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Huawei Expands “China Car Content,” Turning Driver-Assist Into Standard, Pressuring Partner Margins

Huawei Technologies is scaling its automotive playbook across a widening set of co-branded models, but the same move that accelerates volume is also turning its once-differentiating smart cockpit and driver-assist stack into an industry baseline—forcing partner automakers to fight on old-school attributes like chassis tuning,

WeRide Signals Commercial Breakout with 210% Robotaxi Surge and $100 Million Buyback

WeRide, the dual-listed autonomous driving technology firm, has delivered a decisive signal to global investors that the robotaxi business model is transitioning from cash-burning experimentation to scalable commercialization. Releasing its full-year 2025 financial results, the company reported a triple-digit surge in robotaxi revenue and announced a

Alibaba’s Wukong AI Agent Review: From Conversation to Execution, A New Era in Enterprise Intelligence

On March 17, Alibaba officially launched the world’s first AI-native enterprise-level Agent platform, Wukong, marking the debut of CEO Wu Yongming’s ATH Business Group. Following the launch of “Qianwen,” Wukong aims to serve Alibaba’s 20 million DingTalk enterprise clients and nearly 800 million DingTalk users,

JD.com’s Cloud open-sources JoyAI model as “OpenClaw” rollout drives token usage up 455%

JD.com is pushing its artificial-intelligence stack from in-house productivity tool to sellable infrastructure, open-sourcing a 48B-parameter JoyAI model and packaging deployment products that the company says lifted JD Cloud token calls 455% in a week—an early signal that China’s enterprise AI spending is

Xiaomi’s Q4 Growth Rests on EVs as Smartphone and IoT Profits Squeeze Under Subsidy Pullback

Xiaomi ended 2025 with headline revenue growth that masked a deeper pivot: its nascent electric-vehicle business carried the quarter while the legacy smartphone and AIoT segments shrank and lost margin, raising the stakes for 2026 delivery targets and product cadence. The Hong Kong-listed company reported fourth-quarter revenue

Alibaba’s Damo Academy Unveils XuanTie C950, Pushing RISC-V Into Server-Class AI Computing

Alibaba Group Holding’s Damo Academy launched its flagship XuanTie C950 CPU in Shanghai on March 24, setting a new RISC-V performance mark and signaling that the open instruction-set architecture is moving from edge devices into server-class AI workloads—an inflection that could reshape China’s chip

ChinaBiz Briefing | Huawei and Xpeng Drive EV Aggression, Tencent and Qwen Expand AI Horizons

the big picture: China’s tech and mobility sectors are accelerating across EVs, AI, and consumer electronics. Huawei and Xpeng are pushing aggressive pricing and autonomous initiatives, while Tencent and Qwen expand AI into practical applications. Semiconductor imports normalize, and Huawei’s full smartphone lineup returns, highlighting competition across cost,

Tencent’s AI Re-Rating Pathway: Patience is a Virtue as the Next Phase of Competition Begins

Bank of America (BofA) has reiterated its "Buy" rating on Tencent Holdings setting a price objective of HK$780.00 following a post-4Q25 non-deal roadshow (NDR) with US investors. The March 23, 2026 report, authored by analysts Alex Liu and Joanna Du, underscores a shifting paradigm

China’s Semiconductor Equipment Imports Plunge 24% as Spending Normalizes

After years of aggressive stockpiling driven by geopolitical anxieties, China’s appetite for foreign semiconductor equipment is finally showing signs of cooling. According to a March 23, 2026, research report from BofA Securities analyzing Chinese customs data, the country's semiconductor equipment imports fell 24% year-over-year in

Huawei Defies Memory Price Surge with Budget Phone Launch, Completes Full Product Line Return in 2026

Huawei Technologies launched its affordable Enjoy 90 smartphone series starting at 1,299 yuan (US$180) in its spring flagship event, defying a global memory chip price rally and completing a full-spectrum comeback across high-end to entry-level smartphone segments. The move strengthens its market leadership as China’