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Semiconductors
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Huawei CEO Ren Zhengfei is interviewed in Taiyuan, northern Shanxi province on February 9, 2021. Photo: Xinhua
Huawei

Huawei’s Tau Scaling Law: a new path amid US sanctions

Company founder Ren Zhengfei says the new framework is crucial for survival, enabling chip advancements without EUV lithography.

Artificial intelligence

China’s Kimi K3 well behind US rivals in cyberattack ability, study shows

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US-China relations

Open Questions | Nobel economist on anti-China, anti-science US, AI’s risks

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Artificial intelligence

AI experts blast US claims of ‘IP theft’ by Moonshot’s Kimi K3

Researchers point to the lack of evidence for any distillation claims, while some highlight Kimi K3’s technical innovations.

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A Kimi logo is pictured at the Moonshot AI booth at the World Artificial Intelligence Conference (WAIC) in Shanghai on July 18, 2026. Photo: AFP
A Kimi logo is pictured at the Moonshot AI booth at the World Artificial Intelligence Conference (WAIC) in Shanghai on July 18, 2026. Photo: AFP
Robotics

US eyes ban on Chinese humanoid robots as US-China tech rivalry intensifies

US House has passed a bill banning the military from using Chinese bots, as Washington ramps up restrictions on Chinese-made technology.

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Artificial intelligence

Why China’s open-weight AI model Kimi K3 is sparking anxiety in Silicon Valley

Analysts say Beijing-based start-up Moonshot’s 2.8 trillion-parameter large language model could narrow the gap with the US within ‘weeks’.

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Artificial intelligence

Moonshot AI pushes China closer to US in frontier tech

An overwhelming rush to sign up for Moonshot’s Kimi K3 model underscores how China is rapidly gaining ground on the US in artificial intelligence.

Photo: AFP
Photo: AFP
Semiconductors

Alibaba targets Nvidia’s dominant software ecosystem with open-source AI stack

The firm’s chip unit T-Head aims to lower migration barriers to Zhenwu AI computing architectures, following similar initiatives by Huawei and Moore Threads.

Semiconductors

Chinese chip start-up Biren bets on light-based ‘supernodes’ to match Nvidia

The firm uses near-packaged optics to bypass traditional architecture limits and scale more than 1,000 processor cards across a cluster.

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Artificial intelligence

Xi’s call on AI, Trump blasts China, US tariffs

This week: Chinese president urges open and secure AI, US leader accuses Beijing over 2020 election, GDP growth slows. Next week: US global tariff expiry, Apec ministers meet, Hong Kong lawmakers decamp to Beijing.

Chinese President Xi Jinping waves as he arrives at the opening ceremony of the World AI Conference in Shanghai. Photo: EPA//Pool
Artificial intelligence

Xi Jinping warns against creating ‘new historical injustices’ in AI era

Chinese leader’s presence at World AI Conference signals Beijing’s push to elevate AI from tech priority to pillar of geopolitical strategy.

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Chinese President Xi Jinping arrives for a group photo with other attendees before the opening ceremony for the World AI Conference in Shanghai on Friday. Photo: AP
Chinese President Xi Jinping arrives for a group photo with other attendees before the opening ceremony for the World AI Conference in Shanghai on Friday. Photo: AP
Semiconductors

Chinese Nvidia alternatives project massive sales as AI chip demand surges

Moore Threads and Hygon are capitalising on surging demand for AI computing power as they race to fill the void left by Washington’s export controls.

Artificial intelligence

BrainCo claims mind-to-robot link at China’s World AI Conference

Hangzhou-based firm says users can control robots using only their thoughts via EEG headsets, marking a leap in embodied AI tech.

Artificial intelligence

Top takeaways from Xi Jinping’s opening address at the World AI Conference

The speech marks the Chinese president’s first-ever keynote address at the nation’s premier artificial intelligence summit.

Chinese President Xi Jinping speaks at the opening ceremony for the World AI Conference in Shanghai on Friday. Photo: EPA
Artificial intelligence

Xi Jinping says ‘one country’ cannot monopolise AI – as it happened

President’s personal attendance seen as a sign of China’s inclusion of artificial intelligence into broader geopolitical strategy.

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President Xi Jinping arrives at the opening ceremony for the World AI Conference in Shanghai on Friday. Photo: AP
President Xi Jinping arrives at the opening ceremony for the World AI Conference in Shanghai on Friday. Photo: AP
Semiconductors

TSMC pledges extra US$100b for Arizona fab expansion amid soaring AI chip demand

Riding on the AI boom, the Taiwanese chipmaker’s net income jumped 77 per cent to NT$706.6 billion (US$22 billion) in the second quarter.

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Artificial intelligence

Sam Altman signals OpenAI price war as rivalry with Anthropic, China heats up

American AI pioneer eyes 75 per cent fee cut for flagship software to counter market gains by Claude and low-cost alternatives from Chinese providers.

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Artificial intelligence

China’s DeepSeek eyes US$70b valuation in new talks weeks after first round

Company’s fresh fundraising talks come straight off its landmark Series A, as investors scramble to back national AI champion.

DeepSeek has launched a new financing round shortly after closing a landmark deal. Photo: Getty Images
DeepSeek has launched a new financing round shortly after closing a landmark deal. Photo: Getty Images
Artificial intelligence

China’s StepFun beats Apple and OpenAI to ‘world’s first AI phone’

Tencent-backed firm launches the AI-native StepX Neo smartphone, challenging US tech giants amid Apple-OpenAI legal clashes.

Artificial intelligence

Will a new focus help Chinese AI labs challenge Thinking Machines Lab?

AI labs Yoolee and InfiX.ai say they aim to rival US start-up with industry-specific AI solutions, reduced costs and enhanced privacy.

US-China tech war

Nvidia’s future challenger? Chinese start-up reveals aggressive AI chip road map

As US sanctions block access to advanced lithography, a Shanghai-based firm bets on chip redesign, 3D memory stacking to break bottlenecks.

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Dongfang Suanxin’s DF1000 chip, which is expected to enter mass production in late 2026. Photo: Dongfang Suanxin
Artificial intelligence

Beyond Claude Code: the Chinese AI tools poised to benefit after back-door alert

As Beijing flags a security risk in Anthropic software, domestic tech firms are rapidly embracing local alternatives such as ByteDance’s Trae and Alibaba’s Qoder.

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Anthropic’s models – including Claude Code – have long been officially inaccessible in China, but they remain popular in the country due to their advanced capabilities, with domestic developers routinely finding workarounds to maintain access. Photo: Shutterstock
Anthropic’s models – including Claude Code – have long been officially inaccessible in China, but they remain popular in the country due to their advanced capabilities, with domestic developers routinely finding workarounds to maintain access. Photo: Shutterstock
Semiconductors

Chinese chip start-up launches 8-inch production line pilot for 2D chips

The company says the production line launch marks a critical step towards China’s drive for tech self-sufficiency.

US-China tech war

Nvidia gets China boost, Iran ceasefire breaks, GDP release

This week: China allows limited imports of Nvidia H200 chips, the US and Iran resume attacks in the Middle East, and a Chinese submarine fires a test missile into the Pacific Ocean. Next week: Second-quarter GDP numbers come out, CXMT starts mainland IPO, Hong Kong Book Fair opens its doors, and more.

Semiconductors

Why Chinese AI labs like DeepSeek and Zhipu are looking beyond models to chips

Custom silicon allows for hardware optimisation tailored to specific architectures, such as the DeepSeek-R1 model.

Custom AI chips offer better performance per dollar and per watt when designed around a hyperscaler’s own software stack and data-centre architecture. Photo: Shutterstock Images
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