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Semiconductors

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Semiconductors
Semiconductors are the cornerstone technology of the information age. These tiny electronic devices, usually smaller than a postage stamp, power the modern economy by acting as data-processing brains for products, from smartphones to cars and spacecraft.
Moore Threads’ latest initiative reflects how Chinese chip developers are rushing to support the country’s top-performing AI models. Photo: Moore Threads
Moore Threads

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.

Smartphones

Huawei targets global comeback with Mate 80 Pro smartphone, new smartwatch

US-China relations

China’s rare earth curbs hit US aerospace, chips hard despite trade truce

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Baidu

Baidu touts AI chips’ potential amid sluggish fourth quarter

Revenue from the company’s AI-related business for the December quarter rises 48 per cent year on year to more than US$1.6 billion.

Baidu reported revenue of 32.74 billion yuan for the fourth quarter. Photo: AFP
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.

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.

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Artificial intelligence

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.

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
Banking & finance

South Korean investors pour millions into Chinese AI and tech stocks

Despite a sizzling home market, the country’s investors are stepping up buying on the Hong Kong and mainland exchanges this year.

China economy

Opinion | How ‘little giants’ help China defend its manufacturing dominance

Support for ‘little giants’ and other specialised SMEs remains a vital part of the long-term strategy to bolster China’s global manufacturing.

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US-China trade war

US warns of deep distrust even as officials seek stable China ties for summit

Congressional hearings reflect bipartisan concern and highlight persistent advanced tech market tension as key Trump-Xi summit looms.

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The Trump administration wants stable relations with China but does not trust the country, a senior State Department ⁠official said. Photo: Reuters
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.

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

New Dutch government under centrist Jetten takes power

Jetten pulled off a stunning election win in October to dethrone the far-right party led by firebrand politician Geert Wilders.

US-China trade war

Open Questions | Abraham Newman on ‘weaponised interdependence’ in ‘neo‑royalist’ Trump era

American political scientist on how ‘interdependence’ can be exploited as part of the rivalry between major powers.

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Taiwan

Trump takes aim at Taiwan’s chip sector after Supreme Court tariff ruling

Taiwan has edged out top US chipmakers and Taiwanese firms are setting up factories in the US to avoid paying tariffs, Trump says.

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US President Donald Trump has repeatedly claimed that Taiwan has stolen the US’ chip business. Photo: Reuters
Artificial intelligence

China’s tech giants pursue AI, semiconductor talent in US amid fierce rivalry

ByteDance, Baidu, Alibaba Cloud and MiniMax are among the firms now actively recruiting fresh talent in the US.

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Major Chinese technology companies are ramping up recruitment of artificial intelligence and semiconductor talent in key US tech hubs. 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’.

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US-China trade war

Trump lashes out at US Supreme Court, rolls out new 10% global tariffs

Decision threatens administration’s trade agenda; casts shadow on Xi-Trump summit as some China tariffs wiped out before Beijing talks.

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China-Latin America relations

Peru President Jose Jeri ousted in ‘Chifagate’ scandal tied to China contractor

Late-night meeting with Chinese businessman at a restaurant in Lima fuelled a probe and created major cross-party revolt.

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Peru’s Congress ousted President Jose Jeri on Tuesday after just four months in office, following a scandal over undisclosed meetings with a Chinese businessman, continuing a revolving door of leaders in the South American nation. Photo: AFP
China technology

China’s tech self-sufficiency progress evident in these 2 companies

GigaDevice and Montage carve a niche in the semiconductor sector, with the global memory supercycle boosting their fortunes further.

China's economic recovery

China’s Xi prioritises ‘AI-plus’ and consumer spending to counter economic risks

Previously unreleased comments by Xi urge income growth and tech breakthroughs, potentially setting stage for measures ahead of March’s parliamentary meetings.

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US-China relations

How AI, quantum computing could help US overcome China’s rare earths advantage

Technologies for synthesising substitutes or alloys could cut time required to secure critical materials to just a few years.

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China controls most of the world’s rare earth mining and nearly 90 per cent of all processing and refining capacity. Photo: Reuters
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.

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An employee conducts maintenance in a server room of the China Mobile Hohhot Data Centre in Hohhot in Inner Mongolia. Photo: Xinhua
Artificial intelligence

Memory prices surge, trade truce extension, Year of the Horse gallops in

This week: Prices of memory chips for consumer devices surge, sources say US-China trade war truce is set to be extended, Sanae Takaichi wins Japan snap general election by a landslide. Next week: Lunar New Year holiday, possible ruling on Trump tariff lawsuits, and more.

SMIC

Hua Hong reports record Q4 revenue as AI-driven memory crunch fuels price hikes

Revenue growth primarily driven by increases in wafer shipments and improved average selling prices, company says.

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.

AI chip designer Enflame on Wednesday entered the inquiry stage of its initial public offering on Shanghai’s Star Market. Photo: Handout
US-China relations

Trump admin signs trade deal to lower Taiwan’s tariff barriers

The agreement comes ahead of Trump’s planned visit to China in April and suggests deepening economic ties between the US and Taiwan.

US Trade Representative Jamieson Greer speaks to reporters at the White House in October. Photo: AP
Smartphones

‘More than 600%’ memory price spike rattles China’s phone and broadband makers

China’s tech sector braces for a “memory winter”, with rising chip costs threatening handset output and slowing broadband rollouts.

Artificial intelligence

China’s Lenovo warns of ‘prolonged’ memory crunch, looks to AI for rebound

Top PC maker posts a 21 per cent profit drop amid chip squeeze, but bets on AI-powered devices to sustain growth amid industry upheaval.

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