China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo and Tesla leading worldwide as Baidu, Xpeng and WeRide scale rapidly in China, according to Morgan Stanley.

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.

For years, Washington and Beijing focused much of their tech rivalry on silicon. Now the front line may be moving to the AI models themselves.

Meituan has open-sourced LongCat-2.0, a trillion-parameter AI model trained and deployed entirely on Chinese computing infrastructure, turning the once-anonymous Owl Alpha into a key test of China's domestic AI model and chip ecosystem.

The US International Trade Commission's final determination against Innoscience has been upheld following the conclusion of the Presidential Review Period, confirming that the Chinese GaN chipmaker infringed a patent held by Germany's Infineon Technologies.

Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented themselves to obtain servers containing Nvidia chips before rerouting them to China. He has been accused by Singaporean prosecutors of money laundering and other charges, as Singapore emerges as a hub for illicit AI chip flows to China.

A more than 3x rise in China's lithium carbonate price over the past year has pushed sodium-ion batteries back into the spotlight, with the technology increasingly seen as a potential mainstream alternative to lithium batteries. But US industry players say sodium batteries made in the US still cost more than lithium iron phosphate (LFP) batteries, and subsidies from federal and local governments have yet to create a viable market in the near term.

LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from electric vehicles to physical AI systems with tighter space, weight and runtime requirements.

China's battery industry is widening its lead at home and abroad. Market leader CATL posted record profits while expanding its dominance in overseas electric vehicle (EV) markets. The results underscore the growing imbalance between battery suppliers and automakers.