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Yiyun Cai

Tencent Challenges Red Fruit's Dominance with Green Bubbles launch

Tencent launches its first serious short-drama product as ByteDance's Red Fruit platform captures 41.8% of China's top-50 app usage time—forcing the WeChat operator to weaponize its 1.3 billion-user social graph in a battle that has escalated far beyond content into

China's Automakers Take Battery Control—Beyond the Headlines

China's electric vehicle makers are engineering a fundamental power shift in the world's largest auto market—wresting control of battery technology from suppliers in a movement that threatens to redraw the economics of a supply chain worth hundreds of billions of yuan, yet the "self-

China's 8.2M Auto Exports Squeeze Out Middlemen

Roll-on/roll-off vessel shortages, freight rate surges, and margin compression are reshaping the distribution layer of China's $100-billion auto export machine China's vehicle export machine is on course to shatter the 10-million-unit barrier in 2026, but the record-breaking growth is

DeepSeek Pivots to Mass Market With 'Wish-Mode' Coding, Challenging Doubao's Consumer Dominance

DeepSeek, the Hangzhou-based AI research firm whose founder Liang Wenfeng once told investors he had "no interest in maintaining consumer users," has quietly reversed course—releasing a model update on October 17, 2026 that is, by every design choice, built for non-technical audiences. The release of

XPeng's Paris Pivot: China's EV Tech Licensing Model Faces Its First Real Commercial Test

As XPeng Motors opens its full technology stack to global partners, the company is betting that software margins—not vehicle sales—will define the next chapter of Chinese EV competitiveness. XPeng used the Paris Motor Show on October 14 to announce the broadest technology licensing offer yet from a Chinese

How CXMT's 4F² DRAM Architecture Is Rewriting the Rules of Memory Chip Design

Understanding the Geometry: Why 4F² Changes Everything At the heart of every DRAM chip sits a deceptively simple building block: one transistor paired with one capacitor. The "F" in 4F² refers to the minimum feature size achievable by a given lithography process—essentially, the thinnest line a chipmaker

Tencent Bets on Workflow Integration to Scale AI Agents

Enterprise AI shifts from peripheral chatbox to embedded coworker as Google, Salesforce, and Chinese tech giants rewire collaboration platforms around agent identities Tencent and Google are independently dismantling the standalone-app model for enterprise AI, embedding agents directly into the communication fabric where work actually happens — a structural shift that

Huawei Targets 2027 Density Leap with Kirin 9050 Pro unveil

Shanghai tech briefing marks first Kirin-focused developer session in six years, as Huawei discloses a 53.5% transistor density gain and pivots its chip roadmap around "Tau Scaling" amid persistent process-node constraints. Huawei Technologies on Thursday staged its most technically detailed Kirin chip briefing since 2019,

China's AI Office Agent Race Targets a $45 Billion Market

How enterprise work automation is emerging as the most commercially viable application of AI — and what structural factors will determine who wins What Is an AI Office Agent — and How Is It Different From a Chatbot? Most people's first encounter with AI was a chatbot: a text box

CATL Targets China’s Heavy-Truck Battery-Swap Market

CATL's RMB 2.556 billion acquisition of Qiyuan Xindong Power signals a decisive consolidation in a sector where EV penetration has already hit 36.6%, putting the industry on course to surpass 50% within 24 months. The Chinese heavy-truck battery-swap sector is undergoing a structural power