ByteDance’s Doubao Phone 2 Returns, Knocking Instead of Breaking In

In July 2026, the Nubia NaviX Ultra drew a crowd at the World Artificial Intelligence Conference in Shanghai. The phone has a plainer name: the Doubao Phone 2. Eight months earlier, the first Doubao Phone sold 30,000 units at 3,499 yuan and briefly resold for nearly 8,000 on the second-hand market, until the frenzy lasted … Read more

The ‘Ningxia Specialty’ Inside NVIDIA’s $40,000 AI Chip

A veteran semiconductor supply-chain consultant who has tracked the industry for decades let a truth slip at a closed-door roundtable: crack open the PCB of a top-tier NVIDIA AI accelerator that speculators have pushed to $40,000 a chip, and you will find a handful of unremarkable components whose origin you cannot escape, Shizuishan, in China’s … Read more

China’s Weiyi Bets on Profitable Industrial Embodied-AI Robots Ahead of Hong Kong IPO

At WAIC on 17 July, Weiyi showed up with a range of industrial embodied-AI robots, and the pitch was that these machines are already in volume production, running in top-tier factories for over a year. No lab demos. The financials make the case. Per the prospectus, revenue rose from 221 million yuan in 2022 to … Read more

Shenzhen Unveils ’20+8′ Industrial Cluster Plan 3.0, Doubling Down on AI and Robotics

Shenzhen has released version 3.0 of its 20+8 strategic emerging-industry and future-industry plan, laying out where the city’s manufacturing economy is headed through 2030. The plan sets a headline target: by 2030, strategic emerging industries should reach 2.3 trillion yuan in added value and account for 45 per cent of GDP. The 20 covers ten … Read more