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BYD Brings Flash Charging to the Mass Market, Raising the Stakes in China's EV Price War

BYD launched the 2027 Seal 06 on the evening of August 11, pushing its flash-charging technology into China's most competitive vehicle segment and signaling that the industry's next battleground will be fought on charging speed as much as sticker price. The Seal 06 is offered

Goldman: China Has Entered “Go Global 3.0,” Mapping 11 AI Export Battlegrounds Worth $212B

Goldman Sachs published a sweeping 48-page equity research report on August 11, 2026, outlining what it calls China's "Go Global 3.0" era — a structural shift in the country's export ambitions that moves decisively beyond cheap manufactured goods and electric vehicles into AI-

ChinaBiz Briefing | Alibaba 100-Day AIDC, Apple-CXMT Talks, MiniMax Surge, Moore Threads HK IPO

China's AI infrastructure and capital markets are moving in lockstep — and on August 11, the pace accelerated. From Alibaba Cloud compressing data center build timelines to a fraction of U.S. benchmarks, to Apple seeking White House clearance to source memory from a Chinese chipmaker, to a domestic

Why SERES Stock Has Fallen Two-Thirds Despite Record EV Sales

What the collapse in SERES Group's share price reveals about the structural economics of China's premium EV market What Is SERES, and Why Does Its Stock Decline Matter? SERES Group is a Chongqing-based automaker best known as the manufacturing partner behind the AITO brand of

Moore Threads Eyes Hong Kong IPO Months After Star Market Debut, Raising Capital Strategy Questions

China's leading domestic GPU developer Moore Threads is pursuing a Hong Kong listing just eight months after raising RMB 8 billion (US$1.11 billion) on Shanghai's STAR Market — a dual-listing push that exposes the tension between its aggressive global ambitions and an unresolved path

Zhipu AI Hits 7 Million API Users, Deploys 50,000 Domestic Chips as ARR Surges 15-Fold

Chinese AI startup Zhipu AI has seen explosive growth in its developer platform and annual recurring revenue, with new disclosures pointing to a dramatic acceleration in both user adoption and infrastructure investment — developments first reported by a leading Chinese financial media outlet. According to LatePost's report published on

MiniMax’s AI Comeback: How H3 Turned a Post-IPO Selloff Into a Valuation Reset

A single product launch erased months of investor doubt: MiniMax, the Hong Kong-listed Chinese AI startup, has staged one of the most rapid stock recoveries in the city's nascent large-model sector, with shares surging 78.21% in the seven trading days following the July 31 release

Huawei Ascend: How China Built Its Own AI Chip Ecosystem Under Sanctions

What Is the Huawei Ascend Program? Huawei's Ascend is a family of AI processors — and the broader hardware-software ecosystem built around them — developed entirely in-house by the company's semiconductor division, HiSilicon. The program spans custom chip architecture (DaVinci), a proprietary operator library (CANN), a

Apple Turns to CXMT as AI Memory Crunch Reshapes the Global DRAM Market

Apple is evaluating DRAM chips from Changxin Memory Technologies (CXMT) for use in iPhones and MacBooks, a move that would mark the first time the Cupertino company has sourced memory from a Chinese supplier — and signals how severely the AI compute boom has distorted the global semiconductor supply chain. The

Alibaba Cloud’s AI Data Center Revolution Moves Competition Beyond Chips

Alibaba Cloud has compressed the construction timeline for large-scale AI data centers to 100 days—a fraction of the 12-to-18-month industry benchmark in the United States—while simultaneously reducing build costs by more than 10%, signaling a fundamental reengineering of how hyperscale AI infrastructure gets built