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Tech War

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Semiconductors
Semiconductor Manufacturing International Corporation (SMIC)
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The SMIC logo is displayed outside one of its facilities in Shanghai, March 15, 2024. Photo: AFP
Semiconductors

China’s top chip foundries forecast second-quarter growth amid AI boom

Bai Peng, Hua Hong’s chairman and president, downplayed the impact of US export controls on the company’s capacity expansion plans.

Semiconductors

SMIC founder warns against ‘blind pursuit’ of cutting-edge nodes

2026 Xi-Trump summit

China’s AI ascent leaves Trump a stark choice: escalate or relax chip controls?

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Artificial intelligence

China deepens footprint at AI conference despite NeurIPS dispute, US tensions

Alibaba, ByteDance, other Chinese tech giants top paper submissions in conference, quelling worries over geopolitics impacting participation.

Alibaba submitted 135 papers, followed by Huawei with 111, ByteDance with 107 and Tencent Holdings with 94. Photo: AP
Alibaba submitted 135 papers, followed by Huawei with 111, ByteDance with 107 and Tencent Holdings with 94. Photo: AP
Semiconductors

Huawei’s chip research gains attention ahead of Trump visit to China

Tech giant’s advances in AI and semiconductors reflect Beijing’s push for tech breakthroughs and self-sufficiency amid US sanctions.

Artificial intelligence

How Chinese developers bypass restrictions to access top US AI models

One high-volume seller on Xianyu advertises ‘low-latency, no-VPN’ access to the full Claude 3.5 suite.

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Cybersecurity

China scrambles to close AI cyber gap as Anthropic, OpenAI surge with new models

IDC projects that China’s AI cybersecurity industry will be valued at US$8.7 billion by 2030, a more than 37-fold increase from 2025.

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AI is shifting the global balance between cyber attackers and defenders. Photo: Shutterstock Images
AI is shifting the global balance between cyber attackers and defenders. Photo: Shutterstock Images
Artificial intelligence

AI | Tech pioneer Chen Tianqiao’s MiroMind halts China services after the Manus saga

AI start-up MiroMind has relocated some staff to Singapore to divide operations for compliance amid heightened scrutiny.

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Semiconductors

China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?

A growing list of Chinese firms – from Huawei to Cambricon – moves fast to integrate DeepSeek’s latest AI model across diverse architectures.

US-China tech war

AI | AI ecosystems in China and US grow apart amid tech war

China and US have different goals for artificial intelligence and ways of developing it. Washington’s curbs on tech exports have widened the gap between them.

AI ecosystems in China and US grow apart amid tech war
Semiconductors

China’s chipmakers pour revenue into R&D, outpacing US ratios

Earnings show Chinese chip designers devote up to half of revenue to research, far above US peers, as Beijing pushes tech self-reliance.

Visitors at the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: CFOTO/Future Publishing via Getty Images
Visitors at the Moore Threads booth at the World Artificial Intelligence Conference in Shanghai. Photo: CFOTO/Future Publishing via Getty Images
US-China relations

US telecoms agency votes to expand tech crackdown on China

The FCC advanced a proposal to bar all Chinese labs from testing electronics, including phones, cameras and computers, for use in the US.

Semiconductors

Wingtech faces delisting risk after audit failure in wake of Nexperia saga

Wingtech says it is working to restore its internal system and gain full access to Nexperia China’s data to solve the audit issues.

Artificial intelligence

If it can’t stop the Meta-Manus AI deal, how can Beijing exert its authority?

Case shows US-China competition has expanded beyond chips and models to areas of engineering and product design, analyst says.

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The Manus AI agent app is displayed on a mobile phone near the logo of Meta Platforms in this illustration picture taken on April 28, 2026. Photo: Reuters
US-China tech war

Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition

The failed Lumileds deal highlights the growing hurdles Chinese tech firms face in overseas acquisitions under tightening US policy.

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A worker produces LED chips on a production line in China’s Jiangsu province. Photo: Getty Images
A worker produces LED chips on a production line in China’s Jiangsu province. Photo: Getty Images
Artificial intelligence

Lightelligence on track with IPO plans as China’s AI photonics race gathers pace

Shanghai-based company aims to become Hong Kong’s first listed AI photonics chipmaker as AI infrastructure buildout drives momentum.

US-China tech war

China telecoms face US exit risk as FCC deepens crackdown on data centres

Chinese companies could be required to sell, transfer or shut down their US-based data centres and network nodes, analysts say.

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Artificial intelligence

AI fuels global trade growth as China-US flows shift, McKinsey finds

Data-centre expansion and AI investment push global trade ahead of economic growth, consultancy says.

AI-linked goods accounted for about one-third of global trade growth last year, according to McKinsey. Photo: AFP
AI-linked goods accounted for about one-third of global trade growth last year, according to McKinsey. Photo: AFP
Artificial intelligence

China’s Zhipu AI open-sources GLM-5.1, raises prices to trim gap with US rivals

The company’s second price increase this year signals a push to monetise advanced AI models while keeping costs below US peers.

Semiconductors

Proposed US chip curbs on China risk deeper supply chain disruption

New US bill pressures Japan and the Netherlands to align on China chip curbs, with potential fallout for global supply chains.

Semiconductors

Chip, AI talent race heats up as Taiwan tightens crackdown on alleged poaching

The latest probes are part of Taiwan’s crackdown on mainland Chinese talent poaching, with 100 cases handled since 2020, according to MJIB.

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Technicians work on chip processing equipment at a semiconductor manufacturing plant in Suqian, Jiangsu province, in October. Photo: AFP
Artificial intelligence

Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race?

Speech by CEO of Chinese AI start-up at Nvidia event in US highlights symbiotic nature of tech relationship despite geopolitical tensions.

Illustration by Victor Sanjinez
Illustration by Victor Sanjinez
Artificial intelligence

Anthropic’s AI code leak ignites frenzy among Chinese developers

Chinese developers have been having a field day, scrambling to download copies of the leaked code and poring over files to learn detail.

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Semiconductors

Biren, Iluvatar CoreX post triple-digit revenue growth as AI chip race heats up

Other Chinese AI chipmakers, including Cambricon, Moore Threads and MetaX, also posted stellar revenue growth for 2025.

US-China tech war

US move to ban China routers as part of onshoring push could be uphill battle

Foreign router makers seeking conditional approval must disclose details such as corporate structure and supply-chain information.

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The FCC seal is seen during a meeting at its headquarters in Washington D.C. on February 18, 2026. Photo: Getty Images via AFP
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