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Monday 13 July 2026
China's 2030 target for 30% NEV adoption raises the stakes for foreign automakers

China is tying its climate agenda more closely to industrial policy. The State Council's newly released Action Plan for Carbon Peaking...

Monday 13 July 2026
Tencent seeks control of Manus after China blocks Meta's US$2 billion AI deal

Tencent is in talks to become the largest shareholder in Manus, leading a proposed buyback of the AI agent startup after Chinese regulators...

Monday 13 July 2026
MiniMax bets US$2 billion on AI infrastructure as lock-up selloff deepens its split with Z.ai
Chinese artificial-intelligence developer MiniMax is raising HK$16 billion (approx. US$2.04 billion) through a share placement and convertible bonds to accelerate spending on AI infrastructure...
Monday 13 July 2026
Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence

Huawei is reportedly partnering with Chinese DRAM maker Shenzhen Shengweixu Technology (SwaySure) and the Chinese government to build...

Monday 13 July 2026
Exclusive: China's notebook ODMs are closing in fast on Taiwan's manufacturing crown

Notebook ODMs enjoyed stronger-than-seasonal demand in the first half of 2026, but the traditional peak season is losing momentum....

Monday 13 July 2026
China's Nvidia H200 pivot reveals why CUDA still rules AI

China is preparing to allow a limited number of Nvidia H200 AI accelerators into the country, giving Alibaba, ByteDance, and DeepSeek...

Sunday 12 July 2026
InP supply crunch leaves South Korea exposed
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future...
Saturday 11 July 2026
China's display makers raise billions to close the OLED gap — and South Korea is watching
Chinese display panel and materials companies are tapping capital markets to fund next-generation OLED, oxide and Mini LED technologies, drawing close attention from South Korea's...
Friday 10 July 2026
China's temporary helium export ban signals fears of a prolonged Middle East supply squeeze
China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle...
Friday 10 July 2026
JCET sets US$1.4bn capex for AI packaging expansion as China orders stay strong
JCET plans to invest about CNY10 billion (approx. US$1.4 billion) in fixed assets in 2026, sharply increasing spending on AI-driven advanced packaging, automotive electronics and selected...
Friday 10 July 2026
Huawei joins China Mobile, Baidu to build China's first NPO optical interconnect standard

Huawei has joined more than 20 Chinese technology companies and research bodies to launch OPEN NPO, the country's first multi-source agreement...

Friday 10 July 2026
GigaDevice's 1H26 profit surges 1,099% on memory chip shortage, higher prices

GigaDevice Semiconductor expects first-half 2026 net profit to reach about CNY6.9 billion (US$960 million), a 1,099% increase from...

Friday 10 July 2026
China's AI talent demand spreads into chips, rare earths, and new materials
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...
Friday 10 July 2026
BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

Friday 10 July 2026
China's silicon-to-agent AI stack headlines WAIC 2026 in Shanghai

When the 2026 World Artificial Intelligence Conference (WAIC) opens on July 17, its exhibition halls will double as a statement: China...