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AI ecosystems in China and US grow apart amid tech war
US-China tech war

AI | AI ecosystems in China and US grow apart amid tech war

China and US have different goals for artificial intelligence and ways of developing it. Washington’s curbs on tech exports have widened the gap between them.

Semiconductors

China’s chipmakers pour revenue into R&D, outpacing US ratios

Artificial intelligence

Supersized and scaling: China pushes 10,000-card computing clusters in AI race

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Robotics

Hype or real: China’s robot boom faces reality check as commercialisation lags

Capital floods into China’s robotic sector but profitability remains elusive as challenges emerge with the industry’s business model.

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One of Agibot’s wheeled robots works at a supermarket checkout as the robotics sector reconsiders its business model to make the venture profitable. Photo: Handout
One of Agibot’s wheeled robots works at a supermarket checkout as the robotics sector reconsiders its business model to make the venture profitable. Photo: Handout
China stock market

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

Breakthrough launch could lift stocks from chipmakers to model developers as demand for computing power builds and adoption widens: analysts.

Artificial intelligence

Chinese firms face pressure on AI investments as US peers’ spending soars

Largest US companies on track for US$700 billion in AI capital expenditures this year, versus about US$105 billion in China.

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Semiconductors

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

South Korea’s memory chip giants warn of a prolonged crunch, with worried Samsung customers already pre-booking memory capacity for 2027.

Samsung says its order fulfilment rate has plunged to a “record low”. Photo: Reuters
Samsung says its order fulfilment rate has plunged to a “record low”. Photo: Reuters
Ant Group

Ant International serves 150m merchants, 2b consumers, bets on AI commerce

Company says it is seeking to broaden its market reach in Asia, Latin America and Europe, the Middle East and Africa.

Artificial intelligence

DeepSeek mystery: who is speaking for start-up amid CEO Liang Wenfeng’s absence?

Researcher Chen Deli is emerging as DeepSeek’s new public face as speculation over the whereabouts of the company’s founder and CEO lingers.

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Artificial intelligence

China blocks Meta’s Manus deal, raises Mythos concerns

The US and China may have to cooperate on managing the growing capabilities of artificial intelligence even as the technology starts to dominate competition between them.

Photo: Dreamstime/TNS
Alibaba

Alibaba’s plan to list Cainiao logistics hub will ‘unlock’ value, analysts say

The Reit’s underlying asset will be Jiaxing Park, a key Cainiao logistics and fulfilment facility located in Zhejiang province.

A Cainiao post station seen in Jiangmen, Guangdong province on February 14, 2024. Photo: Simon Song
A Cainiao post station seen in Jiangmen, Guangdong province on February 14, 2024. Photo: Simon Song
China jobs

China outlines new labour protection plan for nation’s 200 million gig workers

The 12-point document pledges stronger protections for gig-economy workforce, which has rapidly grown amid China’s economic slowdown.

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Artificial intelligence

DeepSeek takes step away from Nvidia amid export curbs on China

DeepSeek’s new artificial intelligence model puts up a price challenge to US rivals and is a further step towards a stand-alone Chinese AI ecosystem.

Artificial intelligence

China blocks Meta’s Manus deal after months-long probe, thwarting purchase

Economic planner asks both parties to withdraw from deal for AI firm, in move with wider implications for other start-ups operating overseas.

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The Manus AI logo is seen displayed on a smartphone screen with the Meta logo in the background. Photo: SOPA Images/LightRocket via Getty Images
Robotics

AI | China’s physical AI prowess on roads, in skies and factories

Innovation and competition drive rapid advances in Chinese humanoid robots, drones, autonomous vehicles and flying cars. America is playing catch-up.

China’s physical AI progress seen on roads, in skies and factories
China technology

As DJI duels Insta360, China sharpens global hardware edge amid US scrutiny

Western competitors like GoPro face shrinking footprints as strategic shifts of Chinese firms disrupt the status quo while navigating FCC-led national security bans.

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DeepSeek

Huawei, DeepSeek strengthen China’s AI self-reliance with V4 collaboration

DeepSeek says its V4 model will have throughput issues until the second half of the year, until Ascend 950PR supernodes ‘ship at scale’.

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US-China relations

Trump ally visits China, DeepSeek releases V4, EV earnings

This week: Trump ally Daines is set to visit China, DeepSeek unveils new AI model, Xi calls for Strait of Hormuz reopening, Auto China opens. Next week: BYD, Geely and Chinese banks post earnings, Politburo probably meets, May Day holiday begins, and more.

US Senator Steve Daines. Photo: Reuters
US Senator Steve Daines. Photo: Reuters
Electric & new energy vehicles

Huawei earmarks US$11.7b for training of autonomous-driving systems

Company claims it will outspend all rivals combined to boost computing power, which is essential to enhance advanced driving systems.

Artificial intelligence

DeepSeek unveils next-gen AI model as Huawei vows ‘full support’ with new chips

The company says its cost-efficient new V4 model is competitive with top closed-source models from OpenAI and Google DeepMind.

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Artificial intelligence

Tencent unveils first flagship AI model under former OpenAI researcher

The model is relatively small with only 295 billion parameters, bucking a recent trend of large models with trillions of parameters.

Tencent headquarters in Shenzhen. Photo: Shutterstock Images
Artificial intelligence

Alibaba opens Qwen app to partners with China Eastern Airlines tie-up

Company pledges more partnerships to expand the agentic capabilities of its flagship consumer chatbot app.

A China Eastern Airlines flight takes off from Shanghai Hongqiao International Airport. Photo: Xinhua
A China Eastern Airlines flight takes off from Shanghai Hongqiao International Airport. Photo: Xinhua
Apple

Can new Apple CEO John Ternus replicate Tim Cook’s success in China?

Market researcher IDC says the Apple CEO transition marks ‘the most consequential leadership change in consumer technology in years’.

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Artificial intelligence

Open or closed? Moonshot AI keeps its code out in the open

Open-source push continues with Kimi K2.6, but pressure to monetise is nudging some Chinese AI firms behind closed doors.

Science

Semiconductors | China bets on RISC-V in global AI race

RISC-V, an open-source chip architecture, has gained popularity in China in reaction to widening US restrictions on exports of advanced technology.

China bets on RISC-V in global AI race
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