https://www.scmp.com/rss/508726/feed en https://assets-v2.i-scmp.com/production/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Chong Ming Lee,Mia Nurmamat Chong Ming Lee,Mia Nurmamat Elon Musk bet nearly half a billion dollars that political spending could keep Washington friendly to his sprawling business empire. On Tuesday, that bet came up short. As Democrats recaptured control of the US Congress in the midterm elections, the world’s richest man found himself facing an abruptly altered political landscape. After pouring a record-breaking US$474 million into political groups – overwhelmingly backing Republicans – Musk now faces a divided Washington keen to examine his... https://www.scmp.com/tech/big-tech/article/3373422/after-us474m-gamble-flops-what-happens-now-elon-musks-tesla-spacex-and-china-ties https://www.scmp.com/tech/big-tech/article/3373422/after-us474m-gamble-flops-what-happens-now-elon-musks-tesla-spacex-and-china-ties Thu, 05 Nov 2026 15:00:08 +0000 Iris Deng Iris Deng Huawei Technologies has launched its first desktop computer powered by its proprietary operating system, HarmonyOS, touting the device as “100 per cent domestically made” in its latest push for technological self-reliance. The Shenzhen-based company on Thursday unveiled its Qinyun HM650 series desktop computers for enterprise and government users, powered by the self-developed Kirin X90 processor, which debuted in Huawei’s consumer laptops and tablets last year. The tech giant said the new... https://www.scmp.com/tech/tech-trends/article/3373435/no-intel-no-qualcomm-huawei-unveils-desktop-built-entirely-china-made-components https://www.scmp.com/tech/tech-trends/article/3373435/no-intel-no-qualcomm-huawei-unveils-desktop-built-entirely-china-made-components Thu, 05 Nov 2026 13:15:05 +0000 Vincent Chow Vincent Chow The Democratic Party’s sweeping midterm election victory and takeover of both houses of Congress could slow down the pace of artificial intelligence development in the US, with implications for both the global AI trade and the technology rivalry between Washington and Beijing, analysts said. The assessment comes as concerns about AI and the data centres that power it proved to be a contributing factor in the backlash against the Republican Party and US President Donald Trump, a vocal supporter... https://www.scmp.com/tech/big-tech/article/3373295/how-democratic-sweep-could-slow-ai-growth-us-and-help-chinas-ambitions https://www.scmp.com/tech/big-tech/article/3373295/how-democratic-sweep-could-slow-ai-growth-us-and-help-chinas-ambitions Wed, 04 Nov 2026 15:00:08 +0000 Xiaofei Xu Xiaofei Xu Shanghai-listed Wingtech Technology has rejected a restructuring proposal under which it would lose control of Dutch chipmaker Nexperia’s assets outside China, condemning the plan as an “expropriation” driven by discrimination. The stand-off deepens a year-long dispute between Wingtech and Dutch authorities, as the company faces an impending delisting deadline at home, while Dutch Prime Minister Rob Jetten prepares for an official visit to Beijing in the spring. In a statement on Tuesday,... https://www.scmp.com/tech/tech-war/article/3373244/wingtech-rejects-nexperia-restructuring-cites-discrimination-towards-chinese-investors https://www.scmp.com/tech/tech-war/article/3373244/wingtech-rejects-nexperia-restructuring-cites-discrimination-towards-chinese-investors Wed, 04 Nov 2026 08:30:15 +0000 Iris Deng Iris Deng Chinese tech giant Tencent Holdings has rolled out its latest flagship artificial intelligence model, Hy4, seeking to challenge top open-weight rivals with enhanced agentic capabilities built to power its enterprise software ecosystem. Released on Wednesday, the large language model (LLM) introduced visual understanding for the first time. Hy4 could process images, analyse complex charts and conduct visual mathematical reasoning, according to the Shenzhen-based company. Tencent said the release... https://www.scmp.com/tech/big-tech/article/3373227/tencent-unveils-hy4-open-weight-ai-race-deepseek-zai-alibaba-heats https://www.scmp.com/tech/big-tech/article/3373227/tencent-unveils-hy4-open-weight-ai-race-deepseek-zai-alibaba-heats Wed, 04 Nov 2026 07:01:09 +0000 Ann Cao Ann Cao Open source is the only viable path to creating a sustainable artificial intelligence industry, Alibaba Group Holding chairman Joe Tsai said on Tuesday, as the Chinese technology giant doubles down on its open-source AI strategy. Speaking at the opening ceremony of the annual World Internet Conference Wuzhen Summit in eastern China’s Zhejiang province, Tsai pointed to a growing convergence around open ecosystems among domestic tech companies, as surging AI demand rubs up against persistent... https://www.scmp.com/tech/tech-trends/article/3373155/alibabas-joe-tsai-champions-open-source-ai-wuzhen-summit-amid-us-pushback https://www.scmp.com/tech/tech-trends/article/3373155/alibabas-joe-tsai-champions-open-source-ai-wuzhen-summit-amid-us-pushback Tue, 03 Nov 2026 12:00:17 +0000 Ann Cao Ann Cao Empyrean Technology, China’s top provider of electronic