China’s South Asia Trade Push: $257 Million in Energy Deals at 10th South博会
Beijing deepens economic ties with South Asia through green energy The 10th China-South Asia Expo (南博会) opened in Kunming, Yunnan province, on June 13, 2026, with the Green Energy Pavilion…
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Samsung, SK Hynix Race to Solve HBM5 Thermal Crisis for AI Chips
Memory makers are spending billions on cooling solutions as AI accelerators push power limits At COMPUTEX 2026 in Taipei (June 2-5), Samsung unveiled its HBM5 mock-up alongside a new thermal…
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SpaceX IPO Ignites China’s Commercial Space Investment Frenzy
SpaceX’s $2 trillion valuation has Chinese investors scrambling for the next rocket company On June 12, 2026, SpaceX went public at the largest valuation in IPO history. The stock opened…
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The Four-Layer Tariff Stack: What US Importers Actually Pay on Chinese Goods in 2026
Understanding the tariff math that’s reshaping supply chains US tariffs on Chinese imports in 2026 are not a single rate — they’re a layered stack of up to four separate…
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China’s Delete A Policy Costs Intel Billions in Revenue
Beijing’s push to replace foreign chips is hitting American chipmakers where it hurts China’s Ministry of Industry and Information Technology issued directives in early 2024 requiring the country’s largest telecom…
Embodied AI: How China Is Building the Factory Workers of Tomorrow
From lab demos to production lines — humanoid robots are getting real jobs China’s Ministry of Industry and Information Technology set a target in early 2025: deploy 10,000 humanoid robots…
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CATL’s Investment Empire: The Battery Giant Becomes a VC Powerhouse
Contemporary Amperex Technology is quietly building an investment portfolio worth tens of billions CATL, the world’s largest battery manufacturer, has evolved from a pure-play battery maker into one of China’s…
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Morgan Stanley Flags Chinese Chip Stocks as Buy in 2026 Report
Morgan Stanley’s semiconductor team made a striking call in its mid-2026 outlook In a report published on June 5, 2026, Morgan Stanley’s Asia semiconductor analysts upgraded their stance on Chinese…
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US-China Trade Truce Hangs in the Balance as July Deadline Looms
Both sides claim progress, but fundamental disagreements remain The one-year trade truce negotiated between Washington and Beijing in October 2025 is approaching its expiration, and the two sides have yet…
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China Sets 40% Target for New-Energy Heavy Trucks by 2030
A new frontier for electrification opens up On June 13, 2026, China’s Ministry of Transport and Ministry of Industry and Information Technology jointly published a plan targeting 40% penetration of…
