Sign in Subscribe

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.

China's Robotaxi Players Expand Globally as Waymo and Tesla Scale Up

Chinese autonomous driving companies are deploying robotaxi fleets across three continents in 2026, undercutting Waymo's per-mile cost structure and exposing Tesla Inc.'s Cybercab program as a laggard in the race to commercialize driverless mobility at scale. The global push marks a structural inflection point: firms

China's Top-10 Best-Selling Cars Turn Fully Electric as ICE Models Exit the Rankings

In a milestone that no major automaker forecast arriving this soon, not a single internal combustion engine vehicle appeared in China's top-10 passenger car retail rankings for May 2026 — a complete sweep by new energy vehicles that took less than 150 days to materialize from a position

BYD Projects Global Sales Leadership by 2030 as Battery Ramp Takes Center Stage

BYD Chairman Wang Chuanfu used the company's 2025 annual general meeting on June 9 to project global sales leadership by 2030, even as first-quarter domestic deliveries collapsed nearly 50% year-on-year and net profit fell 55% to RMB 4.085 billion (US$567 million) — a combination

ChinaBiz Briefing | DeepSeek GW Pivot, Pentagon Lists Tech Giants, Xiaomi Breakthrough

Today's developments highlight a structural hardening of China's technology and industrial base amidst shifting global dynamics. From AI labs pivoting to proprietary infrastructure to robotics firms undercutting global rivals, Chinese tech is aggressively verticalizing to secure margins and supply chains. Meanwhile, broadening U.S. defense designations

DeepSeek Builds Gigawatt Data Centers, Ending the Leased-Compute Era

DeepSeek is recruiting infrastructure engineers to design and build data centers ranging from megawatt to gigawatt scale — a strategic inflection that reveals how China's most closely watched AI lab intends to deploy capital from its landmark fundraising round. The Hangzhou-based company posted a job listing for an

1T Model, 1,000 Tokens/s, 8 GPUs: Xiaomi Redefines Inference Limits

Xiaomi and inference specialist TileRT have achieved what the industry has long treated as a hardware problem — cracking the 1,000 tokens-per-second threshold on a one-trillion-parameter large language model using a single standard eight-GPU node, a result that directly challenges the commercial logic of custom-

Alibaba, NIO and BYD Respond to Pentagon Military List Expansion

The U.S. Department of Defense's June 8 update to its Section 1260H Chinese Military Company (CMC) List marks a strategic inflection point: Washington is no longer targeting discrete defense contractors but systematically reclassifying China's civilian technology stack — from cloud computing and electric vehicles to biotech

China Auto Market Slumps in May as Fuel Vehicles Fall 40%, Exports Offset Weakness

China's passenger car retail sales fell 22.1% year-on-year in May 2026 to 1.51 million units, with the domestic market showing broad-based deterioration even as a surge in exports prevented a deeper decline, according to data from the China Passenger Car Association. The sequential

Understanding China's AI Ecosystem: Five Forces Shaping Competition and Growth

A guide to understanding the competitive dynamics, token economics, and long-term trajectories of China's AI ecosystem Based on Goldman Sachs' "Key AI & Mega-Cap Debates; What to Do From Here?" published June 9, 2026 What Is This About? China's AI industry

SemiAnalysis: Unitree Is Emerging as a Global Humanoid Robotics Leader

A Chinese robotics company is emerging as a dominant force in the global humanoid robot market, leveraging aggressive pricing, vertical integration, and an accelerating product roadmap that Western competitors have so far struggled to match. According to a deep-dive research report published by SemiAnalysis on June 9, 2026, Unitree