnerability to geopolitical shocks, Chinese policymakers and advisers are warning of an “urgent need” for the world’s biggest trading bloc to reshape regional energy and manufacturing supply chains. Members of the Beijing-backed Asia-Pacific framework must reduce their reliance on vulnerable shipping routes and use the certainty of collaboration to offset growing geopolitical uncertainty, the experts urged at a forum in China’s southern island... https://www.scmp.com/economy/global-economy/article/3353401/reshaping-rcep-china-advisers-urge-trade-overhaul-shield-bloc-global-shocks?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3353401/reshaping-rcep-china-advisers-urge-trade-overhaul-shield-bloc-global-shocks?utm_source=rss_feed Wed, 13 May 2026 07:11:11 +0000 Coco Feng,Ji Siqi Coco Feng,Ji Siqi Nvidia CEO Jensen Huang has joined US President Donald Trump on his trip to China this week – boarding Air Force One during a stop en route to Beijing – with Trump dismissing earlier reports that the tech leader had been snubbed as “incorrect”. The White House confirmed that Huang had boarded Air Force One during a refuelling stop in Anchorage, Alaska. It added that Tesla and SpaceX CEO Elon Musk was also travelling on the presidential plane. “Jensen is attending the summit at the invitation of... https://www.scmp.com/economy/china-economy/article/3353346/nvidias-jensen-huang-joins-trumps-trip-china-after-all?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3353346/nvidias-jensen-huang-joins-trumps-trip-china-after-all?utm_source=rss_feed Wed, 13 May 2026 02:06:44 +0000 Wency Chen Wency Chen ByteDance’s Volcano Engine, the cloud unit that released an OpenClaw-based cloud agent tool ArkClaw, is betting that the next phase of artificial intelligence will hinge on cheaper tokens, higher inference efficiency and longer context windows. “Agent-related token consumption still accounts for a single-digit percentage of total token usage, but it is growing,” said Li Guodong, chief architect of ArkClaw, on Tuesday on the sidelines of OpenClaw’s first mainland China event since the open-source... https://www.scmp.com/tech/tech-trends/article/3353310/how-bytedance-plans-turn-openclaw-craze-profitable-ai-business?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3353310/how-bytedance-plans-turn-openclaw-craze-profitable-ai-business?utm_source=rss_feed Wed, 13 May 2026 02:00:05 +0000 Alex Lo Alex Lo After the Louisiana Purchase from France in 1803, which almost doubled the size of the United States’ territory, US president Thomas Jefferson commissioned the legendary Lewis and Clark expedition, which surveyed new routes from the Missouri river to the Pacific coast. It also carried out work in agriculture, ethnography (with indigenous peoples) and geography. Throughout the 19th and early 20th centuries, that was the kind of science the US government was willing to pay for – practical,... https://www.scmp.com/opinion/china-opinion/article/3353088/us-scientific-self-harm-will-only-help-china?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3353088/us-scientific-self-harm-will-only-help-china?utm_source=rss_feed Wed, 13 May 2026 01:30:05 +0000 Howard Liu Howard Liu Chinese chip designer Loongson Technology has shipped more than 1 million units of its flagship desktop processor, marking a milestone for China’s efforts to build a self-sufficient semiconductor industry and move domestic central processing units (CPUs) beyond basic usability towards broader commercial adoption. The 3A6000 processor, designed for desktop computers, was built on Loongson’s self-developed LoongArch instruction set architecture, proprietary IP cores, and domestic manufacturing... https://www.scmp.com/tech/tech-trends/article/3353309/loongsons-flagship-chip-hits-1-million-units-boosting-chinas-tech-self-reliance?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3353309/loongsons-flagship-chip-hits-1-million-units-boosting-chinas-tech-self-reliance?utm_source=rss_feed Tue, 12 May 2026 23:30:05 +0000 Ann Cao Ann Cao The founder of China’s largest contract chipmaker has urged the country’s semiconductor industry to pursue breakthroughs in niche markets such as mature chips, citing their importance for “supply chain security”. Richard Chang Rugin, 78, former CEO of Semiconductor Manufacturing International Corp (SMIC), cautioned against blindly chasing industry hype around cutting-edge process nodes. The industry veteran stressed the value of investing in mature nodes and specialty processes, which accounted... https://www.scmp.com/tech/big-tech/article/3353188/chinese-chip-pioneer-calls-focus-pragmatic-breakthroughs-over-chasing-2nm-hype?