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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
Huawei Technologies
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TikTok
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Smartphones
Semiconductors
Huawei breakthrough chips away at Nvidia’s hold on China’s market, analysts say
Chip advance marks big step accelerating China’s semiconductor self-reliance push and promises leaps in AI computing power.
56 minutes ago
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Artificial intelligence
How does China regulate AI while the US pulls back on oversight under Trump?
26 May 2026 - 7:41PM
Nexperia
Wingtech sues Dutch unit Nexperia for US$1.17b amid delisting risk
23 May 2026 - 4:18PM
US-China tech war
A cloud above the clouds: US, China jockey for position in computing space race
China could be a leading player in the new technological battlefield, but the US has a substantial lead in essential tools such as reusable rockets.
23 May 2026 - 9:00AM
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Illustration: Henry Wong
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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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
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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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Xpeng’s first robotaxis roll off its production line. Photo: Handout
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
Semiconductors
China’s top chip foundries forecast second-quarter growth amid AI boom
Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans.
14 May 2026 - 8:27PM
Semiconductors
SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes
Richard Chang’s rare public remarks highlight importance of mature chips to China’s supply chain security.
12 May 2026 - 7:51AM
2026 Xi-Trump summit
China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?
Beijing and Washington are locked in an era-defining contest – and China’s rapid technological progress raises questions about limits of containment.
12 May 2026 - 9:34AM
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16
Illustration: Henry Wong
Artificial intelligence
China deepens footprint at AI conference despite NeurIPS dispute, US tensions
Alibaba, ByteDance, other Chinese tech giants top paper submissions in conference, quelling worries over geopolitics impacting participation.
11 May 2026 - 10:00PM
Semiconductors
Huawei’s chip research gains attention ahead of Trump visit to China
Tech giant’s advances in AI and semiconductors reflect Beijing’s push for tech breakthroughs and self-sufficiency amid US sanctions.
11 May 2026 - 8:30PM
Artificial intelligence
How Chinese developers bypass restrictions to access top US AI models
One high-volume seller on Xianyu advertises ‘low-latency, no-VPN’ access to the full Claude 3.5 suite.
10 May 2026 - 7:22PM
9
Cybersecurity
China scrambles to close AI cyber gap as Anthropic, OpenAI surge with new models
IDC projects that China’s AI cybersecurity industry will be valued at US$8.7 billion by 2030, a more than 37-fold increase from 2025.
10 May 2026 - 11:00AM
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AI is shifting the global balance between cyber attackers and defenders. Photo: Shutterstock Images
Artificial intelligence
AI
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Tech pioneer Chen Tianqiao’s MiroMind halts China services after the Manus saga
AI start-up MiroMind has relocated some staff to Singapore to divide operations for compliance amid heightened scrutiny.
7 May 2026 - 10:14PM
8
Semiconductors
China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?
A growing list of Chinese firms – from Huawei to Cambricon – moves fast to integrate DeepSeek’s latest AI model across diverse architectures.
6 May 2026 - 8:30PM
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US-China tech war
AI
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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.
6 May 2026 - 12:15PM
Semiconductors
China’s chipmakers pour revenue into R&D, outpacing US ratios
Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance.
6 May 2026 - 10:49AM
US-China relations
US telecoms agency votes to expand tech crackdown on China
The FCC advanced a proposal to bar all Chinese labs from testing electronics, including phones, cameras and computers, for use in the US.
1 May 2026 - 1:51AM
Semiconductors
Wingtech faces delisting risk after audit failure in wake of Nexperia saga
Wingtech says it is working to restore its internal system and gain full access to Nexperia China’s data to solve the audit issues.
30 Apr 2026 - 6:43PM
Artificial intelligence
If it can’t stop the Meta-Manus AI deal, how can Beijing exert its authority?
Case shows US-China competition has expanded beyond chips and models to areas of engineering and product design, analyst says.
28 Apr 2026 - 10:30PM
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The Manus AI agent app is displayed on a mobile phone near the logo of Meta Platforms in this illustration picture taken on April 28, 2026. Photo: Reuters
US-China tech war
Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition
The failed Lumileds deal highlights the growing hurdles Chinese tech firms face in overseas acquisitions under tightening US policy.
17 Apr 2026 - 10:30PM
23
Artificial intelligence
Lightelligence on track with IPO plans as China’s AI photonics race gathers pace
Shanghai-based company aims to become Hong Kong’s first listed AI photonics chipmaker as AI infrastructure buildout drives momentum.
15 Apr 2026 - 7:07PM
US-China tech war
China telecoms face US exit risk as FCC deepens crackdown on data centres
Chinese companies could be required to sell, transfer or shut down their US-based data centres and network nodes, analysts say.
10 Apr 2026 - 10:55PM
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