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China Future Tech
TSMC is doing an incredible job, says Nvidia CEO Jensen Huang, right, who is seen with TSMC CEO C C Wei in Taiwan. Photo: Reuters

Tech

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity.

Soaring Hong Kong rents: tenants pay more – and fight for shrinking space

SHKP launches 350 Sierra Sea flats as Hong Kong property rebound gathers pace

Banking & Finance

China’s yuan finds firmer footing in corporate fundraising efforts

Uses of yuan borrowing broaden to include working capital and capex, supported by Hong Kong’s liquidity boost, bankers say.

Foreign-exchange trends, interest-rate shifts and supply-chain reshaping are all driving greater offshore yuan use, UOB banker says. Photo: Shutterstock
Foreign-exchange trends, interest-rate shifts and supply-chain reshaping are all driving greater offshore yuan use, UOB banker says. Photo: Shutterstock

Business

Chinese firms are scoping out overseas property. What is catching their eye?

With residential development on the wane, Chinese firms are investing in smart city, logistics and new energy projects, Knight Frank says.

Tech Trends

‘Optimus chain’: Chinese suppliers form backbone of Tesla’s humanoid robot plans

Tesla’s pivot to producing humanoid robots is expected to engage a network of key Chinese component makers.

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China Business

Multinationals race into China’s US$143.9 billion instant retail market

Ikea, Continental and Aldi Nord enlist local partners to launch faster, more comprehensive delivery services than they offer abroad.

Meituan delivery riders gather during a break in a commercial district in Chongqing, China, on November 21, 2025. Photo: Getty Images
Meituan delivery riders gather during a break in a commercial district in Chongqing, China, on November 21, 2025. Photo: Getty Images

China Business

Labubu toymaker Pop Mart picks London as European headquarters in overseas push

CEO Wang Ning reveals firm’s latest expansion plan at Friday’s closed-door meeting with UK Prime Minister Keir Starmer.

Policy

China slaps US$3.7 million fine on Kuaishou for live-streaming e-commerce breach

The penalty reflects a broader regulatory crackdown on content and operations deemed undesirable or harmful on Chinese online platforms.

Big Tech

China’s Wingtech, owner of Nexperia, expects wider loss amid row over chipmaker

Wingtech projects a loss of up to US$1.9 billion in 2025, owing to the Dutch government’s takeover of Nexperia.

Wingtech Technology continues its legal battle to regain control of Dutch chipmaker Nexperia. Photo: Shutterstock

Tech Trends

Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push

Domestic A-share companies in the sector are forecast to achieve substantial growth in their 2025 results, according to Donghai Securities.

The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock
The results reflect investors’ sharpened focus on stocks related to integrated circuits, semiconductor manufacturing equipment and storage solutions. Photo: Shutterstock

China Business

China’s factory activity contracts in January on weak domestic demand

The official purchasing managers’ index drops to 49.3 in January, from 50.1 in December.

Tech Trends

Chinese firms set for market growth as the global memory super cycle heats up

Eye-watering DRAM prices are bad news for consumers and smartphone brands, but present an opportunity for Chinese firms led by CXMT and YMTC.

Big Tech

China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts

The two firms’ actions are poised to further intensify the global AI arms race.

ByteDance CEO Liang Rubo wants to optimise efficiency across the firm’s AI infrastructure. Photo: Shutterstock

Tech

Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources

The milestone underscores Alibaba’s growing footprint in AI hardware, as Chinese firms accelerate efforts to build home-grown processors.

Zhenwu 810E, released by T-head on its official website on Thursday, was designed for both AI training and inference. Photo: Handout
Zhenwu 810E, released by T-head on its official website on Thursday, was designed for both AI training and inference. Photo: Handout

Business

Hang Lung flags ‘tough slog’ for property, looks to mainland malls for growth

Hong Kong developer says property segment recovery will be slow, but sees mainland retail and consumption offering the clearest upside.

Big Tech

China gives Apple ‘best iPhone quarter in history’ with 38% revenue growth

Sharp recovery is a ‘most surprising result’ amid ‘aggressive competition from domestic brands like Huawei’, IDC analyst says.

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China Business

From labs to listings: capital markets are the next battleground in the AI race

Stock exchanges have become another barometer in the US-China tech rivalry as markets assess a wave of start-ups in real time.

Illustration: Henry Wong
Illustration: Henry Wong

Big Tech

China curbs US AI chips, shuns foreign capital in pursuit of tech self-reliance

These restrictions signify a new phase in the US-China tech war where ‘offensive and defensive roles have shifted’, says an analyst.

18

Banking & Finance

What does HSBC’s buyout of Hang Seng Bank mean for its future and investors?

HSBC’s historic US$13.6 billion buyout of Hang Seng Bank aims to cut costs, tackle bad debts and fuel growth, but challenges abound.

Tech War

China takes confident strides to develop more AI innovation in 2026

‘China’s tech innovation is poised for policy-driven growth in 2026, with AI placed at the centre of the country’s economic agenda,’ NYU’s Winston Ma says.

Illustration: Henry Wong
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OPINION
Matteo Giovannini

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Jun Yu Chan

Opinion | From tea to TikTok: the middleman’s return is reshaping China trade

Jun Yu Chan
Kun Tian

Opinion | Hong Kong’s fertile ground for AI IPOs aligns with China’s tech strategy

Kun Tian
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MULTIMEDIA
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Pony.ai set to further open China’s autonomous-driving frontier

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What’s behind HSBC’s privatisation of Hang Seng Bank?

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Taiwan firm creates clothing from banana waste

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Gold scams in China and changing global politics

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