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3353188/chinese-chip-pioneer-calls-focus-pragmatic-breakthroughs-over-chasing-2nm-hype?utm_source=rss_feed Mon, 11 May 2026 23:30:06 +0000 Minxiao Chang Minxiao Chang Chinese technology companies and researchers turned out in force at a leading global artificial intelligence conference, despite mounting questions over whether they might avoid the event as a consequence of tense relations between Beijing and Washington. Papers with contributors from mainland China and Hong Kong accounted for over 51 per cent of accepted submissions, compared with just under 32 per cent from the United States, according to statistics compiled from the listed affiliations for... https://www.scmp.com/tech/tech-trends/article/3353173/china-deepens-footprint-ai-conference-despite-neurips-dispute-us-tensions?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3353173/china-deepens-footprint-ai-conference-despite-neurips-dispute-us-tensions?utm_source=rss_feed Mon, 11 May 2026 14:00:09 +0000 Daniel Ren Daniel Ren The pace of electrification on western Europe’s roads is likely to fire up sales of Chinese-developed smart cars, where they could command a 20 per cent share of the regional market in 2028 at the expense of local peers, according to a JPMorgan forecast. Chinese carmakers from BYD, the world’s largest electric vehicle (EV) builder, to Stallentis-backed Leapmotor, were expected to deliver 2.5 million cars to customers in countries like Germany, Italy, France and the United Kingdom in 2028, a... https://www.scmp.com/business/china-business/article/3353170/chinese-smart-cars-set-control-20-western-european-market-2028-jpmorgan?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3353170/chinese-smart-cars-set-control-20-western-european-market-2028-jpmorgan?utm_source=rss_feed Mon, 11 May 2026 11:56:52 +0000 Wency Chen Wency Chen China ranked third in a new global index measuring competitiveness in AI for biotechnology, healthcare and longevity, as the race to apply AI moves from chatbots and general-purpose models into regulated, data-heavy industries such as drug discovery, diagnostics and preventive medicine. The latest edition of the Global AI Competitiveness Index, released on Monday by Deep Knowledge Group, a consortium focused on deep-tech research, analytics and investment, ranked China behind only the US and UK... https://www.scmp.com/tech/big-tech/article/3353081/china-ranks-third-global-index-ai-competitiveness-life-sciences?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3353081/china-ranks-third-global-index-ai-competitiveness-life-sciences?utm_source=rss_feed Mon, 11 May 2026 07:00:26 +0000 Themis Qi Themis Qi Six-seat premium electric sport utility vehicles (SUVs) are emerging as an unlikely game changer in China’s automotive market, with more than a dozen new locally developed models set to challenge German luxury brands this year. The spacious vehicles, increasingly popular among wealthy families in mainland China, could drive a rebound in the world’s largest car and electric vehicle (EV) market as they combined Chinese EVs’ technological edge with competitive pricing, according to Morgan... https://www.scmp.com/business/china-evs/article/3353028/chinese-6-seat-electric-suvs-stand-out-amid-weak-domestic-sales-says-morgan-stanley?utm_source=rss_feed https://www.scmp.com/business/china-evs/article/3353028/chinese-6-seat-electric-suvs-stand-out-amid-weak-domestic-sales-says-morgan-stanley?utm_source=rss_feed Sun, 10 May 2026 23:00:10 +0000 Minxiao Chang Minxiao Chang In China, a grey market of API relay platforms is thriving, allowing local developers to bypass restrictions to access top-tier overseas AI models such as Anthropic’s Claude and Google’s Gemini, which are not officially supported in China, despite an escalating crackdown by the foreign providers. Such relay stations, which route access to overseas AI models through proxy servers hosted outside mainland China, are becoming a go-to place for developers wanting to use US AI models for tasks such as... https://www.scmp.com/tech/tech-trends/article/3353002/shadow-apis-how-chinese-developers-bypass-restrictions-access-claude-and-gemini?