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Eric Sheridan, Goldman Sachs co-head of tech, media and telecoms research. Photo: Jonathan Wong

Tech

Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs

A wave of demand for agentic AI will prove to be a pivotal ‘inflection point’ and vindicate high capital expenditure, Eric Sheridan says.

Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software

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Global growth of pure EVs faces hurdles in insurance, charging gaps: BNP Paribas

Tech Trends

CXMT’s soaring profits lift China’s semiconductor stocks

The Hefei-based DRAM producer reported revenue of US$7.4 billion in the first quarter, up 719 per cent from a year earlier.

CXMT’s net profit in the first quarter reached 33 billion yuan. Photo: Handout
CXMT’s net profit in the first quarter reached 33 billion yuan. Photo: Handout

Big Tech

Baidu says AI now primary business driver despite 2% drop in first-quarter revenue

Analysts expect the company’s AI marketing services base to steadily grow to reduce declines in advertising revenue and boost profits.

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Tech Trends

Forget cellular data: China’s telecoms giants are selling AI token plans

China Telecom and China Unicom’s Shanghai branch are among the latest telecommunications carriers to offer token-based packages to consumers.

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Tech Trends

China’s Amec setting industry standard for chipmaking tech, founder says

The head of one of China’s leading semiconductor makers said its technology has been adopted by overseas competitors.

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The founder of chipmaker AMEC says its technology has become a standard in the semiconductor industry. Photo: Shutterstock
The founder of chipmaker AMEC says its technology has become a standard in the semiconductor industry. Photo: Shutterstock

Big Tech

Chinese tech giants race to dominate AI-powered digital gateways

The integration of agentic AI with sites like Taobao and JD.com is reshaping shopping, but the bigger promise is an agent within WeChat.

Big Tech

China ramps up building national computing power network as AI token use surges

Beijing casts computing power as a national infrastructure, likening tokens to mobile data as telecoms firms roll out mass-market packages.

Tech Trends

AI agents face trust issues in ‘high-risk’ industrial sectors: experts

Expert says large language models struggle in professional domains due to lack of industrial data and knowledge during training.

Most industrial vertical markets were ‘high-risk’ sectors for AI. Photo: Shutterstock

Tech Trends

AI’s World Cup debut: real-time data poised to reshape strategy, level the field

From pressing patterns to offside calls, football’s grandest stage will showcase how instant analysis transforms decisions in heat of play.

A system, known as “Football AI Pro”, can analyse hundreds of millions of Fifa data points and process more than 2,000 football-related metrics, including pressing, movement, tactics and transitions. Photo: EPA
A system, known as “Football AI Pro”, can analyse hundreds of millions of Fifa data points and process more than 2,000 football-related metrics, including pressing, movement, tactics and transitions. Photo: EPA

Tech Trends

AI | China’s tech giants look to rewrite the e-commerce playbook with AI agents

The nation’s over 900 million e-commerce users are taking part in an experiment where rigid search terms are replaced by natural dialogue.

Tech

Trump, Xi weigh AI ‘guardrails’ as Nvidia chip exports hang in the balance

Meeting in Beijing, the presidents weighed safety protocols for the rapidly emerging technology, and H200 chip shipments were a ‘sovereign decision’ for ‌China.

Tech Trends

AI | Anthropic’s plea for US to grow AI edge over China is ‘irresponsible’: analysts

American firm’s warning about China’s tech capability seen by some as fearmongering as hopes of bilateral cooperation on AI safety rise.

A figurine in front of the logo of the US artificial intelligence safety and research company Anthropic during a photo session in Paris on February 13, 2026. Photo: AFP

Big Tech

Trump poured millions into tech giants seeking China deal, ethics filing shows

In the first quarter, Trump made at least nine trades in Nvidia, with transaction values ranging from US$1,001 to US$5 million.

US President Donald Trump gestures as he departs Beijing Capital International Airport aboard Air Force One, in Beijing on Friday. Photo: Reuters
US President Donald Trump gestures as he departs Beijing Capital International Airport aboard Air Force One, in Beijing on Friday. Photo: Reuters

Tech Trends

‘Panic’ over capacity crunch in mature node chips drives orders to Chinese fabs

AI demand shifts chip production to China, boosting SMIC’s capacity and revenue as global foundries focus on high-margin AI chips.

Tech

Meet Zhou Qunfei: the woman seated between Cook and Musk at China state banquet

The chairwoman of manufacturing giant Lens is one of the country’s richest self-made women, working her way up from Shenzhen’s factory floors.

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Tech

Prognosis positive: how AI could help China bridge the medical resources gap

Hospitals, medical professionals and patients stand to benefit as country pushes to integrate AI into healthcare sector.

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Illustration: Henry Wong
Illustration: Henry Wong

Big Tech

As DJI duels Insta360, China sharpens global hardware edge amid US scrutiny

Western competitors like GoPro face shrinking footprints as strategic shifts of Chinese firms disrupt the status quo while navigating FCC-led national security bans.

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Blockchain

Has Hong Kong laid the groundwork to become a world-leading crypto hub?

With its regulatory clarity and superconnector edge, the city is drawing global crypto firms as it emerges as a premier Web3 hub.

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Big Tech

Why China’s tech giants cannot afford to lose the global AI race

AI rivalry is challenging the traditional strategies of China’s ‘big tech’ firms and how they have monetised their products in the past.

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Illustration: Henry Wong
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China Future Tech
HIGHLIGHTS FROM
China Future Tech

Big Tech

China’s booming tech exports give Beijing ‘wind in its sails’ for Trump summit

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Chinese trade received a significant boost from the technology sector in April. Photo: Shutterstock Images

China EVs

Chinese firm Xpeng builds driverless cabs, challenging Tesla’s FSD software

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Xpeng’s first robotaxis roll off its production line. Photo: Xpeng

Tech Trends

CXMT’s soaring profits lift China’s semiconductor stocks

CXMT’s net profit in the first quarter reached 33 billion yuan. Photo: Handout

Big Tech

Baidu says AI now primary business driver despite 2% drop in first-quarter revenue

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The Baidu logo is displayed at the company building in Shenzhen. Photo: Getty Images

Tech Trends

Forget cellular data: China’s telecoms giants are selling AI token plans

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All three major telecom operators in China now offer tokens-based packages to consumers. Photo: AFP
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Zhou Xiaoming

Opinion | How US tech hegemony is locking out the Global South

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The View | Energy crisis showcases strengths of China’s data centre market

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China’s Unitree unveils manned mecha

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What is this robot at the Met Gala?

Met Gala robot wows on the red carpet
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Hangzhou’s ‘robocops’ direct tourist traffic

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Sophia the robot makes classical music debut

Humanoid robot Sophia performs during a rehearsal with the Hong Kong Baptist University (HKBU) Symphony Orchestra ahead of its 2026 Annual Gala Concert, in Hong Kong, China, April 29, 2026. REUTERS/Tyrone Siu
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