Social•Feb 20, 2026
US‑trained Chinese Firms Dominate Memory Supercycle
Chinese memory firms GigaDevice Semiconductor and Montage Technology have emerged as new heavyweights in the domestic semiconductor industry, as these companies founded by US-returned Chinese engineers capitalise on the global memory supercycle. https://t.co/Vn4nQD1BYc
By Paul Triolo
Social•Feb 16, 2026
Tencent’s Tesla, DBS Deals Redefine Its Investment Narrative
Did Tencent’s New DBS and Tesla Tie-Ups Just Shift Tencent Holdings' Investment Narrative? ...deepened partnership with Tesla to embed WeChat-based services into in-car systems, moves show Tencent extending fintech and digital services reach.... https://t.co/6YRPhuqdKi
By Paul Triolo
Social•Feb 10, 2026
Nio's $2.6B Battery Swap Bet Threatened by Fast Charging
Chinese EV maker Nio raises US$2.6 billion bet on battery swapping Company touts 100 million swaps, but fast-charging batteries are eating into the technology’s speed advantage, analyst says https://t.co/5WP0l9ZSXA via @scmpnews
By Paul Triolo
Social•Feb 10, 2026
SMIC Beats Forecast on Chip Demand, Yet Remains Cautious
SMIC Earnings Top Expectations on Strong Chip Demand, Outlook Cautious Question no one asks: Wouldn't it have been good to have SMIC as cutting edge node producer given where demand is? https://t.co/BlRZpOYkmc
By Paul Triolo
Social•Feb 10, 2026
BYD Unveils 10,000‑cycle Sodium Battery Technology
BYD says it has developed sodium batteries with cycle life up to 10,000 https://t.co/LVmbk7yACN via @CnEVPost
By Paul Triolo