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Wednesday 25 March 2026
CATL, BYD drive China's next energy frontier with sodium-ion and perovskite solar
As the rest of the world scrambles to catch up with China in lithium-ion batteries, Chinese companies are already pushing into new frontiers — racing to scale up sodium-ion batteries while simultaneously betting big on next-generation solar technology
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Wednesday 25 March 2026
'China Speed': the new benchmark in global auto competition
Through highly centralized supply chains, a software-first development philosophy, and extensive state subsidies, Chinese automakers have compressed traditional vehicle development cycles from five to seven years to less than two. In some cases, development timelines have shrunk to just a few months
Wednesday 25 March 2026
SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech
SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin to constrain current AI architectures, according to Nikkei and PC Watch
Tuesday 24 March 2026
Sharp taps BD chief as CEO in post-restructuring shift
Sharp Corporation, a subsidiary of Foxconn, has named its Chief Business Development Officer, Tetsuji Kawamura, as its next president and CEO, placing an executive with deep overseas and new-business experience at the helm as the Japanese electronics maker pivots from restructuring toward growth
Tuesday 24 March 2026
WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the core experience remains online and free for its 34-million-strong developer community, the company is doubling down on a hybrid strategy, hosting a marquee in-person event at Apple Park on opening day

Tuesday 24 March 2026
Insta360 pushes back against DJI in escalating patent dispute
China's leading consumer drone maker, DJI, has formally filed suit against rival Insta360, alleging disputes over ownership of six patents. The case, which also implicates several former core DJI research engineers, has been accepted by the Shenzhen Intermediate People's Court
Tuesday 24 March 2026
Hanwha Semitech's SK Hynix TCB deal draws scrutiny over KRW100 billion guarantee
Hanwha Semitech's supply of thermal compression bonding (TCB) equipment for high-bandwidth memory (HBM) to SK Hynix is drawing scrutiny after the South Korean equipment maker maintained a KRW100 billion (US$66.7 million) performance guarantee since early 2025, raising questions about whether its equipment has fully met the chipmaker's requirements
Tuesday 24 March 2026
SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

SK Hynix has brought forward the ramp-up of its M15X DRAM facility in Cheongju, opening a second cleanroom and beginning equipment move-in about two months ahead of schedule amid rising demand for memory tied to artificial intelligence (AI), according to East Asia Daily

Tuesday 24 March 2026
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely perceived
Tuesday 24 March 2026
OpenClaw lands in WeChat, signaling a new era of AI agents in messaging
Tencent has officially launched ClawBot, a plugin that integrates the popular open-source AI agent framework OpenClaw into its flagship messaging platform, WeChat, marking a significant move in China's AI race. The integration allows WeChat's over one billion monthly active users to send commands and interact with OpenClaw directly within their chat interface, turning conversations into actionable AI interactions. Setup takes just two minutes via a QR code scan or a copied command
Tuesday 24 March 2026
Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Alibaba's DAMO Academy has introduced two new RISC-V processors—the flagship XuanTie C950 and the energy-efficient C925—marking a significant step in pushing the open-source architecture into both high-performance AI and edge applications

Tuesday 24 March 2026
DJI sues Insta360 in China, escalating patent dispute in sports imaging market
Competition in China's action camera and drone markets is intensifying, as DJI has filed a lawsuit against rival Insta360, marking a sharp escalation in a rivalry that had already been spilling across product lines
Tuesday 24 March 2026
TSMC's Wei draws battle lines between US AI and China's hardware in robotics race
TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize humanoid robots
Tuesday 24 March 2026
Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap
Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation inference computing platform. At Huawei China Partner Conference 2026, the company showcased the Ascend 950PR AI chip, highlighting that a single Atlas 350 card delivers up to 2.87x the compute power of Nvidia's H20, emphasizing its FP4 low-precision inference capabilities, a rare feature among AI accelerators in the Chinese market
Tuesday 24 March 2026
Chinese Premier encourages foreign investment except Japanese firms at China Development Forum
On March 22, 2026, the Chinese government held the international "China Development Forum" in Beijing, inviting global corporate leaders to participate. Li Qiang, Premier of the State Council, called for foreign investment, pledging to maintain stable economic growth and a favorable business environment to enable companies worldwide to operate in China with confidence. However, amid worsening China-Japan relations, Japanese corporate leaders, who had attended annually in the past, were absent from this year's forum
Tuesday 24 March 2026
The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race
Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way to large-scale commercialization, all in a bid to cut reliance on external suppliers