How AI’s growth left consumer electronics facing an uncertain future
AI-driven memory demand is raising costs and squeezing smartphone and PC makers, while creating opportunities for Chinese chipmakers By CLS Marketwatch The global memory chip market is witnessing a…
Is China’s express delivery price war over? The answer will lie in profits
China’s drive to stamp out cutthroat competition is starting to stabilize express delivery prices, but uneven earnings raise questions about the recovery’s sustainability By Lee Shih Ta Delivering more…
Specialized embodied robots: A massive next-generation opportunity
China’s power sector is opening the door for specialized embodied robots, but scaling up remains a costly, complex climb By CLS Marketwatch As a core medium for AI interacting…
Where China’s AI models make their money
Unlike overseas rivals that rely on subscriptions and APIs, Chinese AI vendors are monetizing through cloud platforms, project contracts and compute usage By LeadLeo Research Institute As commercialization of…
AI’s hidden appetite for specialty materials: The rapid rise of modified PPO resins
While investors focus on AI chips and servers, modified PPO resins are emerging as another major beneficiary of the AI infrastructure boom By CLS Marketwatch Global technology industries are…
From scarcity to execution: China’s AI valuation reset
Zhipu and MiniMax have lost more than 40% of their market value in just two weeks, as investors reassess the true worth of China's large language model developers By…
AI in China’s medical aesthetics sector: From non-core services to clinical device integration
The beauty industry is starting to rethink how its services are delivered as AI moves further into consultation, operations and treatment devices By CLS Marketwatch The medical aesthetics industry…
Recent Articles
RELATED ARTICLES
-
Could memory chip shortage imperil FIH Mobile’s return to the black?
- CXMT IPO tests China’s state-driven chip dream
-
Longsys rides soaring memory wave to Hong Kong IPO
301308.SHE
- XTX Technology rides surging memory prices to Hong Kong IPO
-
GigaDevice’s profit soars as celebrity founder sells down stake
3986.HK603986.SHG
- A new chapter begins: Chinese players take center stage in MLCC arena
-
Transsion rebounds, as its ‘Out of Africa’ story stumbles
688036.SHG