design automation (EDA) tools, plans to acquire a majority stake in a domestic start-up, reinforcing Beijing’s drive for tech self-sufficiency and bolstering support for Huawei Technologies’ semiconductor ambitions. The Beijing-based firm said in a Shenzhen Stock Exchange filing on Sunday that it would acquire a 50.38 per cent stake in Easy-Logic Technology for 218.8 million yuan (US$33 million). Once completed, the start-up would be... https://www.scmp.com/tech/big-tech/article/3373005/chinas-eda-champion-buys-start-address-weak-link-support-huaweis-tau-scaling-law https://www.scmp.com/tech/big-tech/article/3373005/chinas-eda-champion-buys-start-address-weak-link-support-huaweis-tau-scaling-law Mon, 02 Nov 2026 13:30:12 +0000 Howard Liu Howard Liu Chinese memory chip giant ChangXin Memory Technologies (CXMT) is pressing ahead with an alternative chip architecture that US rival Micron Technology has chosen to bypass, highlighting an industry divide over how best to pack more data onto silicon under cost and geopolitical constraints. The Hefei-based company planned to send customers samples of its first server-grade dynamic random-access memory (DRAM) product built on the 4F² architecture by the end of this year, according to a summary of... https://www.scmp.com/tech/tech-war/article/3372997/chinas-cxmt-defends-bet-risky-new-dram-architecture-circumvent-us-chip-curbs https://www.scmp.com/tech/tech-war/article/3372997/chinas-cxmt-defends-bet-risky-new-dram-architecture-circumvent-us-chip-curbs Mon, 02 Nov 2026 11:30:09 +0000 Ben Jiang Ben Jiang Driving along the wide boulevards of Astana during a recent trip to the Kazakh capital, signs of China’s growing commercial footprint were everywhere. Chinese cars were becoming a common sight on the streets here, as brands from BYD to Changan made aggressive inroads in a market once dominated by South Korea’s Hyundai and Kia, said the driver who picked me up from the airport in a gleaming Changan electric vehicle. But it was not the rise of Chinese tech that had brought me to this energy-rich... https://www.scmp.com/tech/big-tech/article/3372785/us-or-china-why-kazakhstan-refuses-pick-sides-it-eyes-ai-revolution https://www.scmp.com/tech/big-tech/article/3372785/us-or-china-why-kazakhstan-refuses-pick-sides-it-eyes-ai-revolution Sun, 01 Nov 2026 06:00:13 +0000 Ann Cao,Vincent Chow Ann Cao,Vincent Chow Artificial intelligence is no longer merely the driving force behind global semiconductor demand, but is also actively reinventing how chips are designed and built, industry leaders and scientists said at a major science forum in Shanghai on Friday. Chen Yunji, co-founder of AI chipmaker Cambricon Technologies, predicted that the integration between AI and chip design would eventually automate the chip design process entirely. “In the [next] 10 years, the most important development … is the RSI... https://www.scmp.com/tech/big-tech/article/3372774/ai-fuelled-advanced-chips-set-power-semiconductor-manufacturing-industry-veteran https://www.scmp.com/tech/big-tech/article/3372774/ai-fuelled-advanced-chips-set-power-semiconductor-manufacturing-industry-veteran Fri, 30 Oct 2026 12:59:39 +0000 Ben Jiang Ben Jiang China on Friday hit out at reported US intelligence allegations that a suspected Chinese spy had targeted Nvidia chief executive Jensen Huang, dismissing the claims as “groundless speculation” aimed at smearing Beijing. “The relevant report is based on groundless speculation and [is] purely aimed at smearing and slandering China,” Chinese foreign ministry spokesman Guo Jiakun told a regular media briefing in Beijing. The pushback came after US outlet The New York Times reported on Thursday that... https://www.scmp.com/tech/tech-war/article/3372743/china-dismisses-us-report-suspected-spy-targeting-nvidia-ceo-jensen-huang-groundless https://www.scmp.com/tech/tech-war/article/3372743/china-dismisses-us-report-suspected-spy-targeting-nvidia-ceo-jensen-huang-groundless Fri, 30 Oct 2026 10:30:07 +0000 Ann Cao Ann Cao Chinese artificial intelligence chipmaker Iluvatar CoreX claims that its new Tiangai 300 graphics processing unit (GPU) can match and even surpass Nvidia’s H200 in real-world AI workloads, highlighting efforts by domestic players to close the technology gap with the US chip giant. In a live demonstration for mainland Chinese media outlets on Wednesday, the Shanghai-based firm showed the Tiangai 300 outperforming the H200 in complex multimodal tasks, including text-to-image and text-to-video... https://www.scmp.com/tech/tech-war/article/3372598/ai-chipmaker-iluvatar-corex-says-new-gpu-matches-nvidias-h200-home-grown-push-accelerates https://www.scmp.com/tech/tech-war/article/3372598/ai-chipmaker-iluvatar-corex-says-new-gpu-matches-nvidias-h200-home-grown-push-accelerates Thu, 29 Oct 2026 14:00:08 +0000 Ann Cao Ann Cao Huawei Technologies is already integrating elements of the Tau Scaling Law – a new chip design principle that helps the company overcome US export controls – into its wireless communications network, as it pushes for broader adoption across its