Shenzhen’s State-Backed Toolmaker Steps Back Into the Light

SiCarrier, the Shenzhen state-controlled semiconductor equipment maker that the Chinese press once labelled the DeepSeek of the sector, confirmed on 9 October that it will exhibit at the Bay Area Semiconductor Industry Ecosystem Expo opening in Shenzhen on 14 October. It is the company’s first appearance at a major trade show in nearly a year. … Read more

Tesla Wants to Print Optimus a Skin

On 8 October the US Patent and Trademark Office published a Tesla application numbered US 2026/0310299 A1, titled Three-dimensional flexible tactile sensor array with multimodal sensing and scalable manufacturing methods. The applicant address is Austin. The inventor list runs past a dozen names. The first Optimus patent filing in four months. The filing describes conductive … Read more

An Inspection-Robot Maker Just Became a GPU Landlord

Shenhao Technology built its business selling inspection robots to power grid operators. This month its subsidiary was named second winner on a central state-owned enterprise’s intelligent compute cluster tender, and the contract is worth more than the company’s entire annual revenue. Two orders in a matter of days total close to RMB 670 million, against … Read more

Tesla Has 1.74 Million Paying FSD Users. China Still Has No Date, Europe Has 2027

Tesla now has 1.74 million paying Full Self-Driving customers worldwide, and the company still cannot tell its Chinese owners when the software will be fully available to them. The gap between those two facts was the most revealing part of its third-quarter earnings call on 22 October. Tesla’s paid FSD base reached 1.74 million users … Read more

Mercedes Says It Will Not Be a Bystander in China. It Has 2,000 Engineers There

Mercedes-Benz used its platform slot at China’s flagship connected-vehicle conference to answer a question European boards keep asking in private: whether a German carmaker can still be early in a market now moving faster than its own product cycle. Two of its most senior executives said it can, and that the company intends to be … Read more