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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's Chip Battle: Path to Self-Sufficiency

The WeChat public account Industry Navigation released an in-depth report on the state of China's semiconductor and integrated circuit sector. The analysis, framed as an examination of a national "breakthrough battle," provides a comprehensive overview of China's strategy to navigate escalating geopolitical pressures

New Chips, 200MP Cameras to Define China's 2025 Flagship Phones

Chinese smartphone makers are set to launch their 2025 flagship models earlier than usual, escalating competition in the premium market with significant advancements in processing power, display technology, and camera systems. This accelerated timeline is primarily driven by the early release schedules for next-generation chipsets from industry giants Qualcomm

AI Progress is a 'Critical Bottleneck' for Humanoid Robots, Says Unitree Founder

The founder of a leading Chinese robotics firm says AI technology has not yet reached a critical breakthrough, a global challenge he identifies as the main obstacle to the mass adoption of humanoid robots. He anticipates significant AI progress within 3-5 years but warns that widespread household integration will

China's Humanoid Robot Makers Report Order Surge as Commercialization Gains Steam

Chinese humanoid robot manufacturers are reporting a significant acceleration in orders, production, and deliveries, signaling that the industry is rapidly transitioning from research and development to commercial-scale deployment. The shift is marked by a flurry of recent deals and growing order books. Agibot announced it secured a multi-million-

Vivo to Unveil 'Vision' MR Headset, Rumored to Challenge Apple at Sub-$2,750

KEY POINTS * Official Launch: Vivo confirms Aug. 21 event for its "Vision" mixed-reality headset. * Apple in Sights: Executive claims hand-and-eye tracking interaction rivals Apple Vision Pro. * Price Rumors: Leaks suggest a price under 20,000 yuan (approx. $2,750) with a Qualcomm chip. * Strategic Rollout:

RobotEra Founder: Learning from Humans is 'Shortest Path' to General-Purpose Robots

In a keynote speech at the main forum of the 2025 World Robot Conference (WRC), Chen Jianyu, founder of Robotera, outlined the company's strategic approach to creating advanced automatons. Titled "Building General-Purpose Humanoid Robots," the presentation detailed a vision centered on integrating a "general

Pony.ai's Revenue Jumps 76% And Gross Margin Turns Positive, But Net Loss Explodes By 73%

* Strong Top-Line Growth: Q2 revenue surged 75.9% YoY to ¥154 million ($21.5M), driven by accelerating commercialization efforts. * Robotaxi Revenue Booms: The core Robotaxi business segment saw revenue spike 157.8% YoY to ¥10.9 million, with passenger fares alone growing over 300%. * A Crucial Profitability Milestone: The

Huawei Rumored to Unveil New Tri-Fold Phone, Setting Up Potential Apple Showdown

Huawei Technologies Co. is rumored to be preparing the launch of a new high-end tri-fold smartphone on Sept. 10, a move that would place its next major product release on the same day as Apple Inc.’s expected annual iPhone event. The report, which originated from a prominent

China Outlines 10 Key Trends for Embodied AI, Emphasizing AI-Driven Design and Ecosystems

China has unveiled a strategic blueprint for the future of embodied artificial intelligence, outlining ten key development trends that emphasize the use of generative AI in robot design, advanced simulation for training, and the creation of a comprehensive ecosystem to support their deployment. The vision points toward a future where

Morgan Stanley: The AI Glasses Arms Race Is On, And China Is Coming For Meta

In a detailed research note , Morgan Stanley’s Asia tech team has lifted the hood on what it sees as the next major battleground for consumer hardware: AI-powered smart glasses with integrated augmented reality displays. The report is a must-read for anyone tracking the silicon, display, and manufacturing