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China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-14
Nature Will (自然意志), a Chinese physical-AI lab, has unveiled Natura-1, billed as the first general foundational model for the physical world. A single…
1 week, 4 days ago
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-13
Infinigence AI (无问芯穹) secured a 2.3 billion yuan Series C funding round, representing the largest single investment in China's AI-native infrastructu…
1 week, 5 days ago
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-12
The U.S. Department of the Treasury imposed its first civil penalty under outbound investment security regulations, targeting a domestic investment f…
1 week, 6 days ago
China AI Robotics Semiconductor Telecom Intelligence Briefing 2026-10-11
The CPC Central Committee and the State Council officially issued the "Opinions on Developing New Quality Productive Forces," designating embodied AI…
2 weeks ago
Manus's $500 Million Funding, Doubao Hits 300 Million Users, and YMTC's IPO Push
We examine Manus's $500 million investment, Doubao surpassing 300 million users, and YMTC's plan to raise up to 33 billion yuan. Produced and provide…
2 weeks, 1 day ago
How Sanctions Built China's AI Juggernaut | 2026-10-09
DeepSeek is on the verge of securing over 80 billion yuan ($12 billion) in funding led by Tencent and CATL, valuing the company at approximately $75 …
2 weeks, 2 days ago
DeepSeek Investment Expansion and CXMT Capacity Increase | China AI, Robotics, and Semiconductor Briefing
We review DeepSeek's consideration of attracting up to 100 billion yuan in investment and CXMT's 34.9 billion yuan DRAM capacity expansion. We also c…
2 weeks, 3 days ago
Connecting DeepSeek Investment, Huawei Chips, and SMIC Earnings
We explore the expansion of China's AI infrastructure through the report of DeepSeek attracting approximately 12 billion dollars in investment, the r…
2 weeks, 4 days ago
US-China AI Performance Gap Narrows to All-Time Low of 3%
Bloomberg Intelligence analyzed that the US-China AI performance gap has narrowed to an all-time low of 3%, plunging from 15% earlier this year follo…
2 weeks, 5 days ago
China Builds a Parallel Tech Universe
Alibaba unveiled Qwen3-VL-30B-A3B, a 30-billion-parameter vision-language Mixture-of-Experts (MoE) model, boosting AI agent execution performance. Ag…
2 weeks, 6 days ago