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The SK Hynix logo is displayed at a trade expo in South Korea. The company is reportedly looking to sell one of its Chinese facilities. Photo: AP
Semiconductors

Why does SK Hynix want to sell its chip facility in southwest China?

The South Korean chipmaker wants to pivot towards the high-margin AI memory sector, but analysts warn any sale would face valuation hurdles.

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Artificial intelligence

Alibaba tests paid AI appetite with US$30 annual assistant subscription

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Alibaba

Alibaba says it can build AI data centres in 100 days with modular design

Artificial intelligence

Meta strikes at China’s open AI lead, betting on potential US curbs

Meta’s renewed push into open-source models aims to attract US businesses wary of the regulatory risks associated with adopting Chinese AI.

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Meta CEO Mark Zuckerberg attends the annual Allen and Company Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho on July 9, 2026. Photo: Reuters
Meta CEO Mark Zuckerberg attends the annual Allen and Company Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho on July 9, 2026. Photo: Reuters
Nvidia

Nvidia to team with Wall Street on US$500 billion package for AI projects

Apollo Global Management, Blackstone and Goldman Sachs are among the firms in talks with Nvidia on the deal, the Financial Times reported.

Semiconductors

Memory prices to peak this year in upcycle turning point, research suggests

AI demand is keeping supplies tight, but slower pricing momentum and expansion by CXMT and YMTC are raising questions over how long boom can last.

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Semiconductors

What is delaying Chinese AI giants switching from Nvidia to local chips?

High transition costs are keeping AI developers in China reliant on Nvidia chips, industry sources say.

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Huawei Technologies’ Compute Architecture for Neural Networks requires developers to rewrite and optimise large amounts of code. Photo: Shutterstock
Huawei Technologies’ Compute Architecture for Neural Networks requires developers to rewrite and optimise large amounts of code. Photo: Shutterstock
Artificial intelligence

Jevons Paradox: why China’s cheap AI models could be good for Silicon Valley

China’s open-weight models have led AI firms to slash prices, but they will also massively boost overall AI demand, analysts say.

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Artificial intelligence

Cambricon posts 108% surge in revenue amid China’s massive AI chip drive

The Chinese AI chip giant saw revenue reach 6 billion yuan in the first half of the year, as Beijing pushes to replace foreign hardware.

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2026 Xi-Trump summits

Disputes over AI, robotics, trade mount ahead of planned Xi-Trump summit in US

Tech and trade rifts and forced labour claims test US-China cooperation ahead of Xi Jinping’s planned visit to Washington in September.

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Xi Jinping and Donald Trump shake hands after a visit to the Zhongnanhai Garden in Beijing, China, on May 15. Photo: Reuters
Artificial intelligence

What triggered Goldman Sachs to lift its China AI revenue forecast by 30%

Bank forecasts a sharp revenue surge after Chinese AI models slash costs, boost capabilities and capture global token share.

Goldman Sachs boosted its year-end annualised recurring revenue projection for mainland Chinese AI models to US$13 billion from US$10 billion. Photo: Shutterstock
Goldman Sachs boosted its year-end annualised recurring revenue projection for mainland Chinese AI models to US$13 billion from US$10 billion. Photo: Shutterstock
Artificial intelligence

China’s Moonshot AI seeks US$50b round as year-end Hong Kong IPO eyed: sources

Unicorn dismantles offshore structure to pave way for potential listing as investor appetite surges after release of Kimi K3 model.

Artificial intelligence

Tencent ramps up overseas AI push with wider roll-out of flagship Hy3 model

Hy3’s release is the first major update in Tencent’s AI strategy since former OpenAI researcher Yao Shunyu joined the Chinese tech giant.

Huawei

Slapped with reality: why Huawei’s top chip scientist embraces war-hero mindset

In viral interview, Liao Heng talks navigating US curbs to make Ascend processors, placing innovation over nanometres for chip self-reliance.

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An image of a semiconductor displays the name of Huawei Technology’s chip-design unit, HiSilicon. Photo: handout
Artificial intelligence

Chasing physical AI: Ant Group robotics arm Robbyant kicks off external funding

The division seeks US$222 million in the first round and could complete a second by year-end, according to domestic media reports.

Robbyant, an embodied intelligence company under Ant Group, showcases its R1 robot, which is capable of cooking complete meals with minimal human intervention, at the technology exhibition during the 2025 Inclusion Conference in Shanghai on September 12, 2025. Photo: VCG via Getty Images
Robbyant, an embodied intelligence company under Ant Group, showcases its R1 robot, which is capable of cooking complete meals with minimal human intervention, at the technology exhibition during the 2025 Inclusion Conference in Shanghai on September 12, 2025. Photo: VCG via Getty Images
Semiconductors

China boosts chip-design safeguards amid tech self-sufficiency push

Revised rules sharpen penalties and expand rights, underscoring Beijing’s strategy to build resilience across semiconductor and AI ecosystem.

Artificial intelligence

AI | Will AI healthcare be China’s new global growth engine?

Artificial intelligence models and apps that help doctors in China diagnose disease and patients understand their health could be an export gold mine.

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Artificial intelligence

China’s tech giants race to put AI on delivery riders’ heads

From safety features to hands-free voice tools, JD.com has become the latest platform to launch AI-integrated headwear.

Delivery couriers ride bikes in Beijing on July 10. Photo: Reuters
Delivery couriers ride bikes in Beijing on July 10. Photo: Reuters
Robotics

Mixed feelings: can China’s companion robots win a place at home?

Companion robots start arriving in September, offering emotional interaction and novelty, but chores remain off the table – at least for now.

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Artificial intelligence

Exclusive | RedNote eyes US$2.2b data centre as China ramps up AI infrastructure: source

China’s DeepSeek is also recruiting for jobs in Inner Mongolia, the location of the buildout, as it emerges as an AI hub due to low power costs.

Apple

Apple’s Tim Cook warns Siri AI roll-out in China will take time

In earnings call, Cook says Apple to launch AI software in China, an effort to retain competitive edge in world’s largest smartphone market.

An Apple store in the Xuhui district in Shanghai on July 1. Photo: AFP
Semiconductors

Exclusive | ‘Science is a universal language’: US materials pioneer defends global ties

Elsa Reichmanis spent decades collaborating with Chinese science teams and says research should remain distinct from tech rivalry.

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Elsa Reichmanis, who was one of the recipients of the China International Science and Technology Cooperation Award in July. Photo: Handout
Elsa Reichmanis, who was one of the recipients of the China International Science and Technology Cooperation Award in July. Photo: Handout
Ant Group

Ant Group spin-offs pursue independent growth with strategic capital moves

The Chinese fintech giant’s three spin-off units are accelerating their capital-raising efforts after gaining operational autonomy in 2024.

Artificial intelligence

How ByteDance’s Seedance model empowers China’s nascent AI drama industry

China’s studios are using ByteDance’s model to cut production times from months to weeks and drive down video creation costs.

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Robotics

Tesla to benefit from US robot ban as Chinese rivals suffer knockback

Leading Chinese robot makers have ambitious overseas expansion plans, but Washington’s ban may force them to recalibrate.

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Humanoid robots pick and sort goods at a demonstration warehouse during an expo in Shanghai. Photo: Xinhua
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