China’s GDP growth outperformed in Q1, with exports providing an even bigger boost than last year.
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China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
Agentic AI is driving a big bump in global token consumption, and Chinese labs are some of the trend’s key players.
Chen Long addresses client questions on the war in Iran, the RMB, and the postponement of the Xi-Trump meeting.
The 15th FYP calls for a simultaneous expansion of legacy chip manufacturing capacity and progress in developing more advanced chips.
China stands in a relatively solid position thanks to its large domestic capacity for refined oil, fertilizers, and renewable energy.
Chinese humanoid robot makers saw dramatic increases in funding and production last year.
This year’s late Chinese New Year was a big boost for yoy growth in Jan-Feb, and we expect some moderation in March.
The USD/CNY experienced a few volatile trading days, and the gap between the spot rate and fixing rate narrowed.