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Thursday 8 January 2026
GAC-Huawei Terminal formalize deeper HarmonyOS and AI alliance
China's automotive and ICT sectors marked a new inflection point on January 5, 2026, as GAC Group and Huawei Terminal (Huawei Device Co.) signed a comprehensive cooperation framework agreement at GAC's Panyu headquarters in Guangzhou
Thursday 8 January 2026
RISC-V's rise: A third CPU ecosystem in 5-10 years?
Bao Yungang, vice director of the Chinese Academy of Sciences' Institute of Computing Technology and chief scientist at the Beijing Open Source Chip Academy, predicts RISC-V will become the world's third mainstream CPU ecosystem alongside x86 and Arm within five to ten years
Wednesday 7 January 2026
Huawei spin-off xFusion launches IPO process, targets US$7bn revenue

China's leading server maker, xFusion Digital Technologies, has taken its first formal step toward an IPO. The company began regulatory tutoring on January 6, 2026, according to the China Securities Regulatory Commission, with Citic Securities acting as sponsor

Wednesday 7 January 2026
CES 2026: Nvidia's Alpamayo launch spotlights China's self-driving ambition
At CES 2026 in Las Vegas, Nvidia formally introduced its next-generation autonomous driving AI platform, Alpamayo, a move that industry observers say marks the transition of self-driving technology from perception-driven systems to reasoning-oriented intelligence. The launch not only signals a new era for autonomous vehicles but also sets the stage for renewed competition between global automakers and Chinese manufacturers in the rapidly evolving smart-driving sector
Wednesday 7 January 2026
Indonesia cuts nickel mining quota to support prices, imports needed in 2026
The Indonesian Nickel Mining and Smelting Association (FINI) expects the country's smelters to require 340 million to 350 million tons of ore in 2026, an increase of about 40 million to 50 million tons. According to Reuters, Indonesia holds the world's largest nickel reserves but recently announced plans to reduce its 2026 production quota to bolster prices and increase government revenue
Wednesday 7 January 2026
Naver doubles Google's search market share in South Korea in 2025
South Korea's leading internet company, Naver, secured a dominant position in the search engine market in 2025, capturing 62.86% of the South Korean market share, more than twice Google's share. According to data from research firm Internet Trend, cited by Seoul Economic Daily and Yonhap News, Naver's share rose by 4.72pp from 58.14% in 2024
Wednesday 7 January 2026
China's auto market in 2025: million-unit clubs and a reshaped race
As China's auto market wrapped up 2025, disclosures from leading carmakers confirmed another milestone year. Vehicle exports are expected to surpass 7 million units, ranking first globally, while NEV exports exceeded 2 million units in the first ten months, up nearly 90% year-over-year
Wednesday 7 January 2026
Beijing's dual-use controls test Japan's economic security strategy
China has moved to tighten export controls on dual-use products to Japan. This step could have wide-ranging implications for supply chains spanning advanced materials, electronics, and defense-related manufacturing, while further straining already fragile bilateral relations
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements or regulatory fanfare
Wednesday 7 January 2026
Tesla rolls out five-year zero-interest push in China as BYD widens EV lead
As 2026 opens, the global electric vehicle (EV) market is entering a pivotal phase. Tesla China has rolled out a five-year, zero-interest financing program covering its core models — Model 3, Model Y, and the six-seat Model Y L — paired with a CNY8,000 (approx. US$1145.52) paint-option incentive
Wednesday 7 January 2026
Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production target. The project is a central component of the company's plan to expand memory production amid rising AI-driven demand. Samsung is currently mobilizing thousands of workers daily and has launched simultaneous bidding for utility infrastructure to compress the traditional build timeline

Wednesday 7 January 2026
Column: US political economy enters new era of industrial revival and strategic decoupling
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national security considerations
Wednesday 7 January 2026
Luxshare invests US$520 million in Vietnam for Meta VR production expansion as demand rises
Chinese electronics manufacturer Luxshare Precision Industry Co. is set to further expand its manufacturing footprint in Vietnam, with a new round of investment focused on virtual reality (VR) devices for Meta Platforms, underscoring Vietnam's growing role in global consumer electronics and immersive device supply chains
Wednesday 7 January 2026
Johor seeks to attract Gotion High-tech for EV battery manufacturing hub
Johor, Malaysia, is pursuing a deal with Chinese battery manufacturer Gotion High-tech to build a lithium battery factory, aiming to establish itself as a key center for electric vehicle (EV) and energy storage battery production. Johor State Minister Onn Hafiz Ghazi recently led a delegation to China, engaging with executives from Gotion High-tech, BytePS, Alibaba Group Holding Ltd., and other firms
Tuesday 6 January 2026
CES 2026: AI glasses and automotive electronics lead the way as Chinese startups seek new growth
At CES 2026, AI glasses and automotive electronics emerge as the two most promising growth sectors, with Chinese companies positioned at the intersection of these technology trends. Advances in AI model computing efficiency, hardware miniaturization, and favorable policies are accelerating the mass-market adoption of related products