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3353002/shadow-apis-how-chinese-developers-bypass-restrictions-access-claude-and-gemini?utm_source=rss_feed Sun, 10 May 2026 07:00:05 +0000 Vincent Chow Vincent Chow While leading US artificial intelligence developers such as Anthropic and OpenAI unveil new models with enhanced cybersecurity capabilities, China is also aggressively scaling up its own AI-driven cyber defence market. Anthropic’s Mythos, launched in April, sparked a rapid global response due to its ability to discover and exploit cybersecurity vulnerabilities with unprecedented speed and efficiency. “Our assessment is that China’s own Mythos will definitely emerge, though currently the overall... https://www.scmp.com/tech/tech-trends/article/3352978/china-scrambles-close-ai-security-gap-anthropic-openai-pull-ahead-new-models?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3352978/china-scrambles-close-ai-security-gap-anthropic-openai-pull-ahead-new-models?utm_source=rss_feed Sun, 10 May 2026 03:00:22 +0000 Christine Loh Christine Loh There is growing unease in how we describe political systems today. Words that once seemed clear no longer illuminate as they should. “Free”, “democratic”, “liberal” and “authoritarian” are among the most commonly used terms in political discourse, yet their meanings have become increasingly blurred and contested. This is not simply a matter of semantics. It reflects a deeper mismatch between the language we use and the realities we are trying to describe. The problem is not new. In George... https://www.scmp.com/opinion/china-opinion/article/3352499/rise-china-complicates-authoritarian-vs-democratic-binary?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3352499/rise-china-complicates-authoritarian-vs-democratic-binary?utm_source=rss_feed Sun, 10 May 2026 01:30:05 +0000 Yeon Woo Lee Yeon Woo Lee China wants artificial intelligence to become a new engine of growth, powering everything from factory upgrades to scientific discovery. But outside the country’s technology hubs, the economic benefits promised by AI may be harder to realise. Recent studies suggest that AI will widen regional divides. Big cities with deep pools of talent, capital and innovative firms are best placed to adopt the technology, while smaller cities and rural areas may struggle to keep up. According to analysts, the... https://www.scmp.com/economy/china-economy/article/3352918/chinas-ai-drive-seen-widening-wealth-gap-testing-common-prosperity-push?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3352918/chinas-ai-drive-seen-widening-wealth-gap-testing-common-prosperity-push?utm_source=rss_feed Sun, 10 May 2026 00:00:09 +0000 Iris Deng Iris Deng Huaqiangbei, home to the world’s largest electronics marketplace in southern China’s tech hub Shenzhen, is reinventing itself as the world’s artificial intelligence showroom, drawing back foreign traders and tourists hunting for the latest gadgets. For first-time visitors like Abigail Slagveer from Rotterdam, the Netherlands, the sheer scale of Huaqiangbei’s electronics market is overwhelming. “I came here one and a half hours ago through that front door,” she said, pointing to an entrance just... https://www.scmp.com/tech/tech-trends/article/3352938/chinas-huaqiangbei-bets-ai-innovations-revive-global-appeal?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3352938/chinas-huaqiangbei-bets-ai-innovations-revive-global-appeal?utm_source=rss_feed Sat, 09 May 2026 07:00:05 +0000 Yuanyue Dang Yuanyue Dang China’s international arbitration efforts have made significant progress, but more work is needed to attract foreign parties to arbitrate in China amid US-China rivalry, according to arbitrators and law scholars. China’s newly revised Arbitration Law took effect in March, marking the most significant overhaul of the country’s commercial dispute framework since 1994, in a move to promote cities such as Beijing, Shanghai and Shenzhen to develop into international arbitration centres, competing... https://www.scmp.com/news/china/diplomacy/article/3352822/trust-key-if-chinas-international-arbitration-goals-are-succeed-experts-say?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3352822/trust-key-if-chinas-international-arbitration-goals-are-succeed-experts-say?utm_source=rss_feed Fri, 08 May 2026 15:45:04 +0000 Lucy Quaggin Lucy Quaggin At a New York City ballroom late last month, a crowd of hi-tech luminaries gathered at an honours ceremony. The biggest draw for the assembled tech geniuses was Nvidia founder Jensen Huang, the superstar head of one of the world’s most valuable companies, set to receive the night’s top award. In some ways, engineers have been at the centre of every industrial revolution, Huang told the crowd, from steam to electricity to information technology. But this one, artificial intelligence (AI), will be... https://www.scmp.com/news/china/diplomacy/article/3352950/china-and-us-ai-revolution-race-tech-rivals-battle-global-supremacy?