China’s proposed solar technology export restrictions could change the economics of building photovoltaic factories abroad. The issue is not simply whether equipment can leave China, but whether an overseas plant can obtain…
China’s proposed AI export controls could reshape how Chinese technology reaches overseas customers, without cutting off ordinary access to AI services. The commercial question is not simply whether a model can be…
Chinese automakers’ European factory plans face a harder test than finding land and installing assembly lines. Localisation requires suppliers that can deliver at the right cost, workers trained for unfamiliar production systems,…
China’s car exports are providing a growing outlet for manufacturers facing weaker demand at home. Vehicle exports reached 1.053 million in September 2026, up 61.4% from a year earlier, while total vehicle…
The EU–China hybrid vehicle deal changes the terms of automotive competition without ending it. The arrangement announced after talks in Beijing on October 8–9, 2026 aims to moderate Chinese hybrid exports to…
Rising Chinese factory prices create two different problems: importers face pressure on purchase costs, while manufacturers must decide how much of their own cost increases customers will accept. A higher selling price…
Chinese manufacturing returned to expansion in September 2026, but factory orders offered a more cautious signal than the headline suggested. The official manufacturing purchasing managers’ index rose to 50.1 from 49.8 in…
China’s third-quarter growth improved, but the recovery still raises a difficult question: how much momentum can overseas buyers provide when domestic spending is weak? The evidence points to strong support from exports,…
RAM prices reflect the balance between usable memory supply and the amount customers want to buy. A new factory or a denser chip matters because it can increase the quantity of memory…