The Belt 
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.
🇸🇬 Singapore, 2026-06: Chinese brands took 47.9% of the market (43.2% excl MG). BYD alone took 21.3%, more than Toyota and Mercedes combined.
1. The Ranking Top 20 brands by monthly sales, China-badged brands highlighted in teal. (RobotBelt Monthly Auto Tracker — United Kingdom, 2026-06) 2. Three Signals Signal 1 Fact: Chinese brands held 16.5% of UK registrations in June 2026, but 11.6% without MG. Read: MG (wholly SAIC-owned) still does the heavy lifting. Strip it out and … Read more
1. The Ranking Top 20 brands by monthly sales, China-badged brands highlighted in teal. (RobotBelt Monthly Auto Tracker — Australia, 2026-06) 2. Three Signals Signal 1 Fact: BYD sold 18,881 units in June 2026, just 1.2% behind Toyota’s 19,124. Read: For the first time a Chinese brand is effectively level with the long-time market leader. … Read more
1. The Ranking Top 20 brands by monthly sales, China-badged brands highlighted in teal. (RobotBelt Monthly Auto Tracker — Thailand, 2026-06) 2. Three Signals Signal 1 Fact: Chinese brands took 31.0% of Thailand’s auto market in June 2026 (26.2% excluding MG). Read: Toyota, Honda and Isuzu still hold the podium, but the Chinese block is … Read more