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Friday 7 August 2026
China's surging export numbers shows automakers pivoting from price wars to value wars

China's auto exports climbed sharply in the first half of 2026 as the sector shifted from price-based competition to a focus on product...

Friday 7 August 2026
Analysis: Five years of US polysilicon imports show why Washington set the price floor at $21
US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...
Friday 7 August 2026
Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing...
Friday 7 August 2026
Nvidia seeks China AI-RAN partners to bring GPU computing into 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...

Friday 7 August 2026
Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may...

Friday 7 August 2026
Huawei's Richard Yu warns of smartphone price hikes as memory costs soar
Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...
Thursday 6 August 2026
Unitree's impending IPO draws Meituan and Tencent as investors

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2...

Thursday 6 August 2026
ByteDance founder shuns AI distillation, wary of more US scrutiny

ByteDance founder Zhang Yiming recently said that the company would not use distillation to train its AI models, even if they fall...

Thursday 6 August 2026
China smartphone shipments fall 5.5% as 5G models gain share
China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...
Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026
China steps up EV battery and smart-driving inspections on five automakers

China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers...

Thursday 6 August 2026
Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

Thursday 6 August 2026
Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

Wednesday 5 August 2026
China halts US-based factory audits for CCC certification amid raging tech feud

The US-China technology and supply chain conflict has spread to product certification, opening a new front beyond semiconductors and...

Wednesday 5 August 2026
China launches 15th Five-Year 'leader' awards on low-carbon credentials

China's State Council has launched a new recommendation program for "leader" companies in energy efficiency and carbon efficiency,...