Tag: China Technology

B2L Market Focus: China’s Two-Speed Factory Slowdown Is Exporting Pressure

China’s October PMI hides a widening industrial split: high-tech and large manufacturers are expanding while smaller suppliers absorb weak orders and rising costs.

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China’s Nvidia Chip Gate Turns Compute Into a Policy Asset

China’s possible selective approval for Alibaba and ByteDance to buy new Nvidia chips turns advanced compute into a regulated capacity right—and may accelerate domestic…

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China’s Robot IPO Pause Turns Revenue Quality Into the Real Test

China is slowing humanoid robot listings as regulators test whether state backed projects prove durable commercial demand or only policy driven growth.

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CXMT’s DRAM Breakthrough Turns Memory Into a Margin War

CXMT’s new DRAM platform adds credible mobile-memory supply while HBM stays scarce. The result is a two-speed market and a harder test for industry…

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