// pub
China
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AI Agentic Payments Get Their Passport Rules, Not Yet Their Customs Union
India’s and China’s payment authorities, alongside Visa, Mastercard and Ant International, have each moved in recent weeks to build systems for identifying and authorizing AI agents that pay on people’s behalf, as far as we can see from the sources we reviewed. None of the three efforts yet says who is liable when an agent…
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Huawei Claims Its New Kirin Chip Solves the Overheating Problem — But the Verdict Isn’t In
Huawei claims its new Kirin 2026 chip solves the overheating problem plaguing 3D-stacked processors, packing 55% more transistors while cutting power use by up to 66%. Huawei claims its new Kirin 2026 chip solves the overheating problem plaguing 3D-stacked processors, packing 55% more transistors while cutting power use by up to 66%.
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The Word Factories of Ningxia: Why China’s Telecoms Took a Profit Hit to Chase AI Compute
Call it the barrel-of-oil moment for generative AI. China’s domestic AI inference reportedly costs one-tenth to one-sixth of overseas equivalents; the Economic Daily frames the resulting token exports as the nation’s answer to being called “the world’s factory:” not a nation that ships hardware, but one that ships intelligence.
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From Chatbots to Robots: Three Storylines, One Shortage
Three separately reported milestones converged on China’s AI-hardware sector this month: a record-breaking robotics IPO, a memory chipmaker’s breakout into NAND’s global top three, and an open-sourced alternative to Nvidia’s software ecosystem.
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Chinese Chips Rose, Chinese Optics Fell, Same Headline
Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers. Chinese optical-module makers tumbled Wednesday after Reuters reported the US is drafting a ban on imports of new Chinese data-center optical transceivers.
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China’s Memory Makers Set the Price Now
China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny. China’s CXMT and YMTC are now charging more than Samsung and SK Hynix for memory chips, wielding new pricing power that’s drawing sharper U.S. scrutiny.