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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
Huawei Technologies
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TikTok
ByteDance
WeChat
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Smartphones
A motorcyclist rides past the TSMC logo outside its building in Hsinchu, Taiwan, February 10, 2026. Photo: EPA
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

TSMC

TSMC Japan plan for advanced chips seen as hedge against pressure from US, China

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.

Moore Threads’ MTT S400 GPU. Photo: Handout
Moore Threads’ MTT S400 GPU. Photo: Handout
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.

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Artificial intelligence

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

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Semiconductors

Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs

The launch of the Zhenwu 810E marks the latest initiative by China’s Big Tech firms to develop a domestic alternative to Nvidia’s AI chips.

T-Head, the semiconductor design arm of Alibaba, promotes its Zhenwu 810E chip as capable for both AI training and inference. Photo: Handout
T-Head, the semiconductor design arm of Alibaba, promotes its Zhenwu 810E chip as capable for both AI training and inference. Photo: Handout
Semiconductors

Nvidia wins approval for Taiwan headquarters to secure AI chip supply

Jensen Huang’s expansion plan highlights Silicon Valley chip designer’s reliance on TSMC as AI demand accelerates.

Semiconductors

ASML reports heated global demand in 2025, but cools China outlook

US limits on ASML’s China trade continue to define the company’s growth pattern, with overall sales up despite China revenues falling.

Artificial intelligence

Moonshot’s newest release narrows US-China AI model development gap: analysts

Kimi K2.5 raises questions about the potency of US controls on advanced chips to constrain China’s AI efforts, Brookings’ Kyle Chan says.

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Chinese start-up Moonshot AI on Tuesday released its latest artificial intelligence model, Kimi K2.5. Photo: Shutterstock
Semiconductors

Beijing weighs H200 imports amid uncertainty for China tech giants

More than 400,000 H200 chips reportedly approved for ByteDance, Alibaba and Tencent as China balances AI needs with tech self-reliance push.

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The first batch of Nvidia chip shipments is expected to go to China’s Big Tech companies. Photo: Shutterstock
The first batch of Nvidia chip shipments is expected to go to China’s Big Tech companies. Photo: Shutterstock
Semiconductors

Iluvatar CoreX targets Nvidia’s Rubin with GPU road map amid China chip push

Chinese chip designer outlines a multi-year GPU plan to outperform Nvidia’s next-generation Rubin platform within two years.

Robotics

China’s Eyou opens world’s first automated line for humanoid robot joints

Manufacturer adds line in anticipation of surge in global demand for humanoid robots, with one estimate projecting 100,000 shipments by 2027.

TikTok

TikTok US joint venture seen resembling Apple’s China iCloud deal

ByteDance retains algorithms and intellectual property rights and remains the largest single shareholder of the new joint venture.

The TikTok USDS Joint Venture is 19.9 per cent owned by ByteDance. Photo: AFP
Artificial intelligence

China’s ‘infrastructure first’ effort a major edge in AI arms race: Davos panel

A rapid energy buildout and strategic data centre expansion give China unique advantages in developing its AI industry.

China’s “AI Plus” panel discussion at the World Economic Forum on Wednesday included, from left, moderator Guan Xin, Tencent Holdings’ Dowson Tong, Moonshot AI’s Zhang Yutong and Nankai University’s Gong Ke. Photo: SCMP
China’s “AI Plus” panel discussion at the World Economic Forum on Wednesday included, from left, moderator Guan Xin, Tencent Holdings’ Dowson Tong, Moonshot AI’s Zhang Yutong and Nankai University’s Gong Ke. Photo: SCMP
Artificial intelligence

China-founded Shanda’s AI lab boosts Singapore operation, pulling China research

MiroMind asks some staff in Shanghai to relocate and continue their AI research work in Singapore, sources say.

Artificial intelligence

AI shaping world’s biggest infrastructure buildout: Nvidia CEO

Each country should build their own AI system, incorporating its own language and culture into the AI models, Huang says at the WEF in Davos.

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Artificial intelligence

Divergent AI growth paths emerge from China, US amid bubble concerns: CICC

Last year, US venture capital investment in AI reached US$175 billion, nearly 30 times China’s US$6 billion in the same period.

The world’s two largest economies are advancing along divergent paths in AI, according to CICC. Photo: Shutterstock
The world’s two largest economies are advancing along divergent paths in AI, according to CICC. Photo: Shutterstock
Semiconductors

China Telecom develops MoE models trained entirely on Huawei’s AI chips

The state-owned telecoms network operator trains its TeleChat3 models on Huawei’s Ascend 910B chips.

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DeepSeek

DeepSeek a year on: how a Chinese start-up sparked a global AI arms race

DeepSeek’s meteoric rise propelled the growth of the open-source AI ecosystem by spurring its competitors to join the movement.

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Semiconductors

Explainer | Will Trump’s new industrial policy make the global memory chip shortage worse?

The US government warns major memory chipmakers to either pay 100 per cent duties or build their products in America.

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The current shortage and rising prices of regular dynamic random access memory chips have severely affected the consumer electronics market. Photo: Shutterstock
China stock market

China’s advances in AI fuel tech stock boom, help it shake off economic malaise

China’s rise recasts the country from a low-cost base to a credible US tech challenger, just as global capital hunts for next growth engine.

Thanks to fresh progress in sectors from flying cars to robotics, Chinese tech shares have begun the new year with a bang. Photo: AP
Thanks to fresh progress in sectors from flying cars to robotics, Chinese tech shares have begun the new year with a bang. Photo: AP
Artificial intelligence

China curbs US AI chips, shuns foreign capital in pursuit of tech self-reliance

These restrictions signify a new phase in the US-China tech war where ‘offensive and defensive roles have shifted’, says an analyst.

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Robotics

China dominates global humanoid robot market with over 80% of installations

AgiBot and Unitree help China capture bulk of global deployments in 2025 as market heads for sixfold growth by 2027, report says.

Semiconductors

Chinese firms to incur higher costs for deploying AI chips from US: analysts

‘Beijing has made it politically unpalatable for private firms to rely too much on imported AI chips,’ EIU senior analyst Chim Lee says.

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The new import duties on advanced AI chips cover Nvidia’s H200 and Advanced Micro Devices’ MI325X graphics processing units. Photo: Shutterstock
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