products. The Chinese tech giant is using the “time compression” concept based on its Tau Scaling Law in its next-generation wireless base stations, according to a company statement released on Wednesday, and the new design is already delivering tangible... https://www.scmp.com/tech/big-tech/article/3372454/huaweis-tau-scaling-law-roll-out-reaches-base-stations-blow-us-chip-curbs https://www.scmp.com/tech/big-tech/article/3372454/huaweis-tau-scaling-law-roll-out-reaches-base-stations-blow-us-chip-curbs Wed, 28 Oct 2026 11:00:18 +0000 Vincent Chow,Chong Ming Lee Vincent Chow,Chong Ming Lee Open-weight models, China-US tensions, Taiwan – just a few of the more than dozen references to China-related risks cited in Anthropic’s much-anticipated listing prospectus, which was finally released on Monday after months of speculation. Mostly concentrated within the 93-page “risk factors” section of the filing with the US Securities and Exchange Commission, the disclosures reveal how the Silicon Valley start-up assesses the commercial threats posed by China and its artificial intelligence... https://www.scmp.com/tech/big-tech/article/3372329/how-china-risk-factors-loom-over-anthropics-hotly-anticipated-ipo-filing https://www.scmp.com/tech/big-tech/article/3372329/how-china-risk-factors-loom-over-anthropics-hotly-anticipated-ipo-filing Tue, 27 Oct 2026 13:00:08 +0000 Minxiao Chang Minxiao Chang Chinese artificial intelligence start-up Moonshot AI, developer of the popular Kimi series, apologised on Monday for limiting customers’ use of its latest model in a botched roll-out that has also invited scrutiny over its promotional practices and cybersecurity measures. “We’re sorry for the rate limits and unnecessary quota consumption on the K3.1 Pro subscription plan,” Moonshot said in a post on social media. In a separate Chinese-language notice, it said it took responsibility for the... https://www.scmp.com/tech/big-tech/article/3372247/moonshot-apologises-after-kimi-k31-pro-roll-out-stumbles-promotional-scrutiny-widens https://www.scmp.com/tech/big-tech/article/3372247/moonshot-apologises-after-kimi-k31-pro-roll-out-stumbles-promotional-scrutiny-widens Tue, 27 Oct 2026 06:00:10 +0000 Howard Liu Howard Liu China’s expanding semiconductor industry is fuelling anxiety in South Korea, where a new report from PwC has warned local chipmakers to defend profitability as Chinese rivals scale up production and strengthen market share. Samil PwC, the South Korean member firm of the global consultancy, said in a report made public on Monday that Chinese competition would likely heat up first in the areas of conventional memory, mature-node manufacturing, and packaging and testing. To stay ahead, Samil PwC... https://www.scmp.com/tech/tech-war/article/3372138/south-korea-urged-guard-chip-profitability-chinas-cxmt-and-ymtc-gain-market-share https://www.scmp.com/tech/tech-war/article/3372138/south-korea-urged-guard-chip-profitability-chinas-cxmt-and-ymtc-gain-market-share Mon, 26 Oct 2026 07:00:09 +0000 Ben Jiang,Ann Cao,Richard Chen Ben Jiang,Ann Cao,Richard Chen Long before artificial intelligence became the next big thing in the tech industry, Wang Jian was crafting the foundational infrastructure that would eventually power it. In 2008, he joined Alibaba Group Holding – owner of the South China Morning Post – as chief architect and founded Alibaba Cloud in 2009, convincing the company’s leadership to invest heavily in building a cloud computing infrastructure from scratch. Today, Wang’s purview has expanded considerably. As an academician at the... https://www.scmp.com/plus/tech/tech-trends/article/3372106/alibaba-cloud-founder-how-ai-can-unlock-human-potential https://www.scmp.com/plus/tech/tech-trends/article/3372106/alibaba-cloud-founder-how-ai-can-unlock-human-potential Mon, 26 Oct 2026 02:26:16 +0000 Ben Jiang,Ann Cao,Richard Chen Ben Jiang,Ann Cao,Richard Chen Long before artificial intelligence became the next big thing in the tech industry, Wang Jian was crafting the foundational infrastructure that would eventually power it. In 2008, he joined Alibaba Group Holding – owner of the South China Morning Post – as chief architect and founded Alibaba Cloud in 2009, convincing the company’s leadership to invest heavily in building a cloud computing infrastructure from scratch. Today, Wang’s purview has expanded considerably. As an academician at the... https://www.scmp.com/tech/tech-trends/article/3371979/why-cloud-computing-pioneer-wang-jian-thinks-space-next-ai-frontier https://www.scmp.com/tech/tech-trends/article/3371979/why-cloud-computing-pioneer-wang-jian-thinks-space-next-ai-frontier Sun, 25 Oct 2026 22:00:20 +0000 Minxiao Chang,Chong Ming Lee Minxiao Chang,Chong Ming Lee Chinese technology giants are dangling annual pay packages approaching 1 million yuan (US$149,739) to attract artificial intelligence engineers who can turn AI models into commercial applications. Companies including ByteDance, Tencent Holdings and Alibaba Group Holding are stepping up recruitment and training of the so-called forward-deployed engineers (FDEs), who work directly with customers to develop and integrate AI applications into business operations. Demand for such professionals has... https://www.scmp.com/tech/tech-trends/article/3371925/chinas-tech-giants-are-paying-1-million-yuan-new-kind-ai-engineer https://www.scmp.com/tech/tech-trends/article/3371925/chinas-tech-giants-are-paying-1-million-yuan-new-kind-ai-engineer Sun, 25 Oct 2026 06:00:20 +0000 Howard Liu Howard Liu China’s access to artificial intelligence computing power will double next year, but US-designed chips will account for about 65 per cent of that capacity, an indication of its continued reliance on foreign hardware, according to new research. Total compute available to Chinese entities was expected to expand in 2027 from about 4.6 million to 8.8 million “H100-equivalents” – a metric benchmarked against Nvidia’s data-centre graphics processing units, according to a report by the Washington-based... https://www.scmp.com/tech/tech-war/article/3371929/chinas-ai-compute-surge-heavily-reliant-us-chips-offshore-cloud-access-report https://www.scmp.com/tech/tech-war/article/3371929/chinas-ai-compute-surge-heavily-reliant-us-chips-offshore-cloud-access-report Sat, 24 Oct 2026 01:00:11 +0000 Ann Cao Ann Cao Chinese artificial intelligence chip giant Cambricon Technologies reported a 147.7 per cent surge in third-quarter profit on Friday, as the country’s aggressive push to replace Nvidia chips continues to fuel high growth among local chipmakers. The Shanghai-listed chipmaker generated 1.4 billion yuan (US$210 million) in net profit for the three months ended September 30, up from 566.6 million yuan during the same period last year. Revenue reached 3.5 billion yuan, an increase of 104.5 per cent... https://www.scmp.com/tech/tech-trends/article/3371959/cambricons-third-quarter-profit-surges-148-us210m-amid-push-replace-nvidia-chips https://www.scmp.com/tech/tech-trends/article/3371959/cambricons-third-quarter-profit-surges-148-us210m-amid-push-replace-nvidia-chips Fri, 23 Oct 2026 12:03:10 +0000 Ann Cao Ann Cao Deepening “symbiosis” with artificial intelligence model start-up DeepSeek is helping Chinese tech champion Huawei Technologies catch up with Nvidia’s chip hardware and software ecosystem in a scenario that could mean Jensen Huang’s “nightmare is starting to come true”, according to a new report. DeepSeek’s latest software releases, on top of its increased experimentation with Huawei’s powerful Ascend 950PR chips, reveal that the technological gap with the US is closing, as the two firms... https://www.scmp.com/tech/tech-war/article/3371806/jensens-nightmare-huawei-deepseek-narrow-ai-chip-ecosystem-gap-nvidia-report https://www.scmp.com/tech/tech-war/article/3371806/jensens-nightmare-huawei-deepseek-narrow-ai-chip-ecosystem-gap-nvidia-report Thu, 22 Oct 2026 12:00:14 +0000 Ben Jiang Ben Jiang The US government’s latest ban on Chinese artificial intelligence start-up DeepSeek could have a chilling effect on the wider American business community and deter companies from adopting low-cost Chinese AI models, industry experts say. The US Department of Homeland Security (DHS) ordered federal civilian agencies to remove DeepSeek products and third-party services built on the Chinese AI model from their IT systems, according to a directive signed in July and published on Monday. The... https://www.scmp.com/tech/big-tech/article/3371649/washingtons-deepseek-ban-may-deter-us-firms-adopting-chinese-ai-models-experts https://www.scmp.com/tech/big-tech/article/3371649/washingtons-deepseek-ban-may-deter-us-firms-adopting-chinese-ai-models-experts Wed, 21 Oct 2026 14:00:12 +0000 Chong Ming Lee Chong Ming Lee Chinese artificial intelligence start-up DeepSeek has fully open-sourced an internally developed framework designed to run AI models efficiently, as a senior researcher at the company described the growing divide between open-source and closed-source AI as a battle between “light and darkness”. The company on Tuesday released DeepInfer, an inference framework tailored to support its DeepSeek-V4.1-Flash model on both Nvidia’s SM100 Blackwell graphics processing units (GPUs) and Huawei... https://www.scmp.com/tech/big-tech/article/3371592/deepseek-open-sources-new-tool-slash-ai-costs-fight-against-closed-source-rivals https://www.scmp.com/tech/big-tech/article/3371592/deepseek-open-sources-new-tool-slash-ai-costs-fight-against-closed-source-rivals Wed, 21 Oct 2026 05:03:27 +0000 Vincent Chow Vincent Chow The growing popularity of Chinese artificial intelligence models has emerged as a key risk factor for Anthropic ahead of its blockbuster initial public offering, according to US research firm Hedgeye Risk Management. “It’s all about Chinese competition when analysing Anthropic,” said Felix Wang, managing director and global tech sector head at Hedgeye. “Many of my clients are asking the same question.” The assessment comes as Anthropic faces renewed investor jitters over whether its massive AI... https://www.scmp.com/tech/big-tech/article/3371504/why-anthropic-has-major-china-problem-ahead-its-blockbuster-ipo