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Semiconductors
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An illustration of Lightelligence’s optical network on a chip. Photo: Handout
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.

US-China tech war

China telecoms face US exit risk as FCC deepens crackdown on data centres

Artificial intelligence

AI fuels global trade growth as China-US flows shift, McKinsey finds

Artificial intelligence

China’s Zhipu AI open-sources GLM-5.1, raises prices to trim gap with US rivals

The company’s second price increase this year signals a push to monetise advanced AI models while keeping costs below US peers.

The move marks Zhipu’s second price increase this year, following a broader overhaul in February that lifted rates by more than 30 per cent. Photo: Shutterstock
The move marks Zhipu’s second price increase this year, following a broader overhaul in February that lifted rates by more than 30 per cent. Photo: Shutterstock
Semiconductors

Proposed US chip curbs on China risk deeper supply chain disruption

New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.

Semiconductors

Chip, AI talent race heats up as Taiwan tightens crackdown on alleged poaching

The latest probes are part of Taiwan’s crackdown on mainland Chinese talent poaching, with 100 cases handled since 2020, according to MJIB.

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Artificial intelligence

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

Illustration by Victor Sanjinez
Illustration by Victor Sanjinez
Artificial intelligence

Anthropic’s AI code leak ignites frenzy among Chinese developers

Chinese developers have been having a field day, scrambling to download copies of the leaked code and poring over files to learn detail.

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Semiconductors

Biren, Iluvatar CoreX post triple-digit revenue growth as AI chip race heats up

Other Chinese AI chipmakers, including Cambricon, Moore Threads and MetaX, also posted stellar revenue growth for 2025.

US-China tech war

US move to ban China routers as part of onshoring push could be uphill battle

Foreign router makers seeking conditional approval must disclose details such as corporate structure and supply-chain information.

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The FCC seal is seen during a meeting at its headquarters in Washington D.C. on February 18, 2026. Photo: Getty Images via AFP
Artificial intelligence

What is ‘tokenomics’ and how would China gain the edge in an AI era?

As tokens are positioned as the AI era’s commodity, China’s energy scale and low-cost models could give it a structural edge.

Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP
Jensen Huang at Nvidia’s annual GTC conference in San Jose, California, on March 17. Photo: AFP
Drones

China leads world in anti-drone patent race with US far behind, law firm finds

Patent filings for anti-drone technology surged 27 per cent last year amid rising global security concerns, says Mathys & Squire.

Semiconductors

Precision strike: China targets US, Japan stranglehold on photoresist supply

Essential material for advanced semiconductor processes expected to enter stage of accelerated breakthroughs, major Chinese supplier says.

Semiconductors

China warns of fresh chip crisis as Nexperia dispute flares up

China warns the ‘Dutch side’ must bear responsibility if the Nexperia dispute reignites global automotive chip shortages.

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Nexperia is a key supplier of automotive semiconductors. Photo: AFP
Artificial intelligence

AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts

AI’s militarisation adds momentum to China’s drive for domestic chips and infrastructure, analysts say.

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The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
The US reportedly deployed Anthropic’s systems in the Iran campaign, including for intelligence assessments, target identification and battle scenario simulations. Photo: AFP
Smartphones

China’s Xiaomi steps up global push with flagship smartphone 17 series launch

The launch ahead of MWC Barcelona showcases Xiaomi’s push into premium market with new phones, tablet, smartwatch and concept hypercar.

Autonomous vehicles

Breakthrough or hype? How WeRide aims to edge rivals in crowded robotaxi field

WeRide says its world model has slashed costs to support global expansion, but investors question if it can deliver a lasting advantage.

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Artificial intelligence

Nvidia reports record earnings quarter as China’s H200 sales freeze persists

Nvidia warns China market for powerful GPU remains uncertain, even as data centre revenue surges to new highs.

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The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP
The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP
Artificial intelligence

Xiaomi deepens push into chips and AI as peers race to develop humanoid robotics

Xiaomi bets big on core technologies, including operating systems, to position itself as a deep-tech player amid China’s self-reliance push.

Artificial intelligence

Anthropic’s allegations against Chinese firms expose AI training grey area

The US AI lab says DeepSeek, Moonshot AI and MiniMax AI used its systems to improve their models’ capabilities.

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Artificial intelligence

Global AI race heats up as Chinese tech giant releases new model

With multimodal capabilities and open weights, Qwen-3.5 signals Alibaba’s ambition to anchor the next phase of global AI deployment.

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Qwen 3.5 has performed on par with leading systems from US heavyweights OpenAI, Anthropic and Google DeepMind. Photo: Shutterstock
Artificial intelligence

Alibaba unveils RynnBrain, an embodied AI model that gives robots a ‘brain’

The model, which was unveiled by Alibaba’s Damo Academy, matched leading embodied models from Google and Nvidia.

Alibaba and its fintech affiliate Ant Group are launching their own robotics models in a bid to dominate the next frontier of technology. Photo: AP
Alibaba and its fintech affiliate Ant Group are launching their own robotics models in a bid to dominate the next frontier of technology. Photo: AP
ByteDance

ByteDance joins Chinese rivals offering freebies in bid to acquire AI app users

TikTok parent plans to give more than 100,000 tech products as gifts, as well as red packets through lucky draws on the Doubao app.

Semiconductors

Taiwan pushes back on Washington’s aggressive chip relocation demands

The new reality in geopolitics is the structural transformation from ‘made-in-Taiwan’ to ‘made-by-Taiwan’, according to one analyst.

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Mergers & Acquisitions

M&A market ‘firing on all cylinders’, headed for record year: Citigroup

Confident companies and investors, solid economic growth, low inflation and ample capital drive outlook, bank’s global M&A co-head says.

Guillermo Baygual, Citigroup’s global co-head of mergers and acquisitions, pictured in Hong Kong on February 6, 2026. Photo: Jonathan Wong
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