Semiconductor chip stocks rose in early trading

Chassis Supply Chain's "iPhone Moment": China's Tier 1 Shift as LeeKr Emerges

Over the past decade, China's electric vehicle (EV) industry has evolved from a niche experiment into a leading force in the global automotive landscape. In the first ten months of 2025, China exported over 2 million EVs, nearly double the year-earlier figure. From European city streets to Southeast Asian highways and Latin American urban centers, Chinese EVs have emerged as one of the most prominent symbols of a new era of “Made in China.”

ByteDance (字节跳动) Raises 2026 AI Infrastructure Budget to 200 Billion RMB, Accelerating Shift to Domestic Chips to Hedge Supply Chain Risks

On May 9, according to the South China Morning Post citing sources familiar with the matter, ByteDance (字节跳动) has raised its 2026 AI infrastructure capital expenditure plan to 200 billion RMB (approximately $29.4 billion), an increase of at least 25% from the 160 billion RMB scheme drafted at the end of last year.

Jeep Parent Company Stellantis (斯特兰蒂斯) Deepens Cooperation with China's Leapmotor (零跑汽车) to Advance EV Expansion in Europe

Recently, Stellantis (斯特兰蒂斯) and Leapmotor (零跑汽车) announced that they will further intensify their production layout in Europe, signifying that the overseas strategy of Chinese automakers has shifted from pure trade exports to deep asset integration.

Suning.com (苏宁易购) Launches Globalization Strategy: Building a One-Stop Platform and Partnering with Lazada and Amazon to Expand Globally

On May 8, at the "2026 Suning.com 618 E-commerce Launch and Globalization Strategy Release Conference" held at its Nanjing headquarters, Suning.com (苏宁易购) officially announced its entry into the overseas market.

Why Next-Gen Devices Demand a New Battery Strategy

Battery Strategy Is Becoming Product Strategy.