https://www.scmp.com/tech/big-tech/article/3371504/why-anthropic-has-major-china-problem-ahead-its-blockbuster-ipo Wed, 21 Oct 2026 00:00:15 +0000 Iris Deng,Howard Liu Iris Deng,Howard Liu Chinese memory chip giant ChangXin Memory Technologies (CXMT) saw its shares fall more than 8 per cent in early Monday trading, despite forecasts of strong profits and plans for a share buy-back amid a global sector-wide market rout. CXMT shares dropped 7.8 per cent on Monday to close at 41.52 yuan. The company’s stock surged to a peak of 61.8 yuan in August – up as much as 614 per cent from its initial public offering price of 8.66 yuan in July – before paring back gains. The market reaction... https://www.scmp.com/tech/big-tech/article/3371314/cxmt-forecasts-us198-billion-3-quarters-net-income-pledges-share-buy-back https://www.scmp.com/tech/big-tech/article/3371314/cxmt-forecasts-us198-billion-3-quarters-net-income-pledges-share-buy-back Sun, 18 Oct 2026 23:30:08 +0000 Iris Deng,Vincent Chow Iris Deng,Vincent Chow China’s proposed export bans and controls of artificial intelligence technologies aim to tighten Beijing’s grip in the strategically vital sector, casting a cloud over the commercial prospects of domestic model developers in the global AI race, analysts say. The new measures come as concerns mount globally over the risks of advanced AI systems, following a string of recent cyberattacks, while also underscoring AI’s growing national security importance for both Beijing and Washington. Zhang Yi,... https://www.scmp.com/tech/big-tech/article/3371247/chinas-proposed-ai-tech-export-bans-may-create-short-term-costs-long-term-gains-analysts https://www.scmp.com/tech/big-tech/article/3371247/chinas-proposed-ai-tech-export-bans-may-create-short-term-costs-long-term-gains-analysts Sat, 17 Oct 2026 12:00:11 +0000 Alice Li,Howard Liu Alice Li,Howard Liu Dutch semiconductor equipment giant ASML is expanding into next-generation hybrid bonding, a technique that creates dense electrical connections by directly joining chips or silicon wafers, according to a new report. Major Chinese companies are also adopting the technology to improve chip performance. ASML submitted 27 patent families related to hybrid bonding tools between December 2022 and November 2024, according to a report published by semiconductor and AI supply chain research firm... https://www.scmp.com/tech/tech-trends/article/3371181/asml-eyes-hybrid-bonding-report-finds-chinese-firms-adopt-chip-packaging-technique https://www.scmp.com/tech/tech-trends/article/3371181/asml-eyes-hybrid-bonding-report-finds-chinese-firms-adopt-chip-packaging-technique Fri, 16 Oct 2026 12:30:12 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma China and the United States are in regular talks about artificial intelligence (AI) as they seek to firm up plans for an incident “hotline” and develop a formalised dialogue process ahead of a presidential summit next month. The two sides aim to agree on a basic framework for addressing AI incidents before Chinese President Xi Jinping and US President Donald Trump meet on the sidelines of the annual Asia-Pacific Economic Cooperation (Apec) leaders’ meeting in Shenzhen, the South China Morning... https://www.scmp.com/plus/tech/tech-war/article/3371013/china-us-discuss-ai-chip-stock-rout-hits-asian-markets https://www.scmp.com/plus/tech/tech-war/article/3371013/china-us-discuss-ai-chip-stock-rout-hits-asian-markets Thu, 15 Oct 2026 09:27:12 +0000 Ann Cao,Howard Liu Ann Cao,Howard Liu A Chinese start-up has unveiled a prototype extreme ultraviolet (EUV) light-source machine – a component often described as the “heart” of advanced lithography systems – marking an early but critical step in Beijing’s drive for self-reliance in chipmaking equipment. At the China International Industry Fair in Shanghai, Langdao Silex displayed its self-developed EUV light-source system. Ninety per cent of the machine’s components were localised, with the vast majority of core parts developed... https://www.scmp.com/tech/big-tech/article/3370966/start-unveils-prototype-heart-euv-lithography-amid-china-chipmaking-push https://www.scmp.com/tech/big-tech/article/3370966/start-unveils-prototype-heart-euv-lithography-amid-china-chipmaking-push Thu, 15 Oct 2026 06:01:54 +0000 Xiaofei Xu Xiaofei Xu Dutch semiconductor equipment giant ASML expects China to account for about 20 per cent of its total sales this year, after seeing shipments to the market more than double during the previous quarter despite mounting US pressure for tighter export restrictions on less advanced chipmaking machinery. The company’s sales to China surged 109 per cent in the third quarter compared with the previous three months, according to financial results released on Wednesday. That took China’s share of ASML’s... https://www.scmp.com/tech/big-tech/article/3370904/asmls-chip-equipment-sales-china-soar-109-despite-us-export-curb-push https://www.scmp.com/tech/big-tech/article/3370904/asmls-chip-equipment-sales-china-soar-109-despite-us-export-curb-push Wed, 14 Oct 2026 