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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...

Friday 10 July 2026
China's StepFun, ZTE's Nubia vie for 'world's first AI agent smartphone' at WAIC
Two Chinese technology players will use the 2026 World Artificial Intelligence Conference (WAIC), running July 17-20 in Shanghai, to present what each bills as the world's first AI...
Friday 10 July 2026
Xiaomi Auto launches new sub-brand for long-range SUVs

Xiaomi Auto has unveiled a new brand aimed at long-range SUVs, a move that could broaden its appeal beyond China and intensify competition...

Friday 10 July 2026
Z.ai widens lead over MiniMax: China's AI model race shifts from scale to staying power

China's AI model race is moving beyond parameter size, benchmark rankings and user buzz. Investors are now asking which companies can turn...

Thursday 9 July 2026
CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade...

Thursday 9 July 2026
CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into...

Thursday 9 July 2026
China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code,...

Thursday 9 July 2026
Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
Thursday 9 July 2026
What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend...
Thursday 9 July 2026
China AI compute race enters supernode era with Huawei Atlas 950 WAIC debut

China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling...