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Apr 5, 2026

China Tech & Economy — 2026-04-05

The defining story of the week is DeepSeek's imminent V4 model launch on Huawei chips, with Alibaba, ByteDance, and Tencent all placing bulk preorders — marking a pivotal acceleration of China's domestic AI hardware ecosystem. Meanwhile, Huawei's 2025 annual report revealed a decline in external cloud computing revenue even as internal demand grew, and new survey data shows shifting American attitudes toward US-China trade as tariff tensions continue to weigh on both economies.

7 min read/15 sources

Mar 29, 2026

China Tech & Economy — 2026-03-29

Huawei's new Ascend 950PR AI chip is gaining significant traction with ByteDance and Alibaba, marking a major milestone for China's semiconductor self-sufficiency push as U.S. export controls continue to restrict access to Nvidia hardware. Meanwhile, China's top chipmaker SMIC faces fresh geopolitical heat after U.S. officials alleged it supplied chipmaking technology to Iran's military. On the trade front, a Brookings Institution study found that 2025 tariffs accelerated U.S.-China trade decoupling while contributing only marginally to U.S. GDP impact.

6 min read/15 sources

Mar 22, 2026

China Tech & Economy — 2026-03-22

China's two biggest tech giants, Alibaba and Tencent, shed a combined $66 billion in market value in roughly 24 hours after disappointing investors with vague AI monetization strategies — with Tencent alone losing $43 billion in a single session. Meanwhile, Chinese cloud giants including Alibaba and Baidu raised cloud prices by up to 34% citing surging AI demand, and XPeng posted its first-ever quarterly profit while announcing a bold push into Latin America.

7 min read/15 sources

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