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Huawei Has Shipped 100 Million Kirin-Powered Devices Since 2023
The Chinese giant has hit a milestone of 100 million devices shipped with its own-designed processors. It's simultaneously testing the Kirin 2027 and expanding its footprint in the domestic AI chip market.

Iluvatar CoreX unveils Tiangai 300 supernode packing 144 GPUs into a single rack
Chinese chipmaker Iluvatar CoreX has unveiled the Tiangai 300 IXL144 supernode with 144 GPUs in a single rack — an industry record. The system cuts token costs by 40% and helps route around US export restrictions on Nvid

Mainland Investors Put $7.7 Billion into Hong Kong Stocks in September
Mainland Chinese investors bought Hong Kong stocks for a fourth straight month: net inflows via Stock Connect rose to HK$60.8 billion in September amid bets on AI.

China Mobile triples compute at its Hohhot hub to 20 100 petaflops
China Mobile has finished expanding its largest intelligent data center in Inner Mongolia. Capacity tripled to 20 100 petaflops, or 20.1 exaflops.

Unitree Founder: GPT-6 Could Trigger a Robotics Breakthrough as Early as 2027
Unitree CEO Wang Xingxing says a robotics breakthrough could arrive within one to two years of GPT-6's release, and that next year's GPT-7 could accelerate it.

Former HSBC Executive Launches Equora: AI Agents Instead of a Financial Advisor
Trista Sun, a former HSBC managing director, has launched Equora, a startup where AI agents manage personal finances. She is targeting a $1 billion valuation.

ByteDance Researchers Find a Weak Spot in DeepSeek's Memory-Saving Approach
A paper from ByteDance with co-authors from Princeton, Stanford and Berkeley questions the accuracy of DeepSeek models built on a memory-saving technique.

SIA: China Supplies the US Just 5% of Chip Equipment, but Over 90% of Some Rare Earths
An SIA report exposes a gap: by country of manufacture, China supplies about 5% of what US chipmakers buy directly, yet it controls over 90% of some rare earth elements.

Black Lake: Chinese Factories Skip Digitization and Go Straight to AI Agents
Black Lake CEO Zhou Yuxiang likens factories' shift to AI agents to China's leap from bank cards to mobile payments, and plans to export the approach to global supply chains.

T. Rowe Price: 55% of Hong Kong Residents Expect AI to Hit Their Retirement, but Only One in Five Feels Ready
A T. Rowe Price survey of 1004 Hong Kong residents: 55% expect AI to destabilize their careers and income, but only one in five is financially prepared for that scenario.

Beijing Moves to Calm A-Shares After Tech Selloff Over US Sanctions Fears
China's securities regulator, the CSRC, convened listed-company executives, brokers and fund managers in Beijing after a sharp tech-stock selloff driven by fears of new US sanctions.

CXMT claims breakthrough in 4F² memory cell architecture, prepares server DRAM for late 2026
China's CXMT has achieved a breakthrough in 4F² memory architecture, allowing for higher storage density. The company will launch a server DRAM product by the end of 2026. Samsung and SK Hynix are developing similar solu

Tim Cook Visits China for the Third Time This Year as iPhone 18 Pro and Foldable iPhone Duo Face Their Test
Tim Cook is in China for the third time this year, meeting Guangdong's governor as the iPhone 18 Pro and first foldable iPhone Duo launch amid mixed demand signals.

Trump Orders Federal Agencies to Replace AI With Super Intelligence
Trump's order tells federal agencies to write SI instead of AI: the president thinks the word "artificial" sounds "fake." China's term 人工智能 is built on a different logic.

Sumitomo Bakelite to Double Packaging Materials Production in China Amid AI Demand Surge
Sumitomo Bakelite is expanding packaging materials production in Suzhou and Singapore — its second such announcement in under four months. MUF material volumes will double, compression molding pellets will triple.

Alibaba Chairman Joe Tsai Calls Open Source Europe's Only Path to Tech Independence
Alibaba Chairman Joe Tsai says Europe can achieve technological independence only through open AI, and that valuable factory data should not go to closed models.

Laptop Makers Reconsider Exit from China: Share Outside PRC Set to Fall to 21%
Rising component prices are forcing laptop manufacturers to rethink their strategy of moving production out of China. TrendForce forecasts that global production outside mainland China will drop from 24% to 21% in 2026,

Chinese State Funds Pour Billions of Yuan Into Hua Hong to Back Mature-Node Chips
Chinese state funds are putting billions of yuan into Hua Hong's parent company and a new fab in Wuxi, as Beijing bets on mature process nodes under US pressure.

Chinese Optical Chipmakers Slide for a Second Day as CSI 300 Drops 1.3%
Fears of new US trade curbs on data center optical transceivers sent Chinese suppliers' shares tumbling, and the CSI 300 fell 1.3% by midday.

The AI Talent War: Tech Giants Are Recruiting PhD Students Two Years Before They Graduate
Headhunters and Chinese tech giants are recruiting AI PhD students a year or two before graduation. The race for AI agent safety specialists has reached a new level.

UBTech U1 Pro Costs 159,800 Yuan: Chinese Buyers Are the First to Bring a Humanoid Home
Shenzhen-based UBTech Robotics has put its U1 Pro humanoid on sale to individuals. The first buyer, in Beijing, paid $23,680 for a companion robot that can't yet clean.

DeepSeek Founder Liang Wenfeng: What the Leak of His Closed-Door Meeting Revealed
A leaked transcript of a closed-door investor meeting offers a rare look at Liang Wenfeng, the publicity-shy founder of DeepSeek and the High-Flyer hedge fund.

Chinese Tech Companies Ride the Global AI Boom: Chip Exports Jump 96% to $177 Billion
China's integrated circuit exports nearly doubled to $177.3 billion in the first half of 2026 as its tech companies turn the global AI boom into higher shipments.

Alibaba's Amap unveils ABot, a 5-in-1 AI framework that unites a robot's 'brain and limbs'
Alibaba's mapping unit, Amap, has updated ABot, which it calls the world's first framework to link a robot's legs, arms and 'brain' in a single system.

Alibaba unveils Qwen3.8-Max-Preview, which it says trails only Claude Fable 5
Alibaba has released a preview of its 2.4-trillion-parameter flagship, Qwen3.8-Max-Preview, and claims it trails only Anthropic's Claude Fable 5.

Moonshot AI's Kimi K3: A New 'DeepSeek Moment' and the Chips-vs-Architecture Debate
Moonshot AI's launch of Kimi K3 has revived a Silicon Valley debate: can China, short on advanced chips, match the flagship AI models of the US?

Moonshot AI Halts Kimi K3 Subscriptions as Demand Outstrips Compute Capacity
Beijing-based Moonshot AI has stopped accepting new Kimi K3 subscribers after demand nearly exhausted the company's compute capacity within 48 hours.

Robotics Startup AgiBot Prepares Hong Kong IPO, With Citic, CICC and Morgan Stanley as Sponsors
Chinese humanoid robot maker AgiBot is preparing an initial public offering in Hong Kong and has already hired three sponsors: Citic Securities, CICC and Morgan Stanley.

Zhipu (Z.ai) Shares Jump 37% After Launch of Data Center Built on Chinese Chips
Shares of Chinese AI company Zhipu rose 37% in Hong Kong after it finished building a 1 GW data center that runs entirely on Chinese chips.

AWS Launches From Idea to Frontier Accelerator for Chinese-Speaking AI Founders
Amazon Web Services has opened From Idea to Frontier: up to 100 early-stage teams from China, Hong Kong and the Chinese diaspora will get AWS resources to launch AI startups run by a single founder.