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Tuesday 28 July 2026
Energy storage unicorn expands in Baotou as China's industry chain accelerates integration
Inner Mongolia HyperStrong Technology is a major production subsidiary established by Beijing HyperStrong Technology in Baotou, Inner Mongolia. Its development offers a useful case...
Tuesday 28 July 2026
China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
Tuesday 28 July 2026
China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...
Monday 27 July 2026
CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026
Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk
Tensions between the US and China are escalating following allegations that Moonshot AI improperly extracted capabilities from advanced US-developed AI models and accessed export-controlled...
Monday 27 July 2026
CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
Monday 27 July 2026
Jensen Huang backs open-weight AI as report says OpenAI, Anthropic lobby for tighter controls
Nvidia CEO Jensen Huang has backed open-weight artificial intelligence (AI) models in his first post on X, adding weight to a widening industry dispute over whether advanced AI should...
Monday 27 July 2026
DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny
Chinese artificial intelligence pioneer DeepSeek has verbally informed prospective investors that it is suspending its second fundraising round, according to people familiar with the...
Monday 27 July 2026
Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and...
Monday 27 July 2026
ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Saturday 25 July 2026
US connected-car crackdown widens from Chinese tech to ownership ties

US efforts to restrict Chinese technology from connected vehicles are expanding beyond hardware and software sourcing, as proposed...

Saturday 25 July 2026
China folds data centers into 15th Five-Year renewable energy plan
China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development,...
Friday 24 July 2026
Jensen Huang, Silicon Valley pushback against ban on Chinese open source AI models

Nvidia CEO Jensen Huang has taken an increasingly forceful position against possible sanctions from the Trump administration, arguing...

Friday 24 July 2026
US moves to curb Chinese humanoid robots, opening a new front in the AI rivalry

Washington is opening a new front in its technology contest with China, moving beyond chips and artificial intelligence models to target...

Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...