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Morgan Stanley: DeepSeek’s "Engram" May End the AI Hardware Arms Race

In the escalating artificial intelligence war between the U.S. and China, the prevailing narrative has been simple: he who possesses the most Nvidia H100s (or H200s) wins. The U.S. strategy of choking off China's access to advanced High Bandwidth Memory (HBM) and cutting-edge GPUs was

ChinaBiz Briefing | Strategic Pivots in EVs, AI Agents, and Semiconductor Expansion

China's tech and industrial leaders are executing sharp strategic pivots, refocusing on core strengths, accelerating hardware innovation, and battling for control of digital gateways. Today's developments—from Li Auto's product realignment to a three-way race for AI supremacy—reveal how Chinese companies are

Li Auto Targets 550,000 Deliveries in 2026 with Renewed Extended-Range Focus

Li Auto is betting on a strategic return to its extended-range vehicle roots to reverse a sales slump, targeting 550,000 deliveries in 2026—a 40% jump from last year's 410,000 units. The pivot comes after pure electric models underperformed, prompting the Chinese automaker to consolidate

Estun Automation Seeks Hong Kong Listing as China's Top Robot Maker Expands Global Footprint

Estun, China's largest industrial robot supplier by shipment volume, has filed for an initial public offering in Hong Kong, positioning itself to become the first Chinese industrial robot manufacturer with dual A-share and H-share listings. The move reflects the company's strategic push to capitalize

Huawei Plans First Foldable Tablet Launch in 2026 as Pura X2 Phone Delayed

Huawei is preparing to launch its first foldable tablet in 2026, according to industry sources, marking a strategic expansion of its premium device lineup as the company simultaneously pushes back the release of its Pura X2 foldable phone by one quarter. The move represents a calculated shift in product strategy

China’s Semiconductor Bet Is Showing Up at the Ports: UBS Sees Lithography Imports Signal Front-End Capacity Expansion

In a research note published in early 2026, UBS turned its focus to an unusual but telling data point in China’s semiconductor sector: a surge in lithography tool imports. The report, centered on China’s semiconductor equipment market, argues that despite structural headwinds and export controls, the country’s

China’s EVs Go Global: Goldman’s Framework on Overseas Growth, Pricing Power—and the Next Price War Risk

Goldman Sachs, in a China autos research note published on January 20, 2026, takes a hard look at what many investors are starting to suspect: the real growth engine for Chinese new energy vehicle (NEV) makers is no longer at home, but overseas. The report, focused on “the overseas EV

ByteDance's AI Offensive Forces Alibaba and Tencent Into High-Stakes Battle for Market Dominance

ByteDance is reshaping China's artificial intelligence landscape, forcing the country's internet giants into what Goldman Sachs characterizes as a "life-or-death" contest for control of user entry points. The company now holds nearly 13% of China's AI cloud services revenue and

Germany Opens EV Subsidy Door to Chinese Brands as Canada Slashes Tariffs

Germany has launched a 3 billion euro ($3.1 billion) electric vehicle subsidy program open to all manufacturers including Chinese brands, while Canada confirmed it will slash additional tariffs on Chinese EVs by over 90%, marking a significant policy shift that could boost Chinese automakers' overseas expansion. The German

Tencent Accelerates AI Push After Strategic Recalibration, Betting on Ecosystem Integration Over First-Mover Advantage

Tencent is ramping up its artificial intelligence efforts after a year-long strategic adjustment, shifting from cautious experimentation to full-scale deployment across its ecosystem. The company's recent organizational overhaul and executive appointments signal a pivot toward treating AI as a core strategic priority, even as competitors like