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From CXMT to Zhipu: How Alibaba’s investment pays off with a growing AI and chip portfolio
Jul 28, 2026

From CXMT to Zhipu: How Alibaba’s investment pays off with a growing AI and chip portfolio

ChangXin Memory Technologies (CXMT) and Zhipu AI have not only seen their share prices skyrocket, but they have also handed a windfall to their common backer: Alibaba Group Holding. Before the listing...

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Anthropic CEO urges Washington to tighten China chip export bans
Jul 28, 2026

Anthropic CEO urges Washington to tighten China chip export bans

Anthropic co-founder and CEO Dario Amodei is urging Washington to tighten chip export bans and clamp down on Chinese “distillation”, framing it as critical for preserving the US lead in artificial int...

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Chinese AI developers may shift to ‘paid weights’ commercial licensing: Goldman Sachs
Jul 28, 2026

Chinese AI developers may shift to ‘paid weights’ commercial licensing: Goldman Sachs

Chinese artificial intelligence developers could start charging cloud platforms commercial licensing fees to host their open-weight models, according to the head of Asia internet research at Goldman S...

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From Moonshot to Enflame: how Tencent is betting big on China’s AI champions
Jul 27, 2026

From Moonshot to Enflame: how Tencent is betting big on China’s AI champions

Tencent Holdings is quietly reallocating its venture capital bets away from legacy internet assets to double down on China’s highest-profile artificial intelligence champions. While the tech giant’s s...

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What CXMT must do to grow global memory market share and build on its surge: analysts
Jul 27, 2026

What CXMT must do to grow global memory market share and build on its surge: analysts

Shares of ChangXin Memory Technologies (CXMT) could more than double from Monday’s close as the Chinese chipmaker expands its global dynamic random-access memory (DRAM) market share to 18 per cent by ...

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CXMT surge shows why China stock buyers see IPOs as one-way bet
Jul 27, 2026

CXMT surge shows why China stock buyers see IPOs as one-way bet

Chipmaker CXMT surged more than fivefold on its Shanghai trading debut to become the largest mainland-listed company by market value as the artificial intelligence boom stokes demand for memory chips....

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China’s CXMT soars 466% on debut as DRAM maker becomes most valuable mainland-listed firm
Jul 27, 2026

China’s CXMT soars 466% on debut as DRAM maker becomes most valuable mainland-listed firm

ChangXin Memory Technologies (CXMT), China’s leading maker of dynamic random-access memory (DRAM) chips, saw its shares close up 466 per cent on their Shanghai trading debut, giving the company a mark...

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Apple’s biggest-ever leak happened in India. Will firms rethink their China relocations?
Jul 25, 2026

Apple’s biggest-ever leak happened in India. Will firms rethink their China relocations?

When Apple set its sights on India as its next promising market, CEO Tim Cook planned to take a leaf out of the company’s China playbook – a retail and manufacturing strategy that had paid hefty divid...

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The West is debating AI’s future with half the world absent
Jul 25, 2026

The West is debating AI’s future with half the world absent

On July 13, more than 200 leading economists and AI researchers, including 16 Nobel laureates, signed an open letter organised by the Stanford Digital Economy Lab. Its warning was stark: artificial in...

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Huawei’s Ren Zhengfei backs Tau Scaling Law to beat US sanctions
Jul 24, 2026

Huawei’s Ren Zhengfei backs Tau Scaling Law to beat US sanctions

Huawei Technologies founder Ren Zhengfei has thrown his weight behind the Chinese tech giant’s Tau Scaling Law, framing the new chip-design principle as an existential necessity to survive tightening ...

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