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3352950/china-and-us-ai-revolution-race-tech-rivals-battle-global-supremacy?utm_source=rss_feed Fri, 08 May 2026 14:01:56 +0000 Daniel Ren Daniel Ren Leapmotor, one of China’s strongest-performing electric vehicle (EV) makers this year, has taken a major step towards building cars locally for European customers after agreeing with shareholder Stellantis to add a line at a Spanish plant previously earmarked for Opel. The Hangzhou-based company and Stellantis, owner of Peugeot, Fiat and Jeep, would jointly build Opel’s new fully electric C-sport utility vehicles (SUVs) and B10 models at the Figueruelas plant in Zaragoza, according to a... https://www.scmp.com/business/china-business/article/3352948/chinese-ev-maker-leapmotor-taps-stellantis-spanish-plant-eu-production?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3352948/chinese-ev-maker-leapmotor-taps-stellantis-spanish-plant-eu-production?utm_source=rss_feed Fri, 08 May 2026 13:40:59 +0000 Wency Chen Wency Chen Chipmaking giant Nvidia’s deepening partnership with US fibre optics maker Corning to replace copper links in next-generation rack-scale artificial intelligence systems is shining a spotlight on mainland China’s optical communications supply chain. The domestic optical value chain is also doubling down on AI scenarios, emerging as the global bedrock for the high-capacity components required to power AI infrastructure. “The global optical fibre and cable market had entered a period of both rising... https://www.scmp.com/tech/tech-trends/article/3352907/how-nvidias-corning-pact-shines-light-chinas-dominant-role-global-fibre-supply?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3352907/how-nvidias-corning-pact-shines-light-chinas-dominant-role-global-fibre-supply?utm_source=rss_feed Fri, 08 May 2026 13:00:06 +0000 Alice Li Alice Li China’s rapid technological gains and aggressive pricing are making it increasingly difficult for South Korean firms to find profitable areas of industrial synergy with their Chinese counterparts, according to experts. Speakers at a recent forum in Beijing urged firms from both countries to pivot towards building more interdependent ecosystems in high-growth sectors such as batteries and artificial intelligence, while also calling for the advancement of negotiations towards an upgraded... https://www.scmp.com/economy/global-economy/article/3352913/how-chinas-sharper-tech-edge-forces-south-korea-rethink-decades-industrial-ties?utm_source=rss_feed https://www.scmp.com/economy/global-economy/article/3352913/how-chinas-sharper-tech-edge-forces-south-korea-rethink-decades-industrial-ties?utm_source=rss_feed Fri, 08 May 2026 10:30:13 +0000 Raymond Ma,Neil Denslow Raymond Ma,Neil Denslow US President Donald Trump will bring a scaled-back group of chief executive officers with him on a trip to Beijing next week, reflecting limited expectations for a summit that may be overshadowed by the war on Iran. The White House considered inviting about a dozen business leaders on the May 14-15 trip, compared with the 29 high-profile executives on Trump’s last visit in 2017, Reuters said, citing unidentified people briefed on preparations. Nvidia, Apple and Boeing are among the companies... https://www.scmp.com/plus/news/china/diplomacy/article/3352886/trumps-beijing-trip-iran-war-diplomacy-tech-earnings?utm_source=rss_feed https://www.scmp.com/plus/news/china/diplomacy/article/3352886/trumps-beijing-trip-iran-war-diplomacy-tech-earnings?utm_source=rss_feed Fri, 08 May 2026 09:00:11 +0000 Zhang Shidong Zhang Shidong An electricity shortfall for AI data centres and computing power is fuelling demand for generators and power equipment, driving up stocks from Weichai Power in China to GE Vernova in the US. The AI investment spree in the world’s two largest economies, which are vying for a leading position in the cutting-edge technology, has rekindled buying interest in stocks of a sector viewed as old economy. Shares of Weichai Power, a heavy-duty truck maker that also builds large-bore engines, have jumped... https://www.scmp.com/business/china-business/article/3352880/ai-electricity-gap-fuels-weichai-power-ge-vernova-shares-generator-demand-surges?