TOPIC

/ company

Nvidia

Nvidia is one of the most valuable companies in the semiconductor industry. Founded by Taiwan-born American businessman Jensen Huang, it holds a near monopoly on graphics processing units used to train AI systems.

Chairman / President

Jensen Huang

CEO / Managing Director

Jensen Huang

CFO / Finance Director

Colette Kress

Industry

Semiconductors

Website

nvidia.com

Headquarters address

2788 San Tomas Expressway, Santa Clara, CA 95051, United States

Stock Code

NASDAQ:NVDA

Year founded

1993

The Trump administration has been pushing for a single AI policy legislative framework that can be applied uniformly across the country. Photo: AFP via Getty Images

US-China trade war

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

21 Mar 2026 - 7:09AMvideocam

Semiconductors

Huawei challenges Nvidia with powerful new AI accelerator card

20 Mar 2026 - 9:00PM

Huawei

Huawei capitalises on OpenClaw frenzy to boost computing demand for its chips

19 Mar 2026 - 8:00PM

Semiconductors

Nvidia restarts H200 AI chip production as China allows sales

Chinese AI developers will snap up Nvidia H200 chips, as the government pushes the development of domestic alternatives.

18 Mar 2026 - 5:01PM

Hong Kong stock market

Hong Kong stocks extend win streak amid stabilising oil prices despite Iran war

Hang Seng Index rises for a third day, the longest run since January, as Wall Street rally and steadier oil prices boost mood.

18 Mar 2026 - 4:30PM

Jensen Huang

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

18 Mar 2026 - 6:31AM

Semiconductors

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

17 Mar 2026 - 10:00PM

Nvidia CEO Jensen Huang speaks during the company’s annual GTC conference in San Jose on Monday. Photo: Bay Area News Group via AP

Iran

Southeast Asia faces spillover cyber risk from Iran war as ‘blast radius’ widens

Many Asean firms are tied into the global network in the Gulf, Europe and the US, facing the risk of cyberattacks linked to the war.

12 Mar 2026 - 6:06PMvideocam

Robotics

China’s Midea pledges US$8.7 billion for AI and robotics in pivot to automation

Robotics and physical AI are emerging as the next battleground for manufacturers seeking efficiency gains.

11 Mar 2026 - 10:30PM

2026 Trump-Xi summit

Exclusive | Could China’s rare earth supplies dictate how long US strikes on Iran go on?

The American military’s dependence on Chinese sources gives Beijing leverage in the lead-up to Trump’s trip, sources say.

10 Mar 2026 - 11:59PMvideocam

China accounted for 71 per cent of US rare earth element imports from 2021 to 2024, according to the US Geological Survey. Photo: Reuters

Semiconductors

China’s chip exports surge 73% as AI demand fuels semiconductor growth

Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.

10 Mar 2026 - 3:07PM

Semiconductor chips under process at a factory in Binzhou, in eastern China’s Shandong province. Photo: AFP

Artificial intelligence

OpenClaw fever: why is China rushing to ‘raise a lobster’?

Chinese consumers are using OpenClaw for everything from stock picking and report writing to slide decks, emails and coding.

13 Mar 2026 - 2:32PMvideocam

Technology

Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains

South Korea’s Kospi is the worst-hit in Asia, with Samsung Electronics and SK Hynix falling 11.7 per cent and 9.6 per cent, respectively.

4 Mar 2026 - 6:03PM

Semiconductors

US considers capping Nvidia H200 sales at 75,000 per Chinese customer

Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181.

3 Mar 2026 - 7:45AMvideocam

The Nvidia headquarters in Santa Clara, California. Photo: EPA

Huawei

Huawei holds global debut for AI computing clusters in challenge to Nvidia

US-sanctioned Huawei Technologies brings ‘world’s most powerful’ AI compute systems to an international audience at MWC Barcelona 2026.

