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Dora Zhang

Editor covering China's business and technology, focused on AI, electric vehicles, autonomous driving, and robotics, tracking industry developments, innovation, and market dynamics.

Apollo Go and Waymo Clash on London's Streets, Opening a $200B Right-Hand-Drive Frontier

Apollo Go has become the first autonomous vehicle operator to achieve fully driverless commercial testing in a right-hand-drive market, partnering simultaneously with Uber and Lyft to challenge Waymo on London's notoriously complex streets — a strategic move that could unlock access to over 20 billion potential ride-

Xiaomi Set to Be First Customer for SK Hynix's LPDDR6 Mass Production

Xiaomi is poised to become the first smartphone manufacturer to receive SK Hynix's next-generation LPDDR6 mobile memory chips, as the South Korean chipmaker prepares to begin mass production in the second half of 2026, according to a report by Korean outlet Herald Business. SK Hynix completed development

A Tale of Two Vacuums: Citi Flags Q2 Earnings Divergence Between Roborock and Ecovacs

As the global consumer electronics market navigates a choppy macroeconomic environment this year, the robot vacuum sector is poised for a stark divergence in second-quarter financial performance. According to a flash note published by Citi Research on July 28, 2026, upcoming Q2 earnings prints will reveal a widening gap

CATL’s Nvidia Moment: How China’s Battery Giant Is Trading Margins for Ecosystem Control

Contemporary Amperex Technology (CATL) delivered record first-half revenue of RMB 276.9 billion (US$38.5 billion) on July 25, yet a deliberate margin sacrifice to protect downstream market share reveals a strategic anxiety strikingly similar to the one Nvidia navigates in the AI chip arena. CATL reported H1

ChinaBiz Briefing | Alibaba's 20x CXMT Gain, Kimi K3 Goes Open-Source, China AC Exports Surge

China's technology and industrial sectors delivered a dense slate of signals on July 28, with Alibaba crystallizing a landmark return on its semiconductor bet, Moonshot AI releasing its most powerful open-weight model yet, and a record European heat wave rewriting the growth calculus for China's

China's Auto Industry Endgame: Fewer Groups, More Brands

What Is Actually Happening in China's Auto Market Consolidation? China's auto industry is not simply shrinking — it is restructuring. The widely asked question, "how many carmakers will survive?", frames the issue incorrectly. The more precise question is: how many groups will survive, and how

China's First Ton-Class Long-Endurance Civil Drone TP200 Completes Maiden Flight

0:00 /0:35 1× China's first ton-class multi-purpose long-endurance civil drone, the TP200, completed its maiden flight on July 26, 2026, marking a milestone in the country's domestically developed unmanned aviation sector. The aircraft, developed by Yitong UAV, was designed and built

Alibaba’s AI Investment Pivot: From Empire Building to Ecosystem Ownership

Alibaba has quietly dismantled a decade-old acquisition doctrine — one built on control, consolidation, and platform empire-building — replacing it with a minority-stake, early-stage strategy that mirrors venture capital more than the conglomerate playbook that once defined China's internet era. The pivot crystallized on July 27,

NIO, Xiaomi and Chery Race to Lock In China’s DRAM Supply

NIO, Xiaomi, and Chery each spent RMB 158 million (US$21.9 million) not to own a piece of China's hottest IPO — but to secure a guaranteed seat at the DRAM supply table before the next memory crunch hits. Changxin Memory Technologies (CXMT) made a seismic debut on

Europe's Record Heat Wave Tears Open a New Growth Chapter for China's Air-Con Giants

China's three dominant air-conditioner makers — Midea, Haier and Gree — command over 70% of their home market yet hold barely 22% globally, but an unprecedented European heat wave in 2026 is forcing investors to reframe the sector's growth narrative from a domestic replacement-cycle story to