14:00:12 +0000 Howard Liu Howard Liu Yangtze Memory Technologies Corporation (YMTC), China’s leading flash-memory maker, is set to grow revenue six times faster than its industry peers this year as it expands into server-related business ahead of a planned initial public offering (IPO), according to Counterpoint Research. The company’s server-related revenue was effectively zero in 2024, but could account for nearly 39 per cent of its revenue by 2028, according to the market intelligence firm on Tuesday. Much of the momentum is... https://www.scmp.com/tech/big-tech/article/3370871/chinese-memory-giant-ymtc-grow-revenue-6-times-faster-peers-ipo-nears-report https://www.scmp.com/tech/big-tech/article/3370871/chinese-memory-giant-ymtc-grow-revenue-6-times-faster-peers-ipo-nears-report Wed, 14 Oct 2026 11:00:10 +0000 Iris Deng Iris Deng Huawei Technologies has shipped more than 100 million devices powered by its Kirin processors since 2023, when it returned to the smartphone market with a new generation of premium handsets. The company says testing of its next-generation Kirin 2027 chip is also progressing in line with expectations. The company disclosed the figure on Tuesday as it unveiled new details about its flagship Kirin 9050 series, the first mass-produced chip using its proprietary LogicFolding architecture, developed... https://www.scmp.com/tech/big-tech/article/3370766/huawei-once-hobbled-us-sanctions-passes-100-million-kirin-chip-milestone https://www.scmp.com/tech/big-tech/article/3370766/huawei-once-hobbled-us-sanctions-passes-100-million-kirin-chip-milestone Tue, 13 Oct 2026 13:00:08 +0000 Ann Cao Ann Cao Chinese AI chipmaker Iluvatar CoreX debuted its first supernode system, a computing system that squeezes 144 graphics processing units (GPUs) into a single cabinet, breaking an industrial record. The new product, dubbed the Tiangai 300 IXL144, was unveiled on Monday at the 2026 China International Industry Fair (CIIF) in Shanghai. Designed for large-scale AI model training and inference, the system packs 144 GPUs and 18 central processing units (CPUs) into a single cabinet and boasts around 10.1... https://www.scmp.com/tech/tech-trends/article/3370711/chinas-iluvatar-corexs-first-ai-computing-supernode-squeezes-most-gpus-1-system https://www.scmp.com/tech/tech-trends/article/3370711/chinas-iluvatar-corexs-first-ai-computing-supernode-squeezes-most-gpus-1-system Tue, 13 Oct 2026 09:00:04 +0000 Vincent Chow Vincent Chow US start-up OpenAI’s latest advances in artificial intelligence may be a tipping point that leads to a breakthrough for the robotics industry as soon as next year, according to the founder of Chinese giant Unitree Robotics. Wang Xingxing, also the CEO of the Hangzhou-based company, said on Monday that OpenAI’s recently released GPT-6 model prompted expectations that a breakthrough could happen “within one or two years”. “It’s possible that, say, a GPT-7 model released next year could directly... https://www.scmp.com/tech/big-tech/article/3370603/openais-gpt-6-may-lead-robotics-breakthrough-soon-next-year-unitree-founder https://www.scmp.com/tech/big-tech/article/3370603/openais-gpt-6-may-lead-robotics-breakthrough-soon-next-year-unitree-founder Mon, 12 Oct 2026 13:30:07 +0000 Howard Liu Howard Liu China accounts for about 5 per cent of the equipment and materials directly supplied to the US chip industry when measured by country of manufacture, but its grip on certain rare earths needed for chipmaking is over 90 per cent, according to the Semiconductor Industry Association (SIA). While 95 per cent of the nearly US$27 billion annual spending by American chipmakers on manufacturing equipment and materials was sourced from companies headquartered in the US, Europe, and Japan, that figure... https://www.scmp.com/tech/tech-trends/article/3370581/mapping-us-chip-supply-chain-china-accounts-far-more-it-appears-report-says https://www.scmp.com/tech/tech-trends/article/3370581/mapping-us-chip-supply-chain-china-accounts-far-more-it-appears-report-says Mon, 12 Oct 2026 10:00:05 +0000 Ann Cao Ann Cao Embracing the open-source approach is the only way for Europe to achieve technological independence, Alibaba Group Holding chairman Joe Tsai said, pointing to China’s own open-source drive as a blueprint for innovation under constraints. For Europe, which shares China’s deep roots in traditional manufacturing, the open-source approach presented a unique opportunity, Tsai said, highlighting that factories in the region possessed highly valuable manufacturing data. “You don’t want to feed it into... https://www.scmp.com/tech/tech-trends/article/3370428/open-source-ai-europes-only-path-tech-independence-says-alibaba-chairman-joe-tsai https://www.scmp.com/tech/tech-trends/article/3370428/open-source-ai-europes-only-path-tech-independence-says-alibaba-chairman-joe-tsai Sat, 10 Oct 2026 05:34:09 +0000 Chong Ming Lee Chong Ming Lee Did Chinese AI companies secretly tap US models to close the technology gap? That is the central question hanging over China’s tech sector following a wave of allegations