Computing Power Demand Keeps Rising: How to “Scale Up” and Where Should the Focus Be?China Hardware China Software Tech in ChinaAI, China Telecom, Computing Power, DeepSeek, Digital Economy, Geely, Huawei, Infrastructure, Leapmotor, ZTE September 7, 2025
China computing power: How fast is capacity scaling, and where will future efforts focus?China Hardware China Software Tech in ChinaAI infrastructure, China Telecom, Computing Power, Data Centers, Geely, Huawei, Leapmotor, ZTE September 7, 2025
OpenAI Expects Nearly $10B from ChatGPT This Year; Analysts Say GPT-5 Creates Big Opportunities for Hardware and App VendorsAI in China China Hardware China SoftwareAI infrastructure, ChatGPT, GPT-5, Hardware Demand, Nvidia, OpenAI, Software Monetization, TSMC September 6, 2025
Shenzhen Xinkailai (Xin Kailai 新凯来) Semiconductor Equipment Orders Exceed ¥10 Billion RMB ($1.4 Billion USD)China Hardware Tech in ChinaDomestic Procurement, Hua Hong Group, Pengxinwei, Semiconductor Equipment, Shenzhen Xinkailai, SMIC, Supply Chain, Yangtze Memory September 5, 2025
AI glasses lead the charge as the consumer‑electronics landscape splits into winners and losersAI in China China HardwareConsumerElectronics, SmartGlasses, WearableTech, 华勤技术, 工业富联, 歌尔股份, 立讯精密, 蓝思科技 September 3, 2025
MIIT: Promoting Direct Satellite Connectivity for Mobile Devices and Accelerating Widespread AdoptionChina Hardware China Software Tech in China5G, 6G, BeiDou, LEO, MIIT, NTN, Satellite Communication, TianTong August 27, 2025
Huawei to Launch New AI SSD Product, Reshaping the AI Storage MarketAI in China China HardwareAI Storage, Biwin Storage Technology, Huawei, Netcom Technology August 25, 2025
Kosun New Materials (Kosun Xinyuan 科创新源) Reports 521% Increase in Net Profit for H1 2025China Finance China Hardware5G, Kosun New Materials, Semiconductor, Tiantie Technology, Tongcheng New Material, Zhen'an Technology August 24, 2025
Luxshare Precision Nvidia AI chip news — A-Share Tech Leader Discloses Major GB200 & GB300 AI Server UpdatesChina Finance China Hardware Tech in ChinaAI Servers, Cambridge Technology, Crystal Optoelectronics, Institutional Investment, Luxshare Precision August 24, 2025
China computing power: MIIT Launches Targeted Empowerment Actions for Education, Healthcare, and EnergyChina Hardware China Software Tech in ChinaChina Computing Platform, Computing Power, Data Centers, MIIT August 23, 2025
The Great PCB Shakeup: How Nvidia’s AI Boom Crowned a New King Over Apple’s Top SupplierChina Hardware Tech in ChinaAI Hardware, Apple, Nvidia, PCB, PDD Holdings, Winsun Technology August 23, 2025
Cambricon’s Meteoric Rise: Inside the AI Chip Giant’s $11.9B DayChina Hardware China Startups Tech in ChinaAI Chips, Cambricon, DeepSeek, Semiconductors, SMIC August 23, 2025
China’s Electronics Sector Just Dethroned Banking with a $1.57 Trillion Market Cap – Here’s WhyChina Finance China Hardware Tech in ChinaAI, Cambricon, Foxconn Industrial Internet, Government Funding, Hygon Information, Semiconductors August 22, 2025
Rare Earth Prices Explode: Why China’s Tech Gold Rush is Just Getting StartedChina Finance China Hardware Tech in ChinaGeopolitics, JL MAG Rare-Earth Co., Northern Rare Earth, Rare Earth Elements, Shenghe Resources, Supply Chain August 21, 2025
DeepSeek’s New AI is Playing the Long Game, Betting on China’s Homegrown Chips with UE8M0 FP8AI in China China Hardware China SoftwareAI Model, Anthropic, DeepSeek, Semiconductors, UE8M0 FP8 August 21, 2025
China’s Next-Gen Military Hardware: A Deep Dive into the Upcoming UnveilingChina Hardware China RoboticsDefense Technology, Hypersonic Weapons, Military Tech, Strategic Missiles August 20, 2025
China Unveils New Generation Military Equipment: A Breakdown of Hypersonic Missiles, Drones, and Strategic TechChina Hardware China Robotics Tech in ChinaHypersonic Missiles, Military Tech, PLA, Unmanned Systems August 20, 2025
