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miHoYo Commits RMB 100 Billion to AI, Repatriates Silicon Valley LLM Team

The maker of Genshin Impact is staking up to RMB 100 billion (US$13.9 billion) on artificial intelligence over three years — a capital commitment that repositions the privately held gaming giant as a technology infrastructure company competing directly in China's crowded large language model race. At a

ChinaBiz Briefing | Big Tech’s AI Split, SMIC Surge, and Li Auto’s Flagship Bet

First-quarter 2026 earnings reveal a stark turning point for Chinese technology and manufacturing giants: the brutal cost of innovation is forcing a divergence in capital allocation. Across e-commerce, semiconductors, and smart hardware, companies are fracturing between those subsidizing open-ended AI scale and those fiercely protecting near-term

Li Auto Bets Its Flagship Revival on AI Horsepower as Competition Intensifies

Li Auto launched the redesigned L9 flagship SUV on Thursday afternoon, staking its product-line recovery — and arguably its stock re-rating — on a vehicle priced up to RMB 559,800 (US$77,750) that the company's own chief executive has called "the starting point of embodied-

Honor Pivots to Hardware-Heavy AI ‘RobotPhone’ to Arrest Market Slide and Salvage Stalled IPO

Honor is pivoting to radical hardware innovation—a smartphone equipped with a mechanical micro-gimbal—in a high-stakes bid to arrest a severe domestic sales slump, differentiate its artificial intelligence strategy, and resuscitate a stalled initial public offering. On May 15, 2026, CEO Li Jian announced the third-quarter

SMIC Raises Full-Year Outlook as Domestic Orders Drive Q2 Guidance Well Above Consensus

China's largest foundry is accelerating into mid-2026, with a second-quarter revenue forecast that outpaces its own prior guidance by a wide margin — a signal that domestic semiconductor self-sufficiency spending is translating into hard backlog. Semiconductor Manufacturing International Corporation (SMIC) reported first-quarter 2026 revenue of

China’s $15.7 Billion Robotics Export Surge Maps a Post-EV Globalization Playbook

China’s robotics sector exported a record RMB 113.2 billion (US$15.72 billion) in the first quarter of 2026, executing a global expansion strategy that deliberately avoids the margin-crushing price wars and tariff vulnerabilities currently plaguing the country's electric vehicle industry. Customs data reveals a

China’s Big Tech Fractures Over AI Monetization Timelines in Q1 2026

China's technology giants are pursuing sharply divergent artificial intelligence strategies in 2026, creating a divide between companies prioritizing AI scale and those focused on protecting profitability as they search for sustainable monetization paths. First-quarter earnings reveal a stark turning point in capital allocation: Alibaba is draining its

ChinaBiz Briefing: Alibaba's 95% Profit Wipeout, Tencent's AI Firewall, and China's EV Triumvirate

Today's developments expose the stark financial realities of China's artificial intelligence arms race and the maturing aggression of its electric vehicle sector. Tech giants are reallocating capital aggressively toward generative AI investments, resulting in drastically divergent market reactions. Simultaneously, China's leading EV makers are

WeRide Reports Revenue Surge as Robotaxi Fleet Hits 2,800 Vehicles

Chinese autonomous vehicle operator WeRide posted RMB 114 million (US$15.8 million) in Q1 2026 revenue, marking its fourth consecutive quarter above RMB 100 million as registered Robotaxi users doubled year-over-year. WeRide Technologies Inc., the Guangzhou-based autonomous driving company operating across eight countries, reported Q1 2026

Kuaishou's AI Spinoff Raises Questions as Unit Nears Two-Thirds of Parent's Value

Kuaishou Technology is engineering a spinoff of its AI video-generation unit Kling AI at a $20 billion target valuation, a move that has exposed a structural paradox: a subsidiary generating less than 1% of group revenue is being priced at roughly two-thirds of its parent company's