Dora Zhang

HONG KONG — Alibaba is repositioning its cloud business around autonomous artificial intelligence agents as China’s AI market shifts from chatbot competition toward enterprise infrastructure monetization and large-scale workflow automation. During the Alibaba Cloud Summit on May 20, senior executives described the industry’s transition into an “agentic era,

For months, investors and semiconductor analysts have increasingly referred to Changxin Memory Technologies (CXMT) as “China’s SK Hynix” — a label fueled by soaring profits, tightening global memory supply, and China’s growing push for technological self-sufficiency. The comparison is understandable. After nearly a decade of losses, CXMT has