Vietnam to Build $130 Million EV Battery Plant With China’s BYD as Regional Supply Chains Expand

Vietnam’s industrial push into electric vehicles is gaining momentum as local manufacturer Kim Long Motor moves forward with a battery production partnership involving China’s BYD. The planned facility, valued at around $130 million, will be built in central Vietnam and focus initially on

Nvidia Deepens AI Infrastructure Bet With CoreWeave Investment

Nvidia is tightening its grip on the physical backbone of the artificial intelligence economy, investing US$2 billion into AI infrastructure provider CoreWeave as demand for large scale computing capacity continues to accelerate. The investment makes Nvidia the company’s second largest shareholder and expands

BYD Accelerates Overseas Expansion as Domestic EV Growth Cools

China’s leading electric vehicle manufacturer is intensifying its push into international markets as domestic demand shows signs of normalization. BYD has outlined plans to lift overseas vehicle deliveries by roughly a quarter in 2026, supported by a wider dealership footprint and an expanded

China’s Industrial Drones Shift From Export Growth to Domestic Integration

China’s drone industry is entering a new phase marked by deeper domestic integration rather than aggressive export expansion. After years of rapid growth driven by overseas demand and consumer innovation cycles, manufacturers are increasingly prioritizing applications within China’s own industrial and public service

China’s Cybersecurity Strategy Is Shifting From Control to Infrastructure Defense

China’s semiconductor fabrication sector is moving into a more disciplined phase after several years of rapid capacity expansion. The focus is no longer on how many fabs can be built, but on how efficiently existing facilities can operate. Yield optimization, process stability, and

Tesla Seeks Regulatory Path for FSD in China

Tesla is expecting regulatory approval for its driver supervised Full Self Driving system in both Europe and China as early as next month, according to comments made by chief executive Elon Musk at the World Economic Forum in Davos. The push comes as

China AI Firms Weigh GPU Access Over Performance

China’s artificial intelligence sector is navigating a growing gap between demand for high performance computing and the realities of hardware access, as leading firms face delays importing advanced graphics processing units while domestic alternatives mature at a slower pace. Nvidia’s H200 chips have

Alibaba Moves to Separate T Head as Strategic Chip Asset

Alibaba Group Holding is preparing a structural separation of its wholly owned chip design unit T Head, signalling a renewed emphasis on internal semiconductor capability as part of its long term cloud and artificial intelligence strategy. The unit is expected to be reorganised

China’s Semiconductor Policy Is Optimizing for Reliability, Not Breakthroughs

China’s semiconductor ambitions are often evaluated through a narrow lens focused on advanced nodes and frontier chip performance. While these benchmarks attract global attention, they do not fully reflect the strategic direction shaping current policy and investment decisions. In practice, China’s semiconductor approach

China’s EV Strategy Is Quietly Pivoting From Expansion to Margin Discipline

China’s electric vehicle industry has spent the past decade focused on rapid expansion. Production capacity scaled quickly, new manufacturers entered the market, and domestic competition intensified across every price segment. That growth phase is now giving way to a more measured stage where