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3352880/ai-electricity-gap-fuels-weichai-power-ge-vernova-shares-generator-demand-surges?utm_source=rss_feed Fri, 08 May 2026 08:32:50 +0000 David Dodwell David Dodwell Even as “China shock 2.0” is roiling Western manufacturers, we must, it seems, brace for “China shock 3.0” – to the global food economy – as President Xi Jinping doubles down on the imperative that has obsessed Beijing for decades: food security. “China’s Food Future”, a consultation paper by Systemiq funded by the California-based Gordon and Betty Moore Foundation, warns that China is poised to “reshape global agricultural commodity supply chains”. It suggests China is set to apply to... https://www.scmp.com/opinion/china-opinion/article/3352799/prepare-china-shock-30-global-food-economy?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3352799/prepare-china-shock-30-global-food-economy?utm_source=rss_feed Fri, 08 May 2026 08:30:05 +0000 Carol Yang Carol Yang China’s rapidly growing low-altitude economy has reached a new milestone, with the first four domestically trained commercial airship pilots receiving their licences – a step officials believe could help address a critical talent shortage in the sector. Issued by the Civil Aviation Administration of China (CAAC), the licences “signify a breakthrough that addresses the vacuum”, the state-owned Aviation Industry Corporation of China (AVIC) said in a statement this week. AVIC said the achievement... https://www.scmp.com/economy/china-economy/article/3352833/china-marks-milestone-first-home-certified-airship-pilots?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3352833/china-marks-milestone-first-home-certified-airship-pilots?utm_source=rss_feed Fri, 08 May 2026 03:00:31 +0000 Igor Patrick Igor Patrick Brazilian President Luiz Inacio Lula da Silva told US President Donald Trump on Thursday that his country’s rare earth reserves are open to investment from China and any other nation willing to process the minerals on Brazilian soil, resisting pressure to side with Washington in its contest with Beijing over critical mineral supply chains. “We have no preference. What we want is to share with whoever wants to invest in Brazil,” Lula said at a press conference at the Brazilian embassy in... https://www.scmp.com/news/china/diplomacy/article/3352824/lula-wont-sideline-china-or-anyone-rare-earths-tells-trump-refining-stays-brazil?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3352824/lula-wont-sideline-china-or-anyone-rare-earths-tells-trump-refining-stays-brazil?utm_source=rss_feed Thu, 07 May 2026 23:01:58 +0000 Daniel Ren Daniel Ren Beijing’s tighter oversight of vicious price competition in the automotive sector is expected to increase borrowing pressure on mainland carmakers and accelerate the exit of weaker, debt-laden players amid softening consumer demand, according to S&P Global Ratings. The warning is likely to deepen bearish sentiment surrounding mainland China’s more than 100 car assemblers, many of which have been at the forefront of global electric vehicle (EV) technology and production. “Financially fragile... https://www.scmp.com/business/china-business/article/3352760/chinas-move-cut-ev-payment-cycles-may-push-weaker-carmakers-out-sp?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3352760/chinas-move-cut-ev-payment-cycles-may-push-weaker-carmakers-out-sp?utm_source=rss_feed Thu, 07 May 2026 23:00:11 +0000 Igor Patrick Igor Patrick China made Brazil its top global investment destination last year, pouring US$6.1 billion into the country across a record 52 projects. The figures come from the China-Brazil Business Council (CBBC), which released its annual report on Thursday. The 45 per cent jump in value from the previous year far outpaced the 4.8 per cent rise in total foreign investment into Brazil. It also dwarfed China’s worldwide outbound flows, which grew just 1.3 per cent. Brazil absorbed 10.9 per cent of all Chinese... https://www.scmp.com/news/china/diplomacy/article/3352676/china-pours-us61b-brazil-making-it-beijings-top-investment-worldwide-report?