Sign in Subscribe

Sheryl Zhu

The AI Car Race in China: Who Gets to Define the Next Generation of Smart Vehicles?

China's automakers and autonomous driving companies are racing to rebrand around "Physical AI" — but a stubborn trust gap between industry ambition and actual user behavior may determine who survives the transition. What Is the "AI Car" Debate Actually About? The term "AI car&

Unitree Robotics Sets August Subscription for $609 Million STAR Market IPO

Unitree Robotics has finalized its initial public offering arrangements on Shanghai's STAR Market, seeking to raise RMB 4.202 billion (US$608.98 million) in a milestone listing for China's commercial robotics supply chain. The Hangzhou-based manufacturer will open public equity subscriptions on August 10,

DJI Captures 64% of Japan's Video Camera Market in H1 2026

DJI has captured 64.3% of Japan's digital video camera market in the first half of 2026, cementing a three-year dominance that is fundamentally restructuring a sector historically monopolized by domestic legacy brands like Sony, Canon, and Nikon. According to retail data provider BCN, nearly two out

ROKAE’s HK$10.9B Debut Tests China's Embodied AI Market

Beijing-based ROKAE surged past a HK$10.94 billion valuation in its Hong Kong trading debut, signaling public market appetite for Chinese robotics makers transitioning from industrial automation to embodied artificial intelligence. Shares of the company (3752.HK) opened at HK$38.02 and climbed to HK$41.80

Alibaba Restructures AI Agent Operations to Drive Enterprise Productivity

Alibaba is aggressively streamlining its artificial intelligence portfolio by consolidating three distinct AI agent platforms into a singular enterprise-grade productivity tool, signaling a strategic shift toward unified B2B monetization in 2026. The internal restructuring leverages QoderWork as the foundational architecture while integrating the specialized capabilities of Wukong and MuleRun.

Huawei Defies 2026 Smartphone Slump Amid Memory Chip Crisis

Global smartphone shipments are bracing for a historic 14% contraction in 2026 as surging memory chip prices trigger a brutal industry shakeout, leaving Huawei as the sole major manufacturer projected to secure sales growth. The deepening component shortage has forced hardware manufacturers into a strategic deadlock: absorb crippling supply chain

XREAL Leverages Google Pact and Custom Chips to Rival Meta

Shanghai-based augmented reality developer XREAL (XREAL) is deploying a proprietary silicon architecture alongside a strategic Alphabet Inc. partnership to fracture Meta Platforms Inc.’s dominance in the global artificial intelligence smart glasses market. As the consumer electronics sector anticipates an "iPhone moment" for wearable displays by 2027,

China’s Tech Giants Fracture the 2026 Wearable Market With Screenless AI Optics

The battle for the next computing platform has bifurcated the global tech industry in 2026, as Chinese hardware and software conglomerates systematically abandon built-in displays to prioritize ultra-lightweight AI glasses, aiming to disrupt Meta Platforms Inc.’s early market dominance. The global AI smart glasses sector has officially

Huawei Targets Premium Wearable Market With Global Watch FIT 5 Launch

Huawei Technologies expanded its international consumer electronics footprint with the global release of the Watch FIT 5 series in Bangkok, signaling a targeted push into the premium sports wearable segment traditionally dominated by Apple and Garmin. The mid-2026 rollout, headlined by a Pro variant featuring a 3,000-nit

EU Halts Funding for Huawei Solar Inverters Amid Grid Security Probe

The European Commission has officially suspended financial support for solar inverter projects utilizing equipment from Huawei Technologies, signaling a major escalation in the bloc’s efforts to purge Chinese hardware from its critical energy infrastructure. Announced Monday, the funding freeze restricts European grid operators from leveraging EU subsidies to procure