Industry Intelligence
Alibaba Spins Off T-Head: 3 Signals for Foreign Semiconductor Players
Alibaba is spinning off its T-Head chip design unit and open-sourcing the Zhenwu AI processor stack. Here are 3 signals for foreign semiconductor players.
MSCI Adds Zhipu and Chips, Drops Solar and AV: 4 Signals for Investors
MSCI's August review adds Zhipu AI and semiconductor firms to the China Index while dropping solar and autonomous-driving names. Here are 4 signals for foreign investors.
DeepSeek V4-Pro Live: API Prices Up 1,100% — 4 Moves for Foreign Developers
DeepSeek released official V4-Pro and raised API prices by as much as 1,100%, ending China's AI price war. Here are 4 moves foreign developers should make to manage AI costs in China.
ModelBest’s ¥20B On-Device AI Bet: Is This Market Worth Entering?
Chinese startup ModelBest is heading for a STAR Market IPO at a ¥20 billion valuation on the back of on-device AI. Here's whether foreign firms should enter the market.
YMTC Overtakes Kioxia as No. 3 NAND Supplier: 3 Market Signals for Foreign Chip Players
China's YMTC surpassed Kioxia in Q2 2026 to become the world's third-largest NAND supplier with 14% shipment share — but ranks only fifth by revenue. Three signals for foreign buyers, suppliers, and equipment makers in the memory market.
China’s Active ETF Revolution: What Foreign Asset Managers Must Know in 2026
China's ETF market has grown to RMB 4.2 trillion, and active ETFs are the new battleground for foreign asset managers. This briefing maps the regulatory tailwinds, distribution strategy, and competitive landscape.