Semiconductor equipment stocks open broadly higher; Changchuan Technology hits straight 20cm limit-upChina Finance China HardwareA-Shares, Changchuan Technology, Earnings forecast, Huafeng Cekong, Jingzhida, Semiconductor Equipment September 23, 2025
Tencent Announces Full Support for Mainstream Domestic Chips; Cloud Overseas Customer Base Doubles in One YearChina Hardware China Software Tech in ChinaAI, Cloud Computing, Globalization, Meituan, Midea, Open-Source, Tencent, Tencent Cloud September 16, 2025
Fusion Reactor Remote-Operation System Test Platform Successfully DevelopedChina Hardware China RoboticsChinese Academy of Sciences, Fusion Energy, ITER, Nuclear Technology, Robotics September 16, 2025
U.S. Chip Giants Cut Prices by Half Over Three Years; Chinese Suppliers Pushed into “Passive Price-Following”China Finance China HardwareAnalog Devices, Anti-dumping, Broadcom, Onsemi, Semiconductors, Texas Instruments, Trade War September 14, 2025
Ministry of Commerce Opens Anti‑Dumping Probe into U.S.‑Origin Analog Chips; Large Window for Domestic SubstitutionChina Finance China HardwareAiwei Dianzi, Analog Devices, Anti-dumping, Diaowei, Jiehuate, Jingfeng Mingyuan, Monolithic Power Systems, Nanxin Keji, Naxinwei, Semiconductors, Shengbang Gufen, Siruipu, Texas Instruments, US-China Trade, Xinpengwei September 13, 2025
China’s Ministry of Commerce Opens Anti‑Dumping Probe into U.S.‑Origin Analog Chips — What Investors and Founders Need to KnowChina Hardware Tech in ChinaADI, Antidumping, ICs, MPS, Semiconductors, TI September 13, 2025
TCL Technology Plans Co‑investment in Gen‑8.6 Printed OLED Production Line; T8 Project Estimated at ¥29.5 billion RMB ($4.10 billion USD)China Hardware Tech in ChinaDisplay Technology, Manufacturing, OLED, TCL Huaxing, TCL Technology September 12, 2025
Dongcai Technology (Dongcai Keji 东材科技) Says Its High‑Speed Electronic Resins Are Now Used in Mainstream Server Ecosystems Including NVIDIA and HuaweiChina Hardware Tech in ChinaApple, Dongcai Technology, Electronic Resins, Huawei, Intel, Nvidia, PCBs September 12, 2025
1.6T Optical Modules: Leading Optical-Module Makers Battle for Spotlight at CIOE; Supply Chain Sounds the Expansion BellChina Hardware Tech in ChinaData Centers, Guāngxùn Kējì, Optical modules, Silicon Photonics, Xinyisheng, Zhongji Xuchuang September 11, 2025
XinYuan Announces Share-and-Cash Acquisition of Xinlai Zhirong; Stock to Resume TradingChina Finance China HardwareM&A, Semiconductor, Xinlai Zhirong, XinYuan September 11, 2025
State Council Approves Establishment of Huangyan Island National Nature ReserveChina Hardware Tech in ChinaEnvironmental Policy, Marine Conservation, Ministry of Natural Resources, National Forestry and Grassland Administration, State Council September 10, 2025
Cambricon CSRC approval: Cambricon (Hánwǔjì 寒武纪) Gets Private Placement RegistrationChina Finance China Hardware China SoftwareAI Chips, Cambricon, China Securities Regulatory Commission, CSRC, Private Placement, Shanghai Stock Exchange September 9, 2025
NVIDIA’s Next‑Gen “Rubin” Chips Have Taped Out; Datacenter CapEx Seen Exceeding ¥21.9 trillion RMB ($3.0 trillion USD) Over Next Five YearsAI in China China Hardware China SoftwareCapex, Colette Kress, Datacenter, GPUs, Nvidia, 英伟达 September 9, 2025
SMIC North acquisition: SMIC to Issue Shares to Acquire 49% of SMIC North; A‑Shares to Resume TradingChina Finance China HardwareA-Shares, Mergers and Acquisitions, Semiconductor, SMIC, SMIC North September 8, 2025
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
