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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
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A China Mobile logo is seen in a mirror in Shanghai on March 26, 2026. Photo: EPA
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.

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

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.

A proposed US bill aims to close ‘critical gaps’ in existing restrictions by requiring allied countries to match US curbs on semiconductor equipment exports to China within 150 days. Photo: AFP
A proposed US bill aims to close ‘critical gaps’ in existing restrictions by requiring allied countries to match US curbs on semiconductor equipment exports to China within 150 days. Photo: AFP
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.

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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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Anthropic has not made its services available in mainland China, citing national security concerns. Photo: dpa
Anthropic has not made its services available in mainland China, citing national security concerns. Photo: dpa
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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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
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.

A police officer presents an anti-drone gun during the Railway Police Open Day at Hankou Railway Station in Wuhan, Hubei province. Photo: Getty Images
A police officer presents an anti-drone gun during the Railway Police Open Day at Hankou Railway Station in Wuhan, Hubei province. Photo: Getty Images
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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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.

videocam
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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
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.

Xiaomi presents the 17 Ultra ahead of MWC Barcelona on February 28, 2026. Photo: Reuters
Xiaomi presents the 17 Ultra ahead of MWC Barcelona on February 28, 2026. Photo: Reuters
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.

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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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.

Xiaomi CEO Lei Jun says the biggest advantage of private enterprises is their proximity to the market and users. Photo: Handout
Xiaomi CEO Lei Jun says the biggest advantage of private enterprises is their proximity to the market and users. Photo: Handout
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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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
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.

Doubao is an AI app developed by TikTok owner ByteDance. Photo: CFOTO/Future Publishing via Getty Images
Doubao is an AI app developed by TikTok owner ByteDance. Photo: CFOTO/Future Publishing via Getty Images
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.

TSMC

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

The expanded Japan presence will ensure that some of TSMC’s production is immune from Trump’s on-again, off-again import tariffs.

TSMC CEO CC Wei (left) meets Japanese Prime Minister Sanae Takaichi in Tokyo on Thursday. Photo: Kyodo
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