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China’s chipmakers rush to embrace DeepSeek’s V4. Which names stand out?
May 6, 2026

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

The release of DeepSeek’s latest large language model, V4, has been followed by a wave of adoption among domestic semiconductor manufacturers and artificial intelligence chipmakers, with firms racing ...

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Foxconn, BYD among top exporters as Chinese-listed firms hit overseas revenue milestone
May 6, 2026

Foxconn, BYD among top exporters as Chinese-listed firms hit overseas revenue milestone

Companies listed in mainland China have reached a historic milestone in their global operations. Total overseas revenues hit a record, with electronic and automobile giants such as Foxconn Technology ...

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AI ecosystems in China and US grow apart amid tech war
May 6, 2026

AI ecosystems in China and US grow apart amid tech war

China and the United States are taking divergent paths to developing artificial intelligence (AI), putting their technology ecosystems increasingly at odds. This divergence was on show on April 24 whe...

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China’s chipmakers pour revenue into R&D, outpacing US ratios
May 6, 2026

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

China’s chip champions channelled a larger proportion of revenue into research and development (R&D) than their US peers, first-quarter earnings show, as Beijing presses ahead with its tech self-relia...

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Supersized and scaling: China pushes 10,000-card computing clusters in AI race
May 5, 2026

Supersized and scaling: China pushes 10,000-card computing clusters in AI race

In China, computing facilities have emerged as a new form of infrastructure over the past two years, sparking an arms race among cities and technology companies to build 10,000-card computing clusters...

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Hype or real cash flow: China’s robot boom faces reality check as commercialisation lags
May 5, 2026

Hype or real cash flow: China’s robot boom faces reality check as commercialisation lags

A desk with a laptop and a stack of books. A shirt waiting to be folded. A kitchen counter, a milk-tea stand and pile of building blocks – all in a single room. Robots of different shapes face their t...

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Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?
May 3, 2026

Who could gain from DeepSeek’s V4 with China chips poised for stronger demand?

DeepSeek’s launch of its latest artificial intelligence model could likely trigger a broad reassessment of stocks across the industry chain from chipmakers to large language model developers, analysts...

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Chinese firms face pressure on AI investments as US peers’ spending keeps soaring
Apr 30, 2026

Chinese firms face pressure on AI investments as US peers’ spending keeps soaring

Artificial intelligence investments by US tech giants continue to soar, dwarfing those of Chinese AI firms, but China’s rising appetite for AI applications will compel its tech companies to increase t...

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Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars
Apr 30, 2026

Samsung, SK Hynix flag record supply squeeze in memory market as AI demand soars

Samsung Electronics and SK Hynix, South Korea’s two memory chip giants, are warning of a prolonged and severe global supply crunch, weeks after the two companies disclosed increased investments in the...

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Ant International serves 150m merchants, 2b consumers, bets on AI commerce infrastructure
Apr 30, 2026

Ant International serves 150m merchants, 2b consumers, bets on AI commerce infrastructure

Ant International, the overseas spin-off of Chinese fintech giant Ant Group, has connected more than 150 million merchants with over 2 billion consumer accounts around the world, as it positions its p...

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