Agentic Core Networks Drive 6G Business Opportunities
ICYMI Huawei Dr. Wen Tong: Agentic Core Networks Shape 6G, Unlocking New Business Frontiers https://t.co/tHRSRtZVKE via @www.huawei.com
Taiwan Premier's Japan Baseball Visit Strains Tokyo‑China Relations
Taiwan’s premier made a personal trip to Japan and appeared in public to watch the island’s baseball team in action, a rare visit that risks deteriorating Tokyo’s ties with China further https://t.co/CqBObJKdDb
China's Chip Sector Demands State Aid for AI Supremacy
China’s chip industry seeks more state support for AI dominance Scholars and entrepreneurs in semiconductor sector urge Beijing to regulate prices of AI computing power, leverage strategic raw materials and fund tech solutions for self-reliance https://t.co/hbIwwTM12K via @scmpnews
China Rushes to Adopt OpenClaw for Everything
OpenClaw fever: why is China rushing to ‘raise a lobster’? Chinese consumers are using OpenClaw for everything from stock picking and report writing to slide decks, emails and coding Wait, thought US was "winning"? https://t.co/VXuCPQLiPz via @scmpnews
Chinese Cities Subsidize OpenClaw Despite Privacy Trade‑offs
Chinese local governments offer OpenClaw subsidies as security questions linger Shenzhen and Wuxi pledge subsidies to fuel OpenClaw adoption even as analysts warn of a ‘tricky trade-off between ease of use and privacy’ https://t.co/L1hQozQ83s via @scmpnews
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
Alibaba Demand Fuels Rise of Chinese Memory Makers
Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers Wait, are the controls on memory "working" and did they make sense in the first place? https://t.co/c6dfq2skXK
China Hikes Military Budget, Seeks Tech Self‑reliance
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
Alibaba's Qwen Lead Resigns, Shaking Global AI Community
Alibaba’s tech lead for its Qwen open-source model is standing down, a surprise move that is rattling the global developer community and casting a shadow over the tech giant’s pivot into AI Complex factors here... https://t.co/9lYt5WXB4b
Asian Tech Stocks Tumble Amid US‑Iran War Risk
Asian tech stocks reel as US-Iran war threatens infrastructure and supply chains https://t.co/oxpKfheSqI via @scmpnews
Memory Chip Prices Surge, Burden Downstream Industries
The price of memory chips continues to rise and is being passed on to downstream industries. National Development and Reform Commission https://t.co/Jjf9lb8DTz
Export Controls Force TSMC to Set Performance Limits
This is an example of a key player in the semiconductor industry being put in a difficult position by ill-conceived export controls that put the burden on TSMC to determine performance parameters. A thread. 🧵
Japan Takes 10% Stake in Rapidus, Secures Veto
Japan government to hold 10% voting rights in Rapidus but with veto power https://t.co/pU84OOzRCg via @NikkeiAsia
Nvidia Secures Limited H200 Chip License for China
Nvidia said it secured a license to ship a small number of its less advanced H200 chips to customers in China, inching forward in its bid to return to the world’s largest semiconductor market Small number? https://t.co/qcOey50mOL
ByteDance Valued at $550 Billion in Proposed Sale
Exclusive: ByteDance valued at $550 billion in proposed share sale by General Atlantic, sources say With the national emergency finally over.... https://t.co/meRO3PXF22
China’s 5-Year Plan Boosts Energy Security, Regional Self‑Reliance
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
Huawei Hits $127B Revenue, Defying US Sanctions
Huawei’s revenues surge to US$127 billion as it continues to defy US sanctions Wait, thought controls were "working"?... https://t.co/fueavLdQgI
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
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
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
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
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