CONNECT WITH US
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
LATEST STORIES
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
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
Tuesday 6 January 2026
LG Electronics India's APA settlement clears decade-long tax overhang, boosts balance-sheet visibility
LG Electronics India Limited said it has concluded an Advance Pricing Agreement (APA) with India's Central Board of Direct Taxes (CBDT), bringing closure to long-standing transfer pricing disputes and significantly reducing historical tax-related uncertainties. The agreement was signed on January 5, 2026, and covers nine years from April 1, 2014, to March 31, 2023, following an application originally filed on March 29, 2018
Tuesday 6 January 2026
India removes key barrier for deep-tech startups as DSIR eases recognition criteria
The Indian government has announced a major relaxation in eligibility norms for deep-tech startups, removing the mandatory three-year existence requirement for recognition under the Department of Scientific and Industrial Research (DSIR). The move was unveiled on January 4, 2025, during celebrations marking the 42nd Foundation Day of DSIR, under the Ministry of Science and Technology
Tuesday 6 January 2026
Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%

Reports in Korean business media say Samsung Electronics and SK Hynix are raising quoted prices for server DRAM by 60% to 70% for the first quarter of 2026 compared with the fourth quarter of 2025, as demand continues to outstrip supply

Tuesday 6 January 2026
CES 2026: China's tech heavyweights to showcase humanoid robots and next-gen displays
Each January, the Consumer Electronics Show (CES) acts as a bellwether for global technology trends. CES 2026, scheduled for January 6 to 9, 2025, will again place AI at the center, with Chinese technology companies appearing in force across robotics, smart cleaning, display technologies, automotive electronics, and AI end devices, signaling a clear push deeper into the global technology supply chain
Tuesday 6 January 2026
Why China smartphone brands are turning to ByteDance's Doubao to break Apple-Huawei's hold on premium phones
Several Chinese smartphone brands are moving closer to Doubao, ByteDance's LLM platform, accelerating partnerships tied to AI smartphones. The shift reflects mounting pressure from falling mobile phone shipments and a premium market long locked up by Apple and Huawei, where smaller brands struggle to gain traction. AI applications and services have thus emerged as one of the few remaining levers for differentiation
Tuesday 6 January 2026
Honda delays China factory restart as Nexperia dispute continues to disrupt supply

Honda Motor said on January 5 that it would delay the reopening of three factories operated by its Chinese joint venture, GAC Honda, after a key automotive chip supplier, Nexperia, halted shipments. The restart, originally scheduled for January 5, has been pushed back two weeks to January 19

Tuesday 6 January 2026
Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last year during a downturn in the memory market, but is now expanding capacity as demand for high-bandwidth memory (HBM) used in AI recovers