Topic

Chip

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.

Cambricon's H1 Revenue Miss Exposes Delivery Bottleneck at China's AI Chip Champion

China's most closely watched domestic AI chipmaker posted first-half revenue of RMB 5.996 billion (US$833 million), doubling year-on-year — yet the headline growth masked a sharp Q2 deceleration that blindsided institutional investors and sent the stock under pressure, revealing a structural gap between order

ChinaBiz Briefing | DeepSeek Reprices AI, CXMT Rebuffs Apple, China Robots Go Global

China's technology sector delivered five high-signal stories on August 6 that collectively point to a single structural shift: the balance of power in critical technology supply chains is being redrawn, and Chinese companies are increasingly setting the terms. From AI pricing to semiconductor supply to humanoid robotics,

CXMT Rejects Apple's Discount Demand, Signaling a Chip Supply Shift

Apple's attempt to use ChangXin Memory Technology as a price-leverage tool against Samsung and SK Hynix has backfired — the Chinese DRAM maker refused to undercut Korean rivals, exposing how the AI-driven memory supercycle has stripped the iPhone maker of its legendary supply-chain dominance. The rejection,

ChinaBiz Briefing | Alibaba's 2.4T AI Model, DeepSeek's Cost Edge, Leapmotor's 100K Record

China's technology and industrial sectors delivered a dense set of signals on Sunday and Monday: frontier AI models are closing the gap with Western rivals on both performance and price; the EV delivery race is fracturing into clear tiers; domestic chip companies are mounting a credible challenge to

Horizon and D-Robotics Are Building China’s Answer to NVIDIA’s Physical AI Empire

Two Chinese chip companies are mounting the most credible challenge yet to NVIDIA's dominance in autonomous driving and embodied AI — not by outperforming its silicon, but by undercutting its economics and replicating its ecosystem playbook. The convergence of Horizon Robotics and its sister company D-Robotics onto a

Xiaomi Set to Be First Customer for SK Hynix's LPDDR6 Mass Production

Xiaomi is poised to become the first smartphone manufacturer to receive SK Hynix's next-generation LPDDR6 mobile memory chips, as the South Korean chipmaker prepares to begin mass production in the second half of 2026, according to a report by Korean outlet Herald Business. SK Hynix completed development

ChinaBiz Briefing | CXMT Debut, CATL's 587Ah Cell, Tencent AI Overhaul, AgiBot IPO Push

China's technology and capital markets delivered a dense cluster of structural signals on July 27 — spanning memory, batteries, AI, robotics, and semiconductors. Taken together, the day's developments illustrate a common theme: Chinese technology companies are no longer merely benefiting from policy tailwinds. They are demonstrating commercial

CATL's 587Ah Cell and the New Economics of Energy Storage

How the world's largest battery maker is reshaping the cost curve — and why it matters beyond the headlines What Is Happening, and Why Does It Matter? A single product announcement from a Chinese battery manufacturer rarely rewrites industry economics. But when that manufacturer is CATL — which holds roughly

China’s Semiconductor Breakout: From Policy Support to Commercial Scale

China's STAR Market semiconductor cohort is delivering its most compelling earnings cycle in years, with select companies posting revenue growth exceeding 300% in the first half of 2026 — a confluence of AI-driven compute demand, a memory industry upcycle, and Beijing's deepening domestic substitution mandate that

CXMT's Mega IPO: What It Means for China's DRAM Industry

What Is Changxin Memory, and Why Does Its IPO Matter? On July 27, 2026, Changxin Memory Technologies (stock code: 688825) began trading on the Shanghai Stock Exchange's STAR Market — China's technology-focused equity board. With an issuance valuation of approximately RMB 579.2 billion (roughly USD

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