China Tech

Sources: Dell alerts customers to 15-20% price hikes as soon as mid-December amid surging DRAM costs; Lenovo says current quotes will expire in January 2026 (www.trendforce.com)
2025-12-6 Lenovo

Alibaba Technical Report: Qwen3-VL beats GPT-5 and Gemini 2.5 Pro on visual tasks and has 100% accuracy on “needle-in-a-haystack” tests for 30-minute videos (the-decoder.com)
2025-11-30 Alibaba

Meituan reports Q3 revenue up 2% to $13.4B and a $2.3B adjusted net loss, worse than $1.9B est., its first loss since 2022, amid a price war with JD and Alibaba (www.bloomberg.com)
2025-11-28 Alibaba

Alibaba starts selling Quark S1, its first smart glasses powered by its Qwen AI models, for ~$537 in China, and plans to release international versions in 2026 (www.bloomberg.com)
2025-11-27 China Alibaba AI

Sources: Alibaba and ByteDance are among the top Chinese companies training their latest LLMs in Southeast Asian data centers to access Nvidia's AI chips (www.ft.com)
2025-11-27 China Alibaba AI Nvidia Southeast Asia

Pentagon Cited Alibaba on China Military Aid in Oct. 7 Letter (tech.slashdot.org)
2025-11-27 China Alibaba Pentagon

In an October 7 letter, the Pentagon informed lawmakers that Alibaba, Baidu, and BYD should be added to a list of companies that aid the Chinese military (www.bloomberg.com)
2025-11-27 China Alibaba Pentagon

Delist Alibaba — And All Other China Companies (www.gatestoneinstitute.org)
2025-11-26 China Alibaba

Alibaba reports Q2 revenue up 5% YoY to ~$35B, vs. ~$34.5B est., Chinese e-commerce revenue up 16% YoY, and net income down to ~$3B, as it boosts cloud spending (www.bloomberg.com)
2025-11-25 China Alibaba

Lenovo Stockpiling PC Memory Due To 'Unprecedented' AI Squeeze (it.slashdot.org)
2025-11-25 AI Lenovo

Alibaba says its Qwen app drew 10M+ downloads in the week after its relaunch, one of the fastest app adoption rates behind ChatGPT, particularly in China (www.bloomberg.com)
2025-11-24 China Alibaba

Lenovo CFO Winston Cheng says the PC maker is stockpiling memory and other critical components amid a supply crunch, holding inventories ~50% higher than usual (www.bloomberg.com)
2025-11-24 Lenovo

Ubisoft says Tencent's €1.16B investment in Vantage Studios, set to reduce its debt, is complete, giving Tencent a 26% stake in Vantage and valuing it at €3.8B (www.bloomberg.com)
2025-11-24 Tencent

Sources: Salesforce's Slack tells customers in China, Hong Kong, Macau, and Taiwan that they must migrate their accounts to partner Alibaba before February (www.theinformation.com)
2025-11-20 China Hong Kong Taiwan Alibaba Salesforce Slack

Lenovo reports Q2 revenue up 15% YoY to $20.45B, vs. $20B est., net profit down 5% to $340M, vs. $382M est., but adjusted net profit up 25% to $512M (www.wsj.com)
2025-11-20 Lenovo

Xiaomi President Lu Weibing says the company expects a shortfall in memory chips to push up mobile device prices in 2026, after SMIC's similar warning last week (www.bloomberg.com)
2025-11-18 Mobile Xiaomi

Xiaomi reports Q3 revenue up 22.3% YoY to ~$15.9B, below ~$16.4B est., and net profit up 80.9% YoY to ~$1.59B, above ~$1.5B est., driven by AI and EV sales (www.reuters.com)
2025-11-18 AI Xiaomi

WH national security memo: Alibaba provides tech support for China military's “operations” against targets in the US; Alibaba says it is “complete nonsense” (www.ft.com)
2025-11-15 China Alibaba

Alibaba halves Qwen3-Max prices, from $0.861 to $0.459 per 1M input tokens and $3.441 to $1.836 per 1M output tokens for API users, amid China's AI price wars (www.scmp.com)
2025-11-15 China Alibaba AI

Sources: Tencent and Apple agree to a deal to let Apple handle payments and take a 15% cut of purchases in WeChat mini games and apps, after a year of talks (www.bloomberg.com)
2025-11-13 Apple WeChat Tencent

Tencent reports Q3 revenue up 15% YoY to ~$27B, above ~$26.6B est., net profit up 19% YoY to ~$8.9B, above ~$8B est., and domestic game revenue up 15% YoY (www.wsj.com)
2025-11-13 Tencent

Sources: Alibaba is renaming its AI app Tongyi to “Qwen”, aiming to make it more like ChatGPT, and adding agentic-AI shopping features for platforms like Taobao (www.bloomberg.com)
2025-11-13 Alibaba AI

JD.com says it had record sales during China's Singles' Day event, without giving transaction values, despite Chinese deflation; Alibaba hasn't released data (www.bloomberg.com)
2025-11-12 China Alibaba

Singapore-based Video Rebirth, founded by Tencent AI veteran Liu Wei to develop AI video generation models, raised a $50M seed from Qiming, ActozSoft, and more (www.bloomberg.com)
2025-11-5 AI Tencent Singapore

Sources: China offers to cut data center power bills by up to 50% to Alibaba and others, if they use local chips like Huawei's over foreign ones like Nvidia's (t.co)
2025-11-4 China Alibaba Nvidia

Xi Quips About Backdoors During Xiaomi Phone Gift To Korea's Lee (it.slashdot.org)
2025-11-4 Korea Xiaomi

Xi Jinping joked about security backdoors when presenting South Korean President Lee Jae Myung with Xiaomi smartphones at APEC, amid US concerns about Huawei (www.bloomberg.com)
2025-11-3 Korea Xiaomi APEC

Xiaomi says surging memory chip prices have raised the cost of making smartphones, after pricing of its new Redmi K90 series disappointed Chinese consumers (www.reuters.com)
2025-10-25 China Xiaomi

Alibaba launches a free consumer-focused AI chatbot in its Quark app, powered by Qwen 3, and plans to open pre-sales for its $660 Quark AI Glasses on October 24 (www.reuters.com)
2025-10-23 Alibaba AI chatbot

Meet the mini Lenovo PC built for productivity in this deal (www.bleepingcomputer.com)
2025-10-23 Lenovo

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