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Semiconductors
What is YMTC, the latest contender in China’s memory-chip IPO push?
As China’s memory-chip giants YMTC and CXMT progress towards IPOs, they shine a spotlight on Beijing’s tech self-sufficiency ambitions.
12 minutes ago
Business of climate change
AI gives China ‘God’s-eye view’ of green sector as data-centre demand booms
4 hours ago
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Artificial intelligence
Alibaba signals next phase of AI growth from investment to commercialisation
21 May 2026 - 2:05PM
Artificial intelligence
Nvidia’s H200 sales prospects in China remain uncertain despite Huang visit
US chip giant reports 85 per cent year-on-year rise in quarterly revenue amid surge in AI demand, but no revenue from H200 sales in China.
21 May 2026 - 11:51AM
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Nvidia CEO Jensen Huang speaks to reporters as he arrives at the Great Hall of the People in Beijing on May 14 for a meeting between Premier Li Qiang and US business representatives. Photo: EPA
Artificial intelligence
AI
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Chinese AI smart glasses take off with focus on user needs
Longer battery life, real-world use cases and a less-is-more strategy to reduce weight and increase comfort help intelligent eyewear shed novelty image, boost sales.
21 May 2026 - 11:11AM
Artificial intelligence
Why is Chinese DRAM maker CXMT’s IPO attracting so much attention?
ChangXin Memory Technologies is sparking investor interest as DRAM profits soar, AI drives shortages and China pushes for chip self-reliance.
21 May 2026 - 9:21AM
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Artificial intelligence
AMD meeting with China’s vice-premier raises optimism on US AI chips
‘Relatively advanced’ chips to start entering China in second half, as US is ‘pulling back’ on tariff war and tech decoupling, analysts say.
19 May 2026 - 7:30PM
AMD CEO Lisa Su reinforced AMD’s commitment to China during a keynote speech at AMD’s AI developer day in Shanghai on Tuesday, describing it as “the world’s most dynamic AI ecosystem”. Photo: Shutterstock Images
Artificial intelligence
DeepSeek adds former Jane Street engineer to harness team amid agentic AI push
Move underscores start-up’s efforts to build harnesses – software that turns an AI model into a functional and autonomous AI agent.
19 May 2026 - 6:30PM
Semiconductors
Does China’s rapid chipmaking expansion threaten the global AI memory chip boom?
Rising Chinese output and shifting investment patterns may weigh on the semiconductor sector’s outlook, Samsung adviser says.
19 May 2026 - 5:30PM
Alibaba
Alibaba teases new Qwen previews, highest-ranking Chinese AI models on Arena
The tech giant released previews of new flagship artificial intelligence models, which scored well on a crowdsourced platform.
19 May 2026 - 6:45PM
Artificial intelligence
Chinese premier urges faster, broader adoption of AI in advanced manufacturing
Premier Li Qiang says boosting AI-powered manufacturing can help drive new growth for the economy.
20 May 2026 - 10:01AM
Chinese Premier Li Qiang during a tour in Beijing on Monday. Photo: Xinhua
Artificial intelligence
China’s Moonshot AI moves to unwind offshore structure in IPO pursuit: sources
Beijing-based unicorn tells shareholders it will dismantle VIE model as regulators tighten oversight, as shift may signal new era for foreign tech investment.
19 May 2026 - 3:35PM
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Electric & new energy vehicles
Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software
The EV maker has embarked on mass production of robotaxis using its own chips and plans to trial the tech before the end of the year.
19 May 2026 - 7:00PM
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Semiconductors
CXMT’s soaring profits lift China’s semiconductor stocks
The Hefei-based DRAM producer reported revenue of US$7.4 billion in the first quarter, up 719 per cent from a year earlier.
18 May 2026 - 7:05PM
China’s private sector
Baidu says AI now primary business driver despite 2% drop in first-quarter revenue
Analysts expect the company’s AI marketing services base to steadily grow to reduce declines in advertising revenue and boost profits.
19 May 2026 - 9:32AM
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The Baidu logo is displayed at the company building in Shenzhen. Photo: Getty Images
Artificial intelligence
Forget cellular data: China’s telecoms giants are selling AI token plans
China Telecom and China Unicom’s Shanghai branch are among the latest telecommunications carriers to offer token-based packages to consumers.
18 May 2026 - 4:09PM
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Semiconductors
China’s Amec setting industry standard for chipmaking tech, founder says
The head of one of China’s leading semiconductor makers said its technology has been adopted by overseas competitors.
18 May 2026 - 3:07PM
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Artificial intelligence
Chinese tech giants race to dominate AI-powered digital gateways
The integration of agentic AI with sites like Taobao and JD.com is reshaping shopping, but the bigger promise is an agent within WeChat.
18 May 2026 - 12:00PM
A Taobao and Tmall display is seen at the Alibaba office in Beijing on April 1. Photo: AFP
Artificial intelligence
China ramps up building national computing power network as AI token use surges
Beijing casts computing power as a national infrastructure, likening tokens to mobile data as telecoms firms roll out mass-market packages.
17 May 2026 - 8:30PM
Artificial intelligence
AI agents face trust issues in ‘high-risk’ industrial sectors: experts
Expert says large language models struggle in professional domains due to lack of industrial data and knowledge during training.
17 May 2026 - 3:21PM
Artificial intelligence
AI’s World Cup debut: real-time data poised to reshape strategy, level the field
From pressing patterns to offside calls, football’s grandest stage will showcase how instant analysis transforms decisions in heat of play.
17 May 2026 - 12:00PM
US-China tech war
AI
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Anthropic’s plea for US to grow AI edge over China is ‘irresponsible’: analysts
American firm’s warning about China’s tech capability seen by some as fearmongering as hopes of bilateral cooperation on AI safety rise.
15 May 2026 - 10:55PM
A figurine in front of the logo of the US artificial intelligence safety and research company Anthropic during a photo session in Paris on February 13, 2026. Photo: AFP
2026 Xi-Trump summit
Trump poured millions into tech giants seeking China deal, ethics filing shows
In the first quarter, Trump made at least nine trades in Nvidia, with transaction values ranging from US$1,001 to US$5 million.
15 May 2026 - 8:30PM
Artificial intelligence
AI
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China’s tech giants look to rewrite the e-commerce playbook with AI agents
The nation’s over 900 million e-commerce users are taking part in an experiment where rigid search terms are replaced by natural dialogue.
15 May 2026 - 8:00PM
Semiconductors
‘Panic’ over capacity crunch in mature node chips drives orders to Chinese fabs
AI demand shifts chip production to China, boosting SMIC’s capacity and revenue as global foundries focus on high-margin AI chips.
15 May 2026 - 5:32PM
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