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China Tech

A collection of 10 issues

How CXMT's 4F² DRAM Architecture Is Rewriting the Rules of Memory Chip Design

Understanding the Geometry: Why 4F² Changes Everything At the heart of every DRAM chip sits a deceptively simple building block: one transistor paired with one capacitor. The "F" in 4F² refers to the minimum feature size achievable by a given lithography process—essentially, the thinnest line a chipmaker

ChinaBiz Briefing: DeepSeek's $13.9B Round, Alibaba's AI Agent, China NEV Rebate Cut, and ByteDance's Safety Push

China's technology and mobility sectors are undergoing simultaneous structural recalibrations. In a single news cycle, DeepSeek doubled its funding round and accelerated its IPO timeline, Alibaba unveiled an AI agent capable of negotiating refunds autonomously, Beijing began winding down NEV export subsidies, and ByteDance embedded safety research at

Manus Parent Butterfly Effect Raises $500M+, in China’s Largest AI App Deal

Backed by Boyu Capital and IDG, the autonomous agent startup reclaims independence from Meta and bets on a domestic product launch to challenge Tencent, Alibaba, and ByteDance on their home turf. Butterfly Effect, the parent company of AI agent platform Manus, has closed a funding round exceeding $500 million, the

Tencent, Alibaba Wage AI Context War as Agent Harnesses Emerge as China's Next Platform Battleground

China's two largest internet platforms are pursuing sharply divergent strategies to capture the agentic AI layer, with Bernstein analysts arguing that neither Tencent Holdings nor Alibaba Group Holding is currently priced for the option value embedded in their respective harness buildouts — both trading at 11-12x 2027 estimated

China's Humanoid Robotics Industry: From Demo Stage to Commercial Reality

What it takes to build a sustainable robotics business — and why hardware alone is no longer enough What Is the Humanoid Robotics Industry, and Where Does It Stand Today? Humanoid and legged robotics represents a category of automation fundamentally different from conventional industrial machinery. Unlike fixed robotic arms on a

ChinaBiz Briefing | NIO-Geely Charging Alliance, AI Talent Wars, and Unitree's Supply-Chain Gamble

China's technology and mobility sectors delivered a dense week of structural shifts: an equity-backed infrastructure merger that could redraw the EV charging map, a bifurcating AI talent market where compensation has hit its ceiling, a candid reckoning with the limits of China's overseas EV ambitions,

ChinaBiz Briefing | Alibaba's 20GW AI Bet, ByteDance Goes Physical, Unitree's Dexterous Hand, and a VLA Breakthrough

China's technology sector is undergoing a structural shift — from algorithm-first, asset-light strategies toward deep infrastructure ownership and hardware sovereignty. In a single day, Alibaba disclosed its most ambitious AI compute roadmap to date, ByteDance completed a multi-billion-dollar land acquisition spree in Beijing, and Unitree

Xiaomi Redraws AI's Price-Performance Frontier with MiMo-V2.6 launch

Xiaomi has launched and fully open-sourced its MiMo-V2.6 model series, deploying a $3.47 million reinforcement learning training campaign to deliver benchmark scores that rival closed-source frontier models — then pricing the API at a fraction of what Western competitors charge, effectively setting a new cost-performance

ByteDance’s Infrastructure Bet: From Algorithms to Real Estate

ByteDance, the Cayman Islands-registered parent of TikTok and Douyin, has spent roughly RMB 9 billion ($1.25 billion) acquiring four land parcels across Beijing in less than a year, signaling a shift from an asset-light operating model toward long-term infrastructure ownership as the company accelerates investment in

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.