From Lab Falls to City Streets: Is Zhuyuan’s 24-Hour Challenge the Tipping Point for Humanoid Robots?China Hardware China Robotics Tech in ChinaFar-Voyager A2, Humanoid Robots, Robot Commercialization, Zhuyuan Robotics August 18, 2025
Huahong Halts Trading in Major Move to Acquire Huali Micro, Streamlining China’s Semi SpaceChina Finance China HardwareHuahong, Huali Micro, Mergers and Acquisitions, Semiconductor Industry August 17, 2025
OpenAI’s Trillion-Dollar AI Infrastructure Plan is Kicking Off an Investment Gold RushChina Finance China Hardware Tech in ChinaAI infrastructure, Alibaba, ByteDance, Cloud Computing, Nvidia, OpenAI, Oracle, Tencent August 16, 2025
CATL’s Lithium Mine Shutdown: A Deep Dive Into China’s High-Stakes Lithium GameChina Finance China Hardware Tech in ChinaCATL, Ganfeng Lithium, Gotion High-Tech, Lithium Mining, Raw Materials, Supply Chain August 14, 2025
Apple’s Secret AI Robot Could Be Your Next Desktop Companion — Here’s the Full BreakdownChina Hardware China RoboticsAI, Apple, Google Nest, Robotics, Siri August 13, 2025
China Just Injected ¥188 Billion for Equipment Upgrades, Sparking a ¥1 Trillion Ripple EffectChina Finance China Hardware Tech in ChinaEconomic Stimulus, Government Spending, Infrastructure Investment, NDRC August 13, 2025
The Liquid Cooling Gold Rush: Decoding a $16.2 Billion AI & Data Center OpportunityChina Finance China Hardware Tech in ChinaAI, AMD, Data Centers, Feirongda, Huazheng New Material, Nvidia, Servers, Zhisheng Tech August 12, 2025
Japan’s Fuel Cell Breakthrough: Slashing Costs & Paving the Way for a Hydrogen FutureChina Hardware China Software Tech in ChinaClean Energy, Hydrogen Fuel Cells, Kyushu University, Materials Science August 12, 2025
eVTOL Batteries Hit a Tipping Point: What You Need to Know for 2026 and BeyondChina Hardware China Vehicles Tech in ChinaAerospace, Batteries, CALB, CATL, eVTOL, Sunwoda August 11, 2025
Foxconn’s Fii Unit Sees 38% Profit Surge: A Deep Dive into the H1 2025 FinancialsChina Finance China Hardware Tech in ChinaAI Hardware, Cloud Computing, Data Centers, Fii, Foxconn August 10, 2025
China Just Launched the Xinjiang-Tibet Railway Company with a Staggering $13 Billion BetChina Finance China HardwareChina State Railway Group Co., Infrastructure, Ltd., Transportation, Xinjiang-Tibet Railway Company August 9, 2025
China’s Medical Device Exports are Booming: A Deep Dive into FDA-Approved Stents & The Next Big Investment WaveChina Finance China Hardware Tech in ChinaExports, FDA, Frost & Sullivan, Golden Credit Securities, Investment, Medical Devices, Sinocare Medical, SinoShenchang August 9, 2025
China Just Launched a ¥95 Billion Railway Company. Here’s Why the Xinjiang Stock Sector is Exploding.China Finance China HardwareChina State Railway Group Co., Infrastructure, Investment, Ltd., Xinjiang-Tibet Railway Company August 8, 2025
China Goes All-In on Brain-Computer Interfaces: A Deep Dive into the New National StrategyChina Hardware China Software Tech in ChinaBrain-Computer Interfaces, Chinese Academy of Sciences, Healthcare, Huashan Hospital, National Strategy, R&D August 8, 2025
China’s Big Bet on Brain-Computer Interface: New Policy Ignites BCI Stocks and Tech RaceChina Hardware China Software Tech in ChinaApple, BCI, Brain-Computer Interface, Healthcare, Innovation Medical, Jihua Group August 7, 2025
PEEK Materials: The High-Stakes Bet on the Future of Humanoid RobotsChina Hardware China RoboticsAdvanced Materials, Huitong, Kingfa Technology, Robotics Materials, Zhongyan August 7, 2025
Unitree’s New A2 Robot Dog Just Dropped: Here’s What It Means for the Robotics Market & A-Share InvestorsChina Finance China Hardware China RoboticsA-Share Market, Boston Dynamics, Deep Robotics, Robot Dogs, Robotics Market, Unitree Robotics August 6, 2025
