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Friday 9 January 2026
Commentary: China redirects AI race to manufacturing systems
China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial upgrade policy, it functions in practice as a strategically significant AI roadmap
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Sunday 11 January 2026
Realme and OnePlus return to Oppo: Three-brand integration to counter supply chain and market pressure
China's smartphone industry opened 2026 with a major consolidation move, as Realme formally returned to the Oppo group as a sub-brand and integrated with fellow sub-brand OnePlus. The restructuring is intended to strengthen competitiveness through shared resources and coordinated brand strategy amid mounting supply chain pressure and intensifying market competition
Sunday 11 January 2026
CATL teams up with Nio to tackle the next phase of China's EV boom

China's largest battery maker, CATL, said it had signed a strategic cooperation agreement with the electric vehicle (EV) manufacturer Nio, deepening ties between two of the country's most influential players in the EV ecosystem

Sunday 11 January 2026
Seeking independence from Starlink, Japan backs homegrown satellites

Japan has formally committed to building its own low-Earth-orbit (LEO) satellite constellation, marking a significant shift in how the country approaches communications infrastructure and national security

Sunday 11 January 2026
India advances local chip design ecosystem under incentive scheme, early outputs emerge
India has made measurable progress in nurturing a domestic semiconductor chip design ecosystem, with early outcomes emerging from government-backed programmes aimed at reducing dependence on imported intellectual property and strengthening participation in higher-value segments of the global chip industry
Sunday 11 January 2026
Apple iPhone exports from India reach US$50 billion in 2025

Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company's accelerating shift of manufacturing away from China and highlights India's push to expand electronics production through federal incentives

Sunday 11 January 2026
China's humanoid robots outsell US rivals in 2025 shipments
Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show was less about spectacle and more about securing overseas customers and accelerating commercial orders
Saturday 10 January 2026
China semiconductor leaders urge caution on Nvidia H200 deals
Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA), warned domestic firms to exercise caution when placing orders, saying Washington's true strategic intent remains unclear
Saturday 10 January 2026
LG Display sets transparent OLED as next growth pillar for automotive, XR
LG Display president Jeong Chul-dong has pledged to make transparent OLED a core growth priority in 2026, aiming to lift panel transparency from 45% to 70% as the company targets XR devices and next-generation automotive displays
Friday 9 January 2026
AMEC chairman plans share sale after restoring Chinese citizenship

AMEC disclosed on January 8, 2026, that its founder and chairman, Gerald Yin, plans to reduce his personal shareholding over the next three months to meet tax obligations following his restoration of Chinese citizenship. The filing shows that Yin plans to sell up to 290,000 shares via centralized bidding starting 15 trading days after the announcement, with the sale window running from January 30 to April 29, 2026. The transaction represents 0.046% of AMEC's total outstanding shares

Friday 9 January 2026
AMIES Technology acquires SMEE affiliate in US$32m deal, clarifying China's lithography split
China's domestic lithography sector is entering another phase of internal restructuring, with AMIES Technology consolidating industrial assets originally spun out from Shanghai Micro Electronics Equipment (Group) Co., Ltd. (SMEE). Corporate filings and Shanghai Securities News show that AMIES has acquired 100% of Shanghai Weiyao Industrial Co. for CNY228.5 million (US$32.5 million), replacing SMEE as the sole shareholder. The transaction completes SMEE's exit from Weiyao while keeping the asset within the SMEE-origin corporate structure
Friday 9 January 2026
FCC drone exemptions exclude DJI, blocking new US product launches
The US Federal Communications Commission (FCC) has updated its Covered List to exempt certain uncrewed aircraft systems (UAS) and critical drone components from import and authorization restrictions, but the revised exemptions do not include products from Chinese drone maker DJI, reinforcing regulatory pressure on the company's US business
Friday 9 January 2026
Commentary: China's DCS probe against Japan shows where substitution is viable
China's Ministry of Commerce said on January 7, 2026, that it has launched an anti-dumping investigation into Japanese-origin dichlorosilane (DCS). While framed as a routine trade-remedy case under existing rules, the decision reflects a more specific reality in the semiconductor materials supply chain: China now has domestic fallback capacity in this critical process material, allowing policymakers to act selectively at a sensitive juncture
Friday 9 January 2026
Carmakers circumvent Beijing's pricing ban with creative discounts
Barely a month after China's top market regulator moved to clamp down on price wars, the policy's resolve is already showing signs of strain
Friday 9 January 2026
China tests US-Japan-South Korea alliance with export controls
China is testing the extent of support US President Donald Trump would extend to Japan by imposing export controls on the country, just months after Trump boasted that he had solved the rare earth issue for the whole world. Beijing has announced a ban on exports of all dual-use items that could potentially be used for military purposes. The move could impact approximately 40% of China's exports to Japan and pose a threat to its automotive industry, which relies heavily on rare earths. Shortly following this announcement, China launched an anti-dumping investigation into dichlorosilane, a key chipmaking material originating from Japan
Friday 9 January 2026
Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns
China is preparing to approve limited imports of Nvidia's H200 AI chips as early as this quarter, potentially reopening a key market for the US chipmaker while maintaining strict national security safeguards, according to Bloomberg, citing people familiar with the matter