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Monday 27 October 2025
China's semiconductor reckoning: YMTC chairman on 5 shifts that will redefine sector
As China gears up for its Fifteenth Five-Year Plan, Chen Nanxiang, chairman of the China Semiconductor Industry Association (CSIA) and YMTC, said the country's semiconductor industry...
Monday 27 October 2025
Taiwan turns China's export curbs into a test of industrial resilience

As Energy Taiwan and Net-Zero Taiwan 2025 open on October 29, Beijing has completed its second wave of export restrictions on lithium...

Monday 27 October 2025
As Huawei stumbles, ByteDance quietly rewrites China’s AI cloud order
Huawei Cloud CEO Zhang Ping'an and several top executives were recently demoted and had their salaries reduced, officially due to "performance falsification." The punishment, however,...
Sunday 26 October 2025
LGES approaches China's battery market with time compression, accumulation strategy
In the face of policy and capital competition pressure from Chinese companies, LG Energy Solution (LGES) is implementing a strategy that combines time compression and accumulation...
Sunday 26 October 2025
CXMT, Huawei align on HBM3 ahead of China's 2026 AI memory leap
High-bandwidth memory (HBM) has become the latest competitive front for global DRAM manufacturers. As Samsung, SK Hynix, and Micron gear up for HBM4 mass production in 2026, China's...
Saturday 25 October 2025
OpenAI, AMD, Broadcom unite behind Ethernet to reshape AI infrastructure
The Ethernet for Scale-Up Networking (ESUN) Alliance officially launched at the 2025 Open Compute Project (OCP) Global Summit, uniting North America's AI heavyweights, including OpenAI,...
Thursday 23 October 2025
Analysis: China's EV market awaits BMW's Neue Klasse in 2026
BMW's all-new iX3 — the first SUV on its Neue Klasse electric platform — is drawing strong early blind orders in Germany. But the model's fate will be decided in China,...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
ByteDance founder breaks silence with a return tied to AI strategy
First, it was Jack Ma, followed by Zhang Yiming. Since early 2025, the quiet reappearances of these two iconic Chinese tech founders have reignited public curiosity and debate, highlighting...
Thursday 23 October 2025
Airbus expands in China as US export threats ground Boeing
Airbus activated its second A320 final assembly line in Tianjin on October 22, 2025, aiming for full operation by early 2026 to support a global production target of 75 aircraft per...
Thursday 23 October 2025
SK On's answer to China's battery sector ascent: high-nickel, high-voltage
As electric vehicles (EVs) advance toward higher performance, software-defined architectures, and greater power demand, SK On is reinforcing its high-nickel cathode technology to...
Thursday 23 October 2025
ByteDance's Doubao tops DeepSeek as China's leading AI app

ByteDance's large language model (LLM) Doubao (Cici) has quickly emerged as an unexpected front-runner in China's generative AI race....

Thursday 23 October 2025
As China tightens lithium battery exports, Taiwan's Aleees finds opening

China's sweeping export controls on lithium battery technologies — enacted in July and October 2025 — have effectively erected...

Thursday 23 October 2025
China's YMTC aims for fully local chip production, but can it deliver?
China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets...
Thursday 23 October 2025
MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai
MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have...