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Tech - South China Morning Post

Multinational pharmaceutical companies to benefit from new China guidelines: analysts Hong Kong lawmaker swipes at US lack of ‘clarity’ as city eyes crypto lead China’s Hesai adds colour to lidar to help EVs level up in self-driving ‘State-of-the-art’ models can struggle with basic office work, says AI executive Opinion | As AI evolves, school syllabuses must evolve with it Winner of second Beijing robot half-marathon smashes human world record by 6 minutes Asia’s supply chains could give it edge over US in AI race: Granite Asia’s Foo Chinese software firms defy ‘SaaSpocalypse’ with strategic AI partnerships Huawei retains lead in China smartphones, Apple shipments surge in first quarter China’s drug makers are speeding up – will AI be their secret weapon? Hong Kong seen leading Asia in push to scale stablecoins, HSBC says ByteDance, Tencent step up AI talent battle amid reports of DeepSeek loss White House and Anthropic CEO discuss working together amid Mythos AI fears Chinese LED chipmaker’s purchase of Dutch firm collapses after US opposition How Amazon uses closer China supply ties to counter tariffs, Shein and Temu ‘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 Manycore, one of Hangzhou’s ‘Six Little Dragons’, surges on Hong Kong IPO debut How the rise of AI agents could finally make China’s open-source models pay ‘Buy what they can, steal what they can’t’: US lawmakers slam China’s AI tactics China’s lithium giant Ganfeng sees profit jump as EV, ESS battery demand soars Chinese tech giants, AI ‘godmother’ Li Fei-Fei race into world models Black market workarounds scale up for Claude as Anthropic tightens ID checks TSMC targets over 30% revenue surge in 2026, ramps up capex amid AI boom BrainCo’s brain-computer interface wows at HSBC summit with mind-controlled hand Chinese investors cheer Tesla’s AI chip progress, boosting shares of suppliers ASML boosts 2026 sales forecast despite shrinking China sales China’s EV battery giant CATL to set up mining arm to secure supply chain From ‘probing minds’ to verified account: how Musk’s stance on TikTok shifted Amazon bets on Shenzhen smart warehouse to cut merchant storage costs by 45% Lightelligence on track with IPO plans as China’s AI photonics race gathers pace Opinion | US controls chips in the AI race, but China controls the scoreboard How PayMe’s 3.3 million users and Hong Kong firms could start using stablecoins Chinese robotics firms focus on quadrupeds as major revenue drivers Why Sigenergy’s IPO ignited market frenzy with oversubscription of 1,000 times Shanghai Gigafactory has potential to build humanoid robots: Tesla China head China’s AI world model edge: abundant data and faster deployment, executive says China’s Dishan Technology nears 2nm AI chip breakthrough, reports say How AI technology supports conservation of endangered species China profits from US AI boom despite Washington’s tech curbs, research says How prolonged Iran war could disrupt Asia tech from chipmaking to data centres Victory Giant joins IPO push by China’s circuit-board makers amid AI frenzy ‘Common ignorance’: how China took the lead in global efforts to govern AI China curbs live stream tipping with new rules to protect minors South China Morning Post China launches national plan to boost AI education Colleague Skill: AI tool said to harvest abilities goes viral in China China’s energy bosses push for tighter rules as overcapacity bites DeepSeek ramps up hiring ahead of V4 launch as chip strategy questions swirl What does China’s tightening grip on red-chip structures mean for IPOs? 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Competition or ‘co-opetition’: how is convergence shaping Sino-US AI race? Beijing mandates internal ethics committees for all Chinese AI companies Tencent expands OpenClaw suite with enterprise tool amid China’s ‘lobster’ craze Memory crunch bites: Xiaomi lifts handset prices amid supply chain squeeze China moves to cut AI computing costs for SMEs as cloud prices surge Tesla outraces China’s BYD in pure electric car sales to regain world’s top spot Chinese AI giants pivot toward proprietary models to drive revenue, performance Anthropic’s AI code leak ignites frenzy among Chinese developers OpenClaw deepens China footprint through native Tencent, ByteDance integrations Countdown starts for Chinese rocket maker CAS Space’s Shanghai listing Premier Li Qiang pushes AI-powered, next-gen energy system amid global shocks What Zhipu and MiniMax’s first post-IPO earnings say about the 2 AI start-ups UBTech powers up as humanoid robot sales jump 23-fold China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Baidu’s robotaxi breakdown in Wuhan strands riders, raises safety concerns Ganfeng Lithium sees surge in battery demand amid China-US energy rivalry Hong Kong’s anticipated stablecoin licence by end-March does not materialise Huawei’s profit rises 8.6% in 2025 as overall performance remains steady Shenzhen activates China’s first 10,000-card AI cluster with Huawei’s chips Zhipu AI revenue jumps 132% in first post-IPO report, missing estimates Apple’s accidental AI feature release in China risks regulatory backlash: expert
Can Huawei’s breakthrough help China’s chip design software firms catch US rivals?
Ann Cao · 2026-06-12 · via Tech - South China Morning Post

China’s chip design software industry is rallying behind Huawei Technologies’ ambitious new architecture aimed at producing chips that can rival leading global products, but analysts warn a steep uphill climb remains before local players can break the market stranglehold of US rivals.

Empyrean Technology, a major Chinese electronic design automation (EDA) provider, became the latest supporter of the new chipmaking methodology.

The company recently unveiled Argus, a new physical verification platform for three-dimensional integrated circuit (3D IC) design, integrated into its expanding suite of tools. It described 3D IC technology as “a key carrier” for implementing Huawei’s “Tau Scaling Law”.

The announcement followed a claimed breakthrough by researchers at Peking University, who unveiled a prototype EDA tool using a “true-3D” approach, said to be compatible with Huawei’s LogicFolding architecture. That milestone came just one day after Huawei introduced its Tau Scaling framework late last month.

Presented as an alternative to Moore’s Law, the Tau Scaling Law shifts the focus of chip development from shrinking transistors to compressing signal travel time across a system.

By stacking flat circuits vertically into 3D structures through “LogicFolding”, the approach aims to match the transistor density and performance of leading-edge chips without relying on advanced Western lithography equipment restricted by US sanctions.