Global memory chip crunch to persist even as Samsung, SK Hynix, Micron boost production

South China Morning Post - Jan 21, 2026

Significant worldwide shortages of memory chips are expected to persist well into 2027, according to analysts, even as the sector’s top manufacturers – Samsung Electronics, SK Hynix and Micron Technology – move to boost production capacity. According to a report by Hangzhou-based Zheshang Securities, industry expansion plans through 2026 and 2027 were unlikely to bridge the global supply gap. Micron on Saturday said it aimed to meet global memory chip demand via its US$1.8 billion acquisition of...

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Why cloud computing pioneer Wang Jian thinks space is the next AI frontier

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Long before artificial intelligence became the next big thing in the tech industry, Wang Jian was crafting the foundational infrastructure that would eventually power it. In 2008, he joined Alibaba Group Holding – owner of the South China Morning Post – as chief architect and founded Alibaba Cloud in 2009, convincing the company’s leadership to invest heavily in building a cloud computing infrastructure from scratch. Today, Wang’s purview has expanded considerably. As an academician at the...

Nvidia’s Jensen Huang brings ‘sovereign AI’ push to Kazakhstan, shrugs off bubble fears

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Nvidia CEO Jensen Huang is pitching the concept of “sovereign AI” in Kazakhstan – part of his global crusade urging nations to build domestic computing infrastructure using the firm’s chips – as the energy-rich nation emerges as a US-China battleground for artificial intelligence. Speaking at a fireside chat in Astana on Friday with Kazakh AI and digital development minister Zhaslan Madiyev, Huang said AI was reshaping every industry in a transformation that “affects every single person and...

China’s humanoid robots hunt for work in South Korea as Seoul bets on physical AI

China’s humanoid robots hunt for work in South Korea as Seoul bets on physical AI

This article was first published by The Korea Times in a partnership with the South China Morning Post. Chinese humanoid robot makers are accelerating efforts to gain a foothold in South Korea, moving beyond dance performances and showroom displays to factory trials and commercial deployments, as Seoul ramps up investment in physical artificial intelligence. A growing number of Chinese robotics companies – including Hong Kong-listed UBTech Robotics, start-up Anyverse Dynamics, Shanghai-based...

Unitree developing AI system to let humanoid robots improve themselves

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Unitree Robotics is developing a “self-evolving” feedback loop designed to allow humanoid robots to write code, run simulations and improve their real-world performance independently, founder Wang Xingxing said, in a move that mirrors a broader push towards “self-improving” artificial intelligence. Speaking on Thursday at a physical AI conference hosted by Unitree in Hangzhou, Wang unveiled the project, dubbed “Unitree Rehearsal”, which he called the company’s most important initiative of the...

China’s Unitree unveils ‘guardian’ robot that can disarm attackers, lift cars

China’s Unitree unveils ‘guardian’ robot that can disarm attackers, lift cars

A knife-wielding intruder is confronted. A car is lifted to free a trapped victim. A pedestrian is pulled from the path of an oncoming vehicle. The scenes described are not from a Hollywood blockbuster, but a promotional clip for a new “guardian” robot created by the Chinese technology firm Unitree Robotics. The footage for the H2-X model, released on Wednesday, underscores a wider shift in strategy by the Hangzhou-based firm, as it focuses on finding practical, real-world uses for its athletic...

Meta to pay New Mexico a historic US$25 billion in Cambridge Analytica Facebook case

Meta to pay New Mexico a historic US$25 billion in Cambridge Analytica Facebook case

Meta Platforms was ordered to pay a groundbreaking US$25 billion civil penalty to the state of New Mexico in a consumer deception case spurred by the Cambridge Analytica scandal. The fine issued by state court Judge Francis Mathew is among the largest verdicts issued in US legal history. The award comes after a jury in Santa Fe determined that Meta had violated the state’s consumer protection over 43 million times based on widely viewed deceptive statements made by the company and its top...

Tesla signs deal to integrate Alipay into its cars as China competition heats up

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Tesla has agreed a deal to integrate Chinese fintech giant Ant Group’s Alipay digital payment software into its vehicles in China, as Elon Musk’s firm steps up efforts to offer localised smart features amid intense competition in the Chinese market. The agreement, signed on Tuesday, will see Tesla roll out an Alipay-powered smart parking service across its Chinese fleet, according to the fintech firm. Neither side revealed a launch date or which car models would receive the feature, though...

Washington’s DeepSeek ban may deter US firms from adopting Chinese AI models: experts

Washington’s DeepSeek ban may deter US firms from adopting Chinese AI models: experts

The US government’s latest ban on Chinese artificial intelligence start-up DeepSeek could have a chilling effect on the wider American business community and deter companies from adopting low-cost Chinese AI models, industry experts say. The US Department of Homeland Security (DHS) ordered federal civilian agencies to remove DeepSeek products and third-party services built on the Chinese AI model from their IT systems, according to a directive signed in July and published on Monday. The...

Nvidia CEO to deliver keynote speech in Berlin as his firm faces investor scrutiny over AI

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Nvidia CEO Jensen Huang is set to take the stage in Berlin on Wednesday, as the world’s most valuable company faces heightened investor scrutiny over whether the massive artificial intelligence spending boom – the engine behind the chipmaker’s meteoric growth – can deliver long-term returns. The conference agenda focuses on sovereign AI, industrial automation and operational infrastructure – key sectors where Nvidia hopes to drive demand beyond the handful of US tech giants currently dominating...

DeepSeek seeks ‘total victory’ over closed-source AI with new open-source tool

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Chinese artificial intelligence start-up DeepSeek has fully open-sourced an internally developed framework designed to run AI models efficiently, as a senior researcher at the company described the growing divide between open-source and closed-source AI as a battle between “light and darkness”. The company on Tuesday released DeepInfer, an inference framework tailored to support its DeepSeek-V4.1-Flash model on both Nvidia’s SM100 Blackwell graphics processing units (GPUs) and Huawei...

Why Anthropic has a major China problem ahead of its blockbuster IPO

Why Anthropic has a major China problem ahead of its blockbuster IPO

The growing popularity of Chinese artificial intelligence models has emerged as a key risk factor for Anthropic ahead of its blockbuster initial public offering, according to US research firm Hedgeye Risk Management. “It’s all about Chinese competition when analysing Anthropic,” said Felix Wang, managing director and global tech sector head at Hedgeye. “Many of my clients are asking the same question.” The assessment comes as Anthropic faces renewed investor jitters over whether its massive AI...

China creates state-owned firm in Xiongan to develop nation’s AI data resources

China creates state-owned firm in Xiongan to develop nation’s AI data resources

China has set up a new state-owned enterprise dedicated to managing the country’s massive data resources, a significant move designed to turbocharge the nation’s artificial intelligence industry and bolster its digital economy. The National Data Group Co – based in China’s “city of the future”, Xiongan New Area in northern Hebei province – is tasked with “developing and utilising data resources, unlocking the value of data elements, serving AI development and fostering a data industry...

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