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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

China's AI "Four Dragons": The Startups Behind a $140 Billion Boom

In less than two years, China has produced four AI startups with a combined valuation exceeding 1 trillion yuan (roughly $140 billion). Their rise has become one of the most closely watched developments in the global AI race, especially as China pushes to build domestic alternatives to U.S.-dominated

Huawei Targets Premium Wearable Market With Global Watch FIT 5 Launch

Huawei Technologies expanded its international consumer electronics footprint with the global release of the Watch FIT 5 series in Bangkok, signaling a targeted push into the premium sports wearable segment traditionally dominated by Apple and Garmin. The mid-2026 rollout, headlined by a Pro variant featuring a 3,000-nit

Tsinghua's GS-Playground Shatters AI Robot Training Costs

A Chinese research consortium has launched an open-source robotic simulator that bypasses the massive compute bottlenecks of training embodied AI in photo-realistic virtual environments, posing a direct structural challenge to existing industry standards. As the robotics sector aggressively pivots from basic physical locomotion to complex, vision-based decision-

ChinaBiz Briefing: CATL Sodium-Ion Push, CAS Space IPO, Kimi AI $20B Valuation, DeepSeek State Funding

China's strategic technology sectors are experiencing a rapid convergence of state capital, market validation, and technical breakthroughs. Today's developments span battery chemistry shifts addressing supply chain vulnerabilities, commercial space's first IPO race, AI startups achieving unprecedented valuation velocity, and Beijing's direct intervention

CATL's Sodium-Ion Strategy: Why Morgan Stanley Says Markets Miss the 1,000 GWh Opportunity

Contemporary Amperex Technology (CATL), the world's largest battery manufacturer, faces skepticism over its sodium-ion battery commercialization strategy. A new Morgan Stanley analysis argues that markets fundamentally misunderstand both the strategic rationale and potential scale of CATL's Naxtra sodium-ion platform. The Market Disconnect on Sodium-

CAS Space Eyes IPO With $21 Billion Valuation After 11 Launches

Guangzhou-based rocket maker races four rivals for China's first commercial space listing as national satellite projects fuel demand CAS Space, China's first mixed-ownership commercial rocket company, has filed for a Sci-Tech Innovation Board IPO, positioning itself as the frontrunner among five major private

Sanhua Holdings Posts Narrow Revenue Growth as Auto Unit Rescues Q1 Amid Cooling Demand Slowdown

Chinese thermal management components manufacturer Sanhua Holding Group (2050.HK) returned to revenue growth in the first quarter of 2026 after two consecutive quarterly contractions, driven by unexpected strength in its automotive division despite a challenging macroeconomic backdrop. The Hangzhou-based supplier posted Q1 revenue of RMB 7.77 billion

China's National Chip Fund Eyes $45 Billion DeepSeek Investment

China's flagship semiconductor investment vehicle is in advanced talks to anchor DeepSeek's debut external funding round, potentially valuing the AI startup at $45 billion—a dramatic signal of Beijing's strategic pivot toward homegrown foundation models as U.S. export controls tighten around advanced chips.

Kimi AI Valuation Quadruples to $20 Billion in Six-Month Fundraising Sprint

Chinese AI startup Moonshot AI (operator of Kimi chatbot) is closing a $2 billion funding round at a post-money valuation exceeding $20 billion, according to information obtained by LatePost. Meituan's Longzhu Capital is leading the investment with over $200 million, joined by China Mobile and CPE. The