DeepSeek’s Flaw Was Not a Bug. It Was the Price of a Smaller Cache

A code completion task returns 8. Add a few irrelevant tokens to the front of the same prompt and the same model returns 32. ByteDance’s Seed team documented the pattern in late September, and the follow-up question is whether it still reproduces on the shipping model. The phenomenon is real, the cause is architectural, and … Read more

Chinese Robots Are Rented by the Hour Because Nobody Can Make Them Work Yet

While the humanoid industry argues about when the technology will be deployable, a parallel business has already formed downstream and is growing faster than the builders themselves. It rents robots by the day, the week or the event. Ask a so-called robotics company whether it is still hiring test engineers and the answer increasingly comes … Read more

Alibaba Sold 100,000 AI Subscriptions at RMB 0.01 and Booked Two Trillion Tokens

At half past seven on the evening of 2 November, a product nobody can see went into the shopping cart of China’s most-watched livestream. The item was a monthly membership for Qwen Office, Alibaba’s workplace AI product, priced at one fen and limited to one per new account. It sold 100,000 units in half an … Read more

A Car-Chip Startup Switched to Robots and Reached an IPO Filing in Four Years

Beijing’s securities regulator accepted an IPO coaching filing from Huixi Technology on 28 October, putting a four-and-a-half-year-old chip designer on the path to an A-share listing with CITIC Securities as sponsor. The company was founded in April 2022. The filing documents a rare thing in Chinese semiconductors: a strategic pivot that appears to have worked, … Read more

China Mobile Put RMB 58 Billion of Domestic AI Compute Behind Five Vendors

China Mobile has finished evaluating its 2026-2027 procurement of next-generation artificial intelligence supernode equipment, and the result is a single-country supply chain. The tender closed on 2 November with a total of 20,480 accelerator cards, 448 RoCE switches and 82 storage systems split between five bidders. The headline value is RMB 58.2 billion. The five … Read more

OPmobility’s China Revenue Fell 33 Per Cent and the Group Held Its Guidance

OPmobility published third-quarter results showing economic revenue of EUR 2.763 billion, up 1.6 per cent year on year at constant exchange rates on a comparable basis, with consolidated organic growth of 2.8 per cent, ahead of the global car market. By segment, exterior and lighting revenue was EUR 1.266 billion, driven mainly by Eastern Europe … Read more

One Aluminium Box Replaced Eleven Parts. It Just Passed a Million Units

The one-millionth 11-in-1 integrated powertrain domain drive system rolled off the line at Grebor’s Xuzhou plant, the company said. The system integrates the drive motor, motor controller, reducer and on-board charger, along with seven other core components, inside a single housing. It combines high integration with low weight and a low centre of gravity, and … Read more

A Silicon Carbide Maker Raised RMB 2 Billion and Put AI Servers on the Table

Xinlian Dongli has completed a Series C round of nearly RMB 2 billion, led by China Mobile’s industrial chain fund, with a group of industrial and financial investors participating. The investor list includes Inspur Information, Yuanjing Capital, Sinopec’s hydrogen fund, NAURA Nuohua Capital, Jiangfeng Electronics, Changzhou Xingyu, Cathay Capital, Puchao Capital, CCB Equity, CITIC Jinshi, … Read more

China’s Five Biggest Carmakers Sold 743,000 Cars Abroad and 338,000 Fewer at Home

October sales reports arrived on 1 November. BYD sold 490,200 vehicles, up 11 per cent and its best month of the year. Leapmotor delivered 106,000, its fourth consecutive month above 100,000. Geely and Chery both beat last year, and XPeng and Xiaomi each crossed 50,000. And yet the passenger car association had forecast October retail … Read more