The Belt 
On July 28, the US Federal Communications Commission updated its “Covered List,” adding foreign-made advanced robotics — humanoids and quadrupeds — and grid-tied power inverters. The stated rationale was familiar: supply-chain vulnerabilities, cyber risk, threats to critical infrastructure. Officially the rule names “foreign-made” equipment. But Reuters, the BBC and Politico all put China in the … Read more
Shenzhen’s Chaowei Dynamics, a full-stack embodied-AI company, has entered a deep partnership with Peking University Medical to bring robots into clinical settings. The two will jointly develop data collection, world models and simulation training for embodied intelligence in medical scenarios — building, in their words, a path from “simulated training” to “scenario validation” to “hospital … Read more
Another robotics company has knocked on the door of the Hong Kong stock exchange. Standard Robots, a Shenzhen-based maker of industrial autonomous mobile robots, has submitted a prospectus for a main-board listing. If it gets through, it would become Hong Kong’s first “industrial embodied-AI” listing. By the numbers, the company is no minnow. According to … Read more
China’s internet giants were always good at reorganizing. In the AI era they’re doing it far more often – because the org chart now routes GPUs, talent, data and billions in capex. Alibaba – drawing the line, again Since late 2024 Alibaba has split, merged and re-layered its AI units repeatedly: Tongyi’s consumer team moved … Read more
China’s embodied AI sector has attracted over RMB 20 billion in collective investment as tech giants and VCs race to back humanoid-robot startups. (Source: Sina Tech) The robots still can’t reliably do the job – but the valuations have already arrived. As of June 2026, eight Chinese embodied-AI companies have crossed a RMB 20 billion … Read more
Semiconductor memory chips represent a critical battleground in US-China technology competition, with Chinese IP now reaching global manufacturers including Samsung and SK Hynix. (Source: Tencent News) For years the arrow of memory technology pointed one way – from Korea and the U.S. into China. A deal disclosed this week points the other direction. Chinese IP … Read more
Three of America’s most powerful tech CEOs have, within a week, publicly argued that the United States should not block Chinese AI models – a striking break from Washington’s push to contain them. Meta’s Mark Zuckerberg told the Financial Times on July 29 that the U.S. should not bar Chinese AI models from the race … Read more
The US government has moved to restrict imports of Chinese-made robotics and industrial equipment, escalating trade tensions in advanced manufacturing sectors. (Source: Shenzhen News) The U.S. Federal Communications Commission on July 28 added foreign-made “advanced robotic equipment” – humanoid and quadruped robots – and grid-tied inverters to its list of restricted equipment, citing national-security risks … Read more
🇧🇷 Brazil, 2026-06: Chinese brands took 19.7% of the market (19.6% excl MG). BYD held 4th for a second month and the whole China bloc set records.
🇲🇾 Malaysia, 2026-06: Chinese brands took 8.9% of the market (8.9% excl MG). Perodua and Proton still own 59%, but the China bench is stacking up fast.