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DeepSeek's DualPath System Targets the Hidden Bottleneck Throttling AI Agents

DeepSeek has co-authored a landmark systems research paper with teams from Peking University and Tsinghua University, proposing a new inference architecture called DualPath that addresses one of the most consequential but least visible constraints on large-scale agentic AI deployment: storage I/O bandwidth. The paper arrives as the

China's Smartphone Prices Set for Sharpest Rise in Five Years as Memory Chip Costs Spiral

China's smartphone market is bracing for its most significant and broad-based price increase in half a decade, driven by a relentless surge in memory chip costs that has pushed some budget handset makers into negative gross margin territory and forced the entire industry to reprice products at

China's Unitree G1 Robot Trades Kung Fu for Sutras in Kyoto Temple Deployment

A Chinese humanoid robot that wowed audiences at China's Spring Festival Gala has found an unlikely second act: serving as a Buddhist monk in a Japanese temple. The transformation encapsulates a broader and more consequential story — how Chinese hardware is quietly becoming the physical infrastructure for artificial intelligence

Humanoid Robots at a Geopolitical Crossroads: Morgan Stanley Sees China Suppliers Moving Into the US as Optimus 3 Looms

Morgan Stanley published its latest "Humanoid Horizons" dispatch on February 26, 2026, and the timing couldn't be more charged. With a Trump-Xi summit potentially on the horizon, the report — co-authored by Adam Jonas in New York and Sheng Zhong in Hong Kong — zeroes in

Luckin Coffee's Profit Squeeze: How the Delivery Wars Are Rewriting China's Coffee Economics

Luckin Coffee entered 2026 under pressure from a structural cost shift that its rapid expansion model was never designed to absorb. The company's fourth-quarter 2025 results, released before U.S. market open on Feb. 26, laid bare a fundamental tension: delivery-driven revenue growth is coming at

NIO's In-House Chip Arm Draws RMB 2.3 Billion in External Funding, Signaling a Potential Re-Rating Catalyst

Morgan Stanley issued a research update on NIO on February 26, 2026, flagging a development that could meaningfully shift how the market values the Chinese electric vehicle maker: its autonomous driving chip subsidiary has just secured its first round of external investment, establishing an initial market valuation and, crucially, demonstrating

NIO's Battery Affiliate Weilai Energy: Profitable Yet Perpetually Cash-Hungry After Five Years and $550M in Fundraising

Wuhan Weilai Energy Battery Asset, the battery leasing arm closely tied to NIO Inc., has completed its latest funding round, raising a cumulative RMB 4 billion yuan (approximately US$550 million) over five years — a figure that exposes a fundamental paradox at the heart of China's most ambitious

ChinaBiz Briefing | DeepSeek Leaks, EV Price Wars, and China's Industrial Ambitions

China's technology and automotive sectors delivered a dense set of signals on February 26, spanning AI model leaks, humanoid robotics bets, EV market distortions, and a supply chain realignment that could reshape Apple's semiconductor relationships. Taken together, the day's developments underscore a consistent theme:

DeepSeek's Unreleased V4 Lite Model Leaks Online, Huawei Gets Early Access While Nvidia Left Out

DeepSeek's next-generation AI model has surfaced in leaks before any official announcement, with reports indicating that the Chinese AI startup has granted select domestic chipmakers — including Huawei — privileged early access to test the unreleased system, while Western semiconductor giants Nvidia and AMD remain excluded. The disclosure has

Alibaba Cloud vs. Volcano Engine: China's AI Cloud War Enters a New Phase of Value Competition

China's cloud computing market is undergoing a structural transformation, as Alibaba Group's cloud division and ByteDance's Volcano Engine escalate their rivalry from a pricing skirmish into a multidimensional contest over AI infrastructure, chip sovereignty, and enterprise ecosystems — a battle that will define the industry&