Topics
Hobbled Huawei
Huawei hammered by growing Washington campaign against the company, including ban of its equipment from U.S. networks and attempts to extradite its CFO Meng Wanzhou from Canada
Major Chipmakers Seek U.S. Approval to Supply Huawei
Qualcomm, Micron and Samsung are among companies who have applied for permission to sell to controversial Chinese company
CX Daily: Huawei Cedes Some Control Over Sales to Automaking Partners, Sources Say
A son of Li Ka-shing takes insurer FWD public in Hong Kong. Hikvisionis is challenging a Canadian government ban.
CX Briefing: China Slams U.S. Attack on Iran
Also in today’s rundown: Beijing evacuates thousands from Iran and Israel, Huawei to ramp up R&D budget
Latest Cover Story | Two Giants Compete for Position in AI
Alibaba, Tencent, and ByteDance are accelerating investments in AI, focusing on cloud infrastructure, AI applications, and supporting local model startups; Alibaba will invest over 380 billion RMB in cloud and AI within three years. DeepSeek's emergence has intensified AI competition, reduced industry barriers, and driven giants like Tencent and Alibaba to diversify models and expand applications, especially in search, education, and productivity. These tech giants face computing power limitations amid U.S. chip sanctions, prompting increased domestic chip adoption and broader ecosystem investments, while maintaining rapid AI model iterations and strategic partnerships.
Trade War Monitor, Jun. 16: China, U.S. ‘Fighting While Talking’ During Tariff Truce
Trump’s new tariffs on Chinese consumer appliances is complicating the trade truce, the two capitals play out a “fighting while talking” dynamic
Weekly Must-Read: Degrees of Uncertainty Make Chinese Students Rethink the Benefits of a U.S. Education
Trump’s visa threats have shattered the ambitions of many Chinese students wanting to study in the U.S.
CX Daily: Chinese Exporters Pivot to Domestic Consumers in Trade War Hedge
Huawei founder downplays the impact of U.S. export restrictions on China’s AI ambitions.
Huawei Founder Says U.S. Chip Ban Won’t Hold China Back in AI Race
Ren Zhengfei says the country still has an edge, including its energy infrastructure and the rapid pace of AI adoption in manufacturing
CX Weekly Briefing: China’s Economy Shows Signs of Cooling
Also in today’s rundown: Beijing condemns Washington’s attempt to ban advanced Chinese computing chips, Leapmotor takes a step closer to profitability
CX Daily: Chinese Tech Giants’ Struggle to Power AI Data Center Boom
China slams U.S. chip ban push. Chinese companies are pouring cash into Brazil.
CX Briefing: Leapmotor Steps Closer to Profitability
Also in today’s rundown: Jobless youth rate falls for second straight month, Ministry of Commerce condemns U.S. attempt to ban advanced chips from China
China and U.S. Wait for Other to Blink in Tariff War
Trump signals potential TikTok sale will be kicked down the road, Washington restricts American chip exports
CX Daily: China’s Export Machine Stalls Under Trump’s New Trade Blitz
The Hong Kong stock market rides a wave of tech fever to deliver a bumper first quarter
BYD’s Domestic Dominance Grows
Also in today’s rundown: Huawei fires executives for hiring misconduct, Beijing reacts to reports of potential U.S. DeepSeek ban, German ‘flying car’ maker to be bought by Chinese company
CX Daily: China’s GDP Target Unchanged as Deficit Projection Hits Record High
CK Hutchison sells a controlling position in its Panama port business
Caixin Weekly | BYD Reaches New Heights, Launches Another Smart Driving Offensive in the New Year
BYD introduced 21 smart-driving models priced between 100,000 and 200,000 yuan, aiming to lower the cost of smart driving technology through the "Eye of the Sky" system. In 2024, BYD sold 4.27 million vehicles in China, surpassing SAIC Motor to become the top automaker by total sales. BYD is focusing on overseas expansion, with plans to sell 800,000 to 1 million vehicles abroad in 2025, despite navigating regulatory hurdles and local resistance.
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