Semiconductor giant TSMC posts slowest growth in 18 months amid AI bubble debate

South China Morning Post - Nov 11, 2025

Taiwan Semiconductor Manufacturing Co (TSMC) posted its slowest monthly revenue growth in more than a year, lending credence to concerns that the artificial intelligence stock rally is not justified by the industry’s business prospects. TSMC, the main contract manufacturer to AI chip leader Nvidia, posted a 16.9 per cent rise in sales for October, the slowest pace since February 2024. Still, that tracks with the average analyst estimate for a 16 per cent sales increase in the current quarter....

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Huawei’s Tau Scaling Law roll-out reaches base stations in blow to US chip curbs

Huawei’s Tau Scaling Law roll-out reaches base stations in blow to US chip curbs

Huawei Technologies is already integrating elements of the Tau Scaling Law – a new chip design principle that helps the company overcome US export controls – into its wireless communications network, as it pushes for broader adoption across its products. The Chinese tech giant is using the “time compression” concept based on its Tau Scaling Law in its next-generation wireless base stations, according to a company statement released on Wednesday, and the new design is already delivering tangible...

ByteDance accelerates robotics commercialisation with new recruitment drive

ByteDance accelerates robotics commercialisation with new recruitment drive

ByteDance is accelerating its push into embodied artificial intelligence, stepping up recruitment for robotics talent as it seeks to move cutting-edge research out of the laboratory and into physical hardware. The Beijing-based owner of TikTok and Douyin is hiring for around a dozen robotics positions across hardware and software within its Seed team, the internal unit dedicated to AI research and large language model development, according to postings released on the company’s career website...

How China ‘risk factors’ loom over Anthropic’s hotly anticipated IPO filing

How China ‘risk factors’ loom over Anthropic’s hotly anticipated IPO filing

Open-weight models, China-US tensions, Taiwan – just a few of the more than dozen references to China-related risks cited in Anthropic’s much-anticipated listing prospectus, which was finally released on Monday after months of speculation. Mostly concentrated within the 93-page “risk factors” section of the filing with the US Securities and Exchange Commission, the disclosures reveal how the Silicon Valley start-up assesses the commercial threats posed by China and its artificial intelligence...

Moonshot apologises after Kimi K3.1 Pro roll-out stumbles as promotional scrutiny widens

Moonshot apologises after Kimi K3.1 Pro roll-out stumbles as promotional scrutiny widens

Chinese artificial intelligence start-up Moonshot AI, developer of the popular Kimi series, apologised on Monday for limiting customers’ use of its latest model in a botched roll-out that has also invited scrutiny over its promotional practices and cybersecurity measures. “We’re sorry for the rate limits and unnecessary quota consumption on the K3.1 Pro subscription plan,” Moonshot said in a post on social media. In a separate Chinese-language notice, it said it took responsibility for the...

ZTE up 7% after AI pivot, computing surge drive massive increase in third-quarter profit

ZTE up 7% after AI pivot, computing surge drive massive increase in third-quarter profit

Shares in ZTE rose more than 7 per cent in Hong Kong on Tuesday after the Chinese telecommunications equipment maker posted a nearly fivefold jump in third-quarter profit, driven by rapid expansion in its computing infrastructure and overseas operations. Net profit attributable to shareholders reached 1.31 billion yuan (US$196.3 million) for the three months ended September 30, up 395 per cent from a year earlier, according to an exchange filing released on Monday evening. Revenue climbed 34 per...

Alibaba Cloud founder on how AI can unlock human potential

Alibaba Cloud founder on how AI can unlock human potential

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...

China shoots ahead on AI video models

China shoots ahead on AI video models

While few dispute that China is narrowing the gap with the United States in developing artificial intelligence (AI) models, there is one area where Chinese firms are already the undisputed leaders: video. China has seen a proliferation of advanced generative AI video models – systems trained on visual data to generate or edit video content based on user inputs such as text prompts, images and audio. The country’s vast short-video ecosystems and looser copyright rules have helped give Chinese...

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

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

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

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

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

Unitree developing AI system to let humanoid robots improve themselves

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...

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