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NEWS TAGGED CHINA
Tuesday 20 October 2026
Samsung's HBM4 supply lock-in exposes limits of China's CXMT as Apple and Tesla seek DRAM alternatives
Samsung Electronics is expected to enter 2027 with approximately 80% of its planned memory production secured under long-term contracts, reinforcing its pricing position while China's...
Tuesday 20 October 2026
BYD's China EV battery market share slips as overseas installations surge 66.5%
BYD is facing declining market share in China's domestic electric vehicle (EV) battery market, even as its overseas business continues to expand, highlighting a growing divergence...
Tuesday 20 October 2026
Hygon's revenue jumps 58% on AI chip demand, but growth slows amid 51% stock slump
China's Hygon Information Technology reported a 57.58% increase in revenue for the first nine months of 2026, reflecting sustained demand for domestic high-performance processors and...
Tuesday 20 October 2026
DeepSeek-Huawei chip co-design could shift AI training away from Nvidia
DeepSeek is reportedly working closely with Huawei to influence the design of its future AI chips, a link reportedly closer than typical supplier-customer relationships. The collaboration...
Tuesday 20 October 2026
China tightens drone export controls, extending restrictions to critical components, technologies
China's Ministry of Commerce, General Administration of Customs, and military authorities jointly announced revised export controls on drones on October 19, covering complete aircraft,...
Tuesday 20 October 2026
China's S2C–HyperSilicon merger targets hardware emulation gap in domestic EDA with Empyrean backing
China's electronic design automation (EDA) industry is consolidating, with Shanghai-based S2C and Wuxi-based HyperSilicon merging into a unified digital front-end EDA platform. Backed...
Tuesday 20 October 2026
China's tech-driven commerce plan pushes AI into phones, PCs, and robots
On October 19, 2026, China's Ministry of Commerce and eight other government departments issued guidelines on accelerating "technology-driven commerce" that call for deepening the...
Tuesday 20 October 2026
Alibaba's XuanTie tops 6 billion RISC-V chip shipments, expands into AI servers with C950
Cumulative shipments of chips incorporating Alibaba DAMO Academy's RISC-V processor intellectual property (IP), branded XuanTie, have surpassed 6 billion, marking a milestone for the...
Tuesday 20 October 2026
US orders DeepSeek removed from federal civilian IT systems
The US Department of Homeland Security (DHS) has ordered federal civilian agencies to remove DeepSeek products and third-party services built on the Chinese AI model from their information...
Tuesday 20 October 2026
Analysis: China's proposed AI export controls reach beyond chips to design IP, computing infrastructure
China is proposing to extend AI technology export controls to chip design, memory technologies, and large-scale computing clusters, introducing specific technical thresholds for ea...
Tuesday 20 October 2026
Analysis: China's proposed AI export controls target top-ranked foundation models, advanced agents
Chinese AI companies expanding overseas could face more clearly defined technology export restrictions under proposed regulations covering foundation models, AI agents, chip design,...
Tuesday 20 October 2026
China's auto market contracts, Europe alone grows, Taiwan auto suppliers face risks
Global passenger vehicle registrations totaled approximately 46.77 million in the first eight months of 2026, down 6% year-over-year. The market is expected to contract 3.4% for the...
Tuesday 20 October 2026
Huawei-Chery Luxeed gains independent EV license
China’s Luxeed EV brand, jointly developed by Chery Auto and Huawei, has obtained independent vehicle manufacturing qualifications and plans to pursue a standalone listing. Production...
Monday 19 October 2026
Elon Musk points to China's 2028 DRAM supply surge to challenge Samsung, SK Hynix pricing power
Tesla CEO Elon Musk has predicted a surge in Chinese memory chip production by 2028, raising questions over Samsung Electronics and SK Hynix's pricing power during an AI-driven dynamic...
Monday 19 October 2026
China's 420GWh storage boom enters a quality reset as Beijing reins in overcompetition
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post...