ChinaBiz Insider (Page 2)

Sign in Subscribe

More issues

Morgan Stanley Warns China’s Memory Expansion Could Trigger a 2028 Supply Glut

Morgan Stanley’s latest memory-industry research, released in late August 2026, puts a date on a risk the global semiconductor market has largely chosen to defer: 2028. For the next two years, the AI infrastructure boom may absorb a substantial wave of new Chinese memory output. But Morgan Stanley

CXMT Erases a Decade of Losses as Q2 Revenue Beats Estimates by 54%

Goldman Sachs raises 12-month target to RMB 129 — implying 120% upside — after the domestic memory maker posted Q2 revenue of RMB 99.5 billion (US$13.8 billion), beating consensus by 54% and erasing a decade of accumulated losses in a single half-year. Changxin Memory Technologies, China'

UBTECH vs. Unitree: Same RMB 1B Revenue, Opposite Profit Trajectories

Same top line, opposite trajectories: UBTECH and Unitree Robotics each crossed RMB 1 billion in first-half 2026 revenue, but a RMB 581 million operating profit gap exposes fundamentally different bets on how to win China's embodied-AI race. The simultaneous arrival of their interim results — Unitree'

MetaX's Profit Milestone Masks a More Complex Reality for China's GPU Race

China's first profitable domestic GPU maker turned a headline RMB 612 million (US$85 million) net profit in H1 2026 — but the fine print reveals that unrealized investment gains, not chip sales, drove the swing, leaving the sector's commercialization story still unfinished. MetaX Integrated Circuit (Shanghai)

Why China's AI Chip Self-Sufficiency Push Is Hitting an Inflection Point

SMIC's record margins, Enflame's IPO, and Zhipu's 100,000-chip domestic cluster show China's AI semiconductor ecosystem is crossing from laboratory validation into commercial scale — with inference and edge workloads leading the way.

China's Satellite Supply Chain: The Infrastructure Race Behind the New Space Economy

A structured explainer on China's LEO constellation buildout, how the supply chain works, and what it means for the global satellite industry. What Is This About? A large-scale infrastructure race is unfolding in low Earth orbit (LEO). China is accelerating the deployment of thousands of communication satellites,

ChinaBiz Briefing | Baidu's AI Pivot, SHEIN's Hong Kong Debut, SMIC Record Margins

China's technology and capital markets converged on a single theme on August 28: the infrastructure of artificial intelligence is being repriced, refinanced, and rebuilt at a pace that legacy valuation frameworks cannot adequately capture. From Baidu's structural listing conversion to SHEIN's supply-chain-as-

XPeng’s New VLA Pushes Its Physical AI Ambitions Beyond Cars

XPeng has fundamentally restructured its autonomous driving AI by incorporating temporal reasoning into its core model architecture — a technical leap that narrows the gap between mass-market driver-assistance systems and full Level 4 autonomy, and signals the company's broader pivot from electric vehicle maker to physical AI

SHEIN Prices at 13x Earnings as Hong Kong Investors Bet on Its Platform Shift

HONG KONG — SHEIN, the Singapore-headquartered fast-fashion and supply-chain platform, launched its global offering on the Hong Kong Stock Exchange on Aug. 24, with institutional bookbuilding reaching full subscription within a compressed timeframe, according to people familiar with the matter — a signal that professional money is willing to

Li Auto’s Product Reset Is Improving. The Hard Part Comes in Q4

What Is Happening at Li Auto Right Now? Li Auto, one of China's most closely watched electric and range-extended vehicle makers, is navigating a classic product-cycle squeeze: it is simultaneously retiring its existing lineup, launching replacements, and trying to prove that its newer pure-electric vehicles