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CBI

DRAM Shortage Emerges as Next Structural Threat to Global Auto Industry, Chinese EVs Most Exposed

Morgan Stanley issued a stark warning on January 22, 2026, flagging dynamic random-access memory (DRAM) shortages as a looming operational risk for global automakers that could dwarf previous semiconductor disruptions in both duration and structural impact. The note, led by European autos analyst Javier Martinez de Olcoz Cerdan alongside

Chinese Startup Traveler Targets 2028 for First Manned Spaceflight with Initial Bookings Secured

Beijing Traveler Manned Aerospace, a Chinese commercial spaceflight startup also known as Traveler, announced it has secured its first cohort of over 20 space tourists and is targeting 2028 for its inaugural manned mission. The announcement was made during a global press event held on January 22 in Beijing, where

ChinaBiz Briefing | AI Efficiency, Robotaxis and China’s New Export Machine

China’s tech and industrial champions are pushing growth along two fronts: doing more with less in AI compute, and scaling hardware-led ecosystems—from robotaxis to cross-border retail—faster than global rivals can match. Morgan Stanley flagged a potential architectural shift that could blunt US chip sanctions, while

EHang’s "Ready-to-Wait" Reality: Regulatory Purgatory Meets Global Ambition

The promise of flying cars has always been just around the corner, but for investors in EHang, that corner keeps getting a little longer. In a research note released on January 21, 2026, J.P. Morgan’s Asia Pacific Equity Research team offered a sobering look at the Chinese eVTOL

Goldman: The 6 AI Themes Defining China’s 2026

In a sprawling research note released on January 21, 2026, Goldman Sachs has outlined the definitive roadmap for China’s internet sector, declaring 2026 a "strategic pivot year." The era of blind hype appears to be fading, replaced by a ruthless focus on execution, monetization, and the desperate

Temu Matches Amazon in Global Market Share as Chinese Platforms Reshape Retail Order

emu, the budget e-commerce platform owned by PDD, has effectively tied with Amazon.com Inc. in global cross-border market share, marking a significant restructuring of the international retail landscape driven by China’s digital supply chain capabilities. According to data from the International Post Corporation (IPC), Temu’s

DJI Avata 360 Listings Point to February Launch With US$999 Starting Price

Retail listings for the unannounced Avata 360 drone from SZ DJI have surfaced ahead of a formal product launch, indicating a February release window and a starting price point just under US$1,000. Pre-order pages appearing on retailer sites, including US Drone Supply, suggest the new model will

AI-Driven Memory Surge Squeezes Automakers as Supply Chain Priorities Shift

By early 2026, a structural surge in memory prices has begun to ripple through the global technology sector, placing renewed pressure on the automotive industry’s supply chain. Unlike previous cyclical fluctuations, this price escalation is driven by an unprecedented demand for Artificial Intelligence (AI) computing power, forcing automakers to

China’s EV Makers Escalate War for Large SUV Dominance as 2026 Competition Heats Up

China’s automotive sector is bracing for a fierce battle in the large SUV segment in 2026, as established players and new entrants flood the market with high-tech, three-row flagship models. The competition centers on the lucrative "9 Series" category, where automakers are aggressively deploying larger

Morgan Stanley: The Global Robotaxi Race Now Runs Through China

In the high-stakes arena of autonomous driving, the narrative has shifted rapidly from theoretical "AI hype" to a brutal battle for unit economics and deployment speed. A new research note from Morgan Stanley, released on January 21, 2026, suggests that while the US and China are leading