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Coco Feng - South China Morning Post

Chinese state-owned firms set up chip funds for long-term innovation Breaking | Shein receives approval for Hong Kong IPO from Chinese regulators Game-changer? Why China is finally letting its AI firms buy the Nvidia H200 Why Alibaba shares just scored their strongest gains in Hong Kong this year China records most new unicorn start-ups in 5 years as AI and robotics boom Final insurance frontier: Hong Kong sees opening in mainland China’s space boom How a Chinese physical AI start-up’s new paradigm bypasses US road maps Dishing the dirt: official media alleges smear tactics in delivery battle Zhipu AI market cap tops HK$1 trillion after GLM-5.2 release Chinese AI improves forecasts as Hong Kong braces for super typhoons Alibaba and JD.com targeted in smear campaign ahead of shopping festival Who pays when rockets explode? China rushes to insure SpaceX’s rivals Microsoft cuts hundreds of mainland cloud jobs, as China, US tighten data laws Huawei chips refine DeepSeek model in leap for China’s AI self-reliance Part boat, part plane, part sci-fi: China debuts consumer watercraft China just beat Nvidia on a global robotics ranking. Is a new tech war brewing? Want to save the planet? Stop being so polite to AI chatbots Alibaba elevates tech chief Wu Zeming to elite committee amid AI push Mainland Chinese locked out of Computex Taipei amid cross-strait tensions ‘Arms race’: why investors can’t let go of robotic hand developers in China Kuaishou beats estimates as Kling AI video tool’s revenue jumps 300% Huawei’s workaround for US chip curbs faces hurdles on road to self-reliance China told the solar industry to cut capacity. Firms built new factories anyway China unveils first humanoid robot for household chores, ready as early as 2027 China’s Moonshot AI moves to unwind offshore structure in IPO pursuit: sources Trump, Xi weigh AI ‘guard rails’ as Nvidia chip exports hang in the balance Alibaba shares surge 7% in Hong Kong as firm accelerates pivot to AI Why are Chinese stock markets hitting record highs ahead of Trump’s visit? Nvidia’s Jensen Huang joins Trump’s trip to China at last minute ByteDance raises 2026 capex by at least 25% amid AI boom, sources say Kimi developer Moonshot AI valued at US$20b as it navigates new IPO rules TikTok invests record US$25b to expand digital infrastructure in Thailand Foxconn, BYD among top exporters as China-listed firms hit overseas revenue mark From footwear to AI services: China moves up the value chain in exports ByteDance’s drug unit presents AI-designed therapies at global conferences Hit from memory costs spreads from smartphones to BYD EVs in China If it can’t stop the Meta-Manus AI deal, how can Beijing exert its authority? China blocks Meta’s Manus deal after months-long probe, thwarting purchase As DJI duels Insta360, China sharpens global hardware edge amid US scrutiny US crackdown threat could shake out China’s ‘distillation’ AI copycats: analysts Why China’s optical communications sector is the latest AI boom beneficiary Hidden office, fractured bone: violent clashes in China’s food safety crackdown ByteDance profit plunges on AI push as TikTok Shop fuels overseas surge: reports Huawei retains lead in China smartphones, Apple shipments surge in first quarter ‘Horrible’ for US if DeepSeek AI models run on Huawei chips: Nvidia CEO Chinese platforms fined 3.6b yuan over ‘ghost’ takeaways amid cutthroat rivalry Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers From ‘probing minds’ to verified account: how Musk’s stance on TikTok shifted How prolonged Iran war could disrupt Asia tech from chipmaking to data centres What does China’s tightening grip on red-chip structures mean for IPOs? 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AI poisoning: fake fitness tracker fools chatbots in China, sparking outcry Flying car dreams gain altitude as Xpeng affiliate Aridge raises US$200 million Cambricon to pay maiden dividend after turning profitable in 2025 China issues new safety rules for OpenClaw. Here are the dos and don’ts China’s Midea pledges US$8.7 billion for AI and robotics in pivot to automation Memory price hikes ‘the new normal’ as AI fuels storage demand, Seagate says Chinese tech giants offer cheap, easy access to OpenClaw amid ‘lobster fever’ China’s DeepSeek teams with Tencent, HKU on AI tool to sharpen 3D design China pledges full support for tech sector with broad range of new policies China bets on AI-manufacturing integration to narrow digital gap with US Top chip leaders urge national drive to ‘build China’s ASML’ amid US curbs Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains Jack Ma, Alibaba leaders call for education overhaul in the age of AI Will Apple’s low-cost iPhone 17e make a splash in China’s smartphone market? Iran war disrupts Chinese tech firms’ Middle East operations From gala spectacle to job scare: Chinese workers confront the AI threat Alibaba to launch new smart glasses powered by Qwen AI assistant at MWC US ruling on Insta360 infringing GoPro patent has no impact on current offerings Facebook owner Meta goes ahead with Manus merger despite Beijing probe Huawei’s revenues surge to US$127 billion as it continues to defy US sanctions Rarely seen Shein founder praises Guangdong ‘roots’ as offshore listing stalls China’s tech giants pursue AI, semiconductor talent in US amid fierce rivalry Chinese AI and robotics firms appoint millennial, Gen Z stars as chief scientists Colour matters: how AI is changing car premiums and services in China Taiwan pushes back on Washington’s aggressive chip relocation demands Shanghai boosts chip fund 11-fold in China’s self-reliance push China calls on delivery, ride-hailing firms to respect gig-worker rights Chinese vacuum maker using Temu’s playbook dreams big with Super Bowl debut China trials largest locally made AI computing resource in infrastructure push TikTok tax time: ByteDance ‘encourages’ Chinese staff to declare global income Tencent’s giveaway campaign for AI chatbot Yuanbao blocked – by WeChat Mainland memory firms eye Hong Kong for funds to fuel ‘global ambitions’ When a robot topples: China’s Xpeng deals with fallout from humanoid’s plunge Profits rise for China’s semiconductor firms on AI boom, tech self-reliance push China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts China’s humanoid robot sales to double this year as costs fall: Morgan Stanley
AI-aided US strikes in Iran to intensify China tech self-reliance push: analysts
Coco Feng,Eunice Xu · 2026-03-02 · via Coco Feng - South China Morning Post

