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 company’s shares have had a big swing in recent days,” says Moore Threads. Photo: Getty Images

China stock market

‘China’s little Nvidia’ warns of overheating risks after 723% share surge

Moore Threads shares drop 13 per cent on Friday after the GPU maker cautions investors to ‘make decisions prudently and invest rationally’.

12 Dec 2025 - 3:22PM

United States

‘Architects of AI’ named Time’s 2025 Person of the Year

11 Dec 2025 - 11:14PM

US-China trade war

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

11 Dec 2025 - 9:00PMvideocam

Artificial intelligence

AI’s US$400 billion problem: Are chips getting old too fast?

Before the AI wave unleashed by ChatGPT, cloud computing giants typically assumed that their chips and servers would last about six years.

11 Dec 2025 - 11:46AM

Chip makers like Nvidia are releasing new, more powerful processors much faster than before. Photo: AFP

Artificial intelligence

Nvidia builds location verification tech that could help fight chip smuggling

China’s top cybersecurity regulator has called Nvidia in for questioning about whether its products contain back doors.

11 Dec 2025 - 10:50AM

Mergers & Acquisitions

Chinese supercomputer maker Sugon and chip developer Hygon call off merger plans

The aborted merger dashes industry expectations for a major domestic ecosystem covering advanced processors and high-performance servers.

10 Dec 2025 - 9:00PM

Semiconductors

China’s Moore Threads to unveil AI chip road map to rival Nvidia’s CUDA system

Founder Zhang Jianzhong is expected to launch the firm’s next-generation AI chip architecture and MUSA platform road map in Beijing.

10 Dec 2025 - 5:01PM

Moore Threads Technology expects to release a new-generation graphics processing unit every year. Photo: Moore Threads

Artificial intelligence

Microsoft makes US$17.5 billion pledge for AI cloud in India

The country of 1.45 billion people is increasingly drawing the attention of AI power brokers as a market and a source of talent and data.

10 Dec 2025 - 12:03PM

US-China trade war

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

9 Dec 2025 - 10:00PMvideocam

Semiconductors

China’s AI developers to welcome Nvidia’s H200 chip shipments, analysts say

Nvidia faces stronger domestic competition from the likes of Huawei, Cambricon, Moore Threads and MetaX.

9 Dec 2025 - 9:00PM

Nvidia’s H200 chips are expected to be in demand in China after Washington approved shipments to the country. Photo: Shutterstock

Artificial intelligence

DeepSeek’s Liang Wenfeng among top 10 ‘people who shaped science in 2025’

British journal Nature’s top 10 list gives credit to the man behind the widely acclaimed, Chinese-developed R1 reasoning AI model.

9 Dec 2025 - 6:00PM

DeepSeek founder and CEO Liang Wenfeng. Photo: Shutterstock

US-China tech war

China may find Nvidia H200 chips too good to refuse

Beijing snubbed Nvidia’s H20 chip earlier in the year as China works towards self-sufficiency in technology. Rejecting the vastly more powerful H200 may be harder to do.

9 Dec 2025 - 5:00PM

US-China relations

Trump gives green light for Nvidia to sell H200 AI chips in China

The move has upset China hawks in Washington, who are concerned that selling more advanced AI chips to Beijing could help boost its military.

9 Dec 2025 - 7:59AMvideocam

Liang Wenfeng

DeepSeek founder Liang Wenfeng cleans up on chip firm Moore Threads’ IPO

Liang’s quantitative hedge fund, High-Flyer, subscribes to more than 80,000 Moore Threads shares, which saw a stellar trading debut in Shanghai.

8 Dec 2025 - 9:00PM

Artificial intelligence

China AI chipmaker MetaX draws more IPO investors than Moore Threads

More than 5 million investors vied for allotments in the chipmaker’s share offering, which aims to raise US$594 million.

8 Dec 2025 - 7:30PMvideocam

Founded in 2020, MetaX is viewed as one of China’s best hopes to develop chips that can rival Nvidia’s high-performance AI processors. Photo: Handout

Artificial intelligence

Opinion | Why 2026 will be the year AI hype collides with reality

The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals.

7 Dec 2025 - 8:30PMvideocam

Made in China 2025

China’s Pudu Robotics rolls out overseas charm offensive with robot dog

Quadruped dubbed D5 from Pudu – founded by former HKUST engineering student Felix Zhang – draws crowds at Tokyo expo.