2 Mar 2026 - 3:53PMvideocam

Huawei showcases its SuperPoD products at MWC Barcelona 2026. Photo: handout

China-EU relations

Is Europe, the world’s geopolitical punching bag, ready to hit back?

The EU could land a range of economic blows if it wants to be more than a lightweight, researchers say.

1 Mar 2026 - 10:00PMvideocam

Semiconductors

Chinese chip firms Cambricon, Moore Threads post sales jump on domestic demand

Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent.

27 Feb 2026 - 10:26PM

Semiconductors

Moore Threads’ flagship AI chip compatible with latest Alibaba models

The semiconductor developer’s MTT S5000 chip achieves full-stack compatibility with the new Qwen3.5 series.

27 Feb 2026 - 5:50PM

Moore Threads’ latest initiative reflects how Chinese chip developers are rushing to support the country’s top-performing AI models. Photo: Moore Threads

US-China relations

Xi-Trump talk plans rattled by chaotic US team: ‘the worst I’ve ever seen’

Analysts warn thin US coordination and rushed timelines risk weak deliverables and surprises ahead of high-stakes Beijing meeting.

27 Feb 2026 - 1:57AMvideocam

China technology

China computing tech stalwarts Hygon, Sugon post revenue surge amid AI boom

Their strong 2025 revenue reflects a broader trend across China to increase support for domestic technology suppliers.

26 Feb 2026 - 5:05PM

Hong Kong stock market

Hong Kong stocks retreat as Nvidia earnings fail to sustain AI momentum

Hang Seng Index drops 1.4 per cent, led by tech losses, after US chip giant’s results disappoint investors betting on perpetual AI growth.

26 Feb 2026 - 4:42PM

Nvidia’s earnings fail to impress investors, who are now betting on perpetual AI growth, according to analysts. Photo: Shutterstock

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.

26 Feb 2026 - 10:21AM

The pipeline for Nvidia’s H200 chip remains dry in China. Photo: AFP

Semiconductors

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.

26 Feb 2026 - 8:00AM

Hong Kong stock market

Hong Kong stocks rebound in relief rally as global AI scare fades

Hang Seng Index climbs as concerns over AI disruption ease, with investors awaiting Nvidia earnings to gauge sentiment.

25 Feb 2026 - 4:36PM

Artificial intelligence

Zhipu AI’s shares tumble nearly 23% on computing woes, user complaints

The Hong Kong-listed firm is the first Chinese AI developer to issue a public call urging support for its GLM model.

23 Feb 2026 - 6:53PMvideocam

Zhipu apologised on Saturday after users in China and overseas reported issues with the company’s flagship “GLM coding plan” product. Photo: Shutterstock

Science

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

21 Feb 2026 - 9:31PMvideocam

The EU has barred most organisations based in China from applying for its Horizon Europe grants in “critical areas”. Image: Shutterstock

Tencent

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.

21 Feb 2026 - 11:05AM

US-China relations

China’s extreme 996 work schedule meets US tech’s hustle culture

Why advocates believe 996, the controversial 9am to 9pm, six-day-a-week culture popularised in China, can give American firms decisive edge.

20 Feb 2026 - 11:51PMvideocam

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Nvidia

Trump administration moves to unify AI rules, bolster edge over China

Policy aims to increase federal government’s ability to ⁠fight national security concerns and counter Beijing’s growing dominance in sector.

Huawei challenges Nvidia with powerful new AI accelerator card

Huawei capitalises on OpenClaw frenzy to boost computing demand for its chips

Nvidia restarts H200 AI chip production as China allows sales

Chinese AI developers will snap up Nvidia H200 chips, as the government pushes the development of domestic alternatives.

Hong Kong stocks extend win streak amid stabilising oil prices despite Iran war

Hang Seng Index rises for a third day, the longest run since January, as Wall Street rally and steadier oil prices boost mood.

Nvidia is restarting production of China AI chip variant, says CEO

The company had reportedly halted ‌the manufacturing of its H200 chip last year because of increasing regulatory hurdles in the US and China.