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3352676/china-pours-us61b-brazil-making-it-beijings-top-investment-worldwide-report?utm_source=rss_feed Thu, 07 May 2026 14:30:05 +0000 Ben Jiang Ben Jiang Chinese technology billionaire Chen Tianqiao’s artificial intelligence start-up MiroMind is suspending its services in mainland China, Hong Kong and Macau, in the latest sign that some of the country’s most globally ambitious firms are increasingly retreating from the domestic market as geopolitical tensions reshape the industry following the Manus saga. In an email sent to select users on Wednesday, the company said that its MiroThinker services would stop operating in regions including... https://www.scmp.com/tech/policy/article/3352778/tech-billionaire-chen-tianqiaos-miromind-halts-china-services-after-meta-and-manus-saga?utm_source=rss_feed https://www.scmp.com/tech/policy/article/3352778/tech-billionaire-chen-tianqiaos-miromind-halts-china-services-after-meta-and-manus-saga?utm_source=rss_feed Thu, 07 May 2026 14:00:11 +0000 Dominik Mierzejewski Dominik Mierzejewski As Beijing increasingly sees the country as a chessboard, the central government is no longer simply asking every province to grow faster; it wants them to grow differently. Reporting on the end of the 14th five-year plan and preparation for the 15th five-year plan frames provinces and cities as specialised implementation units, reflecting a territorial division of labour. The central government wants provinces to find their rightful place in national development and act in accordance with their... https://www.scmp.com/opinion/china-opinion/article/3352501/why-beijing-wants-provinces-find-their-own-productive-forces?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3352501/why-beijing-wants-provinces-find-their-own-productive-forces?utm_source=rss_feed Thu, 07 May 2026 12:30:05 +0000 Minxiao Chang,Coco Feng Minxiao Chang,Coco Feng Chinese artificial intelligence start-up Moonshot AI has raised about US$2 billion in a new funding round, boosting its valuation to more than US$20 billion as it navigates Beijing’s new listing rules for companies registered overseas. The funding was led by Long-Z Investments, Meituan’s venture arm, and involved China Mobile. Over the past six months, Moonshot had raised a total of US$3.9 billion, according to a statement by the deal’s financial adviser HF Capital on Thursday. The Beijing-based... https://www.scmp.com/tech/article/3352751/kimi-developer-moonshot-ai-valued-us20b-it-navigates-chinas-new-ipo-rules?utm_source=rss_feed https://www.scmp.com/tech/article/3352751/kimi-developer-moonshot-ai-valued-us20b-it-navigates-chinas-new-ipo-rules?utm_source=rss_feed Thu, 07 May 2026 10:27:37 +0000 Coco Feng Coco Feng TikTok is investing US$25 billion in data infrastructure projects in Thailand, the company’s biggest investment announced to date in Southeast Asia, as China’s technology giants continue expanding their footprint in the region. The investment would be used to install additional servers and expand data storage and processing infrastructure across Bangkok, Samut Prakan and Chachoengsao provinces to support rising demand for digital services, according to an announcement by Thailand’s Board of... https://www.scmp.com/tech/article/3352736/tiktok-makes-record-us25b-investment-expand-digital-infrastructure-thailand?utm_source=rss_feed https://www.scmp.com/tech/article/3352736/tiktok-makes-record-us25b-investment-expand-digital-infrastructure-thailand?utm_source=rss_feed Thu, 07 May 2026 08:30:10 +0000 Ben Young Ben Young For ultra-high-net-worth individuals (UHNWIs), health and wellness has evolved past yearly doctor’s appointments into a live, data-driven system powered by AI and medical-grade wearables. According to Duncan Yu, general manager (Asia) of consumer electronics company Withings, UHNWI health has shifted from reactive treatment to a proactive, data-driven and highly personalised model of monitoring and health management. At the centre of this shift is an infrastructure of AI-powered devices that... https://www.scmp.com/special-reports/special-reports/topics/wealth-healthcare/article/3352694/ai-powered-wearables-revolutionise-health-ultra-wealthy?utm_source=rss_feed https://www.scmp.com/special-reports/special-reports/topics/wealth-healthcare/article/3352694/ai-powered-wearables-revolutionise-health-ultra-wealthy?utm_source=rss_feed Thu, 07 May 2026 07:49:16 +0000 Wency Chen Wency Chen South Korean tech giant Samsung Electronics said on Wednesday it would end sales of all home appliance products in mainland China, retreating further from a consumer market increasingly dominated by domestic rivals as the group doubles down on its far more profitable semiconductor business. Samsung’s home appliance portfolio in China includes televisions, monitors, air conditioners, refrigerators, washing machines, dryers, vacuum cleaners and air purifiers. In a notice published on its