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Leo Pang

DeepSeek’s V4.1 Flash Tests Whether a Cheaper Model Can Replace Pro

DeepSeek quietly opened a 48-hour developer stress test of V4.1 Flash on Sept. 8, signaling the most architecturally ambitious update in the V4 lineage — and raising a pointed question it asked testers directly: can a Flash-priced model make V4 Pro obsolete? The Hangzhou-based AI lab pushed

ChinaBiz Briefing | Huawei's Comeback Chip, ByteDance's World Model, Xiaomi's Full Stack

China's technology sector delivered one of its most consequential single-day dispatches of 2026 on September 7–8, with six major developments spanning semiconductors, spatial AI, EVs, humanoid robotics, and capital markets. Taken together, the day's news sketches a coherent strategic portrait: Chinese technology companies are

ByteDance Takes Seedance Into World Models as It Challenges Meta in Spatial AI

Zhang Yiming personally oversees a spatial video AI that could redraw the competitive map in VR hardware, cloud computing, and autonomous systems — backed by a $30 billion war chest. ByteDance is preparing to release a generative AI world model capable of producing interactive, real-time spatial video environments as early

ChinaBiz Briefing | DeepSeek's $2.56B Huawei Bet, Alibaba's Driving AI, China Autos Go Global

China's tech and industrial sectors delivered a cluster of signals on September 7 that collectively point in one direction: the country's leading companies are no longer playing catch-up — they are building independent infrastructure, staking out global market share, and competing for platform dominance in the

Huawei’s τ-Law Gets Its First Silicon Test: 55% More Density, 66% Lower NPU Power

τ-Law paper reveals LogicFolding cuts data-transport energy—not compute energy—rewriting the post-Moore scaling playbook and signaling China's advanced packaging as an independent technology vector Huawei has published hard silicon evidence that its proprietary LogicFolding architecture can simultaneously raise transistor density and slash power consumption,

Huawei Secures Memory as China’s Smartphone Industry Faces Its Worst Cost Shock in a Decade

Huawei locks in long-term storage supply agreements while rivals scramble; global average selling prices surge 21% to $565; Android shipments projected to fall 21% in 2026 China's smartphone industry is simultaneously navigating its most aggressive product launch season in years and the worst structural cost shock in

ByteDance Plans 6GW AI Data Center as Inner Mongolia Bet Tops $27.8B

A single infrastructure project in China's wind-swept north is set to concentrate more computing power than most nations possess, as ByteDance doubles down on a capacity race that is reshaping the global AI landscape. ByteDance plans to build a 5-to-6 gigawatt AI data center campus

China's EV Industry Has Won the Battery War. Now the Real Fight Begins.

For years, the defining question in China's electric vehicle market was simple: how far can it go, and how fast can it charge? Battery range and charging speed were the headline metrics, the centerpiece of every launch event, the first thing consumers asked about. That question has largely

BofA Cuts NIO Price Target as Q2 Earnings Miss on Rising Costs, Margins Under Pressure

NIO missed second-quarter 2026 earnings expectations due to higher-than-anticipated operating expenses and non-operating losses, prompting Bank of America Securities to slash its price target on the Chinese electric vehicle maker, according to a newly published analyst note. The bank maintained its Neutral rating on the stock

SHEIN's $26 Billion Hong Kong Debut Exposes a Growth Ceiling—and a Platform Gamble

A 74% valuation collapse since 2022 reflects slowing core revenue, but surging services income hints at a structural pivot that could redefine the fast-fashion giant's investment case SHEIN listed on the Hong Kong Stock Exchange on September 1, 2026, raising approximately HK$13.6 billion (US$1.