Can Nvidia’s inference push at GTC help or hinder China’s catch-up efforts?

Nvidia’s Groq 3 LPU chip widens the AI gap with China, but offers Chinese firms niche inference market opportunities, analysts say.

Southeast Asia faces spillover cyber risk from Iran war as ‘blast radius’ widens

Many Asean firms are tied into the global network in the Gulf, Europe and the US, facing the risk of cyberattacks linked to the war.

China’s Midea pledges US$8.7 billion for AI and robotics in pivot to automation

Robotics and physical AI are emerging as the next battleground for manufacturers seeking efficiency gains.

.css-19im5qg{color:#c79a00;}Exclusive | Could China’s rare earth supplies dictate how long US strikes on Iran go on?

The American military’s dependence on Chinese sources gives Beijing leverage in the lead-up to Trump’s trip, sources say.

China’s chip exports surge 73% as AI demand fuels semiconductor growth

Chip exports hit US$43.3 billion in January and February, outpacing China’s overall export growth of 21.8 per cent in the same period.

OpenClaw fever: why is China rushing to ‘raise a lobster’?

Chinese consumers are using OpenClaw for everything from stock picking and report writing to slide decks, emails and coding.

Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains

South Korea’s Kospi is the worst-hit in Asia, with Samsung Electronics and SK Hynix falling 11.7 per cent and 9.6 per cent, respectively.

US considers capping Nvidia H200 sales at 75,000 per Chinese customer

Shares of Nvidia slipped in late trading on the news, falling almost 1 per cent to a low of US$181.

Huawei holds global debut for AI computing clusters in challenge to Nvidia

US-sanctioned Huawei Technologies brings ‘world’s most powerful’ AI compute systems to an international audience at MWC Barcelona 2026.

Is Europe, the world’s geopolitical punching bag, ready to hit back?

The EU could land a range of economic blows if it wants to be more than a lightweight, researchers say.

Chinese chip firms Cambricon, Moore Threads post sales jump on domestic demand

Cambricon reports first full-year profit since listing in 2020, while Moore Threads’ revenue jumps 243 per cent.

Moore Threads’ flagship AI chip compatible with latest Alibaba models

The semiconductor developer’s MTT S5000 chip achieves full-stack compatibility with the new Qwen3.5 series.

Xi-Trump talk plans rattled by chaotic US team: ‘the worst I’ve ever seen’

Analysts warn thin US coordination and rushed timelines risk weak deliverables and surprises ahead of high-stakes Beijing meeting.

China computing tech stalwarts Hygon, Sugon post revenue surge amid AI boom

Their strong 2025 revenue reflects a broader trend across China to increase support for domestic technology suppliers.

Hong Kong stocks retreat as Nvidia earnings fail to sustain AI momentum

Hang Seng Index drops 1.4 per cent, led by tech losses, after US chip giant’s results disappoint investors betting on perpetual AI growth.

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.

Why SJ Semiconductor matters in China’s race to build home-grown AI chips

SJ Semiconductor’s listing highlights the growing role of chip packaging in China’s strategy to narrow the technology gap.

Hong Kong stocks rebound in relief rally as global AI scare fades

Hang Seng Index climbs as concerns over AI disruption ease, with investors awaiting Nvidia earnings to gauge sentiment.

Zhipu AI’s shares tumble nearly 23% on computing woes, user complaints

The Hong Kong-listed firm is the first Chinese AI developer to issue a public call urging support for its GLM model.

EU bans Chinese organisations from critical tech programmes, including AI, chips

Chinese space scientist Wu Ji doubts the policy will hurt China much and may instead ‘make Europe appear more isolated’.

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.

China’s extreme 996 work schedule meets US tech’s hustle culture

Why advocates believe 996, the controversial 9am to 9pm, six-day-a-week culture popularised in China, can give American firms decisive edge.

Exclusive | Could China’s rare earth supplies dictate how long US strikes on Iran go on?