https://www.scmp.com/rss/523030/feed The latest news and top stories on Ray Wang. As Research Director for Semiconductors, Supply Chain and Emerging Technologies at The Futurum Group, he leads analysis and advisory in the semiconductor and AI industries. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Orange Wang,Meredith Chen Orange Wang,Meredith Chen When US President Donald Trump gave his blessing to sales of Nvidia’s powerful H200 artificial intelligence chips to China, he sparked a national security backlash in both countries. Rather than seeing it as an olive branch, many Chinese commenters interpreted the move as a sophisticated Trojan horse-style trap that aimed to make Beijing dependent on American technologies in advanced semiconductors and other chokepoint sectors. Trump’s green light for the H200 – a template that he said would be... https://www.scmp.com/news/china/diplomacy/article/3339866/does-trumps-nvidia-chip-flip-reveal-anxieties-both-sides-china-us-tech-war?utm_source=rss_feed https://www.scmp.com/news/china/diplomacy/article/3339866/does-trumps-nvidia-chip-flip-reveal-anxieties-both-sides-china-us-tech-war?utm_source=rss_feed Wed, 14 Jan 2026 22:00:14 +0000 Yulu Ao Yulu Ao Cambricon Technologies, the artificial intelligence chipmaker dubbed “China’s Nvidia”, tumbled on Thursday as investors took profit from one of the mainland’s most frenzied stock rallies this year. Shares of the Shanghai-listed company sank as much as 16 per cent before closing 14.4 per cent lower at 1,202 yuan, the steepest single-day decline since January 16. The stock lost 84 billion yuan (US$11.8 billion) in market capitalisation. The sharp sell-off also erased 6.9 per cent from the... https://www.scmp.com/business/china-business/article/3324360/cambricon-shares-slump-14-most-7-months-reality-check-hits-investors?utm_source=rss_feed https://www.scmp.com/business/china-business/article/3324360/cambricon-shares-slump-14-most-7-months-reality-check-hits-investors?utm_source=rss_feed Thu, 04 Sep 2025 10:12:10 +0000 Wency Chen Wency Chen The hottest company in China right now is Cambricon Technologies, an artificial intelligence chipmaker whose stock has surged about 10-fold over the past two years, driven by expectations that it could be a serious challenger to Nvidia in the mainland market. The frenzy over Cambricon, whose stock is trading at an eye-watering trailing 12-month price-to-earnings ratio above 4,000 – compared to under 60 for Nvidia – reflects a growing belief in China that the country is on a path to develop an AI... https://www.scmp.com/tech/big-tech/article/3323173/meet-cambricon-how-two-genius-brothers-created-chinas-potential-rival-nvidia?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3323173/meet-cambricon-how-two-genius-brothers-created-chinas-potential-rival-nvidia?utm_source=rss_feed Tue, 26 Aug 2025 10:00:24 +0000 Ben Jiang Ben Jiang US artificial intelligence powerhouse OpenAI on Tuesday launched two open-source AI models, a move that is expected to challenge China’s dominance in the field. Sam Altman, co-founder and chief executive at the San Francisco-based firm, said in an X.com post that the two new open models, the GPT-OSS-120b and GPT-OSS-20b, were “a big deal”, adding that the company believed them to be “the best and most usable open models in the world”. The launch came as more Chinese open-source AI models –... https://www.scmp.com/tech/big-tech/article/3320923/openais-release-open-source-models-seen-challenge-chinas-lead-field?utm_source=rss_feed https://www.scmp.com/tech/big-tech/article/3320923/openais-release-open-source-models-seen-challenge-chinas-lead-field?utm_source=rss_feed Wed, 06 Aug 2025 07:00:24 +0000 Victoria Bela Victoria Bela China is facing a glut of AI computing power and the booming service sector needs to adapt to changing demand, state media has warned as US tech titan Nvidia prepares to resume exports of its made-for-China chips. Citing data from the Inspur Institute of Artificial Intelligence, Science and Technology Daily reported on Thursday that despite the rapid adoption of artificial intelligence, only about 30 per cent of the country’s intelligent computing capacity was being used. As of November, nearly... https://www.scmp.com/news/china/science/article/3318622/warning-glut-ai-computing-centres-china-readies-return-nvidias-h20-chip?utm_source=rss_feed https://www.scmp.com/news/china/science/article/3318622/warning-glut-ai-computing-centres-china-readies-return-nvidias-h20-chip?utm_source=rss_feed Thu, 17 Jul 2025 12:00:19 +0000