Chinese chip firm Montage Technology soared 64% in its Hong Kong IPO debut. Financial analyst Winston Ma, an adjunct professor at NYU School of Law and former head of North America for CIC, China’s sovereign wealth fund, explains how US efforts to curtail Chinese semiconductor and AI firms helped them in the current boost, he tells Business Times. “The strong lineup of global cornerstone buyers suggests that Chinese AI-related IPOs are attracting institutional investors back to the HKEX market again,” he saysRead More →

For years, the growth of AI was built on scaling up its GPUs, but innovation expert Alvin Wang Graylin, author of Our Next Reality: Preparing for the AI-powered Metaverse, sees now a move to more collaboration. Nvidia is not the only winner anymore, as competition is growing and AI models can develop through more experience and need less capacity to grow, as China’s Deepseek proved earlier this year, he says at the Big Bang Future Lab.Read More →

Technically, the trade talks between China and the US, and even meetings between Xi and Trump, are on the agenda, but the US has quietly curtailed US exports to China in September, says business analyst Arthur Kroeber in the South China Morning Post. The ramifications of the US rule change became vividly apparent on September 30, when the Dutch government seized control of the chip firm Nexperia.Read More →

China is having the upper hand in the trade war with Trump and can replace almost every product it purchases from the US with products from other countries, with the exception, perhaps, of semiconductors, says Shaun Rein, a Shanghai-based political analyst and author of The Split: Finding the Opportunities in China’s Economy in the New World Order, at CNBC. China might push back harder than the US or Europe might be thinking, he adds.Read More →

Business analyst Shaun Rein looks at the nervewracking few weeks for the global IT industry, starting with the DeekSeek moment of fame, proving that China was way ahead of the US competition in AI. Also, TikTok, Trump’s curtailing of Nvidia, RedNote’s success, censorship in the US, and Silicon Valley get his verdict on East-West Investment opportunities.Read More →

The world was in awe when Nvidia emerged as a giant in the stock markets, but the AI industry is still waiting for a real shake-out as it is still lacking a real killer app, says Winston Ma, adjunct professor at the NYU School of Law, in a comment at Forbes.Read More →