from Washington and American AI lab Anthropic. According to a joint advisory by the National Security Agency, FBI, and Cybersecurity and Infrastructure Security Agency last month, Chinese AI developers have been systematically extracting capabilities from US frontier models to reduce their own computing, electricity and... https://www.scmp.com/tech/tech-war/article/3370317/anthropic-claims-chinese-ai-firms-secretly-use-claude-it-true https://www.scmp.com/tech/tech-war/article/3370317/anthropic-claims-chinese-ai-firms-secretly-use-claude-it-true Fri, 09 Oct 2026 13:30:07 +0000 Howard Liu Howard Liu Renewed fears of potential US trade curbs on next-generation optical transceivers for data centres have sent shares of Chinese suppliers tumbling, deepening a sell-off across artificial intelligence supply chain stocks. Shares of Chinese optical chipmakers extended their losses for a second straight session on Friday despite reassurances from major suppliers, while China’s benchmark CSI 300 Index slid 1.3 per cent by the midday break to its lowest level since August last year. Upstream laser... https://www.scmp.com/tech/tech-war/article/3370305/chinese-optical-chip-stocks-extend-rout-amid-fears-potential-us-curbs https://www.scmp.com/tech/tech-war/article/3370305/chinese-optical-chip-stocks-extend-rout-amid-fears-potential-us-curbs Fri, 09 Oct 2026 07:13:16 +0000 Chong Ming Lee Chong Ming Lee On September 22, the global artificial intelligence landscape spun on its axis within a matter of hours. In Beijing, Xiaomi engineers went live with an unusual broadcast, streaming the training run of their new MiMo-V2.6 model. In San Francisco, Anthropic unveiled its frontier Opus 5.5 model. About an hour later, OpenAI crashed the party with the surprise release of its GPT-6 Sol and Luna models. For tech executives and developers trying to keep pace, it was just another overwhelming day in the... https://www.scmp.com/tech/big-tech/article/3369757/chinas-ai-race-accelerates-model-fatigue-becomes-next-challenge https://www.scmp.com/tech/big-tech/article/3369757/chinas-ai-race-accelerates-model-fatigue-becomes-next-challenge Tue, 06 Oct 2026 12:00:07 +0000 Ann Cao Ann Cao As global adoption of the open-source RISC-V chip architecture accelerates, US intellectual property provider MIPS is collaborating with Chinese firms at an unprecedented level, according to a senior executive, highlighting how cross-border cooperation persists despite intense tech rivalry between Washington and Beijing. MIPS, which was acquired by US chipmaker GlobalFoundries last year, was driving RISC-V standardisation “very closely with China”, chief technology officer Yankin Tanurhan said... https://www.scmp.com/tech/tech-trends/article/3369590/how-us-china-risc-v-collaboration-deepening-despite-chip-rivalry https://www.scmp.com/tech/tech-trends/article/3369590/how-us-china-risc-v-collaboration-deepening-despite-chip-rivalry Sat, 03 Oct 2026 13:00:16 +0000 Howard Liu Howard Liu Chinese semiconductor plants amassed hundreds of immersion lithography machines worth billions of dollars in recent years, according to former US officials, who urged Washington and its allies to shut down further exports. Chinese-owned fabs had acquired an estimated 343 immersion deep ultraviolet (DUV) lithography systems by early 2026, said a report published in late September by the Centre for Technology & Statecraft (CTS), a Washington research group established in August. Co-authored by... https://www.scmp.com/tech/tech-war/article/3369557/china-stockpiles-asml-lithography-tools-spurring-us-calls-complete-export-ban https://www.scmp.com/tech/tech-war/article/3369557/china-stockpiles-asml-lithography-tools-spurring-us-calls-complete-export-ban Fri, 02 Oct 2026 12:00:11 +0000 Wency Chen,Howard Liu Wency Chen,Howard Liu China has set a five-year goal for the expansion of intelligent computing capacity to drive artificial intelligence (AI) that calls for a more than fourfold increase on what was in place at the end of June this year. To reach the 2030 target while being blocked by the United States from importing the most advanced Western-made AI chips will require innovation, adaptation and the application and coordination of vast resources. Judging by the 177 per cent increase in capacity achieved in the year... https://www.scmp.com/plus/tech/policy/article/3369537/chinas-ai-compute-ambitions-demand-innovation https://www.scmp.com/plus/tech/policy/article/3369537/chinas-ai-compute-ambitions-demand-innovation Fri, 02 Oct 2026 07:05:21 +0000 Chong Ming Lee Chong Ming Lee US artificial intelligence company Anthropic appears to have stepped up enforcement of geographical restrictions on its Claude models in Hong Kong, with local users reporting abrupt account suspensions after accessing the service through virtual private networks (VPNs). A wave of complaints surfaced on social media platforms X and Reddit on Thursday, as users who had operated accounts for months using VPNs found them suddenly disabled. One Hong Kong-based user posted on the “r/claude” subreddit... https://www.scmp.com/tech/tech-war/article/3369526/hong-kong-users-caught-offguard-anthropic-tightens-vpn-access-claude https://www.scmp.com/tech/tech-war/article/3369526/hong-kong-users-caught-offguard-anthropic-tightens-vpn-access-claude Fri, 02 Oct 2026 05:44:12 +0000 Iris Deng Iris Deng Huawei Technologies is making rapid progress in rolling out a new breed of advanced chip based on its self-developed Tau Scaling Law, with the Chinese company set to adopt the processors across the newly released Mate 90 smartphone series. The roll-out marks another step forward in the Chinese tech giant’s push to overcome stringent US export curbs, which has seen Huawei rewire its smartphone business to run on home-grown technology. Speaking at a press briefing on Tuesday, Huawei consumer... https://www.scmp.com/tech/big-tech/article/3369400/huawei-steps-tau-chip-roll-out-mate-xt-2-track-1-million-sales https://www.scmp.com/tech/big-tech/article/3369400/huawei-steps-tau-chip-roll-out-mate-xt-2-track-1-million-sales Thu, 01 Oct 2026 03:00:08 +0000 Chong Ming Lee Chong Ming Lee The US artificial intelligence giant Anthropic has warned of the potential danger posed by Chinese firm Z.ai’s GLM-5.3, with the open-weight model showing a troubling mix of powerful hacking abilities but weak safety constraints. GLM-5.3 almost matches Anthropic’s most advanced model in terms of its cyber capabilities, but has far weaker safeguards, meaning there is greater potential for the model to be co-opted by bad actors, according to the San Francisco-based firm. In a report released on... https://www.scmp.com/tech/big-tech/article/3369354/anthropic-raises-alarm-over-elite-hacking-ability-chinese-firm-zais-glm-53 https://www.scmp.com/tech/big-tech/article/3369354/anthropic-raises-alarm-over-elite-hacking-ability-chinese-firm-zais-glm-53 Wed, 30 Sep 2026 12:00:08 +0000 Brian Rhoads,Raymond Ma Brian Rhoads,Raymond Ma Subscribers: The Daily Pulse won’t be published on October 1, which is China’s National Day. We will resume publication on Friday, October 2. US President Donald Trump has again ruled out collaborating with China on artificial intelligence (AI), arguing that it would undermine American leadership in the technology. Cooperation would let China “immediately gain access to things that we know that they don’t know”, Trump told reporters on Tuesday. “We’re leading now over China and everyone else,... https://www.scmp.com/plus/tech/tech-war/article/3369336/trump-relies-ai-giants-self-police-after-ruling-out-china-deal https://www.scmp.com/plus/tech/tech-war/article/3369336/trump-relies-ai-giants-self-police-after-ruling-out-china-deal Wed, 30 Sep 2026 09:13:03 +0000 Coco Feng Coco Feng Chinese artificial intelligence start-up DeepSeek on Wednesday open-sourced a suite of core tools tailored for Huawei Technologies’ Ascend AI chips, marking a step forward in the country’s push to end dependence on processors from US giant Nvidia amid US export curbs. Hangzhou-based DeepSeek released six software modules that mirror its prior open-source tools for Nvidia’s AI chips, aiming to build a new “independent and controllable” software ecosystem for graphics processing units (GPUs),... https://www.scmp.com/tech/tech-trends/article/3369301/chinas-deepseek-open-sources-tools-help-huawei-chips-supplant-nvidia-ai https://www.scmp.com/tech/tech-trends/article/3369301/chinas-deepseek-open-sources-tools-help-huawei-chips-supplant-nvidia-ai Wed, 30 Sep 2026 06:31:08 +0000 Ann Cao Ann Cao Chinese chip foundry CanSemi Technology’s Shenzhen initial public offering (IPO) is emerging as one of mainland China’s most sought-after tech listings this year, as investors bet on its push into silicon photonics and its role in domestic artificial intelligence infrastructure. The Guangzhou-based company’s retail tranche was oversubscribed by more than 2,300 times after clawback, according to a stock exchange filing late on Sunday, as investors scrambled for a piece of the domestic... https://www.scmp.com/tech/tech-trends/article/3369074/chinese-chip-foundry-cansemis-ipo-oversubscribed-2360-times-investors-chase-ai-boom https://www.scmp.com/tech/tech-trends/article/3369074/chinese-chip-foundry-cansemis-ipo-oversubscribed-2360-times-investors-chase-ai-boom Mon, 28 Sep 2026 11:30:11 +0000 Vincent Chow Vincent Chow If the American guests seated at the head table with President Xi Jinping and US President Donald Trump at Thursday’s White House state dinner were any indication, Washington now views its relationship with Beijing largely through the prism of technology. Analysts said the seating arrangement underscored how tech industry titans driving the global AI infrastructure boom were pushing to draw the two economic superpowers closer together. Sitting alongside Xi, Chinese first lady Peng Liyuan, Trump... https://www.scmp.com/tech/tech-war/article/3368774/xi-trump-dinner-puts-us-tech-titans-spotlight-what-does-it-mean-china-ties https://www.scmp.com/tech/tech-war/article/3368774/xi-trump-dinner-puts-us-tech-titans-spotlight-what-does-it-mean-china-ties Fri, 25 Sep 2026 07:00:17 +0000