official... https://www.scmp.com/business/companies/article/3352690/samsung-halts-all-home-appliance-sales-china-pivot-ai-accelerates?utm_source=rss_feed https://www.scmp.com/business/companies/article/3352690/samsung-halts-all-home-appliance-sales-china-pivot-ai-accelerates?utm_source=rss_feed Thu, 07 May 2026 02:48:28 +0000 Xinmei Shen,Sylvia Ma Xinmei Shen,Sylvia Ma Chloe Wang, a 26-year-old fund employee in Shenzhen, said she “definitely wouldn’t” pay for a subscription to Doubao, Chinese tech giant ByteDance’s artificial intelligence chatbot, at its proposed price. “I’m willing to pay for AI tools, but I don’t think it’s worth that much – even though I find Doubao relatively easy to use among domestic AI products,” said Wang, who uses the app occasionally for work-related queries. “If I had to pay for an AI tool as a productivity aid, I’d probably rather... https://www.scmp.com/tech/tech-trends/article/3352661/bytedances-ai-subscription-gamble-chatbot-faces-reality-check-china?utm_source=rss_feed https://www.scmp.com/tech/tech-trends/article/3352661/bytedances-ai-subscription-gamble-chatbot-faces-reality-check-china?utm_source=rss_feed Thu, 07 May 2026 01:59:51 +0000 Carol Yang Carol Yang China is strengthening gas storage capacity in Hainan as part of an expanding energy security strategy aimed at reducing exposure to external supply shocks, including disruptions through the Strait of Hormuz during the US-Israeli war in Iran. Against this backdrop, the second phase of a major liquefied natural gas (LNG) terminal in the southern island province has reached a crucial milestone, with construction nearly 50 per cent complete and full completion expected by 2027, state broadcaster... https://www.scmp.com/economy/china-economy/article/3352611/chinas-energy-security-strategy-expands-south-how-hainan-becoming-lng-storage-hub?utm_source=rss_feed https://www.scmp.com/economy/china-economy/article/3352611/chinas-energy-security-strategy-expands-south-how-hainan-becoming-lng-storage-hub?utm_source=rss_feed Thu, 07 May 2026 01:30:11 +0000 Ningrong Liu Ningrong Liu During a summer trip to Europe 15 years ago, I sat with friends in a Monaco hotel as we discussed their bold new idea. One of them, trained in technology and just beginning his entrepreneurial journey, shared his vision: to make the lectures of world-class professors accessible online to college students across China. I admired his passion, though I doubted whether such a venture could succeed. Not long ago, that company, now a leading provider of digital solutions for higher education in China,... https://www.scmp.com/opinion/china-opinion/article/3352556/how-scientist-entrepreneurs-are-shaping-chinas-future?utm_source=rss_feed https://www.scmp.com/opinion/china-opinion/article/3352556/how-scientist-entrepreneurs-are-shaping-chinas-future?utm_source=rss_feed Thu, 07 May 2026 01:30:05 +0000 Daniel Ren Daniel Ren Profit trajectories between automotive assemblers and electric vehicle (EV) battery producers in China are set to diverge further due to lacklustre car sales and buoyant demand for energy-storage systems. Leading players, including China’s EV battery king Contemporary Amperex Technology Ltd (CATL), would continue to attract buying interest in their shares, spurred by improved profitability, according to analysts. They added that flat vehicle prices, coupled with a dip in new car sales, had... https://www.scmp.com/business/china-business/article/3352561/falling-sales-widen-profit-gap-between-chinas-ev-makers-and-battery-suppliers?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3352561/falling-sales-widen-profit-gap-between-chinas-ev-makers-and-battery-suppliers?utm_source=rss_feed Thu, 07 May 2026 01:00:08 +0000 Iris Deng Iris Deng While the world’s largest memory-chip makers are reaping record profits from the artificial intelligence boom, traders in Shenzhen’s Huaqiangbei electronics market are being left to deal with the fallout of a speculative frenzy that has sharply reversed, wiping out much of the value of their inventories since late 2025. “The market surge last year became so frantic that everyone from shoemakers to fishmongers piled into memory-chip speculation,” a trader surnamed Liu said from his cramped stall... https://www.scmp.com/tech/article/3352642/after-frenzy-fallout-why-chips-are-down-shenzhens-tech-traders?utm_source=rss_feed https://www.scmp.com/tech/article/3352642/after-frenzy-fallout-why-chips-are-down-shenzhens-tech-traders?utm_source=rss_feed Wed, 06 May 2026 13:00:13 +0000