7 Dec 2025 - 9:00AM

US-China trade war

China’s vice-premier has ‘constructive’ call with US officials Bessent and Greer

Both sides agree to promote the development of bilateral trade ties to ‘expand the list for cooperation and shorten the list of problems’.

6 Dec 2025 - 6:05AMvideocam

China’s Vice-Premier He Lifeng had a productive video call with US Treasury Secretary Scott Bessent and US Trade Representative Jamieson Greer on Friday. Photo: AFP

US-China trade war

As China defies US tech blockade, can local AI chipmakers capture Nvidia share?

Vast pool of engineering talent seen as a potent driving force for country’s challenge to US tech supremacy.

5 Dec 2025 - 9:30PM

Science

Man behind 99% chips: semiconductor legend Chih-Tang Sah’s ashes leave US for China

Celebrated Chinese electronics engineer who ‘kept his homeland in his heart’ while living overseas buried in Fujian with his late wife.

5 Dec 2025 - 9:05PMvideocam

Artificial intelligence

Moore Threads aspires to become ‘leading global player’ in AI chips after IPO

Unlike Huawei, Moore Threads’ GPUs, along with its own MUSA platform, are compatible with Nvidia’s CUDA ecosystem.

5 Dec 2025 - 5:00PM

Zhang Jianzhong, CEO of Moore Threads, speaks at a company product launch in Beijing, December 19, 2023. Photo: Handout

Artificial intelligence

Senators unveil bill to keep Trump from easing curbs on AI chip sales to China

The SAFE CHIPS Act is a rare effort led in part by Trump’s own party to stop him from further relaxing tech export restrictions on Beijing.

5 Dec 2025 - 4:45AM

Nvidia’s headquarters in Santa Clara, California. The US Commerce Department imposed and then rolled back curbs on selling Nvidia’s H20 AI chips to China. Photo: EPA

Artificial intelligence

Opinion | AI market will only have room for so many winners

There is not enough room in the market for all those raising billions to invest in AI, and there will inevitably be more losers than winners.

4 Dec 2025 - 9:10PMvideocam

Artificial intelligence

China’s top AI chip firms set for bumper IPOs as Nvidia kept out of market

Shanghai-based MetaX set its IPO pricing at 104.66 yuan, according to a company filing on Wednesday.

5 Dec 2025 - 11:59AM

Huawei

How Huawei could use a 2022 patent to make 2-nm-class chips without key tool

The proposed solution offers a technical pathway to support a 2-nm process using older DUV technology.

4 Dec 2025 - 12:00PM

In 2023, Huawei filed 3,091 GPU-related patents – a tenfold increase from 2018. Photo: Costfoto/NurPhoto via Getty Images

Shenzhen

Guangdong touts Huawei chips and HarmonyOS to outrun the DeepSeek eclipse

China’s richest province highlights Huawei’s Ascend 910C chips and HarmonyOS to prove it still sits at the heart of Chinese innovation.

4 Dec 2025 - 8:00AM

Guangdong is touting Huawei’s Ascend 910C chips as proof it still sits at the heart of China’s tech self-reliance drive. Photo: Shutterstock

US-China relations

Nvidia CEO meets Trump, says he’s not sure if China would accept H200 chips

He says he and the US president discussed export controls before he met lawmakers on the Senate Banking Committee.

4 Dec 2025 - 6:26AMvideocam

China stock market

China’s stock market set for earnings-driven growth after stretching valuations

China stocks’ next phase of growth hinges on earnings, not just higher valuations, says BofA Global Research’s Winnie Wu.

3 Dec 2025 - 8:11PM

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Nvidia

‘China’s little Nvidia’ warns of overheating risks after 723% share surge

Moore Threads shares drop 13 per cent on Friday after the GPU maker cautions investors to ‘make decisions prudently and invest rationally’.

‘Architects of AI’ named Time’s 2025 Person of the Year

China may buy Nvidia’s H200 – but homegrown chip strategy here to stay: analysts

AI’s US$400 billion problem: Are chips getting old too fast?

Before the AI wave unleashed by ChatGPT, cloud computing giants typically assumed that their chips and servers would last about six years.

Nvidia builds location verification tech that could help fight chip smuggling

China’s top cybersecurity regulator has called Nvidia in for questioning about whether its products contain back doors.

Chinese supercomputer maker Sugon and chip developer Hygon call off merger plans

The aborted merger dashes industry expectations for a major domestic ecosystem covering advanced processors and high-performance servers.

