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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
Huawei Technologies
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TikTok
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Guillermo Baygual, Citigroup’s global co-head of mergers and acquisitions, pictured in Hong Kong on February 6, 2026. Photo: Jonathan Wong
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

Artificial intelligence

China’s chip champion Moore Threads sees beyond silicon with push into AI coding

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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Concerns about the risks of Chinese AI models held back some global users from adopting them, with DeepSeek banned or restricted in more than 10 countries. Photo: Shutterstock
Concerns about the risks of Chinese AI models held back some global users from adopting them, with DeepSeek banned or restricted in more than 10 countries. Photo: Shutterstock
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.

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.

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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.

Jensen Huang says Nvidia’s engineering staff in Taiwan have outgrown their existing office. Photo: Reuters
Jensen Huang says Nvidia’s engineering staff in Taiwan have outgrown their existing office. Photo: Reuters
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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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
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.

There is strong capital interest in Chinese chipmakers amid Beijing’s push for semiconductor self-reliance. Photo: Shutterstock
There is strong capital interest in Chinese chipmakers amid Beijing’s push for semiconductor self-reliance. Photo: Shutterstock
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.

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
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.

People gather next to the Merlion statue at the Marina Bay Waterfront Promenade in Singapore. Photo: AFP
People gather next to the Merlion statue at the Marina Bay Waterfront Promenade in Singapore. Photo: AFP
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.

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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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A view of China Telecom’s stand at the annual MWC Barcelona trade show held in March last year. Photo: Shutterstock
A view of China Telecom’s stand at the annual MWC Barcelona trade show held in March last year. Photo: Shutterstock
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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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
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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Illustration: Henry Wong
Illustration: Henry Wong
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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Semiconductors

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

CEO Chen is betting on Edge AI – which can run AI algorithms locally rather than in the cloud – to boost the adoption of RISC-V chips.

Shipments of processors based on the RISC-V architecture are forecast to grow 50 per cent each year between 2024 and 2030. Photo: Shutterstock Images
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