Friday, November 13, 2026
Top China Tech News
- 01Semiconductors
Chinese Automakers Begin Commercializing Internally Developed Chips
CB Signal23Automotive manufacturers in China are moving to sell their internally developed, proprietary chips to third-party clients. This shift follows years of heavy R&D investment aimed at securing supply chain independence for their own vehicle production.
Why it mattersThis marks a transition from viewing chip R&D as a vertical integration strategy to a revenue-generating business, potentially intensifying competition for established automotive semiconductor suppliers.
TMTPost · 1d ago - 02Semiconductors
China's Automotive Analog Chip Sector Faces Market Concentration Challenges
CB Signal23Domestic self-sufficiency for automotive analog chips in China remains in the single digits, while the market is 86% concentrated among a few major players. Industry analysts identify the 2025–2027 period as the critical window for local firms to secure a position in the automotive supply chain.
Why it mattersThe high barrier to entry and market dominance by established global vendors present a significant bottleneck for China’s attempt to localize critical automotive components.
Ijiwei · 1d ago - 03Robotics
Beijing Embodied AI Firm Targets 200,000 Units Annual Production Capacity
CB Signal15A Beijing-based embodied AI company has announced plans to reach an annual production capacity of 200,000 units. The firm is now prioritizing manufacturing scalability and capital market engagement as it brings its hardware to market.
Why it mattersThe move signals an industrial push toward mass-producing humanoid or embodied robotic systems, shifting the sector's focus from laboratory research to commercial deployment.
STAR Market Daily · 1d ago - 04Commerce
Alibaba International U.S. Promotion Sales Grow Over 40% Year-on-Year
CB Signal13Alibaba International reported that its November sales promotion for the U.S. market saw a gross merchandise volume increase of over 40% year-on-year. Key growth areas included construction machinery, renewable energy equipment, and automotive aftermarket parts.
Why it mattersStrong demand for Chinese industrial and consumer goods in the U.S. highlights the continued export-led growth of Chinese manufacturers despite ongoing trade frictions and supply chain shifts.
Leiphone · 1d ago - 05EVs
China NEV Retail Penetration Hits 74.9% in Early November
CB Signal12During the first eight days of November, China’s new energy vehicle (NEV) retail penetration rate reached 74.9%, according to the China Passenger Car Association. Total retail sales for all passenger vehicles during this period were 293,000 units, a 21% decrease compared to the same period last year.
Why it mattersThe high penetration rate signals that NEVs have become the dominant choice for Chinese consumers, increasingly marginalizing traditional internal combustion engine vehicles in the world's largest automotive market.
IT Home · 16h ago - 06Semiconductors
SMIC Third Quarter Revenue and Margins Beat Guidance
CB Signal12SMIC reported third-quarter revenue and gross margin figures that exceeded its initial guidance, with capacity utilization rates continuing to rise. Net profit for the quarter declined by 8.35% compared to the previous quarter.
Why it mattersSMIC's performance metrics provide a vital look at the recovery of the domestic foundry sector and its ability to maintain output levels amid intensified export controls.
STAR Market Daily · 22h ago - 07Semiconductors
Alibaba Plans Public Listing for Semiconductor Business unit
CB Signal9Alibaba Group is moving toward a public listing for its semiconductor division. However, internal discussions remain complex as the chip unit is still deeply integrated with the company's broader cloud computing business.
Why it mattersSpinning off the chip business reflects Alibaba's wider corporate restructuring efforts to unlock value while navigating the operational dependencies of its tech infrastructure.
TMTPost · 1d ago