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Alice Ye

Senior editor with 15 years in news and financial media. Covers China's AI, electric vehicles, and robotics, with a focus on industry trends, technological innovation, and capital markets.

China Chip Equipment Self-Sufficiency Reaches 21%：An Analysis of Competitive Dynamics

China's wafer fabrication equipment (WFE) market achieved 21% self-sufficiency in 2025, up from 16% in 2024, according to Bernstein's latest competitive dynamics analysis. This represents the fastest localization acceleration in the sector's history, with domestic equipment vendors reaching 10.5billioninrevenuewithinChina′s10.5 billion

XPeng Posts Wider Q1 Loss But Signals Volume Rebound on SUV Pipeline

XPeng reported widening first-quarter losses as seasonal headwinds and model transition friction weighed on deliveries, though management's aggressive second-quarter guidance—fueled by four new SUV launches—prompted a 4% premarket rally in U.S. shares on May 28. The Guangzhou-based electric vehicle maker delivered 62,

Li Auto Posts Q1 Loss as Price Cuts Squeeze Margins

Beijing-based EV maker swings to RMB 2.3 billion quarterly loss amid product transition costs and intensifying competition in China's premium SUV segment Li Auto reported a net loss of RMB 2.3 billion ($319 million) for the first quarter of 2026, marking a sharp reversal from

BYD Launches 4nm Self-Developed Smart Driving Chip, Commits to L3/L4 Safety Liability

BYD deepened its vertical integration strategy on May 28, unveiling the Xuanji A3—China's first domestically developed 4nm automotive-grade smart driving chip—while committing to shoulder L3 and L4 safety responsibilities during L2-stage deployment, a move that signals both technical confidence and a calculated bet on

Zhipu AI: A Guide to China’s Rising AI Infrastructure Player

Understanding the company reshaping enterprise AI deployment in the world's second-largest economy What Is Zhipu AI? Zhipu AI is China's largest independent general-purpose large language model (LLM) developer, founded in 2019 as a spin-out from Tsinghua University's Knowledge Engineering Group (KEG)

US-China Tech War Escalates: Nvidia Smuggling Ring Busted, Huawei Bypasses ASML

The technology conflict between Washington and Beijing entered a volatile new phase this week as Taiwan authorities exposed a sophisticated Nvidia chip smuggling operation while Huawei Technologies unveiled an alternative semiconductor development pathway designed to circumvent Western equipment restrictions—twin developments that underscore the escalating nature of the semiconductor battleground.

Xiaomi Slashes AI Model Pricing by Up to 99% in Industry Race

Xiaomi Technology announced a permanent price reduction of up to 99% for its MiMo-V2.5 series APIs on May 27, 2026, marking the second major Chinese AI model provider to implement aggressive pricing cuts following DeepSeek's similar move earlier this year. The Beijing-based technology giant eliminated

ChinaBiz Briefing | DeepSeek Dominates, Huawei's Chip Pivot, and the AI Cloud Shakeout

China's tech sector is undergoing simultaneous transformations across AI infrastructure, semiconductor design, and cloud economics—three interconnected shifts that reveal how the competitive landscape is being fundamentally redrawn. From DeepSeek's aggressive pricing warfare forcing industry consolidation to Huawei's bold alternative to Moore's

China's AI Cloud Wars: How Tencent, Alibaba, and Baidu Are Adapting Their Strategies

What is happening in China's cloud computing market? China's cloud computing industry is undergoing a fundamental transformation as artificial intelligence becomes the primary competitive battleground. The three major players—Tencent Cloud, Alibaba Cloud, and Baidu Intelligent Cloud—are pursuing distinctly different strategies, each facing unique challenges

DeepSeek Tops Global AI Model Usage Rankings as China’s Token Consumption Surges

DeepSeek-V4-Flash has claimed the top position on OpenRouter’s global AI model usage rankings, as worldwide token consumption continues to rise amid growing demand from AI Agents and other generative AI applications. According to data from OpenRouter, global AI model usage reached 28.9 trillion tokens during the