Artificial intelligence has become a stronger force on the battlefield, with the US military’s use of AI-assisted strikes on Iran underscoring what analysts say is the “urgency” for China to accelerate its push for tech self-reliance.

The US Department of Defence deployed Anthropic’s systems in the Iran campaign even after their deal collapsed, according to reports by The Wall Street Journal and Reuters. The technology was used for intelligence assessments, target identification and battle scenario simulations, one report said.

“The militarisation of AI is a wake-up call for the entire industry,” said William Wei, vice-president and chief operations officer of Chinese cybersecurity firm WebRAY. “It underscores the urgency of technological self-reliance.”

Arun Menon, principal analyst at MTN Consulting, a research and advisory firm focused on telecoms and cloud, said China had long pursued such a strategy and the latest developments provided “a clear reinforcement” of that trend.

“China has already been pushing domestic chips and AI infrastructure to reduce reliance on foreign suppliers, and visible Pentagon partnerships simply provide stronger political justification to accelerate that effort,” Menon said.

Visible Pentagon partnerships with AI companies provide stronger political justification for Beijing to accelerate its tech self-reliance drive, according to analysts. Photo: AFP

Visible Pentagon partnerships with AI companies provide stronger political justification for Beijing to accelerate its tech self-reliance drive, according to analysts. Photo: AFP

Given the recent US capture of Venezuela leader Nicolas Maduro and the strikes in Iran, the cases had proved that “the US successfully applied AI models to efficiently achieve operational objectives, demonstrating the power of AI in combat”, said Chen Li, assistant researcher at Anbound, an independent think tank in Beijing.