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

Currency dealers monitor exchange rates as an electronic screen shows South Korea’s benchmark stock index on Wednesday. Photo: AFP

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.

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Semiconductors

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

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Huawei

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

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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

Europe might have trade punches it can land on the US and China but is it prepared to use them? Photo: Reuters

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

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

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

SJ Semiconductor, a key player in China’s advanced chip packaging sector, has received approval to list on Shanghai’s Nasdaq-style Star Market. Photo: Shutterstock

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

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

Artificial intelligence

Why cooling is the new chips: China pivots to AI’s heat challenge

Chinese manufacturers are moving aggressively into liquid-cooling technologies as hyperscalers expand data-centre infrastructure.

15 Feb 2026 - 4:00PM

Artificial intelligence

Opinion | In the age of AI, we must learn to act before the future is clear

Many questions about AI, from the outcome of the AI race to speculation about an AI bubble, need more time to be answered. Uncertainty is the new normal.

13 Feb 2026 - 4:30PMvideocam

A woman looks at the window of a company advertising AI ahead of the annual meeting of the World Economy Forum in Davos, Switzerland, on January 17. Photo: AP

IPO

Will Chinese AI chip designer Enflame’s Shanghai IPO be another blockbuster?

Tencent-backed Enflame’s listing on the Star Market could follow successful recent flotations from peers Moore Threads, MetaX and Biren.

13 Feb 2026 - 8:00AM

Artificial intelligence

China’s Zhipu AI launches new major model GLM-5 in challenge to its rivals

The GLM-5 represents a shift in AI development from ‘vibe coding’ to ‘agentic engineering’ to generate an enhanced performance.

12 Feb 2026 - 8:41PMvideocam

Artificial intelligence

Alibaba unveils RynnBrain, an embodied AI model that gives robots a ‘brain’

The model, which was unveiled by Alibaba’s Damo Academy, matched leading embodied models from Google and Nvidia.

11 Feb 2026 - 8:00PM

Alibaba and its fintech affiliate Ant Group are launching their own robotics models in a bid to dominate the next frontier of technology. Photo: AP

United States

Dow breaks 50,000 for first time, as US stocks rally

The market roared back, with tech stocks recovering from AI-linked jitters and bitcoin halting its plunge.

7 Feb 2026 - 7:32AM

Traders react after the closing bell as the Dow Jones Industrial Average surpasses the 50,000 mark in New York on Friday. Photo: Reuters

Artificial intelligence

China trials largest locally made AI computing resource in infrastructure push

The node is designed for large-scale AI scenarios, including trillion-parameter model training and high-throughput inference.

6 Feb 2026 - 4:19PM

Robotics

China’s humanoid makers pivot from ‘body’ to ‘brain’ as commercial race heats up

Dobot claims its self-developed vision-language-action model lets humanoid robots react to the real world rather than just perform preprogrammed tasks.

6 Feb 2026 - 9:15AM

Semiconductors

GaN pioneer Innoscience expands AI footprint with Google hardware collaboration

Innoscience claims to be the world’s first to achieve mass production of eight-inch silicon-based GaN wafers.

4 Feb 2026 - 5:45PM

Innoscience focuses on GaN, a material regarded as a cornerstone of so-called third-generation semiconductor technology. Photo: Handout

Artificial intelligence

Funding surge powers Chinese robotics firms as focus shifts to humanoid ‘brains’

State-backed funds, Big Tech drive fresh capital into robotics companies, betting on operating systems that underpin humanoid intelligence.

3 Feb 2026 - 8:00PM

A humanoid robot at the Beijng World of Robots. A new wave of firms is emerging with capital directed towards robotic software and operating systems. Photo: Xinhua

Semiconductors

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

1 Feb 2026 - 7:00PM

US-China relations

The future of AI in music? US and China strike different chords

As generative music tools surge, China turns to state oversight while the US relies on courts, copyright suits and settlements.

31 Jan 2026 - 10:00PMvideocam

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Nvidia

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

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

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.

Why cooling is the new chips: China pivots to AI’s heat challenge

Chinese manufacturers are moving aggressively into liquid-cooling technologies as hyperscalers expand data-centre infrastructure.

.css-1m2rp1p{color:#34b8b5;}Opinion | In the age of AI, we must learn to act before the future is clear

Many questions about AI, from the outcome of the AI race to speculation about an AI bubble, need more time to be answered. Uncertainty is the new normal.

Will Chinese AI chip designer Enflame’s Shanghai IPO be another blockbuster?

Tencent-backed Enflame’s listing on the Star Market could follow successful recent flotations from peers Moore Threads, MetaX and Biren.

China’s Zhipu AI launches new major model GLM-5 in challenge to its rivals

The GLM-5 represents a shift in AI development from ‘vibe coding’ to ‘agentic engineering’ to generate an enhanced performance.

Alibaba unveils RynnBrain, an embodied AI model that gives robots a ‘brain’

The model, which was unveiled by Alibaba’s Damo Academy, matched leading embodied models from Google and Nvidia.

Dow breaks 50,000 for first time, as US stocks rally

The market roared back, with tech stocks recovering from AI-linked jitters and bitcoin halting its plunge.

China trials largest locally made AI computing resource in infrastructure push

The node is designed for large-scale AI scenarios, including trillion-parameter model training and high-throughput inference.

China’s humanoid makers pivot from ‘body’ to ‘brain’ as commercial race heats up

Dobot claims its self-developed vision-language-action model lets humanoid robots react to the real world rather than just perform preprogrammed tasks.

GaN pioneer Innoscience expands AI footprint with Google hardware collaboration

Innoscience claims to be the world’s first to achieve mass production of eight-inch silicon-based GaN wafers.

Funding surge powers Chinese robotics firms as focus shifts to humanoid ‘brains’

State-backed funds, Big Tech drive fresh capital into robotics companies, betting on operating systems that underpin humanoid intelligence.

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

The future of AI in music? US and China strike different chords

As generative music tools surge, China turns to state oversight while the US relies on courts, copyright suits and settlements.

Opinion | In the age of AI, we must learn to act before the future is clear