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Pandaily

18 stories

Guangdong’s MLCC ‘Three Musketeers’ Ride the AI Compute Wave to Stronger Earnings

PandailyAsiaGuangdong’s MLCC ‘Three Musketeers’ Ride the AI Compute Wave to Stronger Earnings Chaozhou Three-circle (Group) posted surging first-half earnings as AI compute drives demand for MLCCs, alongside peers Fenghua and Viiyong in Guangdong’s “three musketeers” component cluster.

September 4
Shenzhen Startup Yuejia Dynamics Pushes Quadruped Robots Into the Metro, Targets 10,000-Unit Capacity

PandailyAsiaShenzhen Startup Yuejia Dynamics Pushes Quadruped Robots Into the Metro, Targets 10,000-Unit Capacity Yuejia Dynamics, a Shenzhen quadruped-robot startup founded in 2025, has deployed inspection robots in Shenzhen Metro and targets annual capacity of 10,000 units by the end of October.

September 4
Sugon Unveils the World’s First 64-Thread Mobile Workstation With an Unnamed Domestic x86 Chip

PandailyAsiaSugon Unveils the World’s First 64-Thread Mobile Workstation With an Unnamed Domestic x86 Chip Sugon has launched the N50 Pro, billed as the world’s first 64-thread mobile workstation, powered by an unnamed domestic x86 chip widely expected to be Hygon.

September 4
AI Compute Puts Optical Interconnects in Focus as China’s CIOE Expo Opens in Shenzhen

PandailyAsiaAI Compute Puts Optical Interconnects in Focus as China’s CIOE Expo Opens in Shenzhen China’s 27th CIOE expo in Shenzhen puts optical interconnects in focus as AI compute pushes 400G, 800G and 1.6T modules plus LPO, NPO and CPO roadmaps.

September 4
JD Cloud Charts a ‘Physical AI’ Ambition, From Airport Ads to the JDD Stage

PandailyAsiaJD Cloud Charts a ‘Physical AI’ Ambition, From Airport Ads to the JDD Stage JD Cloud is pushing a “physical AI” ambition from airport ads to its annual JDD conference, betting on robots, embodied data and home devices as AI moves from screens into the real world.

September 4
Unitree Plants ‘Three Bases, Two Centers’ in Chengdu as Embodied-AI Leaders Converge

PandailyAsiaUnitree Plants ‘Three Bases, Two Centers’ in Chengdu as Embodied-AI Leaders Converge Unitree is setting up a “three bases, two centers” embodied-intelligence footprint in Chengdu, making it the fifth leading Chinese embodied-AI company to establish a presence in the southwestern tech hub.

September 3
China’s Lithium-Ion Battery Shipments Could Top 3,600 GWh by 2030, Academician Forecasts

PandailyAsiaChina’s Lithium-Ion Battery Shipments Could Top 3,600 GWh by 2030, Academician Forecasts Academician Ouyang Minggao forecast at the 2026 World Power Battery Conference that China’s lithium-ion battery shipments will exceed 3,600 GWh by 2030, as safety, AI and recycling reshape the sector.

September 3
China Gives Robot-Assisted Surgery Its Own Reimbursement Group to Complete the Pricing Puzzle

PandailyAsiaChina Gives Robot-Assisted Surgery Its Own Reimbursement Group to Complete the Pricing Puzzle China’s National Healthcare Security Administration has carved robot-assisted surgery into its own reimbursement group in the DRG/DIP 3.0 plan, closing a pricing gap that could otherwise penalize hospitals adopting surgi

September 3
Zhipu AI Puts Token Subscriptions on Tmall, Pushing Model Usage Into Consumer Retail

PandailyAsiaZhipu AI Puts Token Subscriptions on Tmall, Pushing Model Usage Into Consumer Retail Zhipu AI has opened a Tmall flagship store selling GLM Coding Plan token subscriptions, the first time a listed large-model company has put its core AI product on a mainstream e-commerce shelf.

September 3
Fullive.ai’s AI Bedside Sleep Device Somni Backs a Bet on ‘Response Learning’

PandailyAsiaFullive.ai’s AI Bedside Sleep Device Somni Backs a Bet on ‘Response Learning’ Fullive.ai, an AI hardware startup founded under a year ago, has wrapped three funding rounds as it readies its first bedside sleep device Somni — a screen-less lamp that learns how users respond to night-time interventi

September 3
Direct Drive's 'Lego' Robots Recognize Their Own Bodies After Assembly

PandailyAsiaDirect Drive's 'Lego' Robots Recognize Their Own Bodies After Assembly Direct Drive is pushing modularity into the robot body itself: multiple D1 units can physically join, and the system auto-recognizes the new configuration to rebuild its dynamics model for new loads and terrain.

September 3
Doubao Makes a Return to Phones With AI Agent Devices

PandailyAsiaDoubao Makes a Return to Phones With AI Agent Devices ByteDance's Doubao is re-entering smartphones as ZTE Nubia's NaviX Ultra, described as the world's first AI-agent phone, nears launch—signaling an AI-native race between model makers and phone brands.

September 3
Tencent Opens WorkBuddy Platform, Onboarding More Than 100 Partners

PandailyAsiaTencent Opens WorkBuddy Platform, Onboarding More Than 100 Partners Tencent launched the WorkBuddy open platform, the first domestic AI-agent ecosystem spanning hardware, industry apps and developers, debuting nine co-branded devices with more than 100 partners.

September 3
China's Semiconductor Equipment Push Enters Deeper Water

PandailyAsiaChina's Semiconductor Equipment Push Enters Deeper Water At Wuxi's CSEAC 2026 show, Chinese makers highlighted breakthroughs in etching, deposition and lithography—while ion implanters and inspection-and-measurement still lag, with localization rates under 15 percent.

September 3
Why the 'Brain' of China's AI Runs on a Grassland: Inside Alibaba's Ulanqab Data Center

PandailyAsiaWhy the 'Brain' of China's AI Runs on a Grassland: Inside Alibaba's Ulanqab Data Center Alibaba's Ulanqab data center shows how cheap renewable power and low latency—about 4 milliseconds to Beijing—are making a remote Inner Mongolia city into a center of gravity for China's AI compute.

September 2
iFLYTEK Open-Sources Million-Token Context Models for On-Device AI

PandailyAsiaiFLYTEK Open-Sources Million-Token Context Models for On-Device AI iFLYTEK's wholly-owned subsidiary launched and open-sourced Spark X2.5-4B and X2.5-1.7B, which it says are the first edge models to natively support up to one million tokens of context.

September 2
Violoop's Screen-Aware AI Hardware Raises Tens of Millions to Chase Your Ultimate Context

PandailyAsiaVioloop's Screen-Aware AI Hardware Raises Tens of Millions to Chase Your Ultimate Context A palm-sized USB device from Chinese startup Violoop reads your entire screen to build a proactive AI assistant, half a turn behind closes tens of millions in angel and pre-A funding.

September 2
Global AI Compute Infrastructure Could Top $4 Trillion by 2028, Wuxi Summit Hears

PandailyAsiaGlobal AI Compute Infrastructure Could Top $4 Trillion by 2028, Wuxi Summit Hears At Wuxi's integrated-circuit innovation conference, industry executives projected global new data-center infrastructure investment will exceed $4 trillion by 2028, with semiconductor spending over half—and China using th

September 2