After an eight-day trip through Beijing, Shanghai, and Hangzhou, Linux Foundation Global AI CTO Matt White published a detailed account of his trip titled "Eight Days in China: What I Learned from AI Labs, Robotics Startups, and Academia." He has since elaborated on those observations in subsequent interviews.
China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are struggling to convert that demand into sustainable profits as vehicle prices fall and battery materials and automotive chips become more expensive.
The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asia analysis of customs data and related reporting.
CATL is rapidly expanding into AI infrastructure. Through strategic investments in DeepSeek, data centres and power systems, the company is positioning itself at the energy layer of the AI computing value chain, extending its business well beyond electric vehicle batteries.
Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, placing domestic computing infrastructure at the centre of China's flagship AI gathering.
Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing and 3D-stacked near-memory architecture to reduce reliance on advanced process nodes and high-bandwidth memory, as Sohu and ICsmart reported.
Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications into solar inverters, battery storage, and electric vehicle charging.
South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.
CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.
