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Monday 31 August 2026
The architect of Apple's China machine also built its hardest problem
What Tim Cook leaves John Ternus on September 1 is best measured not by margin but by geography. Cook spent twenty-eight years concentrating Apple's manufacturing in one country, then...
Monday 31 August 2026
MetaX posts first-half profit while China's AI GPU rivals split
MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...
Monday 31 August 2026
CXMT's global DRAM push runs into US curbs

ChangXin Memory Technologies (CXMT) is suing the Pentagon to overturn its designation as a Chinese military company as the Chinese DRAM...

Monday 31 August 2026
Shanghai's 15th Five-Year Plan bets on chips, AI, advanced packaging
On August 26, the Shanghai municipal government released its 15th Five-Year Plan for the Development of Strategic Emerging Industries, setting a target for added value in strategic...
Monday 31 August 2026
CXMT starts LPDDR6 mass production for Xiaomi 18 Fold, claiming global first
China's CXMT has begun mass production of its LPDDR6 memory and will supply the first batch to Xiaomi's upcoming 18 Fold flagship, marking what the company says is the first commercial...
Monday 31 August 2026
China silicon wafers enter AI-led upcycle: prices rise, 12-inch capacity expands

Hangzhou Lion Microelectronics plans to invest about CNY3 billion (approx. US$446 million) in a new 12-inch silicon wafer project in Jiaxing,...

Monday 31 August 2026
Commentary: Malaysia's China dilemma sits at the heart of GATE 2026
The 2026 Global Automotive and Technology Expo (GATE 2026) closed on August 28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur. It highlighted Malaysia's...
Monday 31 August 2026
Chinese robotaxis head for Seoul as Pony.ai and FutureLink plan a 200-vehicle fleet
A Chinese autonomous driving vendor is set to take a commercial position in a market whose own robotaxi industry has yet to clear the hurdle to commercialization. Pony.ai and South...
Monday 31 August 2026
China's silicon wafer makers report profit gains of varying quality
Seven Chinese silicon wafer producers reported first-half 2026 results in the second half of August, indicating an uneven sector recovery. Several semiconductor-grade wafer makers...
Sunday 30 August 2026
Humanoid robot shipments top 22,000 in 1H26 as industrial use gains ground
As embodied intelligence takes physical form amid widespread production-capacity expansion in the humanoid robot sector, it is becoming increasingly possible to envision a society...
Saturday 29 August 2026
Commentary: China's robot games offer Taiwan a reality check
China's second humanoid robot games, held in Beijing from August 22 to August 26, 2026, sent videos and clips racing across social media and underscored how fast humanoid robotics...
Saturday 29 August 2026
China's dexterous-hand makers take center stage as three technology paths vie for humanoid robotics
China's humanoid robot industry is flourishing, and the recently concluded World Robot Conference (WRC) 2026 in Beijing revealed a notable shift in focus. Unlike previous years, when...
Friday 28 August 2026
Huawei targets 100 million HarmonyOS 6 devices, paving way for global expansion next
Huawei rotating chairman Eric Xu said at the HarmonyOS Ecosystem Conference 2026 in Shenzhen on August 28 that the HarmonyOS ecosystem now has more than 100,000 native applications,...
Friday 28 August 2026
China chip profits jump 18.5-fold on AI demand; advanced-node self-sufficiency seen at 66% by 2035
China's AI investment boom is translating into sharply higher semiconductor profits while accelerating a longer-term expansion of domestic advanced-node capacity, memory production...
Friday 28 August 2026
China's Kaizhong eyes data centers and dexterous hands
At GATE 2026, Kaizhong, a major Chinese commutator maker, used its display to showcase how its automotive business has laid the groundwork for expansion into data centers, dexterous...