CPO Leader Eoptolink Skyrockets: Inside the Top Chinese Stocks Institutions Are Piling IntoChina Finance China Hardware Tech in ChinaAI infrastructure, Dosilicon, Eoptolink, High-Tech Manufacturing, Institutional Investment, Tongguan Copper Foil August 2, 2025
China’s Big Bet on Smart Factories: A Deep Dive into the New Mechanical Industry Digital Transformation PlanChina Hardware China Robotics China SoftwareDigital Transformation, Manufacturing, Ministry of Industry and Information Technology, Smart Factories August 1, 2025
China’s Mega-Plan for 500+ Smart Factories: A Deep Dive into the Machinery Industry’s Digital OverhaulChina Hardware China Robotics China SoftwareDigital Transformation, Intelligent Manufacturing, Ministry of Industry and Information Technology, Smart Factories August 1, 2025
China’s Plan for the Digital Transformation of the Machinery Industry: 500+ Smart Factories by 2030China Hardware China Software Tech in ChinaDigital Transformation, MIIT, Smart Factories, Smart Manufacturing August 1, 2025
China vs. NVIDIA: Regulators Grill Tech Giant Over H20 AI Chip SecurityAI in China China Hardware Tech in ChinaCyberspace Administration of China, Data Security, Nvidia, Techno-Nationalism July 31, 2025
Edge AI is Exploding: A Deep Dive into the Smart Glasses, Humanoid Robots, and On-Device AI Dominating 2025AI in China China Hardware China RoboticsAlibaba, Edge AI, Honor, Humanoid Robots, JD.com, Keenon Robotics, OPPO, Rokid, Smart Glasses, Tencent, Unitree Robotics, XREAL July 27, 2025
Neuralink’s AI Bionic Eye: The Push to Restore Sight with Brain-Computer InterfacesChina Hardware China Software Tech in ChinaBCI, Brain-Computer Interface, Healthcare, Neuralink, Tesla, Yanshan Technology July 26, 2025
China’s STAR Market Is Fast-Tracking Unprofitable Tech IPOs: Here’s Who’s in the QueueChina Finance China Hardware China StartupsBiosensors International Group, Biotech, Healthcare, IPO, Medical Devices, Sinorobotics, STAR Market July 19, 2025
The AI Boom’s Unsung Hero: Why Ruthenium’s Price is Quietly Eclipsing PlatinumChina Hardware Tech in ChinaAI, Cloud Computing, Hard Drives, IDC, Johnson Matthey Plc, Ruthenium July 17, 2025
US Launches National Security Probe Into Drone and Polysilicon Imports: What You Need to KnowChina Hardware China Robotics Tech in ChinaDrones, National Security, Polysilicon, Supply Chain July 14, 2025
Xinyisheng Forecasts a Mind-Blowing 385% Profit Surge: Here’s Why This AI Stock is on FireAI in China China Finance China HardwareAI infrastructure, Earnings forecast, Optical modules, Xinyisheng July 14, 2025
Apple’s M5 Chip Shakes Up Roadmap: iPad First, MacBook Pro & AI Hub DelayedChina Hardware Tech in China9to5Mac, Apple, Bloomberg, Cailianshe, chip development, Consumer Electronics, Mark Gurman, product roadmap July 11, 2025
NVIDIA Smashes $4 Trillion Market Cap: What’s Fueling the AI Gold Rush?China Hardware China Software Tech in ChinaAI, Apple, Cadence Design Systems, Chip Industry, Investment, Market Analysis, Nvidia, Siemens, Synopsys July 9, 2025
China’s Northern Rare Earth Signals a Staggering 2000% Mid-Year Profit ExplosionChina Finance China Hardware Tech in ChinaBeifang Xitu, China North Rare Earth (Group) High-Tech Co., Critical Materials, green energy, Ltd., Rare Earth Elements, Sustainable Technology July 9, 2025
China’s DRAM Giant Changxin Technology Kicks Off IPO, Backed by a Staggering ¥140 Billion ValuationChina Finance China Hardware Tech in ChinaAlibaba, Changxin Technology, GigaDevice, IPO, Semiconductors, Tencent Investment July 7, 2025
China’s Big Play: Inside the PBOC’s Global RMB Push, Tech’s Subsidy Wars, and a New “Shipbuilding King”China Finance China Hardware Tech in ChinaAlibaba, China CSSC Holdings, China Shipbuilding Industry Corporation, Currency, Meituan, PBOC, Shipbuilding, Tariffs July 6, 2025
