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Sheryl Zhu

DeepSeek V4.1 Flash: The Architecture Shift Redefining AI Inference Economics

DeepSeek released V4.1 Flash on Thursday, making the model available simultaneously across its web interface, mobile app, and API. The release marks a significant architectural departure from the previous generation and comes with a pricing structure that undercuts its predecessor. Architecture and Design V4.1 Flash is a Mixture-

Morgan Stanley: DeepSeek’s V4 Flash Price Cut Still Leaves It Behind Cheaper Rivals

DeepSeek's headline price cut on its V4 Flash model signals competitive stress rather than market dominance, with Morgan Stanley concluding the move fails to close a widening pricing gap against cheaper Chinese rivals. Effective September 10, 2026, DeepSeek slashed pricing across three tiers of its V4 Flash model

Li Auto Adds CALB as Its Third Battery Supplier to Strengthen Supply Chain Control

Li Auto is expanding its battery supply chain by bringing in a third supplier, a move that signals the electric vehicle maker's intensifying push to reduce costs and secure component availability amid fierce competition in China's auto market, according to an exclusive report by Chinese tech

Moore Threads’ 20% Plunge Exposes a Broader Reckoning in China’s GPU Stocks

A RMB 5 billion (US$694 million) single-day market cap wipeout at Moore Threads has exposed a structural fault line running through China's entire listed GPU sector: astronomical price-to-sales multiples built on pre-commercial revenues are colliding head-on with an accelerating unlock calendar. On

Huawei’s Kirin 9050 Pro Tests a New Scaling Path Under Chip Sanctions

Huawei launched the Kirin 9050 Pro on September 7, 2026, its first flagship-class mobile processor in six years, embedding it inside the second-generation tri-fold smartphone Mate XT 2—a device that now serves as both a commercial product and a public proof-of-concept for an alternative

Chinese Automakers Seize 7.6% Global Share as Overseas EV Sales Surge 62% in Seven Months

Chinese domestic brands sold 2.94 million vehicles in trackable overseas markets in the first seven months of 2026, a 62% year-on-year jump that signals the industry's pivot from opportunistic exports to systematic global market construction — and is compressing margins for Japanese rivals from Oceania to

Alibaba’s 4B Qwen-Drive Tests a More Efficient Path to Autonomous Driving

Alibaba has open-sourced what may be the industry's first vision-language foundation model purpose-built for autonomous driving — and it runs on just 4 billion parameters, a fraction of the scale deployed by most incumbents. Qwen-Drive-1.0-4B integrates 3D perception, visual question-answering, and

ChinaBiz Briefing | Alibaba AI Pricing Shock, ByteDance's $29.6B War Chest

China's technology sector is entering a new competitive phase — one defined less by who builds the most capable model and more by who can fund the infrastructure, monetize at scale, and absorb a punishing cost environment. Thursday's news flow cuts across AI, capital markets, and consumer

Zhipu Hits Taobao, Moonshot Courts Microsoft for Royalties — China’s AI Race Has a New Scorecard

China's large language model companies are abandoning the growth-at-all-costs playbook, with Zhipu AI opening a retail storefront on Alibaba's Tmall and Moonshot AI negotiating revenue-sharing arrangements with Microsoft, Amazon and Google — a structural shift that signals the sector's transition from

Alibaba's Qwen3.8-Max Seizes Front-End AI Crown at One-Fifth the Price of Top Rivals

Alibaba Cloud's latest model snapshot tops Code Arena's WebDev leaderboard with a score of 1,691, edging out Anthropic's Claude Opus 5 Max by just three points — while charging developers as little as $2 per million input tokens versus $10 for competing frontier models.