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Artificial intelligence
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Artificial intelligence
US software rout spills over to China’s SaaS sector
The software sector in China has long been constrained by slower cloud adoption and a weaker appetite for recurring subscription fees.
7 Feb 2026 - 5:18PM
Electric & new energy vehicles
Tesla launches China AI training centre as self-driving race accelerates
6 Feb 2026 - 11:07PM
Artificial intelligence
Sweet surge: Qwen overtakes Yuanbao after Alibaba’s bubble tea campaign
6 Feb 2026 - 8:35PM
Made in China 2025
Fosun Pharma unit licenses lung cancer drug to Eisai in US$1.55 billion deal
The deal comes as Chinese novel drug makers are having more say in how their new medicines are developed with global partners.
6 Feb 2026 - 5:00PM
A view of the Shanghai facility of Fosun Pharma’s biopharma unit Henlius. Photo: Handout
Robotics
China’s humanoid makers pivot from ‘body’ to ‘brain’ as commercial race heats up
Dobot claims its self-developed vision-language-action model lets humanoid robots react to the real world rather than just perform preprogrammed tasks.
6 Feb 2026 - 9:15AM
Solar energy
How Elon Musk’s space-based AI vision sparked a Chinese solar stock frenzy
Musk’s pursuit of space-based data centres has drawn attention to China’s solar industry, sparking market rallies – and calls for caution.
6 Feb 2026 - 8:52AM
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Artificial intelligence
China’s chip champion Moore Threads sees beyond silicon with push into AI coding
Moore Threads is betting on AI coding software to complement its flagship GPU, as the battle for developer tools intensifies.
4 Feb 2026 - 8:10PM
Moore Threads’ MTT S400 GPU. Photo: Handout
Artificial intelligence
When context is everything, AI models still struggle in the real world: Tencent
Despite rapid advances, today’s top AI models are still “brittle” in messy, real-world environments, according to new Tencent research.
4 Feb 2026 - 7:01PM
Semiconductors
GaN pioneer Innoscience expands AI footprint with Google hardware collaboration
Innoscience claims to be the world’s first to achieve mass production of eight-inch silicon-based GaN wafers.
4 Feb 2026 - 5:45PM
Artificial intelligence
Chinese AI firms defend safety practices, push back on Western criticism
Chinese developers stress cultural context in AI safety, as domestic models narrow the gap with their US rivals to the closest level yet.
4 Feb 2026 - 12:01PM
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Semiconductors
Mainland memory firms eye Hong Kong for funds to fuel ‘global ambitions’
Several suppliers aim to follow in the footsteps of Montage Technology, which is set to raise US$896 million and debuts next week.
3 Feb 2026 - 9:00PM
Montage Technology expects to raise as much as US$896 million from its Hong Kong initial public offering. Photo: Handout
Fintech
HKMA launches quantum readiness and cybersecurity projects for banks in AI era
Banking regulator sets fintech road map with quantum index and measures to boost security, data quality and skills.
3 Feb 2026 - 9:37PM
Artificial intelligence
Funding surge powers Chinese robotics firms as focus shifts to humanoid ‘brains’
State-backed funds, Big Tech drive fresh capital into robotics companies, betting on operating systems that underpin humanoid intelligence.
3 Feb 2026 - 8:00PM
Artificial intelligence
Compact AI model from China’s StepFun outshines rivals from DeepSeek, Moonshot
StepFun says its lightweight model Step 3.5 Flash aims to redefine efficiency and reasoning in China’s growing AI race.
3 Feb 2026 - 5:30PM
Macau
Uber enters first Asian market in years with Macau relaunch
Riders can hail taxis in the gambling hub, or reserve limo service to and from Hong Kong, via the Uber app from Tuesday.
3 Feb 2026 - 3:32PM
A view of the Macau peninsula from Macau Tower on December 19, 2024. Photo: Eugene Lee
Artificial intelligence
‘Value for money’: OpenClaw picks Chinese AI models for cost edge over US rivals
OpenClaw adds Moonshot AI’s Kimi and MiniMax as Chinese open-source AI models gain global appeal for cost and performance.
3 Feb 2026 - 8:00AM
Artificial intelligence
Red packet rumble: will Tencent’s cash giveaway work again in crowded AI market?
Analysts say strong competition from ByteDance, DeepSeek, Ant Group and Alibaba may prevent Tencent’s Yuanbao from repeating WeChat glory.
3 Feb 2026 - 12:36AM
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Artificial intelligence
Alibaba’s Qwen ramps up AI app race with Spring Festival giveaway blitz
Alibaba unveils US$432 million campaign to push mass-market adoption of its AI as rivalry with Tencent, Baidu and ByteDance intensifies.
2 Feb 2026 - 8:51PM
Alibaba’s Spring Festival campaign will be launched across its ecosystem that includes shopping platform Taobao and on-demand retail and food-delivery service Shangou. Photo: Simon Song
Artificial intelligence
China’s AI labs race to debut latest models before Lunar New Year
More firms expected to follow Alibaba and Moonshot with model releases, as the festival becomes a key period to establish visibility.
2 Feb 2026 - 4:48PM
Semiconductors
Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch
Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.
1 Feb 2026 - 7:00PM
Robotics
‘Optimus chain’: Chinese suppliers form backbone of Tesla’s humanoid robot plans
Tesla’s pivot to producing humanoid robots is expected to engage a network of key Chinese component makers.
1 Feb 2026 - 2:00PM
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Semiconductors
Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push
Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.
31 Jan 2026 - 2:00PM
The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock
Semiconductors
Chinese firms set for market growth as the global memory super cycle heats up
Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.
31 Jan 2026 - 11:47AM
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Artificial intelligence
Ant Group’s open-source push aims to move robots from lab demos to real-world work
Flashy robots can dance and backflip on cue, but Ant Group is betting open-source AI can take them beyond scripted moves.
30 Jan 2026 - 9:00PM
Artificial intelligence
China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts
The two firms’ actions are poised to further intensify the global AI arms race.
30 Jan 2026 - 8:00PM
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