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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
Huawei Technologies
Meng Wanzhou
TikTok
ByteDance
WeChat
DJI
Smartphones
The new import duties on advanced AI chips cover Nvidia’s H200 and Advanced Micro Devices’ MI325X graphics processing units. Photo: Shutterstock
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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Semiconductors

SpacemiT to launch server-class RISC-V processor following capital injection

Alibaba

Alibaba’s Qwen AI app hits 100 million users as update widens role in daily life

Artificial intelligence

OpenAI sees another ‘seismic shock’ from China as talks swirl of DeepSeek launch

There is heightened anticipation about a potential major DeepSeek release around the Lunar New Year.

Open-sourcing AI models “in weeks, rather than months” helps DeepSeek and other Chinese tech firms drive global adoption, according to OpenAI. Photo: Shutterstock
Open-sourcing AI models “in weeks, rather than months” helps DeepSeek and other Chinese tech firms drive global adoption, according to OpenAI. Photo: Shutterstock
Artificial intelligence

Zhipu AI breaks US chip reliance with first major model trained on Huawei stack

Zhipu claims GLM-Image achieved industry-leading scores among open-source models for text rendering and Chinese character generation.

Smartphones

Huawei reclaims top spot over Apple in China smartphone market

Huawei turns to China-designed processors to complete a rebound from US sanctions and ship nearly 47 million smartphones domestically.

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Artificial intelligence

DeepSeek founder’s latest paper proposes new model training to bypass GPU limits

The development underscores the start-up’s focus on maximising cost efficiency amid a deficit in computational power relative to the US.

The new technical paper will be widely read by industry insiders both in China and the US for signs of progress at DeepSeek. Photo: Shutterstock Images
The new technical paper will be widely read by industry insiders both in China and the US for signs of progress at DeepSeek. Photo: Shutterstock Images
Artificial intelligence

China’s AI unlikely to surpass US soon despite progress, researchers say

China’s top AI scientists warn of chip deficits and resource limits, though some predict breakthroughs within five years.

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Artificial intelligence

Review of Meta-Manus deal underscores China’s tightening grip on AI exports

AI agent start-up may face half a year of regulatory checks on data security, dual-use technologies and overseas investment rules: analysts.

Semiconductors

The great chip leap: China’s semiconductor equipment self-reliance beats targets

Domestic suppliers capture 35 per cent share as China accelerates push for semiconductor self-sufficiency.

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China’s semiconductor industry is being encouraged to favour local suppliers over US rivals. Photo: Reuters
Robotics

Chinese firms, led by AgiBot, outpace US rivals in 2025 humanoid robot shipments

‘Chinese vendors are setting benchmarks in large-scale production,’ Omdia analyst Lian Jye Su says.

videocam
Global humanoid robot shipments reached 13,318 units in 2025, led by Chinese manufacturers. Photo: Shutterstock
Global humanoid robot shipments reached 13,318 units in 2025, led by Chinese manufacturers. Photo: Shutterstock
IPO

Chinese AI start-up MiniMax shines on Hong Kong IPO debut

The shares jump as much as 113.2 per cent to HK$351.80 before ending the day 109.1 per cent higher at HK$345.

Semiconductors

China semiconductor expert suggests vigilance in buying Nvidia’s H200 AI chips

The US has an inconsistent stance on advanced chips, alternating between limited easing and renewed pressure, Wei Shaojun says.

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IPO

3 Chinese AI, robotics stocks gain in Hong Kong debuts

Zhipu AI, Iluvatar CoreX and Edge Medical raised US$1.2 billion in their share offerings.

Zhipu AI is the first pure-play Chinese AI large language model developer traded on the Hong Kong stock exchange. Photo: Shutterstock
Semiconductors

China’s top lithography bet shifts gears: SMEE sells subsidiary in key pivot

State-backed SMEE, often dubbed China’s best ASML challenger, has sold Shanghai Weiyao to AMIES in a move that prioritises tool development.

China’s state-backed lithography champion Shanghai Micro Electronics Equipment (SMEE) has reshuffled its business. Photo: Reuters
China’s state-backed lithography champion Shanghai Micro Electronics Equipment (SMEE) has reshuffled its business. Photo: Reuters
Artificial intelligence

Shenzhen eyes bigger role in world robotics arena as firms vow to boost output

Premier Li Qiang urges faster adoption of robotics to benefit industries and households during a meeting with tech companies in Shenzhen.

Artificial intelligence

Nvidia CEO Jensen Huang credits DeepSeek with accelerating open-source AI shift

DeepSeek turbocharged open-source AI, Nvidia’s Jensen Huang says, as he rolls out next-gen Rubin hardware at CES.

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Artificial intelligence

China’s DeepSeek adds advanced ‘thinking’ feature amid buzz over next model

Hangzhou-based AI start-up installs ‘interleaved thinking’ as monthly users surge 90 per cent to nearly 131.5 million.

DeepSeek’s website and mobile app now offer multi-step research with “thinking” interspersed throughout the process. Photo: Shutterstock
DeepSeek’s website and mobile app now offer multi-step research with “thinking” interspersed throughout the process. Photo: Shutterstock
Artificial intelligence

Chinese quant fund joins DeepSeek in AI race with LLM rivalling GPT-5.1, Claude

Beijing-based Ubiquant launches code-focused systems claiming benchmark wins over US peers despite using far fewer parameters.

Artificial intelligence

Manus-Meta deal may draw Beijing scrutiny over tech export controls, experts say

One expert noted that there has been no confirmation that members of Manus’ core team have relinquished Chinese nationality.

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Artificial intelligence

China takes confident strides to develop more AI innovation in 2026

‘China’s tech innovation is poised for policy-driven growth in 2026, with AI placed at the centre of the country’s economic agenda,’ NYU’s Winston Ma says.

Illustration: Henry Wong
Semiconductors

China’s top contract chipmakers pursue acquisitions amid self-sufficiency drive

Hua Hong Semiconductor set to close a US$1.2 billion deal, days after SMIC says it will take full control of a subsidiary for US$5.8 billion.

Big-ticket acquisitions by Hua Hong Semiconductor and Semiconductor Manufacturing International Corp signal a fresh round of consolidation in the country’s chip industry. Photo: Shutterstock
Big-ticket acquisitions by Hua Hong Semiconductor and Semiconductor Manufacturing International Corp signal a fresh round of consolidation in the country’s chip industry. Photo: Shutterstock
Artificial intelligence

DeepSeek opens 2026 with paper signalling race to train bigger models for less

DeepSeek has published a technical paper co-authored by founder Liang Wenfeng proposing a rethink of its core deep learning architecture.

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Electric & new energy vehicles

China’s EV makers to corner one-third of global market by 2030, UBS says

Analysts see China’s EV edge enduring, citing overseas profits and supply chain strengths despite tariffs and Western protectionism.

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Semiconductors

US grants TSMC annual licence to import American chipmaking tools into China

The approval ‘ensures uninterrupted fab operations and product deliveries’, according to the world’s largest contract chipmaker.

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Washington has granted TSMC’s Nanjing operation an annual licence to import US chip manufacturing equipment into China. Photo: Shutterstock
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