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China Secures 6G Spectrum as US Spectrum Bottleneck Deepens Global Race

China's telecommunications regulator has granted approval for 6G field trials using the 6425-7125MHz band—a 700MHz continuous spectrum segment industry experts call the "golden zone"—marking the nation's transition from laboratory testing to commercial deployment ahead of its 2030 launch target. The move

China's Tech Assets Hit Record Valuations as AI Sovereignty Drives Global Reallocation

China's technology sector is experiencing a fundamental revaluation that extends far beyond cyclical market dynamics, with key indicators suggesting a structural shift in global capital allocation toward Chinese tech assets. Record-Breaking Market Performance The transformation is most visible in the headline numbers. Cambricon, China's leading

Kimi vs. DeepSeek: Diverging Paths in China's AI Race

Two of China's leading AI startups—Kimi (backed by Moonshot AI) and DeepSeek—announced massive funding rounds within days of each other this week, exposing a fundamental split in how investors value commercial traction versus long-term infrastructure potential in the generative AI sector. Kimi closed approximately $2

DJI and Insta360 Ignite Premium Pocket Camera War with Dual-Lens May 2026 Releases

Chinese imaging hardware giants DJI and Insta360 are bracing for a direct collision in the premium vlogging market this May, as leaked specifications reveal both companies are integrating 1-inch sensors, dual-lens arrays, and high-end brand optics into their next-generation pocket gimbals. The imminent launch of DJI’

China’s Tech Giants Fracture the 2026 Wearable Market With Screenless AI Optics

The battle for the next computing platform has bifurcated the global tech industry in 2026, as Chinese hardware and software conglomerates systematically abandon built-in displays to prioritize ultra-lightweight AI glasses, aiming to disrupt Meta Platforms Inc.’s early market dominance. The global AI smart glasses sector has officially

Nio Escalates Premium EV Arms Race With ES9 Flagship Tech Integration

Nio is cementing its defense of China’s ultra-luxury electric vehicle segment by opening configurations for its ES9 flagship SUV, a model heavily relying on proprietary silicon and advanced mechanical architecture to counter escalating margin pressures in 2026. The rollout of test drives and the digital configurator on May

ChinaBiz Briefing: Baidu Chip Unit's $13B IPO, Pop Mart Overseas Slump, AI Unicorn Boom

China's tech sector shows diverging fortunes: AI chip makers race to raise capital, consumer brands face overseas headwinds, AI startups hit $140 billion in combined valuation, and domestic semiconductor capacity surges past global rivals. Baidu's Kunlunxin Targets HK$100 Billion Dual Listing Baidu's AI

Baidu Chip Unit Kunlunxin Advances Dual-Listing Strategy With HK$100 Billion Valuation Target

Baidu is aggressively accelerating the capitalization of its semiconductor operations, with its artificial intelligence chip subsidiary Kunlunxin reportedly initiating an IPO process on Shanghai’s STAR Market to complement a concurrent Hong Kong listing targeting a valuation near HK$100 billion. The strategic dual-listing maneuver, anchored by a confidential

Pop Mart Q1 2026 Preview: Overseas Markets Face Sequential Decline

Pop Mart International faces mounting pressure as its overseas expansion shows signs of structural weakness heading into its mid-May operational update, according to a Deutsche Bank analysis projecting total Q1 2026 revenue of RMB 8.9 billion (US$1.24 billion), up 73% year over year but masking a

How China Built 22% of the World's Chip Capacity

Between 2014 and 2026, China's share of global semiconductor wafer production capacity grew from less than 10% to a projected 22.3%, enough to rank first globally ahead of South Korea and Taiwan. That rise represents one of the fastest industrial expansions in modern technology history. But the