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The artificial intelligence revolution in Asia is colliding with the physical limits of the real world. A new analysis by Morgan Stanley’s ASEAN/India energy analyst Mayank Maheshwari, published in Nikkei Asia, warns that the region’s unprecedented compute boom is running into a massive “power wall.”
China’s semiconductor industry is capitalizing on a strategic window left open by the global AI boom. ChangXin Memory Technologies (CXMT), China’s leading DRAM manufacturer, has reportedly completed the research and development verification stage for its next-generation LPDDR6 mobile memory chips.
The race for artificial intelligence supremacy in China is driving tech companies out of the coastal megacities and into the northern steppes.
China’s artificial intelligence infrastructure is scaling up at an unprecedented rate, and DeepSeek is leading the charge.
Lenovo Capital, the venture capital arm of Chinese technology giant Lenovo Group, is aggressively expanding its footprint in the artificial intelligence sector, doubling down on investments across the entire AI value chain.
China now dominates the global humanoid robot start-up landscape by the most rigorous measure available, patent quality, with six Chinese firms ranked among the world’s ten most innovative humanoid robot companies, according to a new LexisNexis analysis published Tuesday.
Fast-growing new growth drivers, including AI-related industries, are fueling sustained growth in China’s industrial profits, as the country’s shift toward innovation-driven development gathers momentum.
The US government will award $300 million to chipmaker GlobalFoundries to bolster research and development of silicon photonics, a technology increasingly viewed as essential for the future of AI infrastructure, according to an announcement on Wednesday.
Huawei is planning to begin mass production of a cutting-edge glass substrate by 2027 to elevate the performance of its Ascend AI chips, according to a new report from DigiTimes.
Micron Technology’s stock has shed more than 30% from its all-time high in the weeks since it reported the most impressive quarterly results in its 47-year history, a paradox that became harder to explain on Wednesday morning, when a semiconductor analyst told CNBC that the Chinese chipmaker driving the selloff is still two to three…
The Trump administration has unveiled sweeping new bans targeting imports of new Chinese humanoid and quadruped robots, alongside connected power inverters, in a decisive move to protect the United States’ artificial intelligence buildout from perceived national security threats.
China’s ChangXin Memory Technologies (CXMT) exploded onto the Shanghai STAR Market with a first-day surge of up to 471% on July 27, briefly surpassing Industrial and Commercial Bank of China (ICBC) to become the mainland’s most valuable listed company and momentarily topping Intel’s market capitalization.
As the US and China compete for AI dominance, energy is emerging as the critical battleground, and China’s more integrated approach to power, land, and permitting may deliver a durable structural edge for domestic AI buildouts.
Hong Kong’s exports surged 53.4% year-on-year in June to a record HK$641.1 billion (approximately US$81.7 billion), the sharpest monthly increase in 42 years, according to government data reported by the South China Morning Post.
Tencent is systematically reallocating its venture capital bets from legacy internet assets to China’s AI champions, frontier model makers, chip designers, and AI video platforms, according to a South China Morning Post analysis. The shift is not a pivot in the conventional sense: Tencent is not abandoning its core gaming and social businesses.
China has started mass production of domestic immersion deep ultraviolet (DUV) lithography machines, a step that could reshape how its leading chipmakers navigate US-led export controls. A state-backed Shanghai company has begun building the tools, with first deliveries this year to Semiconductor Manufacturing International Corp.
Moonshot AI published the open weights for Kimi K3 on Hugging Face on July 27, eleven days after the model’s API debut. The release makes K3 the largest open-weight model publicly available to date, with 2.8 trillion total parameters and a 1 million-token context window.
China’s export economy is undergoing a profound transformation, shifting away from its traditional reliance on low-cost manufactured goods and toward high-value technology products, specifically those driving the global artificial intelligence boom.
ChangXin Memory Technologies (CXMT), China’s leading producer of dynamic random access memory (DRAM) chips, officially began trading on the Shanghai STAR Market on July 27, 2026.
China is engaged in a fevered, state-backed campaign to develop domestic alternatives to American AI chips, led by Vice Premier Ding Xuexiang, a confidant of President Xi Jinping, who initiated the push after Washington’s export controls threatened to cripple China’s AI ambitions.
