Weekly Dose of China Tech [9.14.2026]
BYD reached 1,000 orders in Japan within two weeks of launching a tiny electric kei-car on July 28, the fastest order ramp for any BYD model in that market, as the company crossed 50% overseas revenue…
BYD reached 1,000 orders in Japan within two weeks of launching a tiny electric kei-car on July 28, the fastest order ramp for any BYD model in that market, as the company crossed 50% overseas revenue…
Cloudera struck a partnership with French AI lab Mistral to integrate Mistral's frontier AI models into Cloudera's hybrid data and AI platform, giving enterprises a secure path to build and run custom…
DeepSeek has committed to roughly 160,000 Huawei Ascend 950DT chips for a new gigawatt-scale data center in Ulanqab, Inner Mongolia, an order valued at about $2.6 billion that could take over a year t…
China's exports surged 25% year on year in August in US dollar terms, matching forecasts and accelerating from 23.9% growth in July, as overseas demand for high-tech and AI-related products buoyed the…
China's AI infrastructure buildout is shifting focus from chips to electricity, memory, and data centers, with Ulanqab's computing capacity jumping from 3.3GW to 12.5GW in under a year, and CXMT's LPD…
Taiwan is leveraging its dominance in advanced chipmaking to negotiate preferential access with the US, EU, and Japan, with President Lai Ching-te telling SEMICON Taiwan that Taiwanese firms are expan…
Xiaomi's custom XRING O3 chip, fabricated on TSMC's N3P process, has achieved record benchmark scores, with Geekbench 6 multi-core reaching 15,221 points and AnTuTu V11 scoring 5.22 million, surpassin…
Chinese memory chipmaker CXMT has begun small-scale production of HBM3E and is testing it with domestic AI chip developers, according to The Information, a move that could increase competitive pressur…
YMTC, China's largest NAND flash manufacturer and the third-largest global supplier by shipments, is preparing an IPO on the Shanghai STAR market to fund its pivot to high-value AI enterprise SSDs. Th…
Samsung Electronics shares fell up to 10% on July 7 and over 13% on July 28, marking the stock's worst day in three weeks, as the broader memory chip sector slid on investor doubts about AI spending a…
Alibaba Group Holding Ltd. reported a 75% drop in net income for the quarter ended June 30, 2026, and announced a HK$80bn ($10.2bn) share placement in Hong Kong to fund AI investment, the largest prim…
The Star 50 Index, dominated by technology firms with 86% of its constituents in information technology, has outperformed the CSI 300 Index by about 30% in 2026, emerging as the key gauge for China's …
Unitree Robotics, the Hangzhou-based maker of backflipping humanoid robots, surged 460% in its stock market debut on Shanghai's STAR Market on Wednesday, closing at 845 yuan ($125.40) per share and va…
Unitree Robotics, officially Yushu Technology, will begin trading on the Shanghai Stock Exchange on Aug 19 after raising 6.1 billion yuan (US$904 million) in an IPO, making it the first publicly trade…
China's semiconductor industry is projected to generate $245 billion in revenue in 2025, a 22% increase from the prior year, cementing its position as the largest national chip market. SMIC, China's l…
MIT Technology Review reports that Moxie, a 15-inch-tall robot designed to assist neurodivergent children, faced service shutdowns after its maker went out of business, exposing the promise and pitfal…
A state-backed Shanghai entity announced in July 2026 that it has commenced mass production of immersion DUV lithography tools targeting 28nm processes, with initial deliveries headed to SMIC, China's…
CXMT, a memory chipmaker central to China's AI infrastructure, overtook Tencent Holdings on Aug 13 to become China's most valuable company with a market capitalization exceeding half a trillion dollar…
Apple Inc. is testing memory chips from China's ChangXin Memory Technologies (CXMT) across its product lines, including iPhones and MacBooks, and is seeking White House approval to use them in product…
China's CXMT, formerly ChangXin Memory Technologies, reached a market value of $540.5 billion on Friday, making it the world's 24th-most-valuable company and just behind Intel at $552.6 billion, accor…