‘Adding fuel to fire’: how Nvidia CEO’s troubles, US midterms may tighten China chip curbs

South China Morning Post - Nov 10, 2026

A political storm sparked by US media reports alleging American intelligence agencies suspect Nvidia CEO Jensen Huang was targeted in an espionage operation – a claim Beijing has denied – threatens to intensify Washington’s tech blockade on China following a Democratic midterm victory. Analysts said the twin developments could give the US Congress the political momentum needed to plug loopholes in existing semiconductor restrictions, accelerating efforts to curb third-country chip smuggling and...

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Chinese chipmaker Hua Hong bets big on silicon photonics amid AI boom

Chinese chipmaker Hua Hong bets big on silicon photonics amid AI boom

China’s second-largest contract chipmaker, Hua Hong Grace Semiconductor, is aggressively expanding into silicon photonics, as the company looks to capture the next wave of the global artificial intelligence infrastructure boom. Speaking on an earnings call with analysts on Thursday, Hua Hong chairman and president Bai Peng said the company planned to significantly expand its footprint in silicon photonics – a critical technology used in AI optical modules – during its next major capacity...

China’s appliance queen on her firm’s quest for greener cooling, and going global

China’s appliance queen on her firm’s quest for greener cooling, and going global

Dong Mingzhu chairs Gree Electric Appliances, a home-appliance giant based in southern China’s Guangdong province. Having worked her way up from a frontline sales job, she is one of China’s best-known figures in manufacturing. As a deputy to the National People’s Congress, she has long advocated for manufacturing innovation, higher incomes and greener consumption. In this interview, conducted when she was named an inaugural “Cool Leader” at an assembly of the UN Environment Programme’s Cool...

How Democratic sweep could slow AI growth in US – and help China’s ambitions

How Democratic sweep could slow AI growth in US – and help China’s ambitions

The Democratic Party’s sweeping midterm election victory and takeover of both houses of Congress could slow down the pace of artificial intelligence development in the US, with implications for both the global AI trade and the technology rivalry between Washington and Beijing, analysts said. The assessment comes as concerns about AI and the data centres that power it proved to be a contributing factor in the backlash against the Republican Party and US President Donald Trump, a vocal supporter...

DeepSeek engineer defends push for open-source AGI despite higher risks

DeepSeek engineer defends push for open-source AGI despite higher risks

DeepSeek is committed to open-source artificial intelligence to accelerate the arrival of artificial general intelligence (AGI), even if it heightens safety risks, a company engineer says, defying growing safety concerns from the US and scrutiny in China over whether the strategy poses national security risks. Speaking on Tuesday on an AI panel at the World Internet Conference (WIC) in Wuzhen, DeepSeek engineer Gao Xi said open-source development promoted shared innovations and technical...

Tencent unveils Hy4 as open-weight AI race with DeepSeek, Z.ai, Alibaba heats up

Tencent unveils Hy4 as open-weight AI race with DeepSeek, Z.ai, Alibaba heats up

Chinese tech giant Tencent Holdings has rolled out its latest flagship artificial intelligence model, Hy4, seeking to challenge top open-weight rivals with enhanced agentic capabilities built to power its enterprise software ecosystem. Released on Wednesday, the large language model (LLM) introduced visual understanding for the first time. Hy4 could process images, analyse complex charts and conduct visual mathematical reasoning, according to the Shenzhen-based company. Tencent said the release...

Baidu’s new AI simulator gives robotaxis a crash course in rare road hazards

Baidu’s new AI simulator gives robotaxis a crash course in rare road hazards

For autonomous vehicles, the hardest lessons to learn are the ones that can test the skills of even the most experienced human drivers: an errant cyclist darting through a red light, or an animal bolting into oncoming traffic from behind a corner. The Chinese tech giant Baidu has developed a new AI-driven simulator to prepare its Apollo robotaxis for just such rare but high-stakes road hazards, as the firm looks to gain an edge in the fast-growing self-driving taxi market. The system, Apollo...

Why Chinese AI stars like Z.ai, MiniMax struggle to match Anthropic’s profit margin

Why Chinese AI stars like Z.ai, MiniMax struggle to match Anthropic’s profit margin

US artificial intelligence giant Anthropic’s initial public offering prospectus has exposed a vast profitability gap between it and rivals Z.ai and MiniMax, highlighting the challenges facing China’s AI model developers in turning technological advances into sustainable businesses. The Claude developer’s filing with the US Securities and Exchange Commission (SEC) last week revealed a significant financial advantage over its most direct Chinese counterparts, despite the latter’s continued...

China’s ‘Lipstick King’ hawks tokens as AI gets mass-market Singles’ Day push

China’s ‘Lipstick King’ hawks tokens as AI gets mass-market Singles’ Day push

China’s “Lipstick King” has traded make-up swatches for artificial intelligence. Top live-streamer Li Jiaqi on Monday evening teamed up with an executive from Alibaba Group Holding to pitch AI subscriptions, selling nearly 100,000 monthly packages in just 30 minutes, according to data provided by the e-commerce giant. The broadcast on Taobao and Tmall – Alibaba’s largest domestic online marketplace – marked the first time generative AI products have taken centre stage during the annual Singles’...

China’s EDA champion buys start-up to address weak link, support Huawei’s Tau Scaling Law

China’s EDA champion buys start-up to address weak link, support Huawei’s Tau Scaling Law

Empyrean Technology, China’s top provider of electronic design automation (EDA) tools, plans to acquire a majority stake in a domestic start-up, reinforcing Beijing’s drive for tech self-sufficiency and bolstering support for Huawei Technologies’ semiconductor ambitions. The Beijing-based firm said in a Shenzhen Stock Exchange filing on Sunday that it would acquire a 50.38 per cent stake in Easy-Logic Technology for 218.8 million yuan (US$33 million). Once completed, the start-up would be...

China touts AI milestone: models generate more tokens than used in training

China touts AI milestone: models generate more tokens than used in training

For the first time, the amount of inference data generated by artificial intelligence systems in China has surpassed the amount of data used to train those systems, according to a new government-backed report, illustrating how the country is increasingly adopting AI at scale. The report released on Saturday by the China Centre for Information Industry Development (CCID), which operates under China’s Ministry of Industry and Information Technology (MIIT), cited recent official data showing that...

US or China? Why Kazakhstan refuses to pick sides as it eyes AI revolution

US or China? Why Kazakhstan refuses to pick sides as it eyes AI revolution

Driving along the wide boulevards of Astana during a recent trip to the Kazakh capital, signs of China’s growing commercial footprint were everywhere. Chinese cars were becoming a common sight on the streets here, as brands from BYD to Changan made aggressive inroads in a market once dominated by South Korea’s Hyundai and Kia, said the driver who picked me up from the airport in a gleaming Changan electric vehicle. But it was not the rise of Chinese tech that had brought me to this energy-rich...

Apple Intelligence to roll out on iPhones in China in December with Alibaba backing

Apple Intelligence to roll out on iPhones in China in December with Alibaba backing

Apple’s long-awaited artificial intelligence features will be officially launched in China in December, ending two years of regulatory uncertainty as the US tech giant seeks to bring advanced technologies to its second-largest market with the help of Alibaba Group Holding. The first batch of Apple Intelligence services will roll out to Chinese iPhone users alongside the iOS 27.3 update in December, following an open beta test with developers starting November 4, the US company said in a...

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