… More than a million EVs shipped from China over the past 18 months have yet to be sold, and only about two-thirds of this year’s exports have reached a buyer, according to the IEA. “Excess inventory means discounting, incentives, and pressure on residual values as distributors clear stock,” Russo s… …
… China’s completed foreign direct investment in EV and battery manufacturing is a small fraction of its exports, data from New York-based independent research firm Rhodium Group shows. …
… The U.S. has pressured the Netherlands to stop selling ASML’s most powerful equipment to China, making the meeting a pointed signal from Hanoi. …
… Nvidia’s chips are routinely smuggled into China to get around export bans , which have been loosened after Xi and Trump met last week. Then there are the U.S. companies people think aren’t in China. Google’s Android operating system runs on nearly 80% of smartphones in China. …
… Startups are under pressure to abandon foundational research as investors prioritize practical applications. The rise of DeepSeek has reenergized China’s artificial intelligence industry, drawing billions of dollars in state funding and a bigger push toward self-sufficiency. …
… EV Revolution What happened to China's overseas EV factory boom? Three charts show China’s promised overseas production hasn’t materialized — yet. …
… Some reports indicate the KIA has faced pressure from China, which typically prioritizes its own business interests in the country. Since the coup, China has repeatedly pushed ethnic armies supporting the pro-democracy movement to cease fighting the military or withdraw from territory they control. …
… Even so, U.S. export controls on the most advanced chips have thwarted even China’s ability to match the raw computing power of U.S.-based rivals. The U.S. — and to some extent China — now has a potentially insurmountable lead in owning the world’s foundational AI models. …