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In-depth analysis of China’s semiconductor industry, covering chips, GPUs, AI accelerators, manufacturing, and supply chain constraints. This section focuses on policy support, capital markets activity, and efforts toward technological self-reliance.

ChinaBiz Briefing: MiHoYo's AI Pivot, ByteDance Robots, Unitree's Valuation Squeeze, and Kimi's Apology Crisis

China's technology and capital markets are flashing a consistent signal this week: the strategic bets made in 2021 are now paying out — or extracting their cost. From a Shanghai game studio quietly becoming one of China's most consequential AI investors, to Volkswagen weighing whether to export

China's CXMT to Launch HBM3E Production Despite Low Yields, Report Says

China's leading memory chipmaker is preparing to begin commercial production of advanced high-bandwidth memory chips used in artificial intelligence applications, even as its manufacturing yields remain a fraction of those achieved by global industry leaders, according to sources familiar with the matter. According to Reuters' exclusive

China's GPU Makers Face a Two-Front War—and Software Is the Costlier Battle

The race to dislodge Nvidia from China's AI infrastructure is not primarily about silicon—it is about whether domestic chipmakers can transform bespoke engineering labor into reusable software assets before their balance sheets run dry. China's homegrown GPU vendors—Metax Technology, Moore Threads, Cambricon Technologies, and

Cambricon Clears the Air on Shipment Rumors as Inventory Surge Draws Scrutiny

Cambricon Technologies deflects a viral shipment forecast while its RMB 11.67 billion inventory pile forces investors to confront a harder question: is strategic stockpiling a sign of demand confidence or a margin time bomb? At its third-quarter earnings call on Oct. 26, Cambricon Technologies Chairman and CEO Chen

China's AI Chip Arms Race Shifts from Software to Silicon as XHEART Closes Strategic Round

Physical AI chipmaker XHEART has secured a cumulative RMB 5 billion in funding, with Renault Group, Chery Automobile, and memory giant CXMT joining its cap table—a constellation of investors that reveals how China's autonomous driving industry is abandoning pure-software strategies to fight for control at the

ChinaBiz Briefing: Keeta's Brazil Bet, ZXMT, Tencent's Eight Lost Years，MiniMax, Pop Mart and Xpeng in Focus

China's tech and business landscape is navigating a complex inflection point: domestic internet giants face structural valuation compression while overseas ambitions — in food delivery, AI software, and motorcycle racing — are accelerating with unusual conviction. This edition spans five sectors, each illustrating a different dimension of China Inc.'

Li Auto's Mach Cores Hits $2.3B Valuation as EV Makers Build Chips In-House

Li Auto has spun out its in-house artificial intelligence chip unit at a post-money valuation of RMB 16.63 billion (US$2.31 billion), transforming a four-year stealth R&D program into a standalone unicorn — and laying bare the accelerating race among Chinese electric vehicle makers

ChinaBiz Briefing: MiniMax Challenges DeepSeek, Unitree Surges, China's AI Export Rules

China's technology and industrial sectors delivered a dense week of signals: a profit crisis masked by record auto export volumes, a new competitive duopoly in lightweight AI models, sweeping export controls on frontier AI software, a policy-driven robotics re-rating, a capital consolidation milestone in autonomous logistics,

ChinaBiz Briefing: NIO Beats German Trio, DeepSeek Goes Mass Market, Tencent Enters Short Drama War

China's technology and automotive sectors delivered a concentrated set of structural shifts this week. A domestic EV brand outsold every German luxury marque in China for the first time. The country's most technically credible AI lab made its clearest pivot toward consumer users. And Tencent launched

Alibaba’s XuanTie Chips Top 6B Shipments, Debut Auto Processor

Alibaba Group's Damo Academy has shipped more than 6 billion units of its XuanTie RISC-V processor IP to date, the institute's chief scientist announced at the sixth RISC-V China Summit in Shenzhen, underscoring the growing commercial traction of the open-source chip architecture in