12 h. ago China’s AI and EV boom drives record power demand, widening energy gap with US

China’s total electricity consumption hit a record high of 10.4 trillion kilowatt-hours (kWh) in 2025, more than double that of the US, the National Energy Administration (NEA) said on Saturday. The 5 per cent jump from the previous year marked the first time in China’s history that annual electricity consumption had surpassed 10 trillion kWh – the highest in the world and more than the combined total of the European Union, Russia, India and Japan, state broadcaster CCTV said, citing NEA...

Politics

41 h. ago China’s Euro Settlements Jump Most Since 2010 on EU Trade Boom

China’s Euro Settlements Jump Most Since 2010 on EU Trade Boom  Bloomberg.com

Politics

54 h. ago Applied Materials upgraded at Barclays as China concerns 'overblown' (AMAT:NASDAQ)

Applied Materials upgraded at Barclays as China concerns 'overblown' (AMAT:NASDAQ)  Seeking Alpha

Politics

2 d. ago China’s Export Boom Far From Over After Record Trade Surplus

China’s Export Boom Far From Over After Record Trade Surplus  Bloomberg.com

Politics

4 d. ago The AI boom needs electricity, but Western grids are strained. Is power China’s power?

Near the end of last year, thousands of European travellers saw their holiday plans unravel after a prolonged power outage in the Eurotunnel – the underwater train passage linking Britain and France – caused by a fault in the overhead supply. For many, this brought back memories of chaotic scenes the previous April, when rolling blackouts struck much of Portugal and Spain. The United States also suffered from multiple power outages last year, including major disruptions in California – most...

Politics

5 d. ago DeepSeek Founder Liang’s Funds Surge 57% as China Quants Boom

DeepSeek Founder Liang’s Funds Surge 57% as China Quants Boom  Bloomberg.com

Politics

5 d. ago China AI, chipmaking stocks extend rally as IPO boom boosts sentiment

China AI, chipmaking stocks extend rally as IPO boom boosts sentiment  Investing.com

Politics

9 d. ago China's Battery Boom Is Running Into a Very Familiar Problem

China's Battery Boom Is Running Into a Very Familiar Problem  Crude Oil Prices Today | OilPrice.com

Politics

1 week ago Soaring prices, but shrinking demand as China’s memory chip market falters

China’s secondary semiconductor market is seeing a sharp run-up in memory chip prices as global supplies tighten, though vendors say the rally faces an awkward conundrum: the price tags might be higher, but the buyers are disappearing. “We’re looking at high asking prices, but no buyers,” said Cai Zhaojie, a merchant who sells electronic components at Huaqiangbei, the vast Shenzhen wholesale hub often described as the world’s biggest electronics market. The mark-ups on memory products had become...

Economics

1 week ago China stocks to see 20% upside on AI boom, overseas expansion: Goldman Sachs

China stocks to see 20% upside on AI boom, overseas expansion: Goldman Sachs  South China Morning Post

Politics

1 week ago China stocks to see 20% upside on AI boom, overseas expansion: Goldman

China stocks to see 20% upside on AI boom, overseas expansion: Goldman  South China Morning Post

Politics

2 w. ago China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play

China’s AI boom accelerates, the rise of physical AI, and Meta’s enterprise play  SiliconANGLE

Politics

2 w. ago China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years  Stocktwits

Politics

2 w. ago LLMs and a chipmaking boom: Here's what Xi Jinping said about China's AI wins in his New Year's address

LLMs and a chipmaking boom: Here's what Xi Jinping said about China's AI wins in his New Year's address  Business Insider

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2 w. ago Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China

Baidu’s semiconductor unit Kunlunxin files for Hong Kong listing amid AI chip boom in China  CNBC

Politics

2 w. ago Graphite Mining Stocks Are Flying Amid China Tensions, Battery Boom

Graphite Mining Stocks Are Flying Amid China Tensions, Battery Boom  Crude Oil Prices Today | OilPrice.com

Events

2 w. ago China EVs in 2026 look less like a boom and more like a survival test as global expansion ramps up

China EVs in 2026 look less like a boom and more like a survival test as global expansion ramps up  CNBC

Events

3 w. ago China’s Holiday Travel Boom: Shanghai, Beijing, Guangzhou, and Shenzhen See Record Inbound Arrivals Thanks to Visa

China’s Holiday Travel Boom: Shanghai, Beijing, Guangzhou, and Shenzhen See Record Inbound Arrivals Thanks to Visa-Free Policies and Tourism Growth – Here’s What You Need to Know  Travel And Tour World

Politics

3 w. ago China’s AI toy boom: Huawei, JD.com, UBTech make big push into growing sector

Huawei Technologies in late November sold more than 10,000 units of its artificial intelligence toy, Smart Hanhan, in the first week of its release, as similar smart playthings seize a growing share of consumer spending worldwide. Shenzhen-based Huawei’s AI-powered emotional support plush toy, which costs 399 yuan (US$57), provides a user with interactive companionship via movement recognition, voice and touch. For example, when a user asks Smart Hanhan to count sheep, it often adds playful...

Politics

3 w. ago Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook

Applied Materials: Memory Market Boom, China Fears, And Awaiting FY26 Outlook  Seeking Alpha

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