China’s Moore Threads to unveil AI chip road map to rival Nvidia’s CUDA system

Founder Zhang Jianzhong is expected to launch the firm’s next-generation AI chip architecture and MUSA platform road map in Beijing.

Microsoft makes US$17.5 billion pledge for AI cloud in India

The country of 1.45 billion people is increasingly drawing the attention of AI power brokers as a market and a source of talent and data.

US-China tech thaw? Trump clears Nvidia H200 exports – why it matters

It’s a ‘sliding scale’ strategy, analysts say of Trump’s U-turn – preserve American market share while dampening Beijing’s self-reliance push.

China’s AI developers to welcome Nvidia’s H200 chip shipments, analysts say

Nvidia faces stronger domestic competition from the likes of Huawei, Cambricon, Moore Threads and MetaX.

DeepSeek’s Liang Wenfeng among top 10 ‘people who shaped science in 2025’

British journal Nature’s top 10 list gives credit to the man behind the widely acclaimed, Chinese-developed R1 reasoning AI model.

China may find Nvidia H200 chips too good to refuse

Beijing snubbed Nvidia’s H20 chip earlier in the year as China works towards self-sufficiency in technology. Rejecting the vastly more powerful H200 may be harder to do.

Trump gives green light for Nvidia to sell H200 AI chips in China

The move has upset China hawks in Washington, who are concerned that selling more advanced AI chips to Beijing could help boost its military.

DeepSeek founder Liang Wenfeng cleans up on chip firm Moore Threads’ IPO

Liang’s quantitative hedge fund, High-Flyer, subscribes to more than 80,000 Moore Threads shares, which saw a stellar trading debut in Shanghai.

China AI chipmaker MetaX draws more IPO investors than Moore Threads

More than 5 million investors vied for allotments in the chipmaker’s share offering, which aims to raise US$594 million.

.css-1m2rp1p{color:#34b8b5;}Opinion | Why 2026 will be the year AI hype collides with reality

The reckoning ahead for the AI bubble promises to reprice expectations, force economic trade-offs and call out circular deals.

China’s Pudu Robotics rolls out overseas charm offensive with robot dog

Quadruped dubbed D5 from Pudu – founded by former HKUST engineering student Felix Zhang – draws crowds at Tokyo expo.

China’s vice-premier has ‘constructive’ call with US officials Bessent and Greer

Both sides agree to promote the development of bilateral trade ties to ‘expand the list for cooperation and shorten the list of problems’.

As China defies US tech blockade, can local AI chipmakers capture Nvidia share?

Vast pool of engineering talent seen as a potent driving force for country’s challenge to US tech supremacy.

Man behind 99% chips: semiconductor legend Chih-Tang Sah’s ashes leave US for China

Celebrated Chinese electronics engineer who ‘kept his homeland in his heart’ while living overseas buried in Fujian with his late wife.

Moore Threads aspires to become ‘leading global player’ in AI chips after IPO

Unlike Huawei, Moore Threads’ GPUs, along with its own MUSA platform, are compatible with Nvidia’s CUDA ecosystem.

Senators unveil bill to keep Trump from easing curbs on AI chip sales to China

The SAFE CHIPS Act is a rare effort led in part by Trump’s own party to stop him from further relaxing tech export restrictions on Beijing.

Opinion | AI market will only have room for so many winners

There is not enough room in the market for all those raising billions to invest in AI, and there will inevitably be more losers than winners.

China’s top AI chip firms set for bumper IPOs as Nvidia kept out of market

Shanghai-based MetaX set its IPO pricing at 104.66 yuan, according to a company filing on Wednesday.

How Huawei could use a 2022 patent to make 2-nm-class chips without key tool

The proposed solution offers a technical pathway to support a 2-nm process using older DUV technology.

Guangdong touts Huawei chips and HarmonyOS to outrun the DeepSeek eclipse

China’s richest province highlights Huawei’s Ascend 910C chips and HarmonyOS to prove it still sits at the heart of Chinese innovation.

Nvidia CEO meets Trump, says he’s not sure if China would accept H200 chips

He says he and the US president discussed export controls before he met lawmakers on the Senate Banking Committee.

China’s stock market set for earnings-driven growth after stretching valuations

China stocks’ next phase of growth hinges on earnings, not just higher valuations, says BofA Global Research’s Winnie Wu.

Opinion | Why 2